Tech Mahindra Limited · NSE:TECHM
Tech Mahindra — Investor Day (June 2024)
28 slides from Tech Mahindra's investor day presentation, Jun 14, 2024
Slide 1: Exchange filing letter for Analyst/Institutional Investor Meeting
Tech Mahindra Limited Sharda Centre, Off Karve Road, Pune - 411004, Maharashtra, India Tel. +91 20 6601 8100 Fax. +91 20 2542 4466 techmahindra.com connect@techmahindra.com 14th June, 2024 CIN L64200MH1986PLCO41370 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, "Exch
Slide 2: Group Investor Meet '24 - Tech Mahindra
GROUP INVESTOR MEET ‘24 Tech Mahindra
Slide 3: Meet Tech Mahindra
Meet Tech Mahindra 6.3 Bn+ 90 1000+ 145K ESG Revenue Countries Global Clients People Leadership 10 of Top 10 in 6 of Top 10 in 4 of Top 10 in Automotive Healthcare Equipment Process Manufacturing 9 of Top 10 in 4 of Top 10 in 3 of Top 10 in Life Science Insurance Oil & Gas 3 of Top 5 in 5 of Top 10
Slide 4: We live in the new era of…
We live in the new era of… Mohit Joshi
Slide 5: The way large enterprises approach technology and operations has fundamentally changed
The way large enterprises approach technology and operations has fundamentally changed
Slide 6: Winners across industries are embracing a new mindset
Winners across industries are embracing a new mindset
Slide 7: AI, consumerization of tech, demographics and geopolitics are driving the shift
Need for Need for Network Client Channels and Consumer Margin Speed of technology Telecom complexity segments jurisdictions behavior compression change Consumer demand for Manufacturing Global supply chain Economies Products consumed as nimble software-driven & Automotive complexity of scale service
Slide 8: But when it comes to Tech partners
But when it comes to Tech partners The biggest aren’t fast enough … and the boutiques Communication barriers can’t reliably scale Lack of agility No Customization No full-spectrum capabilities Hierarchy dependent Dependency risk Distance from decision makers Shallow talent pools Limited global prese
Slide 9: The TechM Promise
The TechM Promise $6.3Bn from 1000+ clients Accessible & engaged leadership 145k employees in 90 countries Empowered front-end team Rich heritage of Mahindra Group Mahindra university Full stack services Entrepreneurial approach Extensive partnership network Relationship warmth
Slide 10: Client feedback validates this unique strength
Client feedback validates this unique strength Everybody can claim scale and speed, Speed & scale TechM is a good Two of the sustainable differentiators I think TechM has good scale with but you bring them together very well in are important differentiators and I combination of of TechM are speed &
Slide 11: mahindra™
mahindra™ TECH mahindra
Slide 12: Telco Leader
North American Tier 1 Telco Leader 11
Slide 13: The world's best companies are turning to Tech Mahindra
The world’s best companies are turning to Tech Mahindra for
Slide 14: FY27
TECH mahindra ViSIGA. FY27
Slide 15: What I have learnt about TechM so far
What I have learnt about Comprehensive set of offerings Scaling top accounts TechM Marquee clients with deep relationships Multi tower large deals so far Deep engineering roots Synergies from acquisitions Entrepreneurial energy Cost structure improvement ESG leadership Predictable and profitable gro
Slide 16: 3-year roadmap
3-year roadmap Q4 FY24 FY25 FY26 FY27 The beginning Turnaround phase Stabilization phase Reaping returns Structure and Ground the new org Continue above normal investments Improved long term structural mix strategy definition Investment in accounts, key markets, service lines Full integration of por
Slide 17: The TechM Flywheel
Balanced industry mix High growth services focus Focus on prioritized market Turbocharge program Large deal focus The TechM Flywheel Vision FY27 Top line growth > Peer avg Industry standard margins High predictability Productivity gains M&M synergy Synergy with portfolio cos Talent management Operat
Slide 18: Slide 18
Slide 19: Artificial Intelligence: Staying ahead of the curve
Artificial Intelligence Staying ahead of the curve DIFFERENTIATION STRATEGY TO GROW Launch of Indus LLM in 50+ prebuilt use cases and AmplifAI suite of offerings Focusing on reskilling the talent base India and Garuda in Indonesia with our OEM 100+ Qualified opportunities Dedicated team to drive eff
Slide 20: Portfolio prioritization
Portfolio prioritization Focus geos / markets Focus verticals Focus service lines PRIORITY § Americas § Telco § Next Gen Services § Europe § Manufacturing § Cloud & Infrastructure Services SEGMENTS § Prioritized countries in ROW § BFSI § Engineering Services § Hi-Tech § Digital Enterprise Applicatio
Slide 21: Rise
Rise mahindra TECH Roun mahindra INVESTOR MEET
Slide 22: Operations Strategy
Operations Strategy Operational Productivity High margin Delivery Synergy with parameters gains services focus excellence portfolio cos § Pyramid § Lean § Digital Enterprise § Large deal review § Culture alignment Applications § Offshore mix § Automation § Quality process and § Technology integratio
Slide 23: mahindra™*
mahindra™*
Slide 24: Organization Strategy
Organization Strategy High performance Talent Global ESG M&M culture Management Marketing Team Leadership Synergy § Simplify § Revamp employee § Branding and positioning § Climate resilience § As an SI experience § Clarify § Demand generation § Renewable energy § Leverage group § Empower frontline r
Slide 25: M&M Synergy
M&M Synergy #TogetherWeRise As an SI – Joint Assist the Use Mahindra co-creation / transformation of Group’s buying power co-innovation Mahindra Group to sell to its suppliers of digital assets along with ecosystem partners
Slide 26: FY27 Goals
FY27 Goals Revenue EBIT ROCE % Capital growth Margin % return Topline growth 15% >30% >85% of FCF > Peer average
Slide 27: The TechM Edge
The TechM Edge Rich heritage Passionate leadership team Full stack offerings High client satisfaction Speed to innovate
Slide 28: TECH
TECH mahindra