Ltm Limited · NSE:LTM
Ltm — Larsen & Toubro Infotech — Investor Presentation (February 2020)
22 slides from Ltm's investor presentation, Feb 10, 2020
Slide 1: Schedule of Analyst/Institutional Investor Meetings cover letter
LTI Let's Solve LTI/SE/STAT/2019-20/69 February 10, 2020 National Stock Exchange of India Limited The BSE Limited, Exchange Plaza, Bandra-Kurla Complex Phiroze Jeejeebh oy Towers, Bandra (E), Mumbai- 400 051 Dalal Street, Mumbai- 400 001 NSE Symbol: l Tl BSE Scrip Code: 540005 Dear Sirs, Subject: Sc
Slide 2: Schedule of Analyst/Institutional Investor Meetings, February 2020
LTI Intimation of Schedule of Analyst/ Institutional Investor Meetings pursuant to Regulation 30 of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015 Interactions planned for February 2020 Investor Conferences: Date Conference/Investor Meetings Venue Februa ry 11, 2020 IIFL's En
Slide 3: Powering the Breakaway Enterprise
Powering the BREAK AWAY Enterprise ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Slide 4: Safe Harbor
Safe Harbor Certain statements in this release concerning our future growth prospects are forward- looking statements, which involve a number of risks, and uncertainties that could cause our actual results to differ materially from those in such forward-looking statements. LTI does not undertake to
Slide 5: Meet LTI
Meet LTI 31,000+ $1.4Bn+ 66 Headcount LTM revenue Fortune 500 clients 429 6th 32 Largest Indian IT services Delivery centers globally, Active clients company with 57 sales offices As of June 2019 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 3
Slide 6: Enviable Client Profile
Enviable Client Profile $100 Million + 1 US based global bank $50 Million + 6 Large P&C insurer | Professional Services Giant| Global O&G major $20 Million + 18 EU based reinsurer | Global tech giant | Big M&E company | Nordic bank $10 Million + 28 French utility | US pharma major | CPG giant | Dive
Slide 7: Consistently Delivering Industry Leading Revenue Growth
Consistently Delivering Industry Leading Revenue Growth Annual Revenues (USD Mn) Quarterly Revenues (USD Mn) 394 1,349 364 354 357 1,132 347 970 19.1% 16.7% 18.2% 14.5% 13.7% 9.3% 11.5% 10.8% 8.4% 5.6% 2.0% 0.8% 2.0% FY17 FY18 FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20 YoY growth Revenue QoQ growth Rev
Slide 8: Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud Quarterly Digital Revenue (USD Mn) 162 146 134 139 128 41% Digital Revenues Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 6
Slide 9: Breakaway enterprises in disruptive times
Some enterprises in mature industries don’t just survive disruptive times. They… BREAKAWAY Transforming Mastering next Enabling new Enabling customer and gen efficient business models revenue growth employee operations experiences Solving sticky and Making the Tech for the Service orientation of Fas
Slide 10: LTI's strategy for helping Breakaway Enterprises
LTI’s strategy for helping Breakaway Enterprises ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 8
Slide 11: Operate to Transform
Operate to Transform Do Do Do Do Less Fast More Better ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 9
Slide 12: Data-Driven Organizations
Data-Driven Organizations Data as an AI led Monetization Right data, right enterprise asset automation of data time, right people ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 10
Slide 13: Experience Transformation
Experience Transformation… Empathy Persona and Immersive to Human led journey driven the core centric ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 11
Slide 14: Digitizing the Core
Digitizing the Core Define Messy legacy to Integrate Embed the core digital core everything with Automation and digital core Intelligence ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 12
Slide 15: We're Investing in our clients' Breakaway Success
We’re Investing in our clients’ Breakaway Success… Platforms Partnership Acquisitions People ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 13
Slide 16: MOSAIC
MOSAIC Powering Enterprise Horizontal Offerings Decisions & Actions • IoT – Mosaic Things • UI/UX – Mosaic Experience • Cybersecurity – Mosaic Security • GDPR Testing – Mosaic Privacy • SAP S/4HANA – SAP Move Vertical Offerings • Subsurface Digitalization (O&G) • AI Tutor (INS) • Redaxis (CPG) Core
Slide 17: Acquisitions
Acquisitions ©Larsen & Toubro Infotech Ltd. Privileged and Confidential 15
Slide 18: Strategy-on-a-Page
Strategy-on-a-Page Untapped Opportunity Focus on Outcomes Enterprises Trying to • Operate to Transform LTI Platforms Focus • Data driven organizations • Enable new business • Industry specific models • Experience Transformation • Functional • Enable revenue growth • Digitizing the core • IaaS and Pa
Slide 19: We're Winning
We’re Winning Smart Energy Storage Apex Government body US Based Utility European Financial Solution Provider Company Institution Multi-year, multi-million Multi-million dollar deal Multi-year, multi-million Multi-year, multi-million dollar deal for for creation of data dollar deal to provide dollar
Slide 20: Well Diversified Portfolio
Well Diversified Portfolio 60 48 50 27.6% 40 28 18.2% 30 16.4% 18 11.4% 11.3% 11.3% 20 10 6 3.9% 0 50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar + BFS INS MFG E&U CRP Hi-Tech, Others M&E FY18 FY19 YTD FY20 FY18 FY19 YTD FY20 69.0% 36.7% 28.9% 11.2% 11.9% 8.5% 16.0% 15.
Slide 21: Operational Excellence Leading To Healthy Financial Performance
Operational Excellence Leading To Healthy Financial Performance Headcount Utilization Effort Mix 31,419 28,169 81.9% 24,139 81.3% 80.4% 80.6% 76.6% 77.7% 78.1% 79.4% 79.2% 93.9% 94.3% 94.4% 23.4% 22.3% 21.9% FY18 FY19 Q3FY20 FY18 FY19 Q3FY20 FY18 FY19 Q3FY20 Delivery Support Delivery % Utilization (
Slide 22: ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 20
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