Slide 1: Wipro – Presentation to Investors
Wipro – Presentation to Investors April – June , 2011 © 2011 Wipro Ltd - Confidential
Slide 2: Safe Harbor
Safe Harbor This presentation may contain certain “forward looking” statements, which involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those that may be projected by these forward looking statements. These uncertainties have been de
Slide 3: Agenda
Agenda 1 Our Vision? 2 Our track record on performance 3 Overall Market Opportunity 4 Our differentiation today 5 Strategy to remain differentiated tomorrow 3 © © 2011 Wipro Ltd 2009 Wipro Ltd -- Confidential Confidential
Slide 4: Our Vision
Our Vision 4 © 2011 Wipro Ltd - Confidential
Slide 5: Our Vision
Our Vision VISION STATEMENT To be among the Top 10 Global IT & Business Process Outsourcing Services OBJECTIVES STATEMENT 1. Be a Trusted Partner to our clients by providing Transformation and SI Services. 2. Achieve Thought Leadership in emerging Technology areas. 3. Be perceived as a leader by rel
Slide 6: Track Record on Performance
Track Record on Performance 6 © 2011 Wipro Ltd - Confidential
Slide 7: Wipro Ltd has grown revenue at a 27% CAGR and Net Income at a 27% CAGR
Wipro Ltd has grown revenue at a 27% CAGR and Net Income at a 27% CAGR for the last 7 years 6913 5762 6030 4963 3325 2391 1820 1270 1020 1178 652 816 880 223 363 465 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 Revenue(in $ Mn.) Net Income(in $ Mn.) 1 Incorporated in 1945 Wipro
Slide 8: Wipro's IT Services Business has grown at a CAGR of 26% in the last 7 years
Wipro‟s IT Services Business has grown at a CAGR of 26% in the last 7 years IT Services ($ Mn.) 5,221 4,390 4,323 3,647 2,611 1,952 1,458 1,011 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 Partner to Industry Leaders Global footprint Diverse talent pool Listed on NYSE in 904 a
Slide 9: Overall Market Opportunity
Overall Market Opportunity 9 © 2011 Wipro Ltd - Confidential
Slide 10: Indian IT Industry Today
Indian IT Industry Today Indian IT-BPO Sector1: Revenue Aggregate (Export and Domestic) and Share of GDP 70 6.20% 6.40% 7.00% 6% 5.50% 60 5.20% 59.4 6.00% 4.60% 47.5 50.1 50 4.10% 5.00% 3.60% 40.9 40 4.00% 31.7 28.8 30 24.2 3.00% 22 21.9 23.8 18.2 16.2 20 13.4 13.2 2.00% 8.2 9.9 10 1.00% 0 0.00% FY
Slide 11: India Off-shoring market is expected to grow at a CAGR of ~13-20% through 2020
India Off-shoring market is expected to grow at a CAGR of ~13-20% through 2020 India‟s offshore IT and BPO exports ($B) ~ 225-310 With Focused ~175 Initiatives & CAGR Innovation 22% 59 47.1 49.7 40.3 31.4 With 23.6 Current 17.7 Initiatives Long Term Fundamentals of the India Off- shoring story remai
Slide 12: Our Differentiation Today
Our Differentiation Today 12 © 2011 Wipro Ltd - Confidential
Slide 13: What differentiates Wipro today?
What differentiates Wipro today? Broad based portfolio across Verticals, Geographies, 1 Service Lines and Customers Strong ($1B) and Established (20+ years) presence in 2 some of the key growth markets – India & Middle East 3 A complete, integrated portfolio of services Leadership in R&D – w
Slide 14: Strength of a broad based portfolio
Strength of a broad based portfolio Vertical Distribution Revenue contribution of Top customers for Q4’10-11 Energy & Utilities 10% Technology, Diversified Vertical Retail & Media & Telecom Transportation 24% Customer Concentration (% of revenue) 15% portfolio, with no Healthcare & Top customer 3.
Slide 15: India & Middle East – A comprehensive IT Services Portfolio
India & Middle East – A comprehensive IT Services Portfolio 1. Revenue upwards of a billion dollars Strategic Partnerships 2. Leadership position in India, pioneer in Middle East 3. Best of breed partnerships 4. Transformational customer engagements – Some of the largest deals won by Wipro like Airc
Slide 16: Global TOS – A complete, integrated portfolio of services
Global TOS – A complete, integrated portfolio of services TIS – A Complete Portfolio of Services Consulting Technical Enterprise Managed & Managed Managed Main-frame Support Service Security System Services Hosting Services Services Mgmt Services Integration IFOX Changing the IT landscape of our c
Slide 17: Leadership in R&D
Leadership in R&D Leadership in R&D business 15000+ talent pool engaged in R&D Services Largest player based on headcount World‟s largest independent team of Hardware Design Engineers of 1,900 Leaders in Telecom OEM Addressing new segments through this differentiated capability with lot of
Slide 18: Strategy to remain differentiated tomorrow
Strategy to remain differentiated tomorrow 18 © 2011 Wipro Ltd - Confidential
Slide 19: Our Strategy is aligned to the needs of the 21st century corporation
Our Strategy is aligned to the needs of the 21st century corporation Providing Expectations transforma- of the 21st Wipro tional Century Strategy outcomes to Corporation customers Transformation Partner Building SI & Transformational Capability Core Tenets Enabling Strategy Growth Client Strategy Ce
Slide 20: Core Tenets (1/3)
Core Tenets (1/3) Clients & Markets : Driving Globalization •Mass (developed) & Momentum (emerging) •Global Operating locations & Strategic Delivery centers in line with client growth. •Acquisitions as key aspect of growth strategy (like SAIC) Changing the Business Mix •SI & Transformational engagem
Slide 21: Core Tenets (2/3)
Core Tenets (2/3) Be a trusted advisor to clients • Client Engagement Model – CEO for the account • Client Development Solution Team • Help build 21st Century Virtual Corporation model for clients • Domain led client business propositions • Consulting approach to solutions Client IT 360 Centricity •
Slide 22: Core Tenets (3/3)
Core Tenets (3/3) Build Consulting & Domain expertise as measured by • Business through Business Advisory Services • Business advisory through to implementation • Sole-sourced business • Business through alliances and vertical solution partners Depth of Expertise Innovation • Investments in CTO Them
Slide 23: Technology Investments
Technology Investments Cloud Environments Transforming enterprise applications & infrastructure to operate in hybrid cloud Collaboration Deliver business process efficiency & enhanced user experience for global enterprises Green Technologies Achieve sustainability goals of enterprises using a combin
Slide 24: What does it mean to our customers
What does it mean to our customers Wipro Today Going Forward India based IT services Global IT Services Leader provide Business Outcome Managed IT Focused Solid & dependable IT Trusted partner to deliver Focused Vendor business outcomes Value prop led by cost, scale Value prop led by SI, & quality D
Slide 25: Full Year Highlights and Key Highlights of Other Businesses
Full Year Highlights and Key Highlights of Other Businesses 25 © 2011 Wipro Ltd - Confidential
Slide 26: Highlights of the Year ended March 31, 2011
Highlights of the Year ended March 31, 2011 Revenue Highlights Wipro Limited Revenue grew by 15% YoY to Rs. 311 Bn IT Services Revenue at $ 5,221 Mn, YoY growth of 19 %. Constant Currency IT Services Revenue was $5,211 Mn Strong growth across verticals – Financial Services grew 23% ; E&U grew
Slide 27: Highlights of the Quarter ended March 31, 2011
Highlights of the Quarter ended March 31, 2011 Revenue Highlights Wipro Limited Revenue grew by 18% YoY to Rs. 83.02 Bn IT Services Revenue at $1,400 Mn, sequential growth of 4.2%. Constant Currency IT Services Revenue was $1,391 Mn Strong sequential growth across some verticals – Telecom grew
Slide 28: Other Highlights – Other Businesses for the Quarter Ended March 31, 2011
Other Highlights – Other Businesses for the Quarter Ended March 31, 2011 Wipro Consumer Care and Lighting (WCCL) • Our thrust in rural areas has helped to grow well in Santoor. In Yardley we have been able to transition our brand successfully to attract the youth - See good potential in the brand. •
Slide 29: Thank You
Thank You © 2011 Wipro Ltd - Confidential