June 09, 2020 National Stock Exchange of India Limited The ...€¦ · Some enterprises in mature...
Transcript of June 09, 2020 National Stock Exchange of India Limited The ...€¦ · Some enterprises in mature...
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Larsen & Toubro Infotech Ltd. Technology Tower 1, Gate No.5, Saki Vihar Road, Powai, Mumbai-400072, India T +91 22 6776 6776 | F +91 22 2858 1130
Registered Office: L&T House, Ballard Estate, Mumbai 400 001, India www.Lntinfotech.com | E-mail: [email protected] | CIN: L72900MH1996PLC104693
LTI/SE/STAT/2020-21/19
June 09, 2020
National Stock Exchange of India Limited
Exchange Plaza, Bandra-Kurla Complex
Bandra (E), Mumbai - 400 051
NSE Symbol: LTI
The BSE Limited,
Phiroze Jeejeebhoy Towers,
Dalal Street, Mumbai - 400 001
BSE Scrip Code: 540005
Dear Sirs,
Subject: Investor Presentation
Pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations,
2015, we are enclosing herewith a copy of Investor Presentation, which will be available on the
Company’s website viz. www.Lntinfotech.com/lnvestors
Please take the same on your records.
Thanking You.
Yours sincerely,
For Larsen & Toubro Infotech Limited
Manoj Koul
Company Secretary & Compliance Officer
Membership No. ACS 16902
MANOJKOUL
Digitally signed by MANOJ KOUL DN: c=IN, o=Personal, postalCode=411014, st=Maharashtra, 2.5.4.20=fd0fbc438dc087302479b9f0c03ff13db34ce4feec4201fd7b44e99ae2311576, serialNumber=304d3a459759d31c13fcc9b1848c624590e81da232f1d54394030b9a893caa50, cn=MANOJ KOUL Date: 2020.06.09 16:52:18 +05'30'
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©Larsen & Toubro Infotech Ltd. Privileged and Confidential
BREAKEnterprise
Powering the
AWAY
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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.
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3©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Meet LTI
66Fortune 500 clients
$1.5Bn+FY20 Revenue
31,000+Headcount
6th
Largest Indian IT services company
424Active clients
34Delivery centers globally,
with 58 sales offices
As of June 2019
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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
Nordic bank | Global tech giant | CPG giant | Big M&E company$20 Million + 16
US pharma major | French utility | US Energy company | Global CPG player$10 Million + 27
Large manufacturer | US based M&E company | European bank $5 Million + 53
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5©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Annual Revenues (USD Mn) Quarterly Revenues (USD Mn)
Consistently Delivering Industry Leading Revenue Growth
1,132
1,349
1,525
16.7%19.1%
13.0%
FY/17-18 FY/18-19 FY19-20
Revenue (USD Mn) Y-o-Y Growth
354 357 364394 410
2.0% 0.8% 2.0% 8.4%3.9%
14.5%11.5% 10.8%
13.7%15.9%
Q4/18-19 Q1/19-20 Q2/19-20 Q3/19-20 Q4/19-20
Revenue (USD Mn) Q-o-Q Growth Y-o-Y Growth
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6©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Quarterly Digital Revenue (USD Mn)
41%Digital
Revenues
Amplifying Outcomes With Digital | Analytics | IoT | Automation | Cloud
109122 128 134 139
146162 167
Q1FY19 Q2FY19 Q3FY19 Q4FY19 Q1FY20 Q2FY20 Q3FY20 Q4FY20
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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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8©Larsen & Toubro Infotech Ltd. Privileged and Confidential 8
LTI’s strategy for helping Breakaway Enterprises
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9©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Operate to Transform
Do
Less
Do
Fast
Do
More
Do
Better
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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
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11©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Experience Transformation…
Empathy
led
Persona and
journey driven
Immersive to
the core
Human
centric
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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
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13©Larsen & Toubro Infotech Ltd. Privileged and Confidential
We’re Investing in our clients’ Breakaway Success…
Acquisitions
Platforms
People
Partnership
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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)
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15©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Acquisitions
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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
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©Larsen & Toubro Infotech Ltd. Privileged and Confidential 17
We’re Winning
Key Government Ministry
Multi-year multi-million
large deal for complete
digital transformation
and building a data &
analytics platform
Large Energy Retail Company
End to end managed
services deal for its IT
applications and
infrastructure operations
Smart Energy Storage Solution Provider
Multi-year, multi-million
dollar deal for
transforming global
application operations
Apex Government body
Multi-million dollar deal
for creation of data
management framework
and integrating data sets
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18©Larsen & Toubro Infotech Ltd. Privileged and Confidential
COVID-19: Adapting to the New Normal
Primary FocusEmployee safety & safeguarding business interests of clients
Minimal Disruption of OperationsFlawless execution of BCP, 95% WFH within a week, currently at 99%
iCare - Custom Mobile App Created InhouseCalibrated approach to re-opening facilities, iCare to track employee safety
Building Comfort Among EmployeesMultiple channels of communication: global helpline, dedicated intranet page, inhouse crisis notification system, workplace Facebook
Strong Financial & Liquidity PositionNo material impact on Q4FY20, upgrade in CRISIL rating to AAA/Stable, cash & liquid investments of INR 27,458 mn
Screenshots of iCare app
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19©Larsen & Toubro Infotech Ltd. Privileged and Confidential
xFH Stack: LTI’s Remote Model Addressing the New Normal
Quickly, efficiently and securely enable distributed employees to be operational from home
Provide reliable and secure connectivity options in order to have access to required resources
Design active engagement of a remote workforce to replace the otherwise usual connects that existed in a familiar work environment
Evolving processes, tools and methodologies to ensure similar or higher productivity levels.
Enable growth activities, both for personal growth and organizational growth, to be able to scale appropriately.
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20©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Well Diversified Portfolio
6
16
27
53
50 Million dollar + 20 Million dollar + 10 Million dollar + 5 Million dollar +
FY18 FY19 FY20
27.6%
17.8% 16.8%
11.4% 11.3% 11.2%
3.9%
BFS INS MFG E&U CRP Hi-Tech,M&E
Others
FY18 FY19 FY20
36.1%
29.2%
11.6% 11.8%8.6%
2.8%
ADM andTesting
EnterpriseSolutions
IMS Analytics, AI &Cognitive
EI/Mobility Products &Platforms
FY18 FY19 FY20
69.0%
15.8% 15.3%
North America Europe Others
FY18 FY19 FY20
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21©Larsen & Toubro Infotech Ltd. Privileged and Confidential
Headcount Utilization Effort Mix
EBIT Operating cash flow % to Net ProfitNet Profit
24,13928,169
31,437
Operational Excellence Leading To Healthy Financial Performance
93.9% 94.3% 94.4%
FY18 FY19 FY20
Delivery Support Delivery %
79.4%
80.6%
79.5%80.4%
81.9%
80.9%
FY18 FY19 FY20
Including Trainees Excluding Trainees
23.4% 22.3% 21.8%
76.6% 77.7% 78.2%
FY18 FY19 FY20
Onsite Offshore
10,314 17,361 17,564
14.1% 18.4%16.1%
FY18 FY19 FY20
EBIT (INR Mn) EBIT %
11,124 15,155 15,205
15.2%16.0%
14.0%
FY18 FY19 FY20
Net Profit (INR Mn) Net Profit %
75.9%92.1%
108.1%
FY18 FY19 FY20
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©Larsen & Toubro Infotech Ltd. Privileged and Confidential 22