Tata Consultancy Services Limited · NSE:TCS

Tata Consultancy Services — Investor Presentation (January 2021)

29 slides from Tata Consultancy Services's investor presentation, January 2021

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…
I Tata Consultancy Services $22.0 BN 24.6% We Are… A global IT services, consulting and 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
Slide 4: The Fastest Growing Brand In IT Services
I The Fastest Growing Brand In IT Services 1'2020,~ f~~ c-n•... C'n. ~~..J? IIL\ltl . Mifl . Brand Finance• Awards ■ TOP3 FASTEST CROWi NC STE~ IES DIGITAL ll"IPRCT IT SERVICES IT SERVICES BRAND FOR THE DECADE 2020 AWARDS BRAND 2010 -2020 = I WINNER Ranked amongst the Top 3 brands in IT Services glo
Slide 5: The Journey So Far
I The Journey So Far Rev in USD Mn Industry-leading topline growth … … with superior profitability EPS in ₹ FY20 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 ................................
Slide 6: Leading Technology Change
to.s TCS TATA INVESTS R CONSULTANCY RELATI NS SERVICES Leading Technology Change
Slide 7: Lead in the New Normal with Business 4.0
I 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 TATA 7 tC6 1 CONSULTANCY SERVICES
Slide 8: Digital Transformation Offerings
I 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 Desi
Slide 9: Secure Borderless Workspaces (SBWS)
I 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 Jg '(:) Increased throughput; 3-4-5 Framework Cloud-based TCS Security BitSight score
Slide 10: Accruing Benefits of Business 4.0
I Accruing Benefits of Bus·i·ness4.0™ Partncflng Wllh DAMEN to Aconforcc ,ts Reputaoon as a Maritime lmovanon ~ Enabmg Woolworths' Teams to Deliver Super10< In-Store Customer &penences ----•-...---- _ _ . . , . . , _ .. _ _ _ _ _ _ _ 4!1 _..,..,_,.,., ____,.......,..___ _...,_~ _ - - ~ - a..- a_.___
Slide 11: Strategic Investments
to.s TCS TATA INVESTS R CONSULTANCY RELATI NS SERVICES Strategic Investments
Slide 12: There are no legacy people, only legacy technologies
I “There are no legacy people, only legacy technologies” ► Analytics and Insights Cloud ◄ Scalable Reskilling using the Digital Learning Platform 'e) pentaho· - ~- C~ f amazon . . O amcracker. dock'2r 'fir~~~~. e:, Spor°k! oo,nstack webservlces Solr~ ~ (Qi> Google •• - Q UALYS' CloJdPa lcr- Azure ••
Slide 13: Unmatched Speed To Market using Location Independent Agile
I 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+ 444K+ Agile Agile-trained engagements employees
Slide 14: Helping Customers Scale Their Innovation
I 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 BFS
Slide 15: Products and Platforms
I Products and Platforms BFSI TCS B~ NCS TCSMasterCraft DevPlus DevOps DataPlus TransformPlus OmniStore™ SupplAI™ 5,634 Retail Optumera"" Cognitive AI patent applications; Life Sciences TCS ADD Jile Agile Tools 1,713 granted CMI TCSHOBS HR 22 Institutional awards & Smart Cities CXIUX Procure profess
Slide 16: TCS Co-Innovation Network (COIN)
I TCS Co-Innovation Network (COIN™) 3500+ Startups ► Startups & Accelerators ► Alliance Partners 50+ EIRs 300+ {.tf_;.;f"!, , - flrs ~@ TrustStamp Jh ive I I I Ih Olassbox U tnf rrd c, .-co1 OPE TEXT 0 JI!'-.~!~ s 50+ A14/A1U R O FT l 'l • •lf ■ l ■ I .. . Academic • ~~.~~r.~.~ TCS CLIENTS Instituti
Slide 17: TCS Pace Ports
I 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 - t
Slide 18: Longer Term Growth Strategy
to.s TCS TATA INVESTS R CONSULTANCY RELATI NS SERVICES Longer Term Growth Strategy
Slide 19: Customer-centric Strategy: Going Deeper, Casting Wider
I Customer-centric Strategy: Going Deeper, Casting Wider AR/VR AI Talent Development Partnership Accountability Research & APIs & Superior Business Outcomes Cloud Ecosystems Innovation Microservices Putting the Highly Satisfied Customers Industry Contextual Customer at Relationship Intellectual Dept
Slide 20: Going Deeper, Casting Wider: Business Outcomes
I 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 TATA 20 I CONSULTANCY SERVICES
Slide 21: Going Deeper, Casting Wider: Financial Outcomes
I 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 TATA 21 I CONSULTANCY SERVICES
Slide 22: Cash Flow
I Cash Flow Cash Conversion Free Cash Flow Free Cash Flow/ OCF to Net Income USD Mn Enterprise Value 109.4% $4,540 I 5.5% I 107.8% ,, I # ,/ , lb" ' , ,, q ,' ti ,' 3.9% , , ,, I I $2,983 I ' FY15 FY20 FY15 FY20 FY15 FY20 TATA 22 I CONSULTANCY SERVICES
Slide 23: Shareholder-friendly Capital Allocation
I Shareholder-friendly Capital Allocation ------ 91% 42% 43% $3,824 106% $4,090 $4,233 $4,217 91% $4,070 98% $4,540 $4,433 $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 Fr
Slide 24: Unique, Purpose-Driven
I 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
Slide 25: TCS In The Community
I TCS In The Community Wellness T~S Digital I TCS promotes health and I Explorej 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 TCSFit4/i~ (o,porateCl'1,',~ STEM Edu
Slide 26: In Summary: TCS Strategy Driving Differentiated Outcomes
I 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 innovatio
Slide 27: Annexure
to.s TCS TATA INVESTS R CONSULTANCY RELATI NS SERVICES Annexure
Slide 28: Financial Highlights
I Financial Highlights IFRS Amount in USD Mn, unless otherwise stated Yearly Quarterly FY20 FY19 YoY 3Q21 3Q20 YoY Revenue growth – Constant Currency 7.1% 0.4% Revenue - ` Mn 1,569,490 1,464,630 7.2% 420,150 398,540 5.4% Revenue $22,031 $20,913 5.3% $5,702 $5,586 2.1% Gross Profit $9,069 $8,753 3.6%
Slide 29: Thank You
to.s TCS TATA INVESTS R CONSULTANCY RELATI NS SERVICES Thank You Thank You

Tata Consultancy Services — Investor Presentation (January 2021) on 6ix

Tata Consultancy Services — Investor Presentation (January 2021)

Slide 1: Investor Presentation January 2021

Slide 2: Forward Looking Statements

Slide 3: Tata Consultancy Services: We Are…

Slide 4: The Fastest Growing Brand In IT Services

Slide 5: The Journey So Far

Slide 6: Leading Technology Change

Slide 7: Lead in the New Normal with Business 4.0

Slide 8: Digital Transformation Offerings

Slide 9: Secure Borderless Workspaces (SBWS)

Slide 10: Accruing Benefits of Business 4.0

Slide 11: Strategic Investments

Slide 12: There are no legacy people, only legacy technologies

Slide 13: Unmatched Speed To Market using Location Independent Agile

Slide 14: Helping Customers Scale Their Innovation

Slide 15: Products and Platforms

Slide 16: TCS Co-Innovation Network (COIN)

Slide 17: TCS Pace Ports

Slide 18: Longer Term Growth Strategy

Slide 19: Customer-centric Strategy: Going Deeper, Casting Wider

Slide 20: Going Deeper, Casting Wider: Business Outcomes

Slide 21: Going Deeper, Casting Wider: Financial Outcomes

Slide 22: Cash Flow

Slide 23: Shareholder-friendly Capital Allocation

Slide 24: Unique, Purpose-Driven

Slide 25: TCS In The Community

Slide 26: In Summary: TCS Strategy Driving Differentiated Outcomes

Slide 27: Annexure

Slide 28: Financial Highlights

Slide 29: Thank You