BSECompany Update3d ago · 17 Aug 2026, 04:29 pm

Copy of Presentation to be made to the analyst(s)/investor(s) during "Non-Deal Roadshow" scheduled to be held from August 18, 2026, till August 21, 2026, is attached.

L&T Technology Services Ltd · 540115

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L&T Technology Services Ltd has announced a presentation to be made to analysts and investors during a non-deal roadshow in Singapore and Hong Kong, highlighting the company's growth drivers and emerging themes in the ER&D sector.

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Earnings Impact2/10
Growth Catalyst8/10
Governance Concern1/10
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Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment6/10

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L&T Technology Services Ltd - 540115 - Announcement under Regulation 30 (LODR)-Investor Presentation

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L&T Technology Services Limited A.M. Naik Tower,6th Floor, L&T Campus, Gate No.3, Jogeshwari-Vikhroli Link Road, Powai, Mumbai-400072. www.ltts.com August 17, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (East), Mumbai – 400 051 Mumbai- 400 001 NSE Symbol: LTTS BSE Scrip Code: 540115 Dear Sir/Madam, Subject: Disclosure pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Presentation of Analyst Meet Pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015, and in continuation to our letter dated August 12, 2026, please find enclosed the copy of the presentation to be made to the analyst(s) / investor(s) during the “Non-Deal Roadshow” scheduled to be held from August 18, 2026, till August 21, 2026 at Singapore and Hong Kong. The said presentation is also being uploaded on the website of the Company at www.ltts.com. Kindly take the above information on record. Thanking You, Yours sincerely, For L&T Technology Services Limited Prasad Shanbhag Company Secretary & Compliance Officer (M. No. A 30254) Encl.: As above Registered Office: L&T House, N. M. Marg, Ballard Estate, Mumbai - 400 001. INDIA CIN: L72900MH2012PLC232169 Tel: +91 22 6892 5257 Fax: +91 2267525858 L&T Technology Services is a subsidiary of Larsen & Toubro Limited INVESTOR PRESENTATION August 2026 www.LTTS.com 1 ER&D: Growth Drivers and Emerging Themes LTTS: Pivot on Growth Powered by Engineering Intelligence (EI) From Better to Best www.LTTS.com 2 World Today – Broad Macro Themes Global GDP Growth Global IT Spend 3.1 Revised down from 3.3% — Middle $6.31 Up 13.5% YoY — AI infra East conflict and trade fragmentation emerging as the core growth driver Fiscal Pressures & Reindustrialization Monetary Policy & Supply Chain Macro pressures (high debt, rates) Reshoring & friendshoring accelerating shift to outcome- accelerating reindustrialization— based, risk-sharing models India well placed to benefit AI as Energy Transition Economic Engine & Data Centers AI scaling from pilots to Power availability emerging enterprise-wide as a key constraint amid industrial adoption rising AI demand Engineering spend is decoupling from GDP — Outcome ownership will determine who captures market share www.LTTS.com 3 AI is reshaping the tech landscape—fast, wide, and power-hungry AI SOFTWARE ENERGY INFRASTRUCTURE LANDSCAPE CRITICALITY • AI application software • Datacenter power demand surging to $270B+ in 2026 to reach ~92 GW by 2027. • Rapid scaling: 64% of • Grid and permitting delays enterprises now actively causing bottlenecks. use AI HYPERSCALER AI & ADVANCING AI ER&D: COMPUTE BUILDOUT TRANSLATES TO ENGG DOLLARS • Datacenter capex to reach • 59% of companies using Gen AI in ER&D $6.7T by 2030; $5.2T for AI. for augmenting product features and personalization according to Nasscom • AI Capex to exceed $500B by 2026; upside to $700B.. • $380B Capex by 4 hyperscalers (Silicon design, AI application, Models & Services). Sources: Goldman Sachs Research, McKinsey, J.P. Morgan Outlook 2026, ComSoc, Gartner, Kotak Securities, NVIDIA blog www.LTTS.com 4 ER&D is Entering a New Growth Cycle Spend pools are expanding and digital intensity is rising in every sector ER&D spend by sector ($B) Digital engineering share of sector R&D spend: 2023 to 2030 Shift What it Means $2.5-3.3T Healthcare/medtech, SW & Cons., manufacturing 2023 2030 CAGR and E&U are key hotspots for ER&D spending Healthcare & 55% 65% 6-7% CAGR Medtech Traditional sectors such as automotive and 8-9% Automotive 39% 61% 8-9% software remain the anchor of ER&D spend Software & 7-8% 75% 78% $1.4-1.8T Consumer El. Digital intensity rapidly increasing across Semiconductor 49% 67% 9-10% sectors, with higher impact in HC/medtech, 384 900 semicon and telecom Manufacturing & Constr. 32% 53% 8-9% ER&D sourcing market to double by 2030 Energy, Oil & Gas, 20% 7-8% 290 Util. 42% ($750-800B) 280 Telecommunications 67% 73% 10-11% 219 High degree of investment in cybersecurity, 157 Aerospace & Defence 40% 48% 7-8% 157 predictive analytics, IoT & cloud connectivity 76 116 86 156 Overall digital engineering mix 45% → 65% +20bps 2023E 2030F Cost dynamics and access to new-age, digital- ready talent drive sourcing decisions Others considered as 5% of total; % here indicates sector's share of global business ER&D spend www.LTTS.com 5 ER&D Current Market View Segment What the market is signalling What it means for LTTS How LTTS is positioned Mobility SCALING Auto R&D 8–9% CAGR; digital engineering share Growth accelerating — led by Aerospace and Auto · Aero & Rail . T&OH leaping 39% → 61% — the sharpest of any sector. North America, with electrification/hybrid and Big Bet: Software-Defined Mobility SDV, EV/hybrid & autonomy to lead software-defined programs broadening the base Near Term Challenge: soft Europe Sustainability LEADING Energy demand to double by 2050; LNG Our flagship engine — active wins across O&G, Plant Engineering expansion, reindustrialization & data-centre HVAC companies, amplified by AI-led information Industrial Products Big Bets: Plant Buildout + Digital Mfg. buildout driving sustained engineering capex management Near Term Challenges: Decision delays M&T SCALING Highest-growth pools — Semiconductor & Building Momentum: Semiconductor Comms · Media · Tech Telecom in double digits. AI-infrastructure and engineering, Telecom infrastructure supported by Big Bet: Next-Gen Compute & AI Infra silicon capex are the structural tailwind large deal wins Near Term Challenges: Contingent on deal conversion & margin discipline S&P Moving up the value curve — leading with TRANSFORMING AI is compressing effort-based work — value is solutions, marketplaces and PE-led selling, Intelliswift shifting decisively from staffing to IP, platforms and anchored on our Engineering Intelligence outcome-based engagements Big Bet: Software Platforms & EI platform Near Term Challenges: Pivoting to AI MedTech Healthcare/Medtech 6–7% CAGR and a named Repositioning for the digital-health shift — EXPANDING hotspot; digital engineering share rising 55% → broadening beyond legacy accounts and Devices · Pharma Big Bet: MedTech (+ targeted M&A) 65%. Driven by Robotic surgery, precision & deepening Pharma to build predictable lifecycle connected health platforms revenue Near Term Challenges: Repositioning to MedTech & Pharma Engineering story Positioning: LEADING /SCALING = growth engines TRANSFORMING = moving up the value curve EXPANDING = scaling into a growth pool www.LTTS.com 6 LTTS’ TAM Poised for Growth LTTS Segments Business process Expanded Total Addressable Market (TAM) Physical AI AI Tool Chain New Product Mobility Development $55B Data Centre Buildout & Plant Engg. $57B Product Modernisation Sustenance AI in Devices Data Centre Infrastructure Industrial $150B & Components Supply chain MedTech AI on Edge (Sima.ai) Manufacturing Silicon Engineering $207B Full Rack Integration $57B Industrial Customer support Data Engineering & S&P $230B Automation AI Platform partnerships LightSpeed AI www.LTTS.com 7 LTTS Pole Position in ER&D 190+ 23,840+ 25+ Top 3 Global Pure-play AI, Digital and ER&D Global Clients Employees Countries Consulting Services Company with revenue over $1M 57 1,757 $1.24 B New Experience Zone in Engineering Intelligence Leading in Engineering OfGlobal100R&D Patents LTTS’ Bengaluru with Anthropic Services Q1 FY27 Annualised Revenue Spenders asclients 103 21 90% R&DInnovation Labs GlobalDesign Centers Repeat Biz. SERVICES & SOLUTIONS LTTS Unveils Cutting-Edge AI Partnered with Anthropic to LTTS featured among Top Experience Zone Built on leverage Claude and LTTS’ AI- 3 Global pure-play Digital Engineering Product Manufacturing Plant ACROSS… NVIDIA AI, that will cater to powered Engineering Engineering Services & Consulting Engineering Engineering Enginee [Showing first 8,000 characters — download PDF for full document]