Hinduja Global Solutions Limited · NSE:HGS
Hinduja Global Solutions — Shareholder Meeting (September 2023)
35 slides from Hinduja Global Solutions's shareholder meeting presentation, Sep 27, 2023
Slide 1: Cover letter to stock exchanges on AGM presentation
September 27, 2023 BSE Limited National Stock Exchange of India Ltd. Corporate Relation Dept. P. J. Towers, Dalal Street Bandra Kurla Complex, Bandra (East) Mumbai - 400 001. Mumbai - 400 051. Scrip Code : 532859 Symbol : HGS Dear Sir / Madam, Sub: Presentation at the 28th Annual General Meeting Ple
Slide 2: Annual General Meeting FY 2022-2023
An n u a l Ge n e ra l Me e t in g FY 20 22-20 23
Slide 3: Partha DeSarkar, Group CEO & Whole-time Director
Partha DeSarkar Group CEO & Whole -time Director, HGS 2
Slide 4: Safe Harbour
Sa fe Ha rb o u r Certain statements in this release concerning HGS’ future growth prospects may be seen as forward- looking statements, which are subject to a number of risks, and uncertainties as a result of which actuals could differ materially from such statements. HGS does not undertake to upda
Slide 5: Agenda
About HGS Fina nc ia l Pe rform a nc e Ag e n d a Busine ss Hig hlig hts Pe op le Up d a te s W a y Forwa rd 4
Slide 6: FY2023 – A year of continued change and adapting to an evolving industry
FY2023– A ye a r o f c o n t in u e d c h a n g e a n d a d a p t in g t o a n e vo lvin g in d u s t ry FOCUS ON GROWTH DIGITAL -FIRST APPROACH • Strong numbers on all financial • 100% stake acquisition in TekLink International parameters • Enhanced cross -selling of technology solutions • Strategi
Slide 7: HGS at a glance
HGS a t a g la n c e HGS CSR a c t ive g lo b a l o u t re a c h 6
Slide 8: HGS today…
HGS t o d a y… Unique combination of end-to-end capabilities makes us a true strategic partner positioned to help brands transform digitally and deliver frictionless customer experiences. 55+ TECHNOLOGY PARTNERS | 1K+ DIGITAL TRANSFORMATION CONSULTANTS MARKETING COMMERCE TECHNOLOGY DATA & ANALYTICS
Slide 9: Financial summary of FY23 (continuing operations)
Fin a n c ia l s u m m a ry o f FY20 23 (c o n t in u in g o p e ra t io n s ) 8
Slide 10: Operating revenue composition FY2023
Op e ra t in g re ve n u e c o m p o s it io n FY2023 9
Slide 11: Shareholder Return (September 2020 to September 2023)
Sh a re h o ld e r Re t u rn (Se p t e m b e r 30 t h 20 20 t o Se p t e m b e r 25 t h 20 23) Assumptions For a Shareholder with 1,000 Shares 1,000 Shares acquired on September 30 th 20 20 2.21 a t Rs. 693 p e r Sha re In Rs. Lakhs 1,0 0 0 Bonus Sha re s re c e ive d in Fe b rua ry 20 22 10.97
Slide 12: M&A update: HGS acquired TekLink International
M&A u p d a t e HGS a c q u ire d Te kLin k In t e rn a t io n a l in Ma rc h 20 23 The acquisition strengthens HGS’ digital solutions business by adding enhanced expertise in building data platforms, analytic s, a nd fina nc ia l p la nning . It a lso a d d s c o m p le m e ntary d ig ita l workfor
Slide 13: HGS is a responsible corporate citizen
HGS is a re s p o n s ib le c o rp o ra t e c it ize n In India, a contribution of INR 5.66 Cr. was m ad e d uring FY20 23 throug h various NGO p artne rs In FY20 23, ove r 4,300 e m p loye e volunte e rs c ontrib ute d 6,240+ hours g lob a lly towa rd s va rious soc ia l c a use s (e nvironm e nt,
Slide 14: Taking forward our HGS 2.0 Strategy
Ta kin g fo rw a rd o u r HGS 2.0 St ra t e g y 13
Slide 15: Our growth plan
Ou r g ro w t h p la n Our Approach Provide frictionless customer journeys, using the latest technologies of a rtific ia l inte llig e nc e , a utom a tion, a na lytic s, g e ne ra tive AI a nd c loud te le p hony. Continue to tra nsform a s a Te c hnolog y-le d CX Com p a ny throug h a m ix of
Slide 16: HGS is evolving from managing client's CS to championing CX
HGS is e vo lvin g fro m m a n a g in g c lie n t ’s CS t o c h a m p io n in g CX DIGITAL MARKETING Customer Experience CRM & CUSTOMER Interactions between the client and their INSIGHTS Customer customers during the period of their Experience relationship. Proactive END -TO-END CUSTOMER TOUCHPOINTS
Slide 17: Current State
Cu rre n t St a t e Digital Tra d itiona l CX • Ap p De ve lop m e nt / Mainte nance • Contact Ce nte r with he avy workforc e • Cloud De p loym e nt & Mig rations d e p loym e nt • Syste m s Im p le m e ntations (Conte nt • Manp owe r d rive n Bac k Offic e Proc e ss Manag e m e nt, Portals, CRM, E
Slide 18: Future State
Fu t u re St a t e Dig ita l Tra d itiona l Digital Op e ra tions CX • Ap p De ve lop m e nt / Mainte nance • Contact Ce nte r with he avy workforc e • Cloud De p loym e nt & Mig rations • AI Drive n Proc e ss Manag e m e nt d e p loym e nt • Syste m s Im p le m e ntations (Conte nt • AI Sup p orte
Slide 19: HGS will deliver frictionless experiences @ scale
HGS w ill d e live r fric t io n le s s e xp e rie n c e s @ s c a le A distinctive set of end -to -end services are needed under each area to deliver modern digital experiences Te c h n o lo g y, Public Sector & Verticals: BFSI FMCG & Re t a il Ot h e r Me d ia , Te le c o m Utilities Services: St
Slide 20: New developments in the industry
Ne w d e ve lo p m e n t s in t h e in d u s t ry From a market size of just $40 billion in 2022… Generative AI is poised to explode to $1.3 trillion over next 10 years – Bloomberg Intelligence report Rising d e m and to b e d rive n b y sp e c ialize d assistants, ne w infrastruc ture p rod uc ts,
Slide 21: Focus on Generative AI @ HGS
Fo c u s o n Ge n e ra t ive AI @ HGS Application Areas Our Approach Expected Outcomes Modern CX - inte llig e nt c ha tb ots, Research & Development - Enhanced customer experiences p e rsona lize d c onte nt g e ne ra tors, c olla b orate with a c a d e m ia a nd AI with p e rsona lize d a nd
Slide 22: Generative AI @ HGS – current state
Ge n e ra t ive AI @ HGS – c u rre n t s t a t e The world 's fa sc ina tion with Cha tGPT p rove s g e ne ra tive AI will c ontinue to d om ina te CX stra te g y. HGS is deploying AI for monitoring, reporting, and Internally, HGS is investing significantly in adopting AI improving CX across front a
Slide 23: Since the sale of Healthcare Business…
Sin c e t h e s a le o f He a lt h c a re Bu s in e s s … US$ 57 million US$ 28 million For shares of HGSL (paid till date) Acquired Diversify in Australia Acquired Digital Media Acquired Teklink Business Rs. 4,962 crore Rs. 548.2 crore Rs. 1,246 crore (Cash & Treasury Surplus as on June 30th, 2023)
Slide 24: Thank You
THANK YOU =~ ey AE nw WF “e Oe As Bixe | ars dd: ‘il Ae 6, ae roy Y, 2"~ 3 (4 lf ; ’ aa “a “ t em Q =e R OR T is ¥ a [oy ay J — rT 1% w i} 2 23
Slide 25: Annual General Meeting FY 2022-2023
An n u a l Ge n e ra l Me e t in g FY 20 22-20 23
Slide 26: Vynsley Fernandes, Head of Digital Media Business
Vynsley Fernandes Whole -time Director, HGS and Head of Digital Media Business 2
Slide 27: M&A Update: NXTDIGITAL's Digital Media Business is now part of HGS
M&A Up d a t e NXTDIGITAL’s Digital Media Business is now part of HGS 3
Slide 28: Broadband-over-satellite takes off!
NXTDIGITAL & THAICOM INITIATIVE Broadband -over -satellite takes off! In partnership with leading education firms, NXTDIGITAL’s Broa d b a nd -ove r-sa te llite se rvic e is p rovid ing e d uc a tion in und e rse rve d a nd p oorly c onne c te d a re a s in Ka shm ir a nd Aruna c ha l Pra d e sh on
Slide 29: NXT continues to drive innovation..
NXT c o n t in u e s t o d rive in n o va t io n .. NXTHUBS CROSS 125 IN TIER 2 & 3 MARKETS ONEDIGITAL DRIVES CUSTIMER ARPU IN Owned -a nd -op e ra te d HUBs d e live ring d ig ita l CITIES NXTSANGRAM UPSKILLS FRANCHISEES te le vis io n, b roa d b a nd , OTT a nd othe r s e rvic e s Pre m ium ”inte
Slide 30: NXTCONCLAVE 22: Connect. Converge. Collaborate
NXTCONCLAVE 20 22: Connect. Converge. Collaborate NXTDIGITAL set up its first conclave in December ’22 – bringing together independent and pan -India Digital Platform Operators (DPOs) for a day -long summit to share digital transformation trends in the industry as well as define ways to collaborate.
Slide 31: What's New!
AWI% DIGITAL What’s New!
Slide 32: NLD Roll-Out: Connecting Tier-II & Tier-III towns
NLD Roll -Out : Connecting Tier -II & Tier -III towns 05 Mumbai Mumbai Broadband vertical is focused on adding 150+ towns to its Ratnagiri existing footprint of 350 cities and towns - through its Panjim national long distance fiber commissioning Belgaum 8,0 0 0 km s a c ros s 10 s ta te s Delhi 04
Slide 33: OTT Aggregator app
OTT Aggregator app NXTPLAY offers over 300,000 hours of local and global OTT content across multiple genres and local languages for mobile and television. NXTPLAY gives subscribes access to 25+OTT platforms through a single app. The app enables a subscriber to discover what content to watch, whe
Slide 34: Foray into the Enterprise Solutions segment in India
Fo ra y in t o t h e En t e rp ris e So lu t io n s s e g m e n t in In d ia ONEOTT iNTERTAINMENT launched new enterprise solutions brand “CelerityX “ in August 2023 Offers a bundle of tailor -made, personalised digital solutions for NXTHUBs enterprise customers Plug -and-play - cuttingoffers v
Slide 35: Thank you.
NS DIGITAL | ty ha Ss Thank you. [: wehS, celerityx <<, Se ny LEME ans i
Hinduja Global Solutions — Shareholder Meeting (September 2023) on 6ix