Tata Consultancy Services Limited · NSE:TCS

Tata Consultancy Services — Investor Presentation (June 2020)

30 slides from Tata Consultancy Services's investor presentation, June 2020

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: We Are…
$22.0 BN Tata Consultancy Services Revenue FY 20 24.6% We Are… Operating Margin Among the Top 10 Global IT Service Providers A global IT services, 448,000+ Employees consulting and business solutions leader, - ' -• 144 nationalities 187 Solution Centers partnering with the world’s in 19 countries le
Slide 4: The Fastest Growing Brand In IT Services
The Fastest Growing Brand In IT Services Ranked the fastest growing Ranked Global Honored as one of the Ranked among the Named India’s Overall brand of the decade and Top Employer by the Fortune Best Big Top Regarded Companies Most Outstanding amongst the Top 3 brands Top Employers’ Institute Compan
Slide 5: The Journey so far
The Journey so far Industry-leading top-line growth… … with superior profitability $24k 200 Rev in USD Mn $18k 150 EPS in ₹ $12k 100 $6k 50 $k 0 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY13 FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY14 FY15 FY16 FY17 FY18 FY19
Slide 6: Leading Technology Change
Leading Technology Change TCS TATA CONSULTANCY SERVICES RlYi\T8~s
Slide 7: Leading through 50 Years of Technology Change
Leading through 50 Years of Technology Change Cypto __ _____ . _,/:...,,. Security, Privacy MES, M2M Cyber Sec, Identity, Blockchain IoT, Robotics Drones, Cyber-Physical Wearables, Bionics Industry 4.0 ♦----., BYOD Devices Collaboration, Social, Touch Groupware, Interaction, Design, AR/VR Apps, Smar
Slide 8: 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 TCS TATA coNSULTANcv SERVICES I lfilitl8~s
Slide 9: Digital Transformation Offerings
Digital Transformation Offerings CONSULTING & SERVICES INTEGRATION Enterprise Agility, M&A / Divestitures, Finance & Shared Services, CX Front Office Transformation, SCM as a Service, Next Gen Transformation TCS Interactive Conversational Experiences Commerce, Channels, Business Platform Content, Ca
Slide 10: Accruing Benefits of Business 4.0
Accruing Benefits of Busl ness4.0™ A European Life Sciences Company A Global Retail Giant Wanted to create a digital platform that helped them generate Wanted to evolve an integrated omnipresence including Physical and Digital channels to business around the “smallholder” farming segment make busine
Slide 11: Strategic Investments
Strategic Investments TCS TATA CONSULTANCY SERVICES RlYi\T8~s
Slide 12: Scalable Reskilling using the Digital Learning Platform
“There are no legacy people, only legacy technologies” Scalable Reskilling using the Digital Learning Analytics and Insights Cloud Platform Qlik (!l 'e) pentoho· B ~) °t3 Chef a iiliil iilJ1•amaz_ ~ g • amcracn.er. on ~ I, Access: Anytime, . neot.iJ . TEZti Spoik' Solr, ~- ~ ~ Google ooenstack •• we
Slide 13: Avail Unmatched Speed To Market
Avail Unmatched Speed To Market With our thought-leading framework Open Agile Collaborative Workspaces 6,000+ that helps customers adopt Agile at Agile Engagements scale, and gain concrete business benefits : 6,000+ 348K+ 417K+ Location - Independent AgileTM Living Agile Agile Agile-trained Agile-tr
Slide 14: Bringing Certainty of Execution to Future Readiness
Bringing Certainty of Execution to Future Readiness TM ~~MFDM TCS loT Bringing Life to Things™ ▪ Making enterprises AI ready with MFDM™ ▪ TCS Connected Universe Platform to drive business and AI workbench operations transformation ▪ 100+ customers on the MFDM™ journey ▪ Industry specific solutions:
Slide 15: Investments in Digital - Products, Platforms & Partnerships
Investments in Digital - Products, Platforms & Partnerships BFSI TCS BUNCS DevOps TCSMasterCraft DevPlus TransformPlus o DataPlus 5,216 patent applications; Omni Store™ SupplAI™ Retail Cognitive AI Optumera™ 1,341 granted Life TCS Sciences ADD Agile Tools Jile 22 Institutional awards & CMI TCSHOBS H
Slide 16: Helping Customers Scale Their Innovation
Helping Customers Scale Their Innovation Foundational Research Computing, Physical Systems, Sciences, New Materials, Sharing of ideas at the Robotics, Sensing of Machines On-Demand TCS Innovation Forum Innovation Industry-Specific Research Early Stage PoCs /PoTs BFSI: Blockchain, Data Marketplace, I
Slide 17: TCS Co-Innovation Network (COIN)
TCS Co-Innovation Network (COIN™) Startups & Accelerators Alliance Partners , flrs timwJ.mJI 3500+ ., h ive Startups •I II I 300+ c, .-, -=01 Glassbox U lnfrrd 50+ OPE TEXT EIRs Venture 0 JI~ .~rt~,~~ n 50+ Capitalists ffllllBJJ Academic Institutions TCS CLIENTS 150+ -w-obot Academic Partners 70+ Fa
Slide 18: TCS Pace Ports
TCS Pace Ports™ Experience PA CE TCS Pace PortsTM are experiential spaces which allow you to experience the transformational power of TCS’ research, innovation and digital prowess come alive under one roof ▪ Summon the best of the start-up ecosystem: TCS COIN Accelerators ▪ Engage with the Best of A
Slide 19: Longer Term Growth Strategy
Longer Term Growth Strategy TCS TATA CONSULTANCY SERVICES RlYi\T8~s
Slide 20: Customer-centric Strategy: Going Deeper, Casting Wider
Customer-centric Strategy: Going Deeper, Casting Wider Agile AI Partnership Accountability Ecosystems Research & Innovation Superior Business Outcomes Cloud MFDM Talent Relationship Development Focus Highly Satisfied Customers Putting the Customer at Contextual the centre Full Knowledge Stakeholder
Slide 21: Going Deeper, Casting Wider: Business Outcomes
Going Deeper, Casting Wider: Business Outcomes Large Client Metrics Rev per US$1 Million Client ■ US$ 20 Mn+ ,,,,,11 ,, ■ US$ 50 Mn+ ,,,,,, ■ US$ 100 Mn+ ,,,,,, ,,,, ,,,,,, ,,, 240 20.6 ,, ,,,,,, 162 ,,,, 19.5 ,.,, ,, 105 68 29 ------------- 49 FY15 FY20 $ Mn FY15 FY20 TCS 21 TATA coNSULTANcv SERVIC
Slide 22: 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 TCS 22 TATA coNSULTANcv SERVICES I lfilitl8~s
Slide 23: Cash Flow
Cash Flow Cash Conversion Free Cash Flow Free Cash Flow/ OCF to Net Income USD Mn Enterprise Value 109.4% $4,641 ...... ...... ...... 5.5% 107.8% ...... ...... ...... .,., 3.9% $2,983 FY15 FY20 FY15 FY20 FY15 FY20 TCS 23 TATA coNSULTANcv SERVICES I lfilitl8~s
Slide 24: Strong Capital Allocation
Strong Capital Allocation - -- --- 91% 42% 42% $3,824 106% $4,090 $4,233 93% $4,217 $4,070 99% $4,641 $4,433 $2,983 $2,929 $2,886 Average Payout FY15-FY20 YTD: 79% •- ----- $1,687 Amt in $ Mn $1,540 - - FY15 FY16 FY17 FY18 FY19 FY20 Free Cash Flow Shareholder Payout TCS Shareholder Payout as % of Fr
Slide 25: 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, $0.47 goes back to the community, giving TCS a unique, purpose-driven wor
Slide 26: TCS In The Community
TCS In The Community Wellness T~S Digital I Explorej I 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 co
Slide 27: In Summary: TCS Strategy Driving Differentiated Outcomes
In Summary: TCS Strategy Driving Differentiated Outcomes MARKET TRENDS TCS APPROACH OUTCOMES ▪ More and more industries are ▪ Ramping up Research & Innovation, ▪ Industry-defining mega deals leveraging technology to co-innovation and collaboration ▪ Thinner competitive set differentiate themselves ▪
Slide 28: Annexure
Annexure TCS TATA CONSULTANCY SERVICES RlYi\T8~s
Slide 29: Financial Highlights
Financial Highlights IFRS Amount in USD Mn, unless otherwise stated Yearly Quarterly FY20 FY19 YoY 4Q20 4Q19 YoY Revenue growth – Constant Currency 7.1% 3.0% Revenue - ` Mn 1,569,490 1,464,630 7.2% 399,460 380,100 5.1% Revenue $22,031 $20,913 5.3% $5,444 $5,397 0.9% Gross Profit $9,069 $8,753 3.6% $
Slide 30: Thank You
ThankYou Thank You TCS TATA CONSULTANCY SERVICES RlYi\T8~s

Tata Consultancy Services — Investor Presentation (June 2020) on 6ix

Tata Consultancy Services — Investor Presentation (June 2020)

Slide 1: Investor Presentation

Slide 2: Forward Looking Statements

Slide 3: We Are…

Slide 4: The Fastest Growing Brand In IT Services

Slide 5: The Journey so far

Slide 6: Leading Technology Change

Slide 7: Leading through 50 Years of Technology Change

Slide 8: Lead in the New Normal with Business 4.0

Slide 9: Digital Transformation Offerings

Slide 10: Accruing Benefits of Business 4.0

Slide 11: Strategic Investments

Slide 12: Scalable Reskilling using the Digital Learning Platform

Slide 13: Avail Unmatched Speed To Market

Slide 14: Bringing Certainty of Execution to Future Readiness

Slide 15: Investments in Digital - Products, Platforms & Partnerships

Slide 16: Helping Customers Scale Their Innovation

Slide 17: TCS Co-Innovation Network (COIN)

Slide 18: TCS Pace Ports

Slide 19: Longer Term Growth Strategy

Slide 20: Customer-centric Strategy: Going Deeper, Casting Wider

Slide 21: Going Deeper, Casting Wider: Business Outcomes

Slide 22: Going Deeper, Casting Wider: Financial Outcomes

Slide 23: Cash Flow

Slide 24: Strong Capital Allocation

Slide 25: Unique, Purpose-Driven

Slide 26: TCS In The Community

Slide 27: In Summary: TCS Strategy Driving Differentiated Outcomes

Slide 28: Annexure

Slide 29: Financial Highlights

Slide 30: Thank You