LTI 2.0 - Pioneering Solutions in a Converging World
November 2017
Investor Presentation
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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.
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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
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Best suited to deliver Outcomes that clients are seeking
Rich, real-world expertise
Engineering mindset
An enviable client list
Ecosystem of partners
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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)
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ACADEMIA
START UPS and ECOSYSTEM of
PARTNERSACQUISITIONS
DESIGN DRIVEN DELIVERY
Our Innoways of working
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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
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Encompassing Everything Digital Accelerating Digital Transformation
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LTI 2.0 : Blueprint … Differentiate to grow
Digital Operations
PortfolioMix
BrandRebuild
Acquire& Partner
DigitalDelivery
Talent Management
ExperienceTransformation
#1 in client
centricity
ClientTransformation
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• 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
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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
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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%
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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
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…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 %
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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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