Post on 26-Aug-2020
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
$1.4Bn+LTM revenue
30,000+Headcount
6th
Largest Indian IT services company
366Active clients
31Delivery centres globally,
with 59 sales offices
As of June 2019
4©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Enviable Client Profile
US based global bank$100 Million + 1
Large P&C insurer | Professional Services Giant| Global O&G major$50 Million + 6
EU based reinsurer | Global tech giant | Big M&E company | Nordic bank$20 Million + 18
French utility | US pharma major | CPG giant | Diversified energy player $10 Million + 27
Large manufacturer | US based M&E company | European bank $5 Million + 48
5©Larsen & Toubro Infotech Ltd. Privileged and Confidential
9701,132
1,349
9.3%
16.7%
19.1%
FY17 FY18 FY19
YoY growth
Annual Revenues (USD Mn) Quarterly Revenues (USD Mn)
Consistently Delivering Industry Leading Revenue Growth
328
347354 357
364
2.7%5.6%
2.0% 0.8% 2.0%
21.4%18.2%
14.5%11.5% 10.8%
Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20
Revenue QoQ growth Revenue YoY growth
6©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Quarterly Digital Revenue (USD Mn)
40%Digital
Revenues
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
122128 134 139
146
Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20
7©Larsen & Toubro Infotech Ltd. Privileged and Confidential
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
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…
9©Larsen & Toubro Infotech Ltd. Privileged and Confidential 9
LTI’s strategy for helping Breakaway Enterprises
10©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Operate to Transform
Do
Less
Do
Fast
Do
More
Do
Better
11©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Data-Driven Organizations
Data as an
enterprise asset
AI led
automation
Monetization
of data
Right data, right
time, right people
12©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Experience Transformation…
Empathy
led
Persona and
journey driven
Immersive to
the core
Human
centric
13©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Digitizing the Core
Define
the core
Messy legacy to
digital core
Integrate
everything with digital core
Embed
Automation and Intelligence
14©Larsen & Toubro Infotech Ltd. Privileged and Confidential
We’re Investing in our clients’ Breakaway Success…
Acquisitions
Platforms
People
Partnership
15©Larsen & Toubro Infotech Ltd. Privileged and Confidential
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)
16©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Acquisitions
17©Larsen & Toubro Infotech Ltd. Privileged and Confidential
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
18©Larsen & Toubro Infotech Ltd. Privileged and Confidential
I am who I am, because of those around me
Talent–Mission Ubuntu
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 19
In the beginner’s mind there are
many possibilities, in the expert’s
mind there are few.
ShoshinA learning company
Shunryu Suzuki
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 20
We’re Winning
Leading Power Generation Company
Global Re-Insurance Major
Partner for organization
wide implementation of
SAP S/4 HANA
US Based Utility Company
Multi-year, multi-million
dollar deal to provide
Cloud and Infrastructure
Managed services
As a transformation
partner, LTI to assist in
modernizing the IT
landscape
European Financial Institution
Multi-year, multi-million
dollar managed services
engagement to manage
entire IT
21©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Well Diversified Portfolio
6
18
27
48
0
10
20
30
40
50
60
50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar +
FY18 FY19 YTD FY20
27.4%
18.4%15.8%
11.4% 11.3% 11.6%
4.0%
BFS INS MFG E&U CRP Hi-Tech,M&E
Others
FY18 FY19 YTD FY20
37.1%
29.0%
11.0% 11.3%8.6%
3.1%
ADM andTesting
EnterpriseSolutions
IMS Analytics, AI &Cognitive
EI/Mobility Products &Platforms
FY18 FY19 YTD FY20
68.7%
16.2% 15.1%
North America Europe Others
FY18 FY19 YTD FY20
22©Larsen & Toubro Infotech Ltd. Privileged and Confidential
93.9% 94.3% 94.5%
FY18 FY19 Q2FY20
Delivery Support Delivery %
Headcount Utilization Effort Mix
EBIT Operating cash flow % to Net ProfitNet Profit
24,13928,169
30,979
Operational Excellence Leading To Healthy Financial Performance
Note: Latest operational metrics for Q2FY20 and financial metrics for LTM
79.4%
80.6%
78.9%
80.4%
81.9%
80.6%
FY18 FY19 Q2FY20
Utilization (including Trainees) Utilization (excluding Trainees)
23.4% 22.3% 22.0%
76.6% 77.7% 78.0%
FY18 FY19 Q2FY20
Onsite Offshore
10,314 17,361 17,089
14.1%
18.4%17.1%
FY18 FY19 LTM
EBIT %
11,124 15,155 14,701
15.2%16.0%
14.7%
FY18 FY19 LTM
Net Profit %
75.9%92.1% 93.1%
FY18 FY19 LTM
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 23