lti 2.0 - pioneering solutions in a converging world · customer 360 global cpg major- ... solution...

LTI 2.0 - Pioneering Solutions in a Converging World

November 2017

Investor Presentation

2©Larsen & Toubro Infotech Ltd. Privileged and Confidential

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 fromthose in such forward-looking statements. LTI does not undertake to update any forward-looking statementthat may be made from time to time by us or on our behalf.


We are an Innovation Partner to the world’s leading brands

World’s largest financial institution - Customer Data Analytics for AML, Cross-Sell and Upsell via Customer 360

Global CPG Major-Disruptive Digital Ideas, Demand Sensing Solution

Digital India – Building 360 degree view of Tax Payer leveraging Semantic Web & Tax Data

Global Manufacturing Company – Replace Shared Services Support Agents with AI Chat Bots

Japanese Auto Manufacturer – Driving

Agility in R&D by leveraging Telematics Data via

Connected Cars

Global Bank – Intelligent automation in financial crime

customer due-diligence leveraging AI

Unitrax – LTI’s market-leading SaaS-based transfer agency product


Best suited to deliver Outcomes that clients are seeking

Rich, real-world expertise

Engineering mindset

An enviable client list

Ecosystem of partners


Meet LTI

6th Largest Indian IT services company(NASSCOM ranking 2016)

256

LTM revenues$1+Bn

Active clients(as of Sept 2017)

54 Fortune 500 clients(as of Sept 2017) 22,000+ Headcount

(as of Sept 2017)

23 Delivery centers globally, with 45 sales offices(as of Sept 2017)


ACADEMIA

START UPS and ECOSYSTEM of

PARTNERSACQUISITIONS

DESIGN DRIVEN DELIVERY

Our Innoways of working


Helping clients leverage the convergence of physical and digital

RE-INVENT

THE CORE /

CLOUD

Intelligent Automation

ITAutomation

InsightsExperience

ProcessAutomation

SMARTMFG

Connected products

Bridging information silos

Data Platforms

Customer & Employee Experience

Internetof

Things


Encompassing Everything Digital Accelerating Digital Transformation


LTI 2.0 : Blueprint … Differentiate to grow

Digital Operations

PortfolioMix

BrandRebuild

Acquire& Partner

DigitalDelivery

Talent Management

ExperienceTransformation

#1 in client

centricity

ClientTransformation


• Leading African Bank awarded multi-year transformational deal to provide application development & services

• Automation-led SAP Application Management Services for a European CPG player across the globe

• Infrastructure operations and transformation engagement for an international institution

• A Fortune 10 energy corporation selected LTI for upstream applications portfolio management

• ERP transformation-on-the-cloud for a French transnational company with operations in more than 40 countries

Making Rapid Progress

Accelerated momentum in large deal wins

Illustrative EngagementsRecent Partnerships

• LTI REDaxis – an Accounts Receivable Analytics Suite

• Conversational BOT to automate call center

Acquisitions

• AWS

• Azure

• Cisco

• Mosaic Decision license sale to improve customer experience

• Micro payment solutions using Block Chain for European BFS

• Duck Creek

• Nutanix

• Workplace by Facebook


Well diversified portfolio

4

12

23

39

0

5

10

15

20

25

30

35

40

45

50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar +

FY16 FY17 YTD FY18

27.1%

20.6%

16.3%

11.8%

8.8%10.8%

4.6%

0%

5%

10%

15%

20%

25%

30%

BFS INS MFG E&U CRP Hi-Tech,M&E

Others

FY16 FY17 YTD FY18

35.4%

23.5%

11.6%8.9% 10.3%

6.6%3.7%

0%

10%

20%

30%

40%

ADM EnterpriseSolutions

IMS Testing Analytics, AI& Cognitive

EI/Mob Products &Platforms

FY16 FY17 YTD FY18

69.6%

17.6%12.8%

0%

10%

20%

30%

40%

50%

60%

70%

80%

North America Europe Others

FY16 FY17 YTD FY18

Financials


Highlights – Q2FY18Revenue ($ Mn))

Revenue Growth of 4.4% Q-o-Q; 3.5% CC

Q2FY18 EBIT at 14.5%, up 10 bps Q-o-Q

Q2FY18 PAT at 15.6%, down 40 bps Q-o-Q

EBIT (INR Mn)

PAT (INR Mn)

Utilization(Excl. Trainees)

Attrition(LTM)

Q2FY18 Q1FY18 Q2FY17

239.7

259.2

270.6

2,580

2,407

2,536

2,326

2,672

2,730

80.6%

78.2%

80.7%

18.5%

14.7%

15.0%


Robust Revenue Growth…

Quarterly

CC

+3.5%

YTD

Growth

USD MN

4.4%2.0%3.6%2.3%3.7% 11.2%

CC

+11.0%

887970 1,029

FY16 FY17 LTM

239.7245.1

254.1 259.2270.6

Q2FY17 Q3FY17 Q4FY17 Q1FY18 Q2FY18


…with improved Profitability

EBIT PAT

8,494

10,525 10,266

14.5%

16.2%15.2%

0%

2%

4%

6%

8%

10%

12%

14%

16%

18%

7,500

8,000

8,500

9,000

9,500

10,000

10,500

11,000

FY16 FY17 LTM

EBIT (INR Mn) EBIT %

8,365

9,711

10,429

14.3%14.9% 15.4%

0%

2%

4%

6%

8%

10%

12%

14%

16%

7,500

8,000

8,500

9,000

9,500

10,000

10,500

11,000

FY16 FY17 LTM

PAT (INR Mn) PAT %


In Summary

Strong Management Culture

Global Presence

Consistent Financial Performance

Deep Client Relationships

Strong domain focus enabling Business to IT Connect

Strong Parentage and Brand Equity of L&T

Extensive Portfolio of IT Services and Solutions

Conducive Work Environment to Attract and Retain Talent

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lti 2.0 - pioneering solutions in a converging world · customer 360 global cpg major- ... solution...

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