Tata Consultancy Services Limited · NSE:TCS
Tata Consultancy Services — Investor Day (August 2024)
54 slides from Tata Consultancy Services's investor day presentation, Aug 10, 2024
Slide 1: Schedule of Analyst/Institutional Investor Meeting Presentation
TCS/SE/109/2024-25 August 10, 2024 National Stock Exchange of India Limited BSE Limited Exchange Plaza, C-1, Block G, P. J. Towers, Bandra Kurla Complex, Bandra (East) Dalal Street, Mumbai - 400051 Mumbai - 400001 Symbol - TCS Scrip Code No. - 532540 Dear Sirs, Sub: Schedule of Analyst/Institutional
Slide 2: Leadership
TATA ‘ ICS CONSULTANCY bedld SERVICES TATA (2) ©) leadership
Slide 3: AI for AI solutions engineering
AI for AI solutions engineering Sankaranarayanan Viswanathan and Suranjan Chatterjee 2
Slide 4: Digital transformation: Assist humans through automation
Digital transformation : Assist humans through automation… Infuse RPA, traditional Digitize and Advent of Generative AI &ML to drive standardize what is AI, scales the degree efficiencies and manual and slow of automation consistencies 3
Slide 5: Digital transformation: Paradigm shift from automation to influencing quality of outcomes
Digital transformation : Paradigm shift from automation to influencing quality of outcomes Infuse RPA, traditional Digitize and Advent of Generative AI &ML to drive standardize what is AI, scales the degree efficiencies and manual and slow of automation consistencies Engineered tech leveraging gen A
Slide 6: Bringing it all together: TCS POV | AI-first business architecture
Bringing it all together: TCS POV | AI-first business architectureTM Approach to transforming knowledge work Key to market differentiation Employees Customers Reimagine Ways of Working (WoW) and “jobs to be done” to drive new value Intelligent orchestration of AI-augmented purposive task agents; wor
Slide 7: The new paradigm needs investments in three areas to unlock outcomes
The new paradigm needs investments in three areas to unlock outcomes Foundational enterprise AI fabric New AI architecture that allows enterprises to harness AI across clouds, models, and providers Assist Knowledge worker Value chain augmentation transformation Transform Augment New fabric for knowl
Slide 8: Thank you
Thank you 7 Copyright © 2024 Tata Consultancy Services Limited
Slide 9: AI for Software engineering
AI for Software engineering Muthulakshmi Nellaiappan 8
Slide 10: Our focus lies in building
Building software is not just writing Our focus lies in building code that most AI tools claim today … Enterprise ready Fit-for-purpose Safe-to-use Easy to maintain software 9
Slide 11: Building enterprise-ready software
Building enterprise-ready software AI brings a world of opportunities; we have the responsibility to do it right Technical complexity Security and compliance Integrations, framework Ethical use guidelines, IP rights of adherence, traceability, data code/ content, data privacy, availability, COTS/leg
Slide 12: Our guiding principles
Our guiding principles Keep the process and artifacts in sync Requirements to design to code to test Harness contextual knowledge Onboard | Consume Leverage LLMs for what they are good at Comprehend | Correlate | Code Value beyond productivity savings Speed of delivery | Improved quality 11
Slide 13: Knowledge driven software engineering
Knowledge driven software engineering The Knowledge Knowledge knowledge powered onboarding core solutions Infuses enterprise-awareness Harnesses contextual knowledge Leverages AI and generative AI Business processes, requirements/ Industry knowledge - domain, standards, UX design to front-end code g
Slide 14: New mobile app channel for a leading bank 'ABC'
New mobile app channel for a leading bank ‘ABC’ Scope New channels and features, branding revamp Technologies Flutter(mobile), angular(web), java Business requirements, user stories, Inputs visual design, coding standards Timeline Rollout in <18 months 13
Slide 15: Reinventing SDLC in the age of AI
Reinventing SDLC in the age of AI Addressing the knowledge gap Knowledge-driven engineering Onboard | orchestrate | consume AI/ Closing skill gap gen AI Compose/ Define Design Validate Deploy Manage integrate Enterprise architecture principles and standards Business process, systems and data SDLC re
Slide 16: Thank you
Thank you Copyright © 2024 Tata Consultancy Services Limited
Slide 17: AI for Technology Modernization
AI for Technology Modernization Ashvini Saxena 16
Slide 18: Technology Modernization Challenges
Technology Modernization Challenges Modernization is not End up moving Very time consuming Most programs a one-time activity from one legacy to and high risk driven by Cost and another legacy Technology Risk; Fewer target Value generation 17
Slide 19: Our GenAI Driven Technology Modernization Strategy
Our GenAI Driven Technology Modernization Strategy • Transform the existing applications to modern technologies faster & risk-free and future-proof by staying modern continuously by combining the power of Automation with human Augmentation using GenAI and a time-tested proven TCS’s application meta
Slide 20: GenAI driven Technology Modernization – Demo
GenAI driven Technology Modernization – Demo Technology Agents GenAI Assistant Agents Process Agents Code Analyzers (Virtual SME, Developer Assistant) IPSafe/Guardrails (COBOL, Java, VB, ABAB) (OSS, security) Pseudocode Generator DevSecOps Insights (Business logic, rules, workflow) (Dashboards) Old
Slide 21: Thank you
Thank you 20 Copyright © 2024 Tata Consultancy Services Limited
Slide 22: Future of Automotive
Future of Automotive Regu Ayyaswamy and Rajendra Chougule 21
Slide 23: Era of Software Defined Vehicles (SDV)
Era of Software Defined Vehicles (SDV) Safety features and human-like interactions One-time vehicle sale to feature on demand Timeline with changing business model Current – vehicle release ~3 to 5 years Future – feature (software release) ~2 months Re-imagining the Complete Vehicle Architecture for
Slide 24: TCS Solutions in SDV
TCS Solutions in SDV AI-based Autonomous Vehicle Platform Domains • AI-based Autonomous Vehicle Platform (with 50+ Features Algorithm) Cloud-based platform deployed on high-performance computing unit • Electrification Solutions Design and develop integrated EV unit (3 in 1) for passenger vehicles •
Slide 25: Autonomous Driving
TATA t ( K CONSULTANCY « v SERVICES TATA Autonomous Driving
Slide 26: The Challenges of Autonomous Vehicle Development
The Challenges of Autonomous Vehicle Development As OEM’s are in the race to make the vehicles safer and automated More Automation & safety More Scenarios Massive Data & Efforts Data Need in Petabytes Animals Hazards Bicycles Lane/ Cruise Highway/ Self Park Assist Control City Pilot Driving Rain Fog
Slide 27: Gen-AI to enhance Autonomous Driving Experience for European & Japanese OEMs
Gen-AI to enhance Autonomous Driving Experience for European & Japanese OEMs Train & deploy state of the art foundation models on NVIDIA / QUALCOMM Sensor data for enhanced decision making Text/Language Based Train & test LLM models using NVIDIA NeMo framework on GPUs for scene interpretation, test
Slide 28: Gen-AI to improve safety for commercial vehicles (NA Tier-1)
Gen-AI to improve safety for commercial vehicles (NA Tier-1) Develop & deploy TCS proprietary GAN Gen-AI model to accelerate training & testing of safety features Synthetic Data Generation with TCS patented (filed) algorithm leveraging Gen-AI GAN Model – up to 3 months faster time to production 27
Slide 29: Electrification
TATA t ( K CONSULTANCY « v SERVICES TATA Electrification
Slide 30: TCS Electrification Experience
TCS Electrification Experience Inside the car 12+ 50+ 500K+ Onboard Charger DC-DC Converter Motor Drive Customer Engagements Countries EV Infra EVs on road 18+ Years of Engagement NA, Latin America, EUR, ASIA, Africa, Australia Charging Infrastructure • Electrical Power Quality Check • Regulation &
Slide 31: Thank you
Thank you 30 Copyright © 2024 Tata Consultancy Services Limited
Slide 32: Future of Logistics and Physical Work
Future of Logistics and Physical Work Rajesh Sinha and Nagendra Kumar 31
Slide 33: Future of logistics & physical work
Future of logistics & physical work Aging societies and decline in workforce participation Imperative: Workplace & Work redefinition • Purpose-Driven, Rewarding, Respected Work Profile − Assist, Amplify & Augment human performance with Technology Machines can easily do what people find difficult to
Slide 34: Future of logistics & physical work | RoboVerse
Future of logistics & physical work | RoboVerse Vision Target technically automatable jobs in high-value segments with full or shared autonomy using differentiated hardware & software codesigns GTM Strategy • Focus on solutions & value, rather than products alone • Sell to a different stakeholder (C
Slide 35: RoboVerse Now
RoboVerse Now … Vision AI enabled intralogistics operations Wall to wall work orchestration & Domain-dependent, independent & Online 3D bin packing based within DCs, warehouses, optimization system for language-guided piece picking and outbound and inbound gate sorting centers heterogenous robots si
Slide 36: RoboVerse Next | The future
RoboVerse Next | The future Integrate, coordinate and optimize staff, robots, conventional automation, tele-operated machines, IoT infrastructure Shared-autonomy dual-arm retail restocker Adaptive work fragmentation, allocation and Autometa coordination support wide variety of capabilities of legged
Slide 37: Thank you
Thank you 36 Copyright © 2024 Tata Consultancy Services Limited
Slide 38: Co-creating futures with our customers
Co-creating futures with our customers Ajay Nandgaonkar 37
Slide 39: Co-creating futures with our customers: #Many-Examples
Co-creating futures with our customers : #Many-Examples Power Plants : IP2 Transforming Steel Digital Skin Novel Materials Unconventional Assets Big Science: Sun in a box 38
Slide 40: Customer TCS Synergy that drives Industry-First innovations
Co-creating futures with our customers • Business Priority • Scale • Domain Expertise Customer TCS • TCS IP • Alliances Synergy that drives #Industry First innovations 39
Slide 41: #Industry-First #Examples
#Industry-First #Examples AI Led Design: Generative Design 3 Knowledge Engineering with Gen AI 2 Digital Twins for real time systems 1 40
Slide 42: Molecular thread - google map of flowing molecules
Molecular thread - google map of flowing molecules 1 Energy own consumption Steam Reformer Gas Gas REFINERY H2 Pool Separation LPG LPG Polymerization Naphtha Aromatics Gasoline I Gasoline I Hydro Catalytic Gasoline Gasoline II Crude treatment Reforming Blender ADU CRUDE Kerosene Diesel Fuel Oil Hydr
Slide 43: #Industry-First #Pilot
#Industry-First #Pilot 1 Pilot Pilot Pilot Pilot 48x 40x 36x Zero Frequent Mass Lesser manual Faster Mass Balance Balance corrections computation Error Hourly instead < 10 corrections < 10 minutes Algorithm of 2 days instead of 400 against 6 hours validation 42
Slide 44: Intuition
Intuition Prove _—o Concentration THINKING, Involuntary control Constructed 18 A § Tow SL OW thoughts BRAIN o SYSTEMS = ‘comm Effortlessness Analytics Innate skills S Speed Reflex (WM DANIEL KAHNEMAN TATA é T > { ( S CONSULTANCY s ap SERVICES TATA
Slide 45: #ORA – The Operations Risk Advisor
#ORA – The Operations Risk Advisor 2 Create Fault-tree graphs for the equipment (e.g. FCC) via Reports, OEM Documents and incident management tools. The #ORA App Monitor Process and Alarms Create Ontology Stored as knowledge Diagnose elements in a structured Process Deviations and format. Alarms. En
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Slide 47: #Generative #Design
#Generative #Design 3 3% Shorter well paths 13x Safer in terms of collision avoidance Designing well trajectories with the Generative Design approach : AI for Design Multi-well Scenario ● Automated identification of neighboring wells as “At Risk” ● Automated well trajectory change to eliminate “Coll
Slide 48: #Industry-First #Innovations
#Industry-First #Innovations Twins 1 Knowledge 2 Design 3 AI based AI Augmented AI Led Plant-wide mass balance Operations Risk Advisor Well Trajectory Design Improves refining margins 1% enhanced availability 3% Shorter ; 13X Safer New Ways of Working! 47
Slide 49: Thank you
Thank you 48 Copyright © 2024 Tata Consultancy Services Limited
Slide 50: Summary
TATA t ( K CONSULTANCY « Ld SERVICES TATA Summary Dr. Harrick Vin
Slide 51: Accelerating growth | Bi-modal strategy
Accelerating growth | Bi-modal strategy Mode 1: Improve current value • Leverage AI to improve productivity • Co-create and participate in customers’ AI journey Mode 2: Redefine value to consistency & future-proofing • Elite by-design of knowledge work output, delivered fast! • Reduce reliance on ta
Slide 52: Mode 2 drill-down | New "future-proof IT" offerings
Mode 2 drill-down | New “future-proof IT” offerings Future of digital products engineering & maintenance • Near-zero change latency & surprises • Near-zero manual ops by design Future of technology modernization • Near-zero legacy drag by design Future of technology operations • Resilient & proactiv
Slide 53: Mode 2 drill-down | New "future-proof business" offerings
Mode 2 drill-down | New “future-proof business” offerings Future of enterprise functions • Talent engagement: personalized @ scale • Marketing: elite-by-design campaigns • Sales: augmentations to turn good to great • Customer success: delight by-design • … Future of industry functions • Warehouse ma
Slide 54: Thank you
Thank you 53 Copyright © 2024 Tata Consultancy Services Limited
Tata Consultancy Services — Investor Day (August 2024) on 6ix