Dr. Keshab Panda CEO & MDThis presentation may include statements which may constitute...

Restricted Circulation | L&T Technology Services | © 2018 1

Dr. Keshab PandaCEO & MD

Restricted Circulation | L&T Technology Services | © 2018 2Confidential | L&T Technology Services | © 2018 2

Disclaimer

This presentation is issued by L&T Technology Services Limited (the “Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person.

This presentation may include statements which may constitute forward-looking statements. All statements that address expectations or projections about the future, including, but not limited to, statements about the strategy for growth, business development, market position, expenditures, and financial results, are forward looking statements. Forward looking statements are based on certain assumptions and expectations of future events. This presentation should not be relied upon as a recommendation or forecast by the Company. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. The Company cannot guarantee that these assumptions and expectations are accurate or will be realised. The actual results, performance or achievements, could thus differ materially from those projected in any such forward-looking statements. The Company does not undertake to revise any forward-looking statement that may be made from time to time by or on behalf of the Company. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward looking statements.

This presentation may not be copied or disseminated, in whole or in part, and in any manner or for any purpose. No person is authorized to give any information or to make any representation not contained in or inconsistent with this presentation and if given or made, such information or representation must not be relied upon as having been authorized by any person. Failure to comply with this restriction may constitute a violation of applicable laws.

The information contained in these materials has not been independently verified. None of the Company, its Directors, Promoter or affiliates, nor any of its or their respective employees, advisers or representatives or any other person accepts any responsibility or liability whatsoever, whether arising in tort, contract or otherwise, for any errors, omissions or inaccuracies in such information or opinions or for any loss, cost or damage suffered or incurred howsoever arising, directly or indirectly, from any use of this document or its contents or otherwise in connection with this document, and makes no representation or warranty, express or implied, for thecontents of this document including its accuracy, fairness, completeness or verification or for any other statement made or purported to be made by any of them, or on behalf of them, and nothing in this presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future. The information and opinions contained in this presentation are current, and if not stated otherwise, as of the date of this presentation. The Company undertakes no obligation to update or revise any information or the opinions expressed in this presentation as a result of new information, future events or otherwise. Any opinions or information expressed in this presentation are subject to change without notice.


LTTS Evolution…

DO IT CHEAPER DO IT BETTER DO IT DIFFERENTLY IMPROVE BUSINESS TRANSFORM BUSINESS

Discrete business units working in silos

15%

85%

Consolidation and building synergy

27%

73%

Building capabilities through investments

49%

51%

Org and operational re-structuring

60%

40%

ENGINEERING THE CHANGE

75%

25%

Embedded

Mechanical

Overall Addressable Market Addressed Market India Significant Increase despite ESP growing at 10-13% annually

30%+Digital Engineering

Revenues

Overall Addressable

Market 5.5%CAGR 17-21

India Addressed

Market 12.3%CAGR 17-21

Consulting, Domain & Design

45%

Skill Based

55%

2009Pre-2009 2012Phase 1 2015Phase 2 2017Phase 3 2021Phase 4

4


Basic machines learning

Machines vision

AR/VR –mixed reality

Advanced imaging

BlockchainConnected Vehicles

Deep (machine) learning

Advanced 3D scanning

Smart PPE

Cobots

Autonomous smart machines

Cognitive computing

Advance display (e.g. Holographic)

Autonomous Vehicles

Adiabatic quantum computing

Body-mounted sensors

Self-healing machines

Quantum Computing

LiFi

Quantum sensors

Optical computing

Power over WiFi

Bio-chips

UNDERPINNING DIGITAL TECHNOLOGIES

Sensors; simulations; big data; optimization; high speed connectivity; wireless; 5G; cybersecurity.

DIGITAL TECHNOLOGIES DISRUPTING DNA OF EVERY INDUSTRY…..

Major Global O&G Company on Digital transformation in Energy Industry

HORIZON 1Available in the Energy sector today HORIZON 2

Available & used in adjacent industries HORIZON 3

Developing in other industries

HORIZON 4Early-stage technologies

5


Creating New Avenues and Business Models

5G $250 Billion by 2025

IoT /IIoT$756 Billion

by 2022

Edge computing $7 Billion

by 2022

Smart Buildings $32 Billion

by 2022

Robotics $87 Billion

by 2025

EV/Autonomous$83 Billion

by 2019

Factories of Future▪ Process control & Automation▪ Intra/Interenterprise

communication▪ Connected supply chain

eHealth▪ Remote Health

Monitoring & Robotics▪ Smarter MedicationEnergy

Management▪ Grid Management

Automotive▪ Autonomous Driving▪ Digitization of transport & Logistics▪ Information Society on the road

Media & Entertainment▪ On-site Live Event Experience▪ UHD Content ▪ OTT Enablement

6


The “Four Asks” clients have for us…

How to optimize/re-configure the Engineering Workforce?

1

2

3

4Enable an Agile iterative model for Faster GTM

“Renew the old” &

“Build the new” for their manufacturing setup

“Identify” & build products core for the future; “Carve out” & support legacy products

7


Customer requires partners with…1

AGILITY, ENGINEERING AND DOMAIN EXPERTISE TO DRIVE CLIENTS TRANSFORMATIONAL REQUIREMENTS

35% Workforce

65% Workforce

Ho

rizon

tals

Mechanical

Embedded

Hi-Te

ch

Ind

ustrial P

rod

ucts

Me

dical

Plan

t Engin

ee

ring

Digital Manufacturing Services

Client Servicing

Transp

ortatio

n

Application Engineering

CTO Org

Inn

ova

tio

n, P

latf

orm

s an

d S

olu

tio

ns

Innovation, Platforms and Solutions

8


Customer requires partners with…

MULTI-VERTICAL AND MULTI-DOMAIN CAPABILITIES ENABLING TO LEVERAGE ADJACENCIES…

2 Leaders No PositionsOther Positions

V e r t i c a l R a n k i n g s

TCS

Quest

Cyient

EPAM

Wipro

HCL

LTTS

4

3

0

14

11

11

15

9

Auto Off-highway Aero Medical Telecom Semicon Industrial Chemicals O&GConsumer Electronics FMCG IoT IIOT Embedded

Plant Engineering

H o r i z o n t a l R a n k i n g s

Altran

9


Customer requires partners with…3

…READY 2 DEPLOY SOLUTIONS (R2DS) TO SPEED UP THEIR GTM…

MEDICAL

▪ Real-time Remote Monitoring▪ 3D Printing▪ AI in Medical Imaging

TELECOM & HI-TECH

▪ 5G and IoT chipset module▪ ASIC - Frontend, PD▪ Smart Homes & Gateways▪ Next-Gen Media Streaming▪ Embedded AI in chips▪ OTT Solution, App Frameworks

PLANT ENGINEERING

▪ Plant control mobility solution▪ Digital Factory▪ Integrated manufacturing & supply

chain ▪ Plant energy management solutions

INDUSTRIAL PRODUCTS

▪ Building management▪ Digital Twin▪ Energy Storage/Management▪ Industrial IoT▪ Condition based monitoring

TRANSPORTATION

▪ Digital Cockpit▪ Additive Manufacturing▪ Autonomous Car Middleware▪ Active Safety▪ EV/ Hybrid▪ V2X

ENABLING DIGITAL PLATFORMS

5G : Enabling Next-Gen Connectivity

Augmented Reality/Virtual Reality

Cognitive Computing

(AI/Engineering Analytics/DL/ML/NLP)

Vision Based Computing

(Image Processing)

Security/Blockchain

Sensor Fusion

10


RELIABLE AND PREFFERED PARTNER FOR FUTURE

Our Customers among Top

R&D Spenders

51 of Top 100 117 of Top 500

6+ YrsAvg. Customer Relationship for T30

$286Billion

$5.3Trillion

Rev

en

ue

R&

D

Inve

stm

ent

8.5%

8.7%

$376Million

LTTS

Rev

en

ues

23%

$75Billion

$1.7Trillion

Rev

en

ue

R&

D

Inve

stm

ent

4%

12%

T-3

0 C

ust

om

ers 1

17

Cu

stom

ers

11

Our Biggest Assets for being future ready..


Our Biggest Assets for being future ready..

…DEEP ENGINEERING TALENT EXPERTISE…

PARTNERSHIP

CALIFORNIA TEXAS

ILLINOIS

NEW JERSEY

OHIO

IOWA

SWEDEN

GERMANY

ISRAEL

JAPAN

TRAINING / RESKILLING LEADERSHIP DEVELOPMENT


We are a company touching lives

Skill Development (Naya Savera)

Water Project (ENWA)

Health Care (Sparsh)

Volunteering Activities (Samaritans)

Innovation & Technology (Tech Udan)




Today LTTS is known for…

14

Highest among all global service providers

G R O W T H17%

ORGANIC GROWTH

L E A D E R S H I P

Largest Indian pure-play ESP

$580MREVENUE IN

FY18

D O M A I N E X P E R T I S E

Highest among all pure-play ESPs

I N N O V AT I O N

Highest among pure-play ESPs for patents owned

43ENGINEERING

LABS

86 LTTS PATENTS


BILLION DOLLARS.

20 Carat Engineering Toil

16

THANK YOU


OUR LEADER SPEAK

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