Hcl Technologies Limited · NSE:HCLTECH
Hcl Technologies — HCLTech — Investor Day (2024)
15 slides from Hcl Technologies's investor day presentation, 2024
Slide 1: Telecom, Media and Technology Industry Focus
Telecom, Media and Technology Industry Focus Anil Ganjoo Chief Growth Officer, Americas, TMT and RCPG Industries
Slide 2: Safe Harbor Statement
HCLTech Investor Day 2024 Safe Harbor Statement Certain statements in this release are forward-looking statements, which involve a number of risks, uncertainties, assumptions and other factors that could cause actual results to differ materially from those in such forward-looking statements. All sta
Slide 3: TMT is fastest growing amongst peers
TMT is fastest growing amongst peers Industry-leading growth drivers Large customers, highest spend intensity CQGR over 9 quarters (AMJ’22 – AMJ’24) 1.8% Long tenured, satisfied customers 0.1% 0.2% Driving mindshare with multi- tower presence, with engineering as the lead proposition 0.0% -0.9% Larg
Slide 4: CSP industry spend is one of highest worldwide
CSP industry spend is one of highest worldwide $200B+ TAM growing at 8% CAGR $320B $346B $296B $272B $253B $238B $216B 2021 2022 2023 2024 2025 2026 2027
Slide 5: Telecom market success playbook
Telecom market success playbook Telecom transformation journey NetCo ServCo DigiCo Traditional Telco Service-oriented Telco Digital Telco (Standard connectivity service) (Traditional and value-added services) (Digital services - IoT, AI, cybersecurity) Siloed operations and manual processes Data and
Slide 6: Even more growth opportunity ahead
Even more growth opportunity ahead Carve-out of HPE Communications Tech Group allows for widespread global penetration HPE-CTG partnership includes Solutions and 19 Intellectual property Co-innovation 360-degree in Network Services, BSS, and co-creation GTM partner OSS, Data, Media and IOT Global pr
Slide 7: Tech market success playbook
Tech market success playbook Driven by Focused on Outcome-centric Tech share of S&P 500 semiconductor model engineering GenAI is about outcomes 2014 2024 Largest team in the industry and not output Driven by Full spectrum of engineering capabilities Silicon and hardware Cloud and data Software engin
Slide 8: The growing semiconductor market
The growing semiconductor market $1,126B $591B 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Custom chip development for non-traditional players’ market Industrial Automotive Aerospace Telecom and Medical Consumer Servers and defense networking electronics and storage $28B by 2032 (CAGR 7%+) Sou
Slide 9: Best positioned to address the growing semiconductor market
Best positioned to address the growing semiconductor market Years of experience First silicon success Tapeouts Lab investments across 10+ labs, Work with eight out of top 10 partnerships with top 4 FABs N2, N3, N5, 18A R&D spenders and 40+ IP partners
Slide 10: Best positioned to address the growing semiconductor market
Best positioned to address the growing semiconductor market HCLTech is uniquely positioned Development stages HCLTech OSAT/FAB Assembly, test Platform HVM package, Design Prototype and validation HW + FW drivers assembly and test EDA IP Fab Wafer OSAT Labs Ops Parts Materials
Slide 11: Big bets on AI leading to big spends
Big bets on AI leading to big spends Server device and DC Ops market is expanding rapidly with top-tech competing for market share expansion and GenAI integration. 2024-2030 Cloud computing market forecast $2,390B CAGR 21.2% Cloud engineering $754B DC infrastructure and ops $240B Silicon engineering
Slide 12: Chip to cloud
Chip to cloud Accelerating time-to-market through silicon to AI-E2E offering Cloud/ data engineering Cloud/data engineering Enterprise AI transformation Silicon and HW engineering Silicon design Data center DC hardware engineering infrastructure and operations DC infrastructure engineering Enterpris
Slide 13: Telecom, Media & Tech: Force to be reckoned with
Telecom, Media & Tech: Force to be reckoned with Highest TMT vertical revenue share among the peers 25.2% 16.8% 20.1% 15.3% 16.7% 14.3% HCLTech Peer 1 Peer 2 Peer 3 Peer 4 Peer 5 Industry-differentiated Fastest growing propositions 70% of top 50 industry vertical Very healthy balance Asset light bus
Slide 14: Momentum to deliver industry-leading growth in next two years
Momentum to deliver Industry-leading growth in next two years
Slide 15: HCLTech
HCLTech | bese" heltech.com