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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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
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