Tata Communications Limited · NSE:TATACOMM
Tata Communications — Investor Day (June 2020)
24 slides from Tata Communications's investor day presentation, Jun 26, 2020
Slide 1: Welcome to Tata Communications Analyst Day
WELCOME TO TATA COMMUNICATIONS ANALYST DAY 26TH JUNE 2020 0
Slide 2: Tata Communications, Reimagined
TATA “® Tata Communications, Reimagined
Slide 3: What Are the Customer Drivers?
WHAT ARE THE CUSTOMER DRIVERS? IMPROVING ENABLING PRODUCTIVITY MANAGING BORDERLESS AND RISK GROWTH EFFICIENCY BOOSTING PRODUCT INNOVATION BUILDING AND AGILITY CUSTOMER EXPERIENCE
Slide 4: What Is Digital?
WHAT IS DIGITAL? DIGITAL IS DATA APPLICATIONS CONNECTIVITY
Slide 5: Our Opportunity Landscape
id TATA COMMUNICATIONS TATA OUR OPPORTUNITY LANDSCAPE
Slide 6: Available Market
AVAILABLE MARKET 6 key platforms have been identified to significantly Available Market 2023 contribute to our growth in revenue. Mobility & IoT NetFoundry CAGR +3.9% CAGR +25.5% MOBILITY & IoT COLLABORATION 2022 $243 Bn 2022 $109 Bn 2019 $217 Bn 2019 $55 Bn NEXT GENERATION CLOUD, EDGE & Collaborati
Slide 7: Shift Happening in Global Enterprise Network Spend
SHIFT HAPPENING IN GLOBAL ENTERPRISE NETWORK SPEND Consumer and Business data (EB per month) Global Enterprise Data Network Spending (USD Bn) CAGR 396 CAGR 16% 25% 145 145 1 2 22% 201 Cloud Connect 23% Business 19 17 17% 84% Consumer 83% 26% -2% P2P- IPL, Ethernet 2019 2022 Source: Cisco VNI: Foreca
Slide 8: Well Positioned to Be Preferred Digital Partner
WELL POSITIONED TO BE PREFERRED DIGITAL PARTNER Enterprise Network Spend $145 Bn $145 Bn Enterprise Ecosystem SP Ecosystem OTT/Cloud Ecosystem Data Centers SP PoP SP PoP DC to DC connectivity IoT solutions Enterprise Office Branches/ Offices Vendors/ Factory Base stations Base stations Suppliers Not
Slide 9: Identifying Key Pillars
IDENTIFYING KEY PILLARS MOVETM IoT - Platform Network++1 - Enabling enterprise InstaCC – Cloud based digital enabling intelligent, agnostic network transformation to adopt Customer and employee and network independent cloud, internet and software- experience portfolio for global cellular connectivit
Slide 10: Secure Connected Digital Experience (SCDX)
SECURE CONNECTED DIGITAL EXPERIENCE (SCDX) DIGITAL ECOSYSTEM ENABLER: INTRODUCING SCDX Driving Principles SECURE CONNECTED DIGITAL WORKPLACE (WORKPLACE SOLUTIONS) ▪ Build to suit the new ways of working SECURE ▪ Create technology CONNECTED solutions to solve DIGITAL DIGITAL CUSTOMER EXPERIENCE PLATF
Slide 11: Who Owns the Customer in the Digital Ecosystem
WHO OWNS THE CUSTOMER IN THE DIGITAL ECOSYSTEM INDEPENDENT SOFTWARE VENDORS PRODUCT – SYSTEM OEMS INTEGRATORS PLATFORM PROVIDERS VALUE ADDED IT RESELLERS CONSULTANTS PRODUCT – OEMS
Slide 12: Who 'Can' Own the Customer?
WHO ‘CAN’ OWN THE CUSTOMER? IN THE DIGITAL ECOSYSTEM INDEPENDENT SOFTWARE VENDORS TELECOM SYSTEM CONNECTIVITY INTEGRATORS PROVIDERS TATA COMMUNICATIONS as a ENABLER OF THE DIGITAL VALUE ADDED ECOSYSTEM IT RESELLERS CONSULTANTS PLATFORM PROVIDERS
Slide 13: Our Ambition
OUR AMBITION TO ACHIEVE PROFITABLE GROWTH AND BECOME A LEADING DIGITAL ECOSYSTEM ENABLER IN THE EYES OF OUR CUSTOMERS AND THE INDUSTRY
Slide 14: Our Strategy: Who, What, How
OUR STRATEGY FINANCIAL FITNESS HEALTHY BALANCE SHEET AND DOUBLE DIGIT PROFITABLE GROWTH POSITIONING AS A DIGITAL ECOSYSTEM ENABLER GROWTH PLAN WHO WHAT HOW CULTURE 50 DRIVE LEADERHSIP BEHAVIOURS
Slide 15: Our Strategy: Healthy Balance Sheet and Profitable Growth
OUR STRATEGY HEALTHY BALANCE SHEET AND DOUBLE DIGIT PROFITABLE GROWTH Double Digit EBITDA Growth with Profitable Data Revenue Growth FINANCIAL focus on optimal cost structure FITNESS Significant Reduction of Net Debt RoCE at 20% in next 3 years in 3 years POSITIONING AS A DIGITAL ECOSYSTEM ENABLER G
Slide 16: Reimagining
TATA COMMUNICA Reimagining
Slide 17: Simplifying Ourselves in the Eyes of the Customer
SIMPLIFYING OURSELVES IN THE EYES OF THE CUSTOMER EFFECTIVE SINGLE POINT OF ENGAGEMENTS OWNERSHIP Customer service OPTIMUS SEGMENTATION Named account team owner Customer success manager DEEPER WITH CLEANER OWNERSHIP OF AUTOMATION FEWER STRUCTURE OUTCOMES TRANSPARENCY
Slide 18: Transforming the Live Media Industry One Event at a Time
TRANSFORMING THE LIVE MEDIA INDUSTRY ONE EVENT AT A TIME Our infrastructure spans the world to allow end-to-end programme delivery at any scale. We promise consistency, reliability and speed of content distribution. LIVE EVENT SERVICES Pathbreaking technology ownership • Frost & Sullivan’s Managed S
Slide 19: The Platform
the platform
Slide 20: Focus on Building the Right Products
FOCUS ON BUILDING THE RIGHT PRODUCTS 3 DESIGN PRINCIPLES 4 BUSINESS VALIDATIONS 1. Capex efficiency SCALABLE revenues from PROFITABLE and products and services improving over time 2. 3. Platform Agile NPI based RELEVANT to industry DIFFERENTIATED product trends and technology shifts and service desi
Slide 21: Enabling Enterprise Digital Transformation
ENABLING ENTERPRISE DIGITAL TRANSFORMATION Enabling Boosting product Enhancing CUSTOMER borderless Building Managing innovation and Productivity and DRIVERS growth agility risk customer experience Efficiency Customer intimacy Services Wrap MOBILITY NETFOUNDRY AND IOT PLATFORMS COLLABORATION AND EXPE
Slide 22: Our Net Promoter Score (NPS) Year 2019
OUR NET PROMOTER SCORE (NPS) YEAR 2019:
Slide 23: Our Net Promoter Score (NPS) Year 2020
OUR NET PROMOTER SCORE (NPS) YEAR 2020:
Slide 24: Thank you
TATA COMMUNICATIONS Thank you