Tata Consultancy Services Limited · NSE:TCS
Tata Consultancy Services — Investor Presentation (August 2020)
29 slides from Tata Consultancy Services's investor presentation, August 2020
Slide 1: Investor Presentation
Investor Presentation August 2020 Copyright © 2020 Tata Consultancy Services Limited
Slide 2: Forward Looking Statements
Forward Looking Statements Certain statements in this release concerning our future prospects are forward-looking statements. Forward-looking statements by their nature involve a number of risks and uncertainties that could cause actual results to differ materially from market expectations. These ri
Slide 3: Tata Consultancy Services: We Are…
Tata Consultancy Services We Are… A global IT services, consulting and $22.0 BN 24.6% business solutions leader partnering with the world’s leading Revenue FY 20 Operating Margin FY20 businesses in their transformational journeys 2.1% 1.9% Revenue breakup by Geo 5.7% North America Among the Top 10 4
Slide 4: The Fastest Growing Brand In IT Services
The Fastest Growing Brand In IT Services Ranked amongst the Top 3 brands in IT Services globally by brand value and the fastest growing brand of the decade Ranked Global Honored as one of the Recognized in Forbes’ Named India’s Overall Top Employer by the Fortune Best Big World’s Best Regarded Most
Slide 5: The Journey So Far
Rev in USD Mn FY05 FY06 FY07 16% FY08 FY09 13% FY10 2% FY20 FY05 to FY11 FY12 The Journey So Far 69% FY13 FY14 FY15 Judicious usage of cash … FY16 Industry-leading topline growth … FY17 Capex FY18 Acquisitions FY19 Invested Funds FY20 Shareholder payout 5 EPS in ₹ Mar-05 FY05 Mar-06 TCS FY06 BSE IT
Slide 6: Leading Technology Change
Leading Technology Change (CS | TATA CONSULTANCY SERVICES
Slide 7: Lead in the New Normal with Business 4.0
Lead in the New Normal with Business 4.0™ PURPOSE - DRIVEN. RESILIENT. ADAPTABLE. EMBRACE RISK MASS PERSONALIZE CLOUD INTELLIGENT LEVERAGE C R E AT E ECOSYSTEMS E X P O N E N T I A L VA LU E A U T O M AT E D AGILE 7
Slide 8: Digital Transformation Offerings
Digital Transformation Offerings Business & Technology Services (B&TS) CONSULTING & SERVICES INTEGRATION Digital Strategy & Integration, Enterprise Agility, M&A, Finance & Shared Services Transformation, Next Gen Transformation, CX Transformation, Supply Chain as a Service, Ecosystem Strategy Design
Slide 9: Secure Borderless Workspaces (SBWS)
Secure Borderless Workspaces (SBWS™) Over 25,000 96% of TCS projects delivered Secure & Certain to SLAs; employees work Customer Focus remotely Service Delivery CSI improved from 93.2 in Jan’20 to 93.93 in Jun’20 Increased throughput; 3-4-5 Framework Cloud-based TCS Security BitSight score 800+, Gov
Slide 10: Accruing Benefits of
Accruing Benefits of https://on.tcs.com/Annual-Report-2020 10
Slide 11: Strategic Investments
Strategic Investments (CS | TATA CONSULTANCY SERVICES
Slide 12: There are no legacy people, only legacy technologies
“There are no legacy people, only legacy technologies” Analytics and Insights Cloud Scalable Reskilling using the Digital Learning Platform Access: Anytime, Anyplace, Any device Content: Rich & Expanding Crowd sourced “faculty” Mobility, Digital Marketing IOT & Cyber Security Delivery: Domain-infuse
Slide 13: Unmatched Speed To Market using Location Independent Agile
Unmatched Speed To Market using Location Independent Agile™ With our thought-leading Location - Open Agile Collaborative Workspaces Independent AgileTM model, we are helping customers adopt Agile at scale, for large transformational programs. 6,000+ 417K+ Agile Agile-trained engagements employees 1,
Slide 14: Helping Customers Scale Their Innovation
Helping Customers Scale Their Innovation Foundational Research Computing, Physical Systems, Sharing of ideas at the Sciences, New Materials, Robotics, Sensing of Machines TCS Innovation Forum On-Demand Early Stage PoCs/PoTs Industry-Specific Research Innovation BFSI: Blockchain, Data Marketplace, In
Slide 15: Products and Platforms
Products and Platforms BFSI DevOps 5,324 Retail Cognitive AI patent applications; Life Sciences Agile Tools 1,471 granted CMI HR 22 Institutional awards & Smart Cities Procure professional recognitions to Pay ▪ IP Enterprise Trophy by World IP Organization SMB BlockChain ▪ National IP Award ▪ Asia I
Slide 16: TCS Co-Innovation Network (COIN)
TCS Co-Innovation Network (COIN™) 3500+ Startups & Accelerators Alliance Partners Startups 50+ EIRs 300+ 50+ Academic TCS CLIENTS Institutions 150+ 70+ Alliance Faculty Partners Academic Partners TCS Research & Innovation Consultants 30+ Industry Projects Bodies TCS' start-up program is organic, hig
Slide 17: TCS Pace Ports
TCS Pace Ports™ TCS Pace Ports™ are experiential spaces which allow customers to experience the transformational power of TCS’ research, innovation and digital prowess come alive under one roof TCS Pace Ports enable customers to: Summon the best of the start-up ecosystem: TCS COIN Accelerators Engag
Slide 18: Longer Term Growth Strategy
Longer Term Growth Strategy (CS | TATA CONSULTANCY SERVICES
Slide 19: Customer-centric Strategy: Going Deeper, Casting Wider
Customer-centric Strategy: Going Deeper, Casting Wider AR/VR AI Talent Development Partnership Accountability Research & APIs & Superior Business Outcomes Cloud Ecosystems Innovation Microsvcs Putting the Highly Satisfied Customers Industry Contextual Customer at Relationship Intellectual Depth Know
Slide 20: Going Deeper, Casting Wider: Business Outcomes
Going Deeper, Casting Wider: Business Outcomes Large Client Metrics Rev per US$1 Million Client US$ 20 Mn+ US$ 50 Mn+ US$ 100 Mn+ 240 20.6 162 105 19.5 68 29 49 FY15 FY20 $ Mn FY15 FY20 20
Slide 21: Going Deeper, Casting Wider: Financial Outcomes
Going Deeper, Casting Wider: Financial Outcomes Revenue per capita ($cc) Net Income per capita ($) $62,047 $10,318 $48,346 $10, 048 FY15 FY15 – FY20 FY15 FY15 – FY20 21
Slide 22: Cash Flow
Cash Flow Cash Conversion Free Cash Flow Free Cash Flow/ OCF to Net Income USD Mn Enterprise Value 109.4% $4,540 5.5% 107.8% 3.9% $2,983 FY15 FY20 FY15 FY20 FY15 FY20 22
Slide 23: Shareholder-friendly Capital Allocation
Shareholder-friendly Capital Allocation 91% 42% 43% 106% 91% 98% $4,540 $4,433 $4,233 $4,217 $4,090 $4,070 $3,824 $2,983 $2,929 $2,886 Average Payout FY15 - FY20 : 79% $1,687 $1,540 Amt in $ Mn FY15 FY16 FY17 FY18 FY19 FY20 Free Cash Flow Shareholder Payout Shareholder Payout as % of Free Cash Flow
Slide 24: Unique, Purpose-Driven
Unique, Purpose-Driven In a free enterprise, the community is not just another stakeholder in business, but is in fact the very purpose of its existence. - J N Tata 1839-1904 For every $1 returned to shareholders by TCS, a portion goes back to the community through the Tata trusts, giving TCS a uniq
Slide 25: TCS In The Community
TCS In The Community Wellness TCS promotes health and wellness in all the communities it works in. We are title sponsors of leading Marathons across the globe, and continuously applying innovations to healthcare practices and awareness STEM Education Skills development In countries like the UK, Nort
Slide 26: In Summary: TCS Strategy Driving Differentiated Outcomes
In Summary: TCS Strategy Driving Differentiated Outcomes Market Trends TCS Approach Outcomes ▪ More and more industries are leveraging ▪ Position as a growth and transformation partner ▪ Industry-defining mega deals technology to differentiate themselves ▪ More investment in research and innovation,
Slide 27: Annexure
Annexure (CS | TATA CONSULTANCY SERVICES
Slide 28: Financial Highlights
Financial Highlights IFRS Amount in USD Mn, unless otherwise stated Yearly Quarterly FY20 FY19 YoY 1Q21 1Q20 YoY Revenue growth – Constant Currency 7.1% -6.3% Revenue - ` Mn 1,569,490 1,464,630 7.2% 383,220 381,720 0.4% Revenue $22,031 $20,913 5.3% $5,059 $5,485 (7.8%) Gross Profit $9,069 $8,753 3.6
Slide 29: Thank You
Thank You (CS | TATA CONSULTANCY SERVICES
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