LTM Limited · NSE:LTM
LTM — Larsen & Toubro Infotech — Investor Presentation (November 2018)
23 slides from LTM's investor presentation, Nov 13, 2018
Slide 1: Schedule of Analyst/Institutional Investor Meetings (exchange cover letter)
1-1 -1 Let's Solve November 13, 2018 LTl/ SE/ STAT/ 2018-19/ 66 National Stock Exchange of India Limited The BSE Limited, Exchange Plaza, Bandra-Kurla Complex Phiroze Jeejeebhoy Tow ers, Sandra (E), Mumbai- 400 OSl Dalal Street, Mumbai- 400 001 NSE Symbol: LTI BSE Scri p Code: 540005 Dear Sirs, Subj
Slide 2: Investor Presentation: Amplifying Outcomes
Investor Presentation Amplifying Outcomes Amplifying Outcomes Investor Presentation November 2018 Sanjay Jalona
Slide 3: Safe Harbor
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 from those in such forward-looking statements. LTI does not undertake to u
Slide 4: Meet LTI
Meet LTI 26,000+ $1.25Bn+ 61 Headcount LTM revenue Fortune 500 clients 312 6th 25 Largest Indian IT services Delivery centers globally, Active clients company with 49 sales offices As of Sept 2018 3
Slide 5: Consistently delivering industry leading revenue growth
Consistently delivering industry leading revenue growth 1,132 970 16.7% 887 810 9.5% 8.5% 9.3% FY15 FY16 FY17 FY18 Revenue (USD Mn) YoY growth 4
Slide 6: Predictable quarterly performance
Predictable quarterly performance 328 320 309 294 23.4% 21.6% 21.4% 271 19.7% 12.9% 8.5% 4.4% 5.3% 3.5% 2.7% Q2 FY18 Q3 FY18 Q4FY18 Q1FY19 Q2FY19 Revenue (USD Mn) Revenue QoQ growth Revenue YoY growth 5
Slide 7: Amplifying outcomes with Digital | Analytics | IoT | Automation | Cloud
Amplifying outcomes with Digital | Analytics | IoT | Automation | Cloud Quarterly Digital Revenue (USD Mn) 122 37% 109 102 96 Digital 87 Revenues Q2 FY18 Q3 FY18 Q4FY18 Q1FY19 Q2FY19 Transformed experience - Enabling new business Enabling revenue growth customers, partners, Next gen operations model
Slide 8: Enviable client profile
Enviable client profile $100 Million + 1 US based global bank $50 Million + 4 Large P&C insurer | A professional services giant | Global O&G major $20 Million + 14 EU based reinsurer | African bank | Big M&E company | Nordic bank $10 Million + 25 Manufacturing giant | Global Automotive OEM | CPG gia
Slide 9: Industry focus and resilient portfolio
Industry focus and resilient portfolio Energy & Energy Engineering & Construction Manufacturing Process Manufacturing Automotive & Aerospace 26.0% Industrial Manufacturing Insurance Insurance Healthcare 18.0% Banking Banking Financial Services 30.4% Consumer, Media & Media & Entertainment Utilities
Slide 10: Deep domain knowledge
Deep domain knowledge Energy & Terminal automation system Pipeline integrity Manufacturing Digital Oil Fields Framework Plant Early Warning 26.0% System Insurance AccuRUSi, iCEOn Agency Point, iAdvise 18.0% Connected Insurance HIPAA EDI 4010 to EDI 5010 Unitrax, Wealthlink Sentimental analytics Bank
Slide 11: Change begins within
Change begins within Cloud & SaaS LTI Solutions AWS, Azure REDAxis Facebook Workplace Mosaic Security S4/HANA DiCE Acquisitions Partnerships AugmentIQ Blue Prism Syncordis Automation Anywhere Duck Creek Sales & Marketing Customer centricity ADEA Beyond Global sales expansion Hackathons with clients
Slide 12: Accelerating Digital Transformation
Accelerating Digital Transformation Intelligent Impactful Reinvent Smarter Unmatched Total Devices Decision-Making Problem Solving Execution Customer Experience Cybersecurity Continuous learning 11
Slide 13: We're winning $325 Mn+ TCV in 6 quarters
We’re winning Global Pharma Major Multi-year, multi-million managed services deal to transform global manufacturing facilities using IoT Fortune 100 Consumer & Pharma giant Multi-year engagement on ERP, Data and Analytics based on AI and automation ExxonMobil Digitizing Geoscience content using MOSA
Slide 14: Recent partnerships & acquisitions
Recent partnerships & acquisitions AWS Acquisition of AugmentIQ has Azure helped LTI enhance its big data platform and deepen the MOSAIC Duck Creek offerings MuleSoft Nutanix Acquisition of Syncordis will enable LTI to establish its core banking implementation capability and enhance Workplace by foo
Slide 15: Digital Disruptions led by a world of new technologies
Digital Disruptions led by… A world of new technologies saas insuretech digital bitcoin ux engineering analytics chatbots iot rpa automationsocial ui mobile data transformation cognitive fintech cybersecurity blockchain iaas vr ar cloud drones platform 14
Slide 16: Customers need decluttering of technologies, IT+OT experience
Customers need… • Decluttering of technologies • IT+OT experience 15
Slide 17: Learning Company
Shoshin Learning Company In the beginner’s mind there are many possibilities, in the expert’s mind there are few. - Shunryu Suzuki 16
Slide 18: Learning company
Shoshin Learning company Learn & grow Sales & marketing excellence Capabilities Acquisitions Ecosystem & alliances 17
Slide 19: Our journey
Our journey Sales & Delivery Marketing People 18
Slide 20: LTI Edge: Performance, Winning Team, Focus
LTI Edge Performance The with scale Winning Team Focus & Micro-segmentation Amplifying outcomes 19
Slide 21: Well diversified portfolio
Well diversified portfolio 50 44 45 35% 40 30.4% 30% 35 30 25% 25 25 20% 18.0% 15.6% 20 14 15% 11.3% 15 10.4% 9.7% 10% 10 4 4.6% 5 5% 0 0% 50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar + BFS INS MFG E&U CRP Hi-Tech, Others FY17 FY18 YTDFY19 M&E FY17 FY18 YTDFY19 40% 33
Slide 22: Operational Excellence leading to Healthy Financial Performance
Operational Excellence leading to Healthy Financial Performance Headcount Utilization Effort Mix 26,414 82.3% 24,139 21,023 80.4% 80.4% 75.7% 76.6% 77.4% 79.6% 79.4% 78.1% 93.4% 93.9% 94.4% 24.3% 23.4% 22.6% FY17 FY18 Q2FY19 FY17 FY18 Q2FY19 FY17 FY18 Q2FY19 Delivery Support Delivery % Utilization (
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