Slide 1: Wipro – Presentation to Investors
Wipro – Presentation to Investors April – June, 2012 1 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 2: Safe Harbor
Safe Harbor This presentation may contain certain “forward looking” statements, which involve a number of risks, uncertainties and other factors that could cause actual results to differ materially from those that may be projected by these forward looking statements. These uncertainties have been de
Slide 3: Agenda
Agenda Our Vision? Our track record on performance Overall Market Opportunity Our Strategy 3 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 4: Our Vision
Our Vision 4 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 5: Our Vision
Our Vision VISION STATEMENT To be among the Top 10 Global IT & Business Process Outsourcing Services. OBJECTIVES STATEMENT 1. Be a Trusted Partner to our clients by providing Transformation and SI Services. 2. Achieve Thought Leadership in emerging Technology areas. 3. Be perceived as a leader by re
Slide 6: Track Record on Performance
Track Record on Performance 6 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 7: Overall Revenue at a 20% CAGR and Net Income at a 14% CAGR
Overall Revenue at a 20% CAGR and Net Income at a 14% CAGR over the last 6 years 372 311 257 272 201 151 39 46 53 56 29 33 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 Revenue (in INR Bn.) Net Income (in INR Bn.) Revenues of ~$7.3 billion for FY 12 Incorporated in 1945 Wipro Corporation revenue
Slide 8: IT Services Business has grown at a CAGR of 18% in the last 5 years
IT Services Business has grown at a CAGR of 18% in the last 5 years IT Revenue $ Mn 5,921 5,221 4,323 4,390 3,647 2,611 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 Revenues of ~ $6 billion for FY 12 Partner to Industry Leaders Global footprint Diverse talent pool Listed on NYSE in October 94
Slide 9: Broad based portfolio
Broad based portfolio Revenue contribution of Top customers for Q4’11-12 Customer Concentration (% of Vertical revenue) Top customer 3.5% Diversified Vertical portfolio, Top 5 11.5% with no vertical contributing Top 10 20.0% more than 27% • 475 customers with $1 million revenue on trailing 12 mont
Slide 10: Strategic Partnerships
Strategic Partnerships Accelerate Innovation | Increase RoI | Industry Expertise | Trusted Network | Emerging Technology Strategic Alliance Portfolio Strategic initiatives across cloud, analytics, mobility Emerging market focus – reverse innovation of products Improved customer penetration and
Slide 11: Overall Market Opportunity
Overall Market Opportunity 11 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 12: Significant Market Opportunity
Significant Market Opportunity IT Services 1. Global IT Spends at $1.7 trillion 2. R&D spends at $1.15 trillion 3. Indian IT addresses IT Services, BPO and Engineering & R&D spends of customers globally 12 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 13: India Off-shoring market is expected to grow at a CAGR of ~12-21% through 2020
India Off-shoring market is expected to grow at a CAGR of ~12-21% through 2020 India’s offshore IT and BPO exports ($B) ~ 225-310 With Focused ~175 Initiatives & CAGR Innovation 22% 69 59 47.1 49.7 40.3 31.4 With 23.6 Current 17.7 Initiatives FY11-12 Long Term Fundamentals of the India Off- shoring
Slide 14: Our Strategy
Our Strategy 14 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 15: Overarching changes influencing business today
Overarching changes influencing business today KEY TECHNOLOGY ENABLERS OPPORTUNITY IMPERATIVE Innovation to win in a world of 1 Differentiation at the front constraints Industry expertise Process and IT assets 2 Business agility through Creative front office variabilization of IT Standar
Slide 16: Innovation to win in a world of constraints
Innovation to win in a world of constraints 1 Businesses will have to rapidly redesign value chains to increase efficiency / reduce consumption and dependence on „constrained resources‟ Energy Raw Material Capital Talent Global oil consumption in 2010 Metal / mineral costs $20 trillion Key industrie
Slide 17: Business agility through variabilization of IT
Business agility through variabilization of IT 2 Variabilization of IT applies proven management tenets - scale, standardization, simplification and lean - to drive efficiency, optimize delivery and lower unit costs. VARIABILIZATION Enhancing value The cloud model Agility and responsiveness to bus
Slide 18: Consumerization of IT fuelling business value
Consumerization of IT fuelling business value 3 The consumer market is driving enterprise technology advances and its deployment today Mobile cloud computing will Over 70m bloggers post By 2015, companies will By 2015, 40% of large deliver annual revenues reviews on products and generate 50% of web
Slide 19: Business performance through analytics
Business performance through analytics Leading companies using analytics and leveraging big data today, outperform their peers 60% potential 30% increase in revenue 30% of Amazon sales $300b --- potential for telecom companies - by are through value to US healthcare increase in operating analyzing i
Slide 20: 4 key components to our Strategy
4 key components to our Strategy Existing Transformation Prioritized Disruptive Differentiation M&A Investments into Emerging through Domain & 1. Domain Assets Growth Accounts, Technologies Solution Focus 2. Technology Verticals and 1. Cloud 1. Drive increased Assets Geographies domain centricity a.
Slide 21: Prioritizing Investments into Growth Accounts, Verticals and Markets
Prioritizing Investments into Growth Accounts, Verticals and Markets Right Account Real Momentum Verticals Emerging Geographies Estate 1. Identify , prioritize & 1. Differentiated & Dis- 1. Prioritized focus on pursue accounts that will proportionate focus & markets that are driving drive company gr
Slide 22: Disruptive Emerging Technologies
Disruptive Emerging Technologies Cloud Analytics Mobility 1. Cloud Enablement Services 2 pronged approach focused on 2 parts Primary Focus market: Enterprise a. Application Transformation for of the customer biz Mobility Public and Private Clouds 1. Existing 1. Development of productized i. App Refa
Slide 23: Differentiation through Domain and Solution Focus
Differentiation through Domain and Solution Focus Domain & Differentiated Solutions H2/H3 Program 1. Building Domain capabilities as 1. Investment in areas which can part of the Business Advisory be future growth drivers for the Services team within the vertical company 2. Identify process assets an
Slide 24: Mergers & Acquisitions
Mergers & Acquisitions Domain Technology Geo Focused Focused Focused Assets Assets Assets Targets with deep domain knowledge or Targets with high customer IP/Technical skills in Targets with high concentration in identified areas of Focus Geo presence momentum verticals Analytics, Cloud and with cho
Slide 25: In Summary
In Summary ‘4’ Over-arching Global changes ‘4’ Key Components to the Strategy Markets Themes Domains • Account RE • Cloud • Biz advisory • 4 growth • Analytics services verticals • Mobility • Vertical • Emerging geos solutions M&A 25 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 26: Annexure - Full Year Highlights and Key Highlights of Other Businesses
Annexure - Full Year Highlights and Key Highlights of Other Businesses 26 © 2012 WIPRO LTD | WWW.WIPRO.COM
Slide 27: Highlights of the Year ended March 31, 2012
Highlights of the Year ended March 31, 2012 Revenue Highlights 1. Wipro Limited Revenue grew by 21% YoY to Rs. 375.25 Bn. 2. IT Services Revenue at $ 5,921 Mn, YoY growth of 13% 3. Strong growth in Energy & Utilities (58%) and Financial Services (13%) 4. Analytics grew 28%, TIS grew 17% and BAS (16%
Slide 28: Highlights of the Quarter ended March 31, 2012
Highlights of the Quarter ended March 31, 2012 Revenue Highlights 1. Wipro Limited Revenue grew by 19% YoY to Rs. 98.69 Bn. 2. IT Services Revenue at $1,535.6 Mn, sequential growth of 2%. Constant currency growth of 1.3% 3. Energy and Utilities grew 6.8%, Retail grew 5.9%, Healthcare and Manufacturi
Slide 29: Non IT Business Highlights for the Quarter Ended March 31, 2012
Non IT Business Highlights for the Quarter Ended March 31, 2012 Wipro Consumer Care and Lighting (WCCL) 1. Revenue growth in Q4 of 25% YoY and EBIT growth of 30% YoY. 2. Santoor No 1 Brand in combined South + West regions at 13.8% share. 3. Major businesses Santoor , Yardley and UNZA drove the Q4 gr
Slide 30: Thank You
Thank You 30 © 2012 WIPRO LTD | WWW.WIPRO.COM