• The document is an intimation for a Non-Deal Roadshow event scheduled to be held from August 18, 2026, till August 21, 2026 at Singapore and Hong Kong.
  • The stated purpose of the event is for a presentation to analysts and investors.
  • The presentation deck for the event is enclosed with the regulatory filing and is also being uploaded on the company's website at www.ltts.com.
  • The letter is a follow-up to a previous communication dated August 12, 2026.
  • The document includes a compliance statement, confirming the presentation is being made pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015.
  • Management participants are not listed in the cover letter.
  • The attached investor presentation provides a strategic business update but does not contain specific quarterly financial results. It highlights key performance indicators and strategic themes.

Key Highlights from the Investor Presentation (Reported as Disclosed)

  • Financial & Business Metrics: The presentation references $855 M Large Deal Wins in FY26 (a +40% YoY increase), including one $100M deal and two $50M+ deals. It also states the company has 1,757 Patents with 244 AI Patents as of Q1FY27 and maintains 100% FCF to Net Income.
  • Strategic Themes: The presentation focuses on the company's growth strategy powered by Engineering Intelligence (EI). It outlines Six Big Bets expected to drive future growth: Physical AI, Industrial Robotics, Agentic AI, MedTech, Plant Engineering, and Mobility (SDV, System Design, ADAS).
  • Market Context: The deck discusses broad macro themes, including global GDP growth revised to 3.1%, global IT spend of $6.31T (up 13.5% YoY), and datacenter capex projected to reach $6.7T by 2030.

Additional Notes Section

  • The disclosure includes an enclosure: the full Investor Presentation dated August 2026.
  • The cover letter itself does not disclose any financial data; all strategic and historical financial mentions are contained within the attached presentation deck.
  • The tone of the disclosure is neutral and informative, serving as a routine regulatory update and strategic communication.