LTTS

- L&T Technology Services Limited informed the stock exchanges regarding a change in the corporate office address of its Registrar and Share Transfer Agent (RTA), KFin Technologies Limited. - The new corporate office address is effective from December 1, 2026, located in Kokapet, Ranga Reddy District, Telangana.

Order Win: L&T Technology Services established a five-year contract with Nokia to support engineering and R&D activities in India. Contract Duration: 5 years. Details: LTTS will establish a dedicated Offshore Development Center (ODC) in India covering product engineering, software development, system integration, and AI infrastructure.

Current scenario - Q2 FY27 revenue reached $317.1 million, up 2.7% sequentially and 4.8% YoY in constant currency. - EBIT margins improved 60 bps QoQ to 16.3%, achieving mid-16% aspiration ahead of schedule. - Large deal TCV stood at $203 million with over 50% being AI-led wins; annualized AI revenue reached $120 million. - Net income was ₹548 crores, including a one-time gain of ₹165 crores from the Smart World business (SWC) disinvestment. - Employee headcount stood at 24,035 with a trailing 12-month attrition of 14.7%. Changes in trends - Sustainability segment grew strongly by 13.4% YoY, driven by execution of large deals and contributing 30% of revenues. - Mobility sector showed steady growth, led by Auto US, Aerospace, Rail, and Trucks & Off-highway, offsetting muted European auto demand. - Tech segment performance remained stable, with data center engineering initiatives gaining momentum. Management Guidance & Outlook - Management expects H2 FY27 revenue momentum to strengthen compared to H1, while sustaining healthy EBIT margins. - Reitrates long-term aspiration of 13% to 15% revenue CAGR with EBIT margins in the 16% to 17% range over 3 to 5 years. - Wage hikes are scheduled for Q3 FY27, with an expected impact of 50 to 80 bps on margins. Capex & Growth Drivers - Capital allocation remains focused on scaling high-growth areas like Engineering Intelligence (EI), Sustainability, and AI infrastructure. - Upskilling initiatives have trained over 16,000 engineers in AI (67% of workforce), bolstering addressable market expansion.

- L&T Technology Services Limited held its Q2 FY27 earnings conference call on October 19, 2026. - The audio recording of the earnings call has been made available on the company's website.

- Q2 FY27 revenue rose 12.1% YoY to ₹30,404 Mn, with Net Income up 66.8% YoY to ₹5,482 Mn. - Declared interim dividend of ₹20/share with record date October 27, 2026. - Closed $200+ Mn in large deal TCV. - Management guided long-term 13-15% revenue CAGR and 16-17% EBIT margins.

- Q2 FY27 consolidated revenue grew 12.1% YoY to ₹30,404 million; EBIT margin improved to 16.3%. - Net income rose 66.8% YoY to ₹5,482 million, including a ₹1,650 million SWC disinvestment gain. - Declared interim dividend of ₹20 per share (Record date: October 27, 2026). - Large deal TCV exceeded $200 million.

Q2 FY27 Consolidated Revenue ₹3,040.4 Cr vs ₹2,713.3 Cr (▲12.1% YoY) EBITDA ₹585.8 Cr vs ₹474.4 Cr (▲23.5% YoY) PAT ₹548.7 Cr vs ₹329.2 Cr (▲66.7% YoY) EBITDA Margin 19.3% vs 17.5% (▲180bps) Declared Interim Dividend of ₹20 per equity share (FV ₹2); Record date fixed as October 27, 2026.

Q2 FY27 Consolidated Revenue ₹3,040.4 Cr vs ₹2,713.3 Cr (▲12.1% YoY) EBITDA ₹585.8 Cr vs ₹474.4 Cr (▲23.5% YoY) PAT ₹548.7 Cr vs ₹329.2 Cr (▲66.7% YoY) EBITDA Margin 19.3% vs 17.5% (▲179bps) - Declared Interim Dividend of ₹20 per equity share (face value ₹2 each) for FY 2026-27 with Record Date set as October 27, 2026. - Concluded sale of Smart World and Communication (SWC) business unit, recognizing a net gain of ₹165.0 Cr under discontinued operations.

Q2 FY27 Consolidated Revenue ₹3,040 Cr vs ₹2,713 Cr (▲12% YoY) EBITDA ₹586 Cr vs ₹474 Cr (▲24% YoY) PAT ₹549 Cr vs ₹329 Cr (▲67% YoY) [Continuing operations PAT: ₹380 Cr vs ₹318 Cr (▲20% YoY)] EBITDA Margin 19.3% vs 17.5% (▲179bps) Interim dividend declared of ₹20 per share (Record Date: October 27, 2026)

- L&T Technology Services Limited has allotted 8,500 equity shares of face value ₹2 each on October 19, 2026. - Shares are allotted under the Employee Stock Option Scheme 2016 (ESOP Scheme - 2016). - The new shares will rank pari-passu with the existing equity shares of the company.

Concall Schedule Concall Date: October 19, 2026 Concall Time: 5:30 p.m. (IST)

L&T Technology Services launched its AI-Native EI Lab for Digital Manufacturing in Bengaluru, featuring NVIDIA accelerated AI-native factory technologies. - The lab showcases Engineering Intelligence solutions across autonomous manufacturing, industrial robotics, supply chain, energy & emissions, and asset reliability. - It leverages NVIDIA accelerated digital twins, Industrial AI, and Physical AI for simulation, validation, and field operations.

- Board meeting scheduled on October 19, 2026, to approve Q2 FY27 standalone and consolidated financial results. - Board will also consider a proposal for an interim dividend for the half-year ending September 30, 2026. - Earnings conference call scheduled for October 19, 2026, at 5:30 PM IST. - Trading window closed from October 1 to October 21, 2026.

- Board Meeting scheduled on October 19, 2026, to approve Q2 FY27 financial results. - Proposal for an interim dividend to be considered at the meeting. - Trading window closed from October 1, 2026, to October 21, 2026. - Earnings conference call scheduled for October 19, 2026, at 5:30 PM IST.

L&T Technology Services partnered with Cognite to advance engineering intelligence using Industrial AI for asset-intensive sectors. - Established a dedicated Cognite Center of Excellence and certified over 50 engineers to accelerate AI adoption. - First joint project initiated with a global top-ten oil and gas company to digitize mechanical-integrity processes.

- Schedule of Analyst / Institutional Investor Meetings - September 21, 2026: Anand Rathi Annual Flagship Conference G-200 Summit - September 22, 2026: J.P. Morgan India Conference

- L&T Technology Services Limited allotted 8,725 equity shares of face value Rs. 2/- each. - These shares were allotted to grantees who exercised vested stock options under the ESOP Scheme 2016. - The allotment was approved on September 9, 2026.

- L&T Technology Services received no-objection letters from BSE and NSE on September 4, 2026. - The letters approve the re-classification of Nabha Power Limited from the 'Promoter Group' to the 'Public' category under SEBI Regulation 31A.

- Shareholders of L&T Technology Services Limited approved the re-appointment of Mr. Luis Miranda as an Independent Director for a further term of 5 years, effective from October 19, 2026, to October 18, 2031. This was passed with a requisite majority, with 98.30% of votes cast in favour.

- Investor Meeting Schedule - Meeting Date: September 10, 2026 - Meeting: UBS India Summit 2026 - Venue: Mumbai

- L&T Technology Services Limited (LTTS) completed the transfer of its Smart World and Communication Business Unit (SWC Unit) to AMI Paradigm Solutions Private Limited on September 1, 2026, as per the earlier Business Transfer Agreement.

- Investor Meeting Schedule - Meeting Date: September 1, 2026 - Meeting Name: Elara India Dialogue 2026 - Meeting Venue: Mumbai

- Order Win: L&T Technology Services (LTTS) secured a landmark engagement from a leading global technology enterprise. - Order Value: Over $75 Million. - Completion Timeline: 5-year agreement.

- L&T Technology Services (LTTS) disclosed an Investor Presentation for its Non-Deal Roadshow scheduled from August 18-21, 2026, in Singapore and Hong Kong. - The presentation highlights a positive outlook for ER&D, with the global ER&D sourcing market projected to double to $750-800B by 2030, driven by AI and digital engineering. - LTTS reported Q1 FY27 Annualized Revenue of $1.24B, outlining significant Total Addressable Market (TAM) opportunities and its strategic pivot on growth leveraging Engineering Intelligence (EI).

- Investor/Analyst Meetings Schedule - Dates: August 18-19, 2026 in Singapore - Dates: August 20-21, 2026 in Hong Kong - Type: Non-Deal Roadshow (in-person)

- L&T Technology Services' ESG score revised from 74 to 75 by NSE Sustainability Ratings and Analytics Limited, a SEBI registered ESG Rating Provider. This reflects improved performance on Environmental, Social, and Governance parameters.

- L&T Technology Services (LTTS) launched AgenticIQ™™ on August 11, 2026. - It is an end-to-end Agentic AI platform for Engineering, Manufacturing, and Customer Experience, designed to scale autonomous, domain-aware AI agents.

- Concall/Investor Meet Schedule - August 12, 2026: Emkay Confluence 2026 in Mumbai - August 13, 2026: Equirus Annual India Conference in Mumbai

- L&T Technology Services Limited issued a Postal Ballot Notice for the re-appointment of Mr. Luis Miranda (DIN: 01055493) as an Independent Director of the Company for a further term of 5 years. - The e-voting period for members will commence on August 5, 2026, and conclude on September 3, 2026. - The cut-off date for determining eligible members for voting is July 31, 2026. - The results of the Postal Ballot will be announced on or before September 7, 2026.

- SES ESG Research Private Limited has revised L&T Technology Services' ESG score from 74.1 to 75.7, an increase of 1.6 points. This improvement reflects the Company's performance on Environmental, Social, and Governance parameters.

- Management is confident in sequential revenue and margin growth in the coming quarters. - Committed to 13-15% revenue CAGR over the next 5 years, targeting 16-17% EBIT margins. - Aspiration to achieve a mid-16% EBIT margin by Q4 FY27. - Q1 FY27 saw strong deal wins of nearly $100 Mn, with confidence in closing larger engagements in Q2. - Strategic focus on 'Engineering Intelligence' solutions, AI partnerships (e.g., Anthropic), and new platform launches (Ainfonix) driving a healthy pipeline. - Sustainability segment is expected to maintain double-digit growth for FY27, while the Tech segment is anticipated to return to growth from Q2 onwards. - Free cash flow generation is guided to be over 90% of net income for the fiscal year.

- Company submitted an application to BSE and NSE on July 17, 2026, for the re-classification of Nabha Power Limited (NPL) from the 'Promoter Group' category to the 'Public' category. This follows Board approval on July 14, 2026.