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Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

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Page 1: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd
Page 2: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen  &  Toubro  Infotech  Ltd.  Privileged  and  Confidential

3  February  2017

Investor  PresentationFebruary  2017

LTI  2.0  -­‐ Pioneering  Solutions  in  a  Converging  World  

Page 3: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential2 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. L&T Infotech does not undertake to update any forward-lookingstatement that may be made from time to time by us or on our behalf.

Page 4: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential3 3 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

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

3

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 – L&T Infotech’s market-leading SaaS-based transfer agency product

Page 5: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential4 4 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

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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©Larsen & Toubro Infotech Ltd. Privileged and Confidential5 5 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Meet LTI

6th Largest Indian IT services company(NASSCOM ranking 2015)

264

LTM revenues$945+Mn

Active clients(as of Dec 2016)

51 Fortune 500 clients(as of Dec 2016) 20,000+ Headcount

(as of Dec 2016)

23 Delivery centers globally, with 42 sales offices(as of Jan 2017)

Page 7: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential6 6 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

ACADEMIA

START UPS and ECOSYSTEM of

PARTNERSACQUISITIONS

DESIGN DRIVEN DELIVERY

Our Innoways of working

Page 8: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential7 7 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

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

Page 9: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential8 8 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Encompassing Everything Digital Accelerating Digital Transformation

Page 10: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential9 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

LTI 2.0 : Blueprint … Differentiate to grow

Digital Operations

PortfolioMix

BrandRebuild

Acquire& Partner

DigitalDelivery

Talent Management

ExperienceTransformation

#1 in client

centricity

ClientTransformation

Page 11: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential10 10 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Making Rapid Progress

Wins Announced

Three large deal wins in Q3 FY17

with net-new TCV in excess of US$100m

Illustrative Engagements

Recent Partnerships

• Next generation shared services

• Design thinking led oral care

product innovation

Pegasystems Coupa Nutanix Workplace by Facebook

GE Digital Duck Creek WorkFusion MIT CISR

• IoT led Predictive maintenance

• Business Process Transformation

through RPA

Acquisitions

Page 12: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential11 11 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Well diversified portfolio

4

10

22

35

0

10

20

30

40

50 Milliondollar +

20 Milliondollar +

10 Milliondollar +

5 Million dollar+

FY14 FY15 FY16 YTD FY17

25.9%

21.4%

11.8%

7.9%11.2%

21.9%

0%

5%

10%

15%

20%

25%

30%

BFS Ins E&P CRP Hi-tech,M&E

Auto, Aero& Others

FY14 FY15 FY16 YTD FY17

39.4%

22.9%

10.8% 9.5%13.4%

4.0%

0%

10%

20%

30%

40%

50%

ADM EnterpriseSolutions

IMS Testing AIM/EI/Mob Productsand

Platforms

FY14 FY15 FY16 YTD FY17

68.9%

18.2%12.9%

0%

10%

20%

30%

40%

50%

60%

70%

80%

North America Europe Others

FY14 FY15 FY16 YTD FY17

Page 13: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential12 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Financials

Page 14: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential13 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Highlights – Q3FY17

Revenue ($ Mn))

Revenue Growth of 2.3% Q-o-Q; 3.8% CC

Q3FY17 EBIT at 17.8%, up by 22 bps Q-o-Q

Q3FY17 PAT at 14.4% up by 17 bps Q-o-Q

EBIT (INR Mn)

PAT (INR Mn)

Utilization(Excl. Trainees)

Attrition(LTM)

225.0

239.7

245.1

2,245

2,326

2,480

18.5%

18.5%

18.1%

Q3FY17 Q2FY17 Q3FY16

76.5%

80.6%

80.5%

2,794

2,873

3,063

Page 15: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential14 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

Robust Revenue Growth…

Quarterly

225.0 229.7 231.1 239.7 245.1

2.1% 0.6% 3.7% 2.3%

Q3FY16 Q4FY16 Q1FY17 Q2FY17 Q3FY17

657.4 715.8

8.9%

YTD Dec' 15 YTD Dec' 16

CC

+ 3.8%

YTD

Growth

USD MN

CC

+ 9.9%

0.5%

Page 16: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential15 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

…with improved Profitability

6,0807,164

13.8%

14.5%

10.0%

10.5%

11.0%

11.5%

12.0%

12.5%

13.0%

13.5%

14.0%

14.5%

15.0%

0

2,000

4,000

6,000

8,000

10,000

9M FY16 9M FY17

PAT (INR Mn) PAT%

EBIT PAT

7,449 8,895

16.8%

18.0%

10.0%

11.0%

12.0%

13.0%

14.0%

15.0%

16.0%

17.0%

18.0%

19.0%

0

2,000

4,000

6,000

8,000

10,000

9M FY16 9M FY17

EBIT (INR Mn) EBIT%

Page 17: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

©Larsen & Toubro Infotech Ltd. Privileged and Confidential16 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential

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

+

+

+

+

+

+

+

+

Page 18: Q3FY17 Investor PPT Upload to Exchange[1] (Read-Only) · Investor(Presentation February(2017 LTI(2.0BPioneering(Solutionsin(a(Converging(World(2 2 ©Larsen & Toubro Infotech Ltd

Let’s  Solve