roadmap and investments transportation alind saxena · 2018-08-31 · 2017 engineering 7...

Restricted Circulation | L&T Technology Services | © 2018 1Confidential | L&T Technology Services | © 2016 1

TRANSPORTATION

LTTS Investor & Analyst Day 2018

LTTS Investor & Analyst Day 2018

TransportationRoadmap and Investments

Alind SaxenaChief Business Officer

North America


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.


Agenda

02

03

Our Performance and Perspective

Case Studies

01 Transportation-Market

04 Our Vision and Way Forward


Transportation - Market

Mega Trends

Drivers

Demographic Globalization

Sustainability Consolidation

Efficiency

Safety

Processing Power

Cost of HWEnergy Density

Intelligence

Automotive

Aerospace

Truck & Off-highway

5 6

2018 2021 (P)

36

44

2018 2021 (P)

1820

2018 2021 (P)

Addressable Market

4


LTTS Transportation Growth Journey

2.5X+Growth over

5 years

7Accounts in

15mn+ League

2012

Matrix Organisation realigned to

industry

3 Large Deals in Automotive

6+ ODCs

Aerospace customer

acquisition

10+ ODCs

50 Mn+ Deal in Aero

14+ ODCs

2013

2015

2017

7ENGINEERING PROFESSIONALS

NEAR-SHORE DEVELOPMENT

CENTRES

INVESTMENT IN LABS4000+ 43

Transportation Automotive 5Out of Top 10

CustomersCAGR ~23 %

CAGR ~8 %

CAGR ~27 %

7Out of Top 10

Customers

Aerospace

Truck & Off-highway

6Out of Top 10

Customers

CAGR ~17 %

2013 2018 2021(P)

5


Unmatched Multi-Geo Engineering Strategy

Bay Area & Germany at the center of Global R&D

Santa Clara Peoria Rockford Dublin JapanSweden

Current Business

LTTS Presence

x%▪ Size of the Bubble indicates Transportation Market

Size; ▪ Value X% indicates the Region-wise Revenue▪ Dotted Bubble indicates 2021 Estimated

Transportation Market Size


LTTS Perspective : Market Dynamics

OEMs

Tier 0.5Supplier

Tier-2Supplier

Tier-1Supplier

Changing Ecosystem Dynamics Changing Customer Dynamics

Disruptive

Adaptive Technology

Conventional Technology

• Vendor Developed IP

• Minimalistic Development Cycle

• Guarded Development

• Reduce time for development

• Complete Program Ownership

• Sustain and Maintain

Device ManufacturersIT Suppliers

Online Players

Tier-X Suppliers

Telecom Suppliers

Traditional Companies

New Age Companies

Parts of Traditional Companies

7


LTTS Play in the Evolving Market Dynamics

ELECTRIFICATION AUTONOMOUS DIGITALIZATION

$ 8 B (2021)Market Size $ 18 B (2021)Market Size $ 25 B (2021)Market Size

DC-DC Converter & Inverter

Battery Management

Power-train SystemElectric Aircraft

Power Electronics

Autonomous Aircraft

AI/ AR/ VRInfotainment & Telematics

Control & Navigation

Cyber Security

ADAS

Additive Manufacturing

Mobility

Robotics Connected Plant

~

8


LTTS Transportation Investments

Connectivity/ Gateway HUD

Vehicle Acoustics

Rear Seat Entertainment AI

ADAS/ AD

Security Displays

Digital Clusters

E-Powertrain

Autonomous Vehicle

ArchitectureCompute

VisionDigitalCockpit

DC-DC Converter

Car SecurityTesting

AutomationIoT

Platform

BMS

Vision Based Autonomous Navigation

Electrification Lab

LTTS Developed Electric Vehicle Prototype ( EV-2)

Industry 4.0 lab

9


NEXT GEN AIRCRAFT PROPULSION SYSTEM

VALUE ADDINNOVATION

▪ Reconfigured the existing LTTS Power lab as Copper Bird Test Bed.

▪ 60% reduction in lab setup time

▪ Aero Engine OEMs

▪ Tier-1 – Electrical & Power Systems

▪ Electric Motor and Drive Characterization through Model in the Loop concept.

▪ Flight profile evaluation through simulated dynamic loading

BENEFITS

▪ Approximately 50% cost benefit to customer.

▪ Short turn around time

▪ 30% reduction in Motor design Validation and optimization cycle time

10

ELECTRIC AIRCRAFT - COPPER BIRD

MARKET


SENSOR FUSION HOME GROWN ALGORITHMS

11

VALUE ADDINNOVATION

▪ > 95% Accurate Distance

▪ 3D LiDAR Point Cloud Data

▪ Sensor Fusion Integration

▪ Lane Detection

▪ Blind Spot

▪ Forward Collision

▪ Park Assist

BENEFITS

▪ Reduced Go-to-Market time

▪ Improved Quality and reliability

▪ Optimized Operational cost

DEVELOPING MATURE ALGORITHMS FOR AUTONOMOUS DRIVING

MARKET

▪ Auto OEMs

▪ Auto Tier 1

▪ Sell-able IP


Where will the growth come from…

ADAPTIVE +

DISRUPTIVE

26%

60%

40%

Legacy

74%

Technology

20212018

acquisition

PARTNERSHIP

ACQUISTIONS

20%+ CAGR

GLOBAL EXPANSION

IP + SOLUTIONS

CONVENTIONAL

LARGE DEALS

GROW-MATURE-BUILD

12

roadmap and investments transportation alind saxena · 2018-08-31 · 2017 engineering 7...

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