Tata Consultancy Services Limited · NSE:TCS
Tata Consultancy Services — Investor Day (February 2008)
20 slides from Tata Consultancy Services's investor day presentation, Feb 12, 2008
Slide 1: Leading in Challenging Times: New Growth Markets
Leading in Challenging Times New Growth Markets Gabriel Rozman – President, Iberoamerica Girija Pande – Regional Director, Asia Pacific Tanmoy Chakrabarty – Vice President & Head, Global Government Industry Group Analyst Day, Mumbai 12 February 2008
Slide 2: TCS Vision of New Growth Markets
TCS Vision of New Growth Markets • Several Tiers in this Market • Faster Growth than traditional markets • Underserved by the Global IT Industry • Every Country has Major Organizations • Small Countries need Ready Made Solutions • Emerging markets may not follow traditional recession patterns Today
Slide 3: New Growth Markets
New Growth Markets A Clear Differentiating Strategy to Expand Revenues in Regions of High Growth
Slide 4: TCS Iberoamerica - A Success Story
TCS Iberoamerica - A Success Story Operations across 12 countries in Latin America, Spain and Portugal • Founded in 2002, 3 years ago • 700 professionals, 1000+ by FY2005 Argentina • Strong local country staffing (over 95%) Brazil Costa Rica • Experienced Latin region management team Chile • 2 CMM L
Slide 5: Early Inroads through Long Term Visioning
Early Inroads through Long Term Visioning • Initial Success in Iberoamerica - 2002 • Replicable success in Brazil, Chile & Mexico • 18-24 Month Success in such Diverse Markets as Portugal and Colombia • An Expertise which is a Competitive Advantage • Substantial advantages of being the first mover •
Slide 6: Global vs Local Markets
Global vs Local Markets • Our Customers themselves are Expanding Rapidly into Emerging Markets and need IT Support • Global Customers Expect Global Support • Replicate Solutions in Emerging Markets • Even small local markets can be very attractive – Saudi Telecom – Banco Pichincha – Mexico Social Se
Slide 7: Supports our Global Network Delivery Model (GNDM)
Supports our Global Network Delivery Model™ (GNDM ) • Growth in Emerging Markets will lead to possible new centers which will build local capacity • Systems implementations for our customers require local support - expensive to do it from India • Harnessing new talent which is possible in new market
Slide 8: APAC - The China Initiative
APAC - The China Initiative P/N LEZANLEZAN LIZA LIZA ZA LEZAN LIZA LEZ LZ ZA LIZAN LEZ LZAN ZA LIZA LEZEN LIZAN LIZA ZAZA. NVIV/NVEV/NVEV/NVTV/NVEV/NVEV/NVEV/NVEV/NVEP/AVEP/NVEP/AVEP/AVEP/AVEP/ANEP/ANVEP/ANVEP/ANVEP/ANVEP/ANVEP/ANNEP/ANNI YANN ANGTYANNTYANGT YANN ANNT YANG YANG YANG YANG YANG YANG P
Slide 9: China - TCS Global Delivery Network Model Driving Growth
China - TCS Global Delivery Network Model™ Driving Growth • Hangzhou - Global Delivery Centre & CoE (IBM AS 400) • Beijing - Sales, Delivery & CoE (Microsoft) • Shanghai - Sales, Delivery & CoE (SAP & Oracle) • Current Strength - 1100+ (+92% Local Recruits) • Institutionalized security compliance an
Slide 10: Case Study - Bank of China
Case Study - Bank of China Business Drivers Project Information • Listing of Bank of China • The Largest Banking implementation ever • Foreign bank entry in 2008, increase service undertaken levels, improve risk management and improve – 380 Mill accounts, 22,000 branches, cost to income ratio. 205,0
Slide 11: China Foreign Exchange Trading Systems (CFETS)
China Foreign Exchange Trading Systems (CFETS) About CFETS Business Drivers • An arm of the People’s Bank of China • The New Generation CNY Trading System • Provides systems for interbank foreign exchange (NGCNYTS) is part of CFETS overall efforts to (FX) trading, RMB lending and bond trading; imple
Slide 12: JV Vision as Seen by the Chinese Government (NDRC)
JV Vision as Seen by the Chinese Government (NDRC) • To be a Role Model for Chinese IT Industry & establish global offshoring industry in IT/BPO sector • Will be the only one of its kind to be set-up and supported by NDRC (e.g. Motorola, Microsoft) • To become the largest software services and solut
Slide 13: China Growth Path
China Growth Path All figures in US $ Millions 40 35 30 25 20 15 10 5 0 FY 06-07 FY 07-08 Revenues - 12 -
Slide 14: TCS Global Government Industry Group
TCS Global Government Industry Group Emerging IT Services Player in New Growth Markets
Slide 15: Analyst Opinion
Analyst Opinion 32% Share in Government IT Services in India # 1 in India Top 10 IT Service Provider in APAC for Government TCS differentiates itself from its competition by focusing its sales messaging on outcomes for government, rather than technology Gartner, IT Services Providers , APAC - 14 -
Slide 16: DigitalGov - The Gujarat Experience
DigitalGov - The Gujarat Experience E-literacy and e-usage increased from 20% to 95% in 2300 strong workforce The Gujarat State Government is at the threshold of e-Governance and IWDMS (DigiGov) will prove a 10 tonnes of paper saved in 18 months using this solution catalyst for taking the e-Governan
Slide 17: AP Online
AP Online Welcome to APonline.gov.in, the official portal of Govt. of A P - Microsoft Internet Explorer provided by TATA CONSULTANCY SERV (ey) ~ |) http://wn.2ponine.gov.in/apportalindex.asp WE BH _ Svelcome to APonine.gov.in, the offical portal of Gov... Note from Andhra Pradesh News © FreeHepatiti
Slide 18: MCA21 - Ministry of Corporate Affairs
MCA21 - Ministry of Corporate Affairs Covers all India • Peak portal hits: 14 mln • Name approval from 7 days to 1 • Max docs filed in a day: 41800 • Company incorporation from 15 days to 1-5 • Total filings till date: 3.4 mln (avg. 1.2 Mb) • Annual return from 60 days to instant • Companies registe
Slide 19: TCS Global Government Industry Group Strategy - New Growth Markets
TCS Global Government Industry Group Strategy - New Growth Markets Holistic Alliances Framework Oriented Approach - FOA • SAP Approach • IBM • Microsoft • EU Proactive Reactive • HP • World Bank • Frameworks • Bespoke Solution • Oracle • UN • Services • System Integration • Sun • AfDB • ADB • AP Onl
Slide 20: Leading in Challenging Times: New Growth Markets
Leading in Challenging Times New Growth Markets
Tata Consultancy Services — Investor Day (February 2008) on 6ix