June 09, 2020 National Stock Exchange of India Limited The ...€¦ · Some enterprises in mature industries don’t just survive disruptive times. They… BREAKAWAY Mastering next

Larsen & Toubro Infotech Ltd. Technology Tower 1, Gate No.5, Saki Vihar Road, Powai, Mumbai-400072, India T +91 22 6776 6776 | F +91 22 2858 1130

Registered Office: L&T House, Ballard Estate, Mumbai 400 001, India www.Lntinfotech.com | E-mail: [email protected] | CIN: L72900MH1996PLC104693

LTI/SE/STAT/2020-21/19

June 09, 2020

National Stock Exchange of India Limited

Exchange Plaza, Bandra-Kurla Complex

Bandra (E), Mumbai - 400 051

NSE Symbol: LTI

The BSE Limited,

Phiroze Jeejeebhoy Towers,

Dalal Street, Mumbai - 400 001

BSE Scrip Code: 540005

Dear Sirs,

Subject: Investor Presentation

Pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations,

2015, we are enclosing herewith a copy of Investor Presentation, which will be available on the

Company’s website viz. www.Lntinfotech.com/lnvestors

Please take the same on your records.

Thanking You.

Yours sincerely,

For Larsen & Toubro Infotech Limited

Manoj Koul

Company Secretary & Compliance Officer

Membership No. ACS 16902

MANOJKOUL

Digitally signed by MANOJ KOUL DN: c=IN, o=Personal, postalCode=411014, st=Maharashtra, 2.5.4.20=fd0fbc438dc087302479b9f0c03ff13db34ce4feec4201fd7b44e99ae2311576, serialNumber=304d3a459759d31c13fcc9b1848c624590e81da232f1d54394030b9a893caa50, cn=MANOJ KOUL Date: 2020.06.09 16:52:18 +05'30'

©Larsen & Toubro Infotech Ltd. Privileged and Confidential

BREAKEnterprise

Powering the

AWAY

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.


Meet LTI

66Fortune 500 clients

$1.5Bn+FY20 Revenue

31,000+Headcount

6th

Largest Indian IT services company

424Active clients

34Delivery centers globally,

with 58 sales offices

As of June 2019


Enviable Client Profile

US based global bank$100 Million + 1

Large P&C insurer | Professional Services Giant| Global O&G major$50 Million + 6

Nordic bank | Global tech giant | CPG giant | Big M&E company$20 Million + 16

US pharma major | French utility | US Energy company | Global CPG player$10 Million + 27

Large manufacturer | US based M&E company | European bank $5 Million + 53


Annual Revenues (USD Mn) Quarterly Revenues (USD Mn)

Consistently Delivering Industry Leading Revenue Growth

1,132

1,349

1,525

16.7%19.1%

13.0%

FY/17-18 FY/18-19 FY19-20

Revenue (USD Mn) Y-o-Y Growth

354 357 364394 410

2.0% 0.8% 2.0% 8.4%3.9%

14.5%11.5% 10.8%

13.7%15.9%

Q4/18-19 Q1/19-20 Q2/19-20 Q3/19-20 Q4/19-20

Revenue (USD Mn) Q-o-Q Growth Y-o-Y Growth


Quarterly Digital Revenue (USD Mn)

41%Digital

Revenues

Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud

109122 128 134 139

146162 167

Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20 Q4FY20


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

8©Larsen & Toubro Infotech Ltd. Privileged and Confidential 8

LTI’s strategy for helping Breakaway Enterprises


Operate to Transform

Do

Less

Do

Fast

Do

More

Do

Better


Data-Driven Organizations

Data as an

enterprise asset

AI led

automation

Monetization

of data

Right data, right

time, right people


Experience Transformation…

Empathy

led

Persona and

journey driven

Immersive to

the core

Human

centric


Digitizing the Core

Define

the core

Messy legacy to

digital core

Integrate

everything with digital core

Embed

Automation and Intelligence


We’re Investing in our clients’ Breakaway Success…

Acquisitions

Platforms

People

Partnership


MOSAICPowering 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)


Acquisitions


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

©Larsen & Toubro Infotech Ltd. Privileged and Confidential 17

We’re Winning

Key Government Ministry

Multi-year multi-million

large deal for complete

digital transformation

and building a data &

analytics platform

Large Energy Retail Company

End to end managed

services deal for its IT

applications and

infrastructure operations

Smart Energy Storage Solution Provider

Multi-year, multi-million

dollar deal for

transforming global

application operations

Apex Government body

Multi-million dollar deal

for creation of data

management framework

and integrating data sets


COVID-19: Adapting to the New Normal

Primary FocusEmployee safety & safeguarding business interests of clients

Minimal Disruption of OperationsFlawless execution of BCP, 95% WFH within a week, currently at 99%

iCare - Custom Mobile App Created InhouseCalibrated approach to re-opening facilities, iCare to track employee safety

Building Comfort Among EmployeesMultiple channels of communication: global helpline, dedicated intranet page, inhouse crisis notification system, workplace Facebook

Strong Financial & Liquidity PositionNo material impact on Q4FY20, upgrade in CRISIL rating to AAA/Stable, cash & liquid investments of INR 27,458 mn

Screenshots of iCare app


xFH Stack: LTI’s Remote Model Addressing the New Normal

Quickly, efficiently and securely enable distributed employees to be operational from home

Provide reliable and secure connectivity options in order to have access to required resources

Design active engagement of a remote workforce to replace the otherwise usual connects that existed in a familiar work environment

Evolving processes, tools and methodologies to ensure similar or higher productivity levels.

Enable growth activities, both for personal growth and organizational growth, to be able to scale appropriately.


Well Diversified Portfolio

6

16

27

53

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

FY18 FY19 FY20

27.6%

17.8% 16.8%

11.4% 11.3% 11.2%

3.9%

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

Others

FY18 FY19 FY20

36.1%

29.2%

11.6% 11.8%8.6%

2.8%

ADM andTesting

EnterpriseSolutions

IMS Analytics, AI &Cognitive

EI/Mobility Products &Platforms

FY18 FY19 FY20

69.0%

15.8% 15.3%

North America Europe Others

FY18 FY19 FY20


Headcount Utilization Effort Mix

EBIT Operating cash flow % to Net ProfitNet Profit

24,13928,169

31,437

Operational Excellence Leading To Healthy Financial Performance

93.9% 94.3% 94.4%

FY18 FY19 FY20

Delivery Support Delivery %

79.4%

80.6%

79.5%80.4%

81.9%

80.9%

FY18 FY19 FY20

Including Trainees Excluding Trainees

23.4% 22.3% 21.8%

76.6% 77.7% 78.2%

FY18 FY19 FY20

Onsite Offshore

10,314 17,361 17,564

14.1% 18.4%16.1%

FY18 FY19 FY20

EBIT (INR Mn) EBIT %

11,124 15,155 15,205

15.2%16.0%

14.0%

FY18 FY19 FY20

Net Profit (INR Mn) Net Profit %

75.9%92.1%

108.1%

FY18 FY19 FY20

©Larsen & Toubro Infotech Ltd. Privileged and Confidential 22

Documents

June 09, 2020 National Stock Exchange of India Limited The ...€¦ · Some enterprises in mature industries don’t just survive disruptive times. They… BREAKAWAY Mastering next