LTTSNSEAugust 10, 2025

L&T Technology Services Limited

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Key numbers — 37 extracted
rs,
a Complex Bandra (East), Mumbai — 400 051. NSE Symbol: LTTS BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 BSE script Code: 540115 Dear Sir / Madam, Subject: Analyst/Institu
3.5%
on Euro Defence Spending# Europe's defense spending to reach additional $370B if nations commit 3.5% of their GDP Data Centers^ Global investment in data centers has nearly doubled since 2022 an
60%
24 # ET ^ Deloitte & UBS * Everest Group World thinking of AI& Global AI capex spend to grow by 60% this year to $360B, and by another 33% in 2026 to $480B India 4th Largest Economy With a strong
33%
p World thinking of AI& Global AI capex spend to grow by 60% this year to $360B, and by another 33% in 2026 to $480B India 4th Largest Economy With a strong tech push, massive digitally skilled ta
5%
talent pool, and rapid growth; India is emerging as a top ER&D hub R&D Spend* ER&D growth at 4-5% CY25E due to macro & geopolitical factors www.LTTS.com 3 ER&D Spend in next 5 Years: Long Term
6.2%
ro & Defence | Industrial | Med Devices & LS3 $1.0-1.2 T $1.3-1.5 T $900-950 B CAGR CY24-31 5.8-6.2% $3.8-4.3 T 8.0-9.0% 2024 2028P 2031P $2.7-3.2 T $1.2- 1.5T $1.5- 1.8T $1.6- 1.7T $2.1- 2.
9.0%
ial | Med Devices & LS3 $1.0-1.2 T $1.3-1.5 T $900-950 B CAGR CY24-31 5.8-6.2% $3.8-4.3 T 8.0-9.0% 2024 2028P 2031P $2.7-3.2 T $1.2- 1.5T $1.5- 1.8T $1.6- 1.7T $2.1- 2.6T 2028P 2031P $2.0
4.5%
2.1- 2.6T 2028P 2031P $2.0-2.4 T $1.0- 1.2T $0.9- 1.2T 2024 Digital Engg. Legacy Engg. 4.0-4.5% Hi-Tech Led Sectors Major Verticals: Software & Internet | Semiconductor | Telecom CAGR CY24-31
12.5%
Tech Led Sectors Major Verticals: Software & Internet | Semiconductor | Telecom CAGR CY24-31 12.0-12.5% $680-740 B $1.0-1.2 T $1.5-1.7 T 12-12.5% 2024 2028P 2031P Services Led Sectors Major Verti
11.2%
tail | BFSI | Healthcare Payers & Providers $230-250 B $340-380 B $480-520 B CAGR CY24-31 10.8-11.2% Source: 1. Zinnov Digital Engineering Report June 2025 and McKinsey ER&D market estimates; 2. Tota
rs 25
D Innovation Labs 23,600+ Employees 57 Of Global 100 R&D Spenders as clients 23 Global Design Centers 25+ Countries 1,550 Patents 90% Repeat Biz. SERVICES & SOLUTIONS ACROSS… Digital Engineering & C
90%
es 57 Of Global 100 R&D Spenders as clients 23 Global Design Centers 25+ Countries 1,550 Patents 90% Repeat Biz. SERVICES & SOLUTIONS ACROSS… Digital Engineering & Consulting Product Engineering
Guidance — 2 items
It delivers
opening
CAGR 281 229 FY21 FY22 FY23 FY24 FY25 Sustainability Revenue ($Mn) 11% 4 Yr.
It delivers
opening
CAGR 307 250 347 361 380 14-16% $2 Billion Revenue in Medium Term FY21 FY22 FY23 FY24 FY25 Tech Revenue ($Mn) 401 422 465 16% 4 Yr.
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Speaking time
It delivers
1
For more information please contact
1
Opening remarks
It delivers
Cost reduction in dollar value by around 20% Improving collaboration between teams Internal competency building App Studio Code Companion Tools Low Code No Code Tools Crowdsourced • Standardization • Discovery • Reuse Segment wise Applications LTTSiDriVe - Modular SDV Solution with plug-play components (Mobility) Smart Microgrid – SW defined Smart MicroGrid (IP) IAHF - Integrated Asset Health Framework for Assets (PE) Care Connect - Regulatory Compliant Modular Digital Health Platform (MedTech) www.LTTS.com 9 Industrial Automation Transportation Business Operations / Decision Support – L4 & L5 (ERP, PLM, CRM) FactoryVU Factory Data Lakehouse Manufacturing Performance Monitors IT/OT Infra / Asset Monitors Decision Support Dashboards Remote Command Center / NOC / SOC FactoryManage Production Quality Maintenance Energy Mfg Transformation Paperless Factory Predictive Quality Manager Asset Reliability Center (ARC) Energy & Sustainability Manager (ESM) AI/GenAI in Mfg Mfg Virtual Assistant V
For more information please contact
Sandesh Naik Head - Investor Relations Email: sandesh.naik1@ltts.com For additional information about L&T Technology Services log on to https://www.LTTS.com/ www.LTTS.com 22
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