L&T Technology Services Limited — PPTs, 17-10-2025: Investor Presentation

L&T Technology Services (LTTS) reported a strong Q2FY26, showcasing significant deal wins and strategic tech focus.

**Business Performance:** Revenue reached ₹2,979.5 Crore, up 15.8% YoY and 4.0% QoQ (10.4% YoY in CC USD). Net Profit was ₹328.7 Crore, rising 2.8% YoY and 4.1% QoQ. The Sustainability segment continued its double-digit annual growth, while the Tech segment remained robust. North America was a key growth geography.

**Growth Drivers or Strategy:** The company's 'Go Deeper to Scale' and multi-segment strategy is driving progress. LTTS is heavily investing in an AI-first delivery model, focusing on Gen AI, Agentic AI, and Physical AI, along with strategic partnerships with tech innovators.

**Recent Developments:** LTTS secured a record ~USD 300 Million in large deal TCV. New AI platforms like Qguard.ai and FusionWorld.ai were launched, showing early monetization. Partnerships include MIT Media Lab and SiMa.ai for AI innovations. The patent portfolio crossed 1,600, with 216 in AI/Gen AI.

**Key Financial Metrics:** Basic EPS stood at ₹31.02, and EBIT margin was 13.4%. An interim dividend of ₹18 per share was announced.

**Management Outlook:** Management anticipates improved revenue and EBIT margins in H2FY26 compared to H1, aiming for double-digit growth this fiscal year. They reiterated the medium-term goal of USD 2 Billion revenue, backed by a strong order book.