ltl/se/stat/2019-20/31 - larsen & toubro infotech
TRANSCRIPT
Lil Let's Solve
LTl/SE/STAT/2019-20/31 July 21, 2019
The BSE Limited, National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex Bandra (E), Mumbai- 400 051 NSE Symbol: LTI
Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001 BSE Scrip Code: 540005
Dear Sirs,
Subject: Schedule of Analyst/ Institutional Investor Meetings
Pursuant to Regulation 30 of the SEBI (List ing Obligations & Disclosure Requirements) Regulations,
2015, please find below t he Schedule of Analyst/Institutional Investor Meetings planned for July 2019:
Date Conference/ Investor Meetings Venue
July 22-23, 2019 Non-Deal Roadshow Mumbai July 24-26, 2019 Non-Deal Roadshow Singapore/Hong Kong
Further, we are enclosing herewith a copy of Investor Presentation, which also will be available on the
Company's website viz. www.Lntinfotech.com/lnvestors.
Please take the above intimation on records.
Thanking You,
Yours sincere ly,
For Larsen & Toubro lnfotech Limited
~~~ Manoj Koul Company Secretary & Compliance Officer
Larsen a Toubro lnfotech Ltd.
Branch office Technology Tower 1. Gate No. 5, Saki V1har Road, Powai, Mumbai - 400072, India
T: +91 22 6776 67761 F +912228581130 fLJ. I A Larsen & Toubro 'CD Group Company
Powering The Breakaway Enterprise
2©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Safe HarborCertain 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 update any forward-
looking statement that may be made from
time to time by us or on our behalf.
3©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Meet LTI
66Fortune 500 clients
$1.3Bn+LTM revenue
29,000+Headcount
6th
Largest Indian IT services company
354Active clients
29Delivery centres globally,
with 59 sales offices
As of June 2019
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Enviable Client Profile
US based global bank$100 Million + 1
Large P&C insurer | Professional services giant | Global O&G major$50 Million + 5
EU based reinsurer | Global tech giant | Big M&E company | Nordic bank$20 Million + 19
French utility | US pharma major | CPG giant | Diversified energy player $10 Million + 26
Large manufacturer | US based M&E company | European bank $5 Million + 49
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9701,132
1,349
9.3%
16.7%
19.1%
FY17 FY18 FY19
YoY growth
320328
347354 357
3.5% 2.7%5.6%
2.0% 0.8%
23.4%21.4%
18.2%14.5%
11.5%
Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20
Revenue QoQ growth Revenue YoY growth
Annual Revenues (USD Mn) Quarterly Revenues (USD Mn)
Consistently Delivering Industry Leading Revenue Growth
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Quarterly Digital Revenue (USD Mn)
109122
128 134 139
Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20
39%Digital
Revenues
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
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Some enterprises in mature industries don’t just survive disruptive times. They…
AWAYBREAK
Mastering next gen efficient operations
Enabling new business models
Enabling revenue growth
Transforming customer and
employee experiences
Solving sticky and
persistent problems
Making the
middleman redundant
Tech for the
bottom billion
Faster time
-to-market
Service orientation of
subscription economy
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Extreme
simplification
Consumer grade
software
Cloud only,
mobile only
Coming of age for
open source
8©Larsen & Toubro Infotech Ltd. Privileged and Confidential
…Moore’s Law of IT Cost Reduction
The New Tech Function…
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LTI’s strategy for helping Breakaway Enterprises
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Operate to Transform
Do
Less
Do
Fast
Do
More
Do
Better
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Data-Driven Organizations
Data as an
enterprise asset
AI led
automation
Monetization
of data
Right data, right
time, right people
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Experience Transformation…
Empathy
led
Persona and
journey driven
Immersive to
the core
Human
centric
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Digitizing the Core
Define
the core
Messy legacy to
digital core
Integrate
everything with digital core
Embed
Automation and Intelligence
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We’re Investing in our clients’ Breakaway Success…
Acquisitions
Platforms
People
Partnership
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MOSIACPowering Enterprise
Decisions & Actions
Core Nucleus Core Stack(Analytics and Intelligence)
Offerings(Leveraging the core stack)
Horizontal Offerings
• 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)
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Acquisitions
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Enterprises Trying to
• Enable new business models
• Enable revenue growth
• Transform experiences
• Build next gen operations
Focus on Outcomes
• Operate to Transform
• Data driven organizations
• Experience Transformation
• Digitizing the core
• Industry specific
• Functional
• IaaS and PaaS
• Capability based
AI ML Data Automation Cloud IoT
LTI Platforms Focus
Untapped Opportunity
Strategy-on-a-Page
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I am who I am, because of those around me
Talent–Mission Ubuntu
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In the beginner’s mind there are
many possibilities, in the expert’s
mind there are few.
ShoshinA learning company
Shunryu Suzuki
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We’re Winning
NetsGlobal Re-Insurance Major
As primary IT partner of
Nets, following vendor
consolidation exercise, LTI
to manage 100+ additional
critical applications
US Based Global Engineering Giant
Multi-year, multi-million
deal for transforming the
global application
operations
As a transformation
partner, LTI to assist in
modernizing the IT
landscape
US Based Insurance Company
Multi-year, multi-million
managed services large deal
for IT Infrastructure and IT
security operations
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5
19
26
49
0
10
20
30
40
50
60
50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar +
FY18 FY19 Q1FY20
27.7%
18.1%15.2%
10.7% 11.1% 12.5%
4.6%
BFS INS MFG E&U CRP Hi-Tech,M&E
Others
FY18 FY19 Q1FY20
68.7%
16.0% 15.3%
0%
10%
20%
30%
40%
50%
60%
70%
80%
North America Europe Others
FY18 FY19 Q1FY20
38.1%
28.4%
10.9% 11.2%8.2%
3.1%
0%
10%
20%
30%
40%
50%
ADM andTesting
EnterpriseSolutions
IMS Analytics, AI &Cognitive
EI/Mobility Products &Platforms
FY18 FY19 Q1FY20
Well Diversified Portfolio
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93.9% 94.3% 94.3%
FY18 FY19 Q1FY20
Delivery Support Delivery %
10,314 17,361 17,518
14.1%
18.4% 17.9%
FY18 FY19 LTM
EBIT %
Headcount Utilization Effort Mix
EBIT Operating cash flow % to Net ProfitNet Profit
24,139
28,169 29,347
75.9% 92.0% 104.0%
FY18 FY19 LTM
79.4%
80.6% 80.5%80.4%
81.9%81.3%
FY18 FY19 Q1FY20
Utilization (including Trainees) Utilization (excluding Trainees)
23.4% 22.3% 22.0%
76.6% 77.7% 78.0%
FY18 FY19 Q1FY20
Onsite Offshore
11,124 15,155 15,101
15.2%16.0%
15.4%
FY18 FY19 LTM
Net Profit %
Operational Excellence Leading To Healthy Financial Performance
Note: Latest operational metrics for Q1FY20 and financial metrics for LTM
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