lti · ©larsen & toubro infotech ltd. privileged and confidential 2 safe harbor certain...
TRANSCRIPT
LTI Let's Solve
LTI/SE/STAT /2019-20/69 February 10, 2020
The BSE Limited, National Stock Exchange of India Limited Exchange Plaza, Bandra-Kurla Complex Bandra (E), Mumbai- 400 051 NSE Symbol: l Tl
Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400 001 BSE Scrip Code: 540005
Dear Sirs,
Subject: Schedule of Analyst/Institutional Investor Meetings
Pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations,
2015, we are enclosing a Schedule of Analyst/Institutional Investor Meetings planned for February
2020.
Further, we are enclosing herewith a copy of Investor Presentation, which also will be avai lable on the
Company's website viz. www.Lnt infotech.com/lnvestors
Please take the same on your records.
Thanking You,
Yours sincerely,
For larsen & Toubro lnfotech limited
Company Secretary & Compliance Officer
Encl: As above
Larsen 8: Toubro lnfotech Ltd.
Branch of f ice Technology Tower 1, Gate No.5, Saki Vihar Road, Powai, Mumbai - 400072, India
T: +91 22 6776 6776 I F +91 22 28581130
Registered office Lfr T House, Ballard Estate, Mumbai 400 001. India
www.Lntinfotech.com I E-mail: [email protected] I CIN: L72900MH1996PLC104693
rn I A Larsen & Toubro 'CD Group Company
LTI
Intimation of Schedule of Analyst/ Institutional Investor Meetings pursuant to Regulation 30 of SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015
Interactions planned for February 2020
Investor Conferences:
Date Conference/Investor Meetings Venue
February 11, 2020 IIFL's Enterprising India Investors Conference Mumbai
February 12, 2020 Edelweiss India Conference Mumbai
February 17, 2020 Antique Build India, New India Mumbai
February 19, 2020 Kotak Chasing Growth 2020 Conference Mumbai
©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.
3©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Meet LTI
66Fortune 500 clients
$1.4Bn+LTM revenue
31,000+Headcount
6th
Largest Indian IT services company
429Active clients
32Delivery centers globally,
with 57 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 + 28
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
347 354 357364
394
5.6%2.0% 0.8% 2.0%
8.4%
18.2%14.5%
11.5% 10.8%
13.7%
Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20
Revenue QoQ growth Revenue YoY growth
6©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Quarterly Digital Revenue (USD Mn)
41%Digital
Revenues
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
128 134 139146
162
Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20
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
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LTI’s strategy for helping Breakaway Enterprises
9©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Operate to Transform
Do
Less
Do
Fast
Do
More
Do
Better
10©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
11©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Experience Transformation…
Empathy
led
Persona and
journey driven
Immersive to
the core
Human
centric
12©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
13©Larsen & Toubro Infotech Ltd. Privileged and Confidential
We’re Investing in our clients’ Breakaway Success…
Acquisitions
Platforms
People
Partnership
14©Larsen & Toubro Infotech Ltd. Privileged and Confidential
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)
• Redaxis (CPG)
15©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Acquisitions
16©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
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 17
We’re Winning
Smart Energy Storage Solution Provider
Multi-year, multi-million
dollar deal for
transforming global
application operations
European Financial Institution
Multi-year, multi-million
dollar managed services
engagement to manage
entire IT
US Based Utility Company
Multi-year, multi-million
dollar deal to provide
Cloud and Infrastructure
Managed services
Apex Government body
Multi-million dollar deal
for creation of data
management framework
and integrating data sets
18©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Well Diversified Portfolio
6
18
28
48
0
10
20
30
40
50
60
50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar +
FY18 FY19 YTD FY20
27.6%
18.2%16.4%
11.4% 11.3% 11.3%
3.9%
BFS INS MFG E&U CRP Hi-Tech,M&E
Others
FY18 FY19 YTD FY20
36.7%
28.9%
11.2% 11.9%8.5%
2.9%
ADM andTesting
EnterpriseSolutions
IMS Analytics, AI &Cognitive
EI/Mobility Products &Platforms
FY18 FY19 YTD FY20
69.0%
16.0% 15.0%
North America Europe Others
FY18 FY19 YTD FY20
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Headcount Utilization Effort Mix
EBIT Operating cash flow % to Net ProfitNet Profit
24,13928,169
31,419
Operational Excellence Leading To Healthy Financial Performance
Note: Latest operational metrics for Q3FY20 and financial metrics for LTM
10,314 17,361 16,923
14.1%
18.4%16.3%
FY18 FY19 LTM
EBIT %
11,124 15,155 14,713
15.2%16.0%
14.2%
FY18 FY19 LTM
Net Profit %
75.9%92.1% 83.1%
FY18 FY19 LTM
23.4% 22.3% 21.9%
76.6% 77.7% 78.1%
FY18 FY19 Q3FY20
Onsite Offshore
79.4%
80.6%
79.2%
80.4%
81.9%81.3%
FY18 FY19 Q3FY20Utilization (including Trainees) Utilization (excluding Trainees)
93.9% 94.3% 94.4%
FY18 FY19 Q3FY20Delivery Support Delivery %
©Larsen & Toubro Infotech Ltd. Privileged and Confidential 20