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©Larsen & Toubro Infotech Ltd. Privileged and Confidential
3 February 2017
Investor PresentationFebruary 2017
LTI 2.0 -‐ Pioneering Solutions in a Converging World
©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.
©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
©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
©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)
©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
©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
©Larsen & Toubro Infotech Ltd. Privileged and Confidential8 8 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Encompassing Everything Digital Accelerating Digital Transformation
©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
©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$100m
Illustrative Engagements
Recent Partnerships
• Next generation shared services
• Design thinking led oral care
product innovation
Pegasystems Coupa Nutanix Workplace by Facebook
GE Digital Duck Creek WorkFusion MIT CISR
• IoT led Predictive maintenance
• Business Process Transformation
through RPA
Acquisitions
©Larsen & Toubro Infotech Ltd. Privileged and Confidential11 11 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Well diversified portfolio
4
10
22
35
0
10
20
30
40
50 Milliondollar +
20 Milliondollar +
10 Milliondollar +
5 Million dollar+
FY14 FY15 FY16 YTD FY17
25.9%
21.4%
11.8%
7.9%11.2%
21.9%
0%
5%
10%
15%
20%
25%
30%
BFS Ins E&P CRP Hi-tech,M&E
Auto, Aero& Others
FY14 FY15 FY16 YTD FY17
39.4%
22.9%
10.8% 9.5%13.4%
4.0%
0%
10%
20%
30%
40%
50%
ADM EnterpriseSolutions
IMS Testing AIM/EI/Mob Productsand
Platforms
FY14 FY15 FY16 YTD FY17
68.9%
18.2%12.9%
0%
10%
20%
30%
40%
50%
60%
70%
80%
North America Europe Others
FY14 FY15 FY16 YTD FY17
©Larsen & Toubro Infotech Ltd. Privileged and Confidential12 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Financials
©Larsen & Toubro Infotech Ltd. Privileged and Confidential13 ©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Highlights – Q3FY17
Revenue ($ 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
©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%
©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%
©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
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Let’s Solve