LTIMindtree Ltd

Meeting Details

• 2 September 2026 — Goldman Sachs Asia Leaders Conference 2026; venue Hon Kon; group and one-on-one meetings; in-person
• 3 September 2026 — NDR; venue gg; meetings throughout the day; in-person
• Key participants: company management to participate.

Target entities

• Targets: Randstad Digital B.V. (Netherlands), Randstad Digital France SAS (France), FINXL Professional Services Pty Ltd (Australia).

Acquirer & structure

• Acquirer is LTM UK & Ireland Limited; acquiring 100% stake in each target.

Transaction details

• Sale and Purchase Agreement executed with Randstad N.V. and affiliates.

Regulatory & timeline

• Completion is subject to applicable regulatory approvals and conditions precedent.

Consideration & price

• Nature and amount of consideration not disclosed.

Shareholding & cap table

• All shares of each target are being acquired (100% stake).

Background & rationale

• Targets operate as Randstad Digital entities; rationale not disclosed.

Subject & Assurance

• Subject: Sustainability Report FY2025-26 submission and BDO assurance scope.
• Assurance: ISAE-based, reasonable for select indicators and limited for remaining non-financial data.

ESG Performance Highlights

• Renewable energy use reached 72.23% of total energy consumption, with 73.93% renewable electricity.
• Water positivity at 2.8x; waste recycling at 94.39%; CSR beneficiaries ~1.20 million.

Governance

• Board consists of 67% independent directors; 1 woman on the board.

Climate & Energy Strategy

• Net Zero 2040 target; 85%+ renewable energy by 2030; 100% waste recycling by 2030.
• GHG FY26: Scope1 1,762; Scope2 33,100; Scope3 117,593 tCO2e.

Social & CSR Momentum

• CSR spend INR 960m; beneficiaries 1,199,584; threshold INR 957m.
• Cumulative CSR beneficiaries exceed 3.53 million.

Supply Chain & ESG Due Diligence

• Active suppliers: 8,112; 84% completed ESG assessments; diverse-spend 6.5%.

Meeting schedule

• Aug 19, 2026: Axis Capital's India Corporate Day in Singapore.
• Aug 20-21, 2026: NDR in Singapore with group and one-on-one meetings.

ESG rating update

• NSE Sustainability Ratings & Analytics Limited assigned LTM ESG score of 76.
• Rating disclosed for information and record under SEBI LODR.

Collaboration overview

• LTM and Chainguard announce a strategic collaboration to strengthen software supply chain security.
• BlueVerse RightLogic combines AI-powered risk assessment with Chainguard's open-source security capabilities.
• Chainguard will secure open-source components, complementing LTM's cybersecurity services.
• Aims to improve visibility into open-source risk and resilience for AI-enabled development.
• Expands the BlueVerse RightLogic ecosystem with leading cybersecurity technology partners.
• Represents milestone in expanding the BlueVerse RightLogic ecosystem.

Schedule details

• Aug 12: Emkay Confluence; Aug 13: Equirus Annual India Conference; Aug 18: Motilal Oswal Global Investor Conference in Mumbai.
• All NDRs and conferences include group meetings and one-on-one sessions scheduled throughout the day.

Partnership overview

• Strategic partnership formed between LTM and Cognition to deploy Devin via BlueVerse RightLogic.

Joint offerings

• Five joint offerings to market, including AI security remediation and SDLC transformation.

Technical scope

• BlueVerse RightLogic identifies, prioritizes, and remediates vulnerabilities across banking infrastructure and AI systems.

Impact metrics

• CVE backlog coverage target improves from about 60% to 80%.

Operational readiness

• Engineers trained on Devin; ready for day-one customer engagements.

Outlook / momentum

• First milestone in broader LTM-Cognition collaboration across practices and industries.

Partnership overview

• Partnership announcement to accelerate enterprise AI adoption.
• Partnership combines LTM’s BlueVerse ecosystem with Glean’s context layer.
• Aims to operationalize AI across IT, knowledge management, and applications.
• Targets regulated industries with governance, security, and compliance.
• Measurable outcomes include faster incident resolution and productivity gains.

Impact and outlook

• Collaboration to help customers realize measurable business outcomes.
• Security, governance and compliance emphasized in enterprise AI adoption.