SlideShare a Scribd company logo
1 of 31
Download to read offline
Copyright © 2020 Tata Consultancy Services Limited
Investor Presentation
January 2022
2
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 risks and uncertainties include, but are not limited to our ability to, manage growth,
intense competition among global IT services companies, various factors which may affect our
profitability, such as wage increases or an appreciating Rupee, our ability to attract and retain
highly skilled professionals, time and cost overruns on fixed-price, fixed-time frame contracts,
client concentration, restrictions on cross-border movement of skilled personnel, our ability to
manage our international operations, reduced demand for technology in our key focus areas,
disruptions in telecommunication networks, our ability to successfully complete and integrate
potential acquisitions, liability for damages on our service contracts, the success of the
companies in which TCS has made strategic investments, withdrawal of governmental fiscal
incentives, political instability, legal restrictions on raising capital or acquiring companies outside
India, unauthorized use of our intellectual property, pandemics, natural disasters and general
economic conditions affecting our industry. TCS may, from time to time, make additional written
and oral forward-looking statements, including our reports to shareholders. These forward-
looking statements represent only the Company’s current intentions, beliefs or expectations, and
any forward-looking statement speaks only as of the date on which it was made.
The Company assumes no obligation to revise or update any forward-looking statements.
3
We Are…
A global IT services, consulting and
business solutions leader partnering with the world’s leading
businesses in their transformational journeys
15.3%
Lowest attrition in IT Services
in the industry –Dec 31, 2021
$22.0 BN
Revenue FY 21
25.9%
Operating Margin FY21
Among the Top 10
Global IT Service Providers
556,000+
Employees
200,000+
Women employees
183 Solution Centers
in 21 countries
$186 BN
Market cap –Dec 31, 2021
Tata Consultancy Services
49.7%
15.6%
16.3%
9.6%
5.1%
2.1% 1.6% Revenue breakup by Geo
North America
UK
Continental Europe
Asia Pacific
India
MEA
Latin America
FY21
31.8%
14.4%
9.6%
8.7%
9.8%
6.6%
19.1%
Revenue breakup by Industry
BFSI
Retail & CPG
Manufacturing
Technology & Services
Life Sciences & Healthcare
Communication & Media
Regional Mkts, Others
FY21
4
The Fastest Growing Brand In IT Services
Given the Best of Best
award by the Association
of Talent Development
for L&D Program
Ranked Global
Top Employer by the
Top Employers’ Institute
Ranked amongst the Top 3 brands in IT Services
globally by brand value and the fastest growing brand
of the decade
Named Outstanding
Company in IT Services
in India in Asiamoney’s
2020 Investor Poll
Ranked #1 in Customer
Satisfaction in Europe in
Whitelane Research’s
poll of large enterprises.
5
The Journey So Far
FY05
FY06
FY07
FY08
FY09
FY10
FY11
FY12
FY13
FY14
FY15
FY16
FY17
FY18
FY19
FY20
FY21
Rev
in
USD
Mn
Industry-leading topline growth …
FY05
FY06
FY07
FY08
FY09
FY10
FY11
FY12
FY13
FY14
FY15
FY16
FY17
FY18
FY19
FY20
FY21
EPS
in
₹
… with superior profitability
71%
15%
12%
2%
Judicious usage of cash …
Shareholder payout
Invested Funds
Capex
Acquisitions
FY05 to
FY21
Mar-05
Mar-06
Mar-07
Mar-08
Mar-09
Mar-10
Mar-11
Mar-12
Mar-13
Mar-14
Mar-15
Mar-16
Mar-17
Mar-18
Mar-19
Mar-20
Mar-21
… and higher-than-benchmark share performance
TCS
BSE IT
2473%
1222%
Leading Technology Change
7
Pandemic-Induced Acceleration of Core Transformation
Accelerated Shift to the Cloud
Shift to Digital Channels
Need for Operations Resilience
+ =
17.1%
Growth YoY
$31.6 Bn
TCV of Order Book
All Time High Deal Wins in FY 2021
Mix of Growth & Transformation Deals as well as Large Outsourcing Deals
8
Customers Embarking on Multi-Horizon Transformation Journeys
• Application, Data &
Infrastructure Modernization
• Business and IT Operations
Transformation
BUILD DIGITAL CORE
• New Systems of Engagement
• New Systems of Differentiation
INNOVATE BUSINESS MODELS
• Collaboration with Adjacent
Enterprises
• Create New Offerings that
Address the Customer’s Purpose
PURPOSE LED ECOSYSTEM INNOVATION
9
Lead in the New Normal with Business 4.0™
E M B R A C E R I S K
L E V E R A G E
E C O S Y S T E M S
M A S S P E R S O N A L I Z E
I N T E L L I G E N T
A G I L E
A U T O M AT E D
C R E AT E
E X P O N E N T I A L VA L U E
C L O U D
PURPOSE - DRIVEN. RESILIENT. ADAPTABLE.
10
Promising Beach Head in the Growth & Transformation Opportunity
Strategic Investments
12
Creating a diverse, inclusive and vibrant workplace
26k
Contextual
Masters
Annual Attrition: TCS vs Peers
138k
Elevate – Merit based
skill development
TCS NQT
Best Talent from across India
Industry-First Innovations
Talent Clouds
Reimagining Service Delivery
Vision 25x25
Defining the Future of Work
10.5% 11.0% 11.3% 12.1%
7.2%
14.8%
16.7% 17.7% 17.1%
14.4%
FY17 FY18 FY19 FY20 FY21
TCS Peers Composite
Talent Development
Industry
Leading Talent
Retention
13
Doubling Down on Organic Talent Development
43 Mn
Learning Hours
417K
Trained in New
Technologies
Content
Rich & Expanding
Delivery
Domain-infused, Culture focused, Gamified
Infrastructure
Cloud based, Immersive and Virtual
Access
Anytime, Anyplace, Any device
Skilling at Scale 496K
Trained in Agile
14
Enterprise agility for unmatched speed-to-market
With our thought-leading framework
that helps customers adopt agile at scale and
gain concrete business benefits:
TCS Location Independent AgileTM
#TCSLivingAgile Technique
Born AgileTM
AgilityDebtTM
Service Delivery Maturity Framework
Open Agile Collaborative Workspaces
496,000+
Agile-trained
employees
12,000+
Active agile
engagements
1,000+
Agile delivery
centers
30% to 50%
Increase in
speed-to-market
>90%
End user
satisfaction
50% to 70%
Improvement in
quality
“Agile makes you future-proof and for any kind of
organization it is easier said than done….. But the way it
has been approached in TCS in a very disciplined way,
making sure that you make it step-by-step, moving
forward, is really an absolute joy to see.”
Arie Van Bennekum,
Co-author of the Agile Manifesto
15
Our Investments: Research, Innovation and Ecosystem
6,000+
Researchers,
inventors and
innovators
67
Academic
Partners
240+
Publications
30+
Innovation
Labs
5
Pace Ports
2,400
Start-up
partners
$259 million
Investment**
* Numbers as of 31 March 2021. **Consolidated Investments per TCS Annual Report FY21, at the Avg. Exchange rate for FY21.
16
TCS Patent Wall
16
28 Institutional awards &
professional recognitions
▪ Best Patent Portfolio – Large
Enterprise (ICT Services)
Enterprise Trophy by World IP
Organization
▪ National IP Award
▪ Asia IP Elite
6,396
patent
applications;
2,201
granted
17
TCS Pace Ports™
TCS Pace Ports™ are experiential spaces which allow customers to experience the transformational power of TCS’
research, innovation and digital prowess come alive under one roof
TCS Pace Ports enable customers to:
Summon the best of the start-up ecosystem: TCS COIN Accelerators
Engage with the Best of Academia through: Academic Research Labs
Develop nimble business model to embrace breakthrough technologies:
Agile Workspaces
Consume the best of TCS’ Thought Leadership: Digital Libraries
Explore digital drivers for growth and transformation: Innovation
Showcases
Watch ideas come alive: Rapid Labs
Pace Port locations:
New York | Amsterdam | Tokyo | Pittsburgh | Toronto
18
BFSI
Retail
Life Sciences
CMI
SMB
TCS Products and Platforms
DevOps
Cognitive AI
Agile Tools
BlockChain
Extensive portfolio of frameworks, accelerators and toolsets across Enterprise Applications, IoT, Data and
Analytics, Cloud migration, Cloud management and Cognitive Business Operations
19
Building greater futures
through innovation and
collective knowledge.
Purpose
We are the Purpose-led
Transformation Company
Positioning
Building on belief
Brand Statement
Our New Brand Identity
Every business is born out of belief.
The belief you can make an impact.
That you have an idea that matters.
At TCS, we go beyond helping businesses
transform through technology. We help
them make a meaningful difference.
Translating their aspiration into reality.
Building on their ambition and optimism
to transform their business for the better.
So their contribution is felt by their
customers and communities they serve.
At TCS we instill hope into business and
trust into enterprise.
TCS, Building on belief.
Our Narrative
Longer Term Growth Strategy
21
Customer-centric Strategy: Going Deeper, Casting Wider
AR/VR
Cloud
Data &
Analytics
RPA
Blockchain
AI
IoT
Putting the
Customer at
the centre
Research &
Innovation
Talent
Development
Intellectual
Property
Relationship
Focus
Accountability
Full Stakeholder
Coverage
Contextual
Knowledge
Execution
Excellence
Partnership
Ecosystems
Superior Business Outcomes
Highly Satisfied Customers
Enduring Relationships
MFDM™
APIs &
Microservices
Location
Independent
Agile
Industry
Depth
22
Going Deeper, Casting Wider: Business Outcomes
Large Client Metrics
US$ 20 Mn+
US$ 50 Mn+
US$ 100 Mn+
FY17 FY21
190
228
48
101
35
84
FY17 FY21
19.6
20.2
Rev per US$1 Million Client
$ Mn
23
Strong Organic Growth, with Market Share Gains
0
5000
10000
15000
20000
25000
FY 2009 FY 2021
Revenue in US$ Mn
3.7x
1.4x Global Market for IT & ITeS
1.9x
1.5x
2.9x
Growth Multiples of closest
global and India-based peers
much more active in M&A
24
Consistent Profitable Growth for Long Term Value Creation
Robust Cash Flow
Resilient, Industry-Leading Profitability
25.7%
24.8% 25.6%
24.6%
25.9%
16.1% 15.4% 15.7% 15.5% 15.6%
FY17 FY18 FY19 FY20 FY21
TCS Peers Composite
Cash Conversion
OCF to Net Income
105.1%
126.7%
FY17 FY21
Free Cash Flow
USD Mn
$3,824
$5,131
FY17 FY21
EBIT Margin:
TCS vs Peers
25
Free Cash Flow Shareholder Payout
Amt
in
$
Mn
43% 106% 91% 98%
Shareholder-friendly Capital Allocation
$3,824
$4,090
$4,217 $4,540
$5,131
$1,687
$4,233
$4,070
$4,433 $4,604
FY17 FY18 FY19 FY20 FY21
Average Payout
FY17 - FY21 : 89%
102%
26
In a free enterprise, the community is not just
another stakeholder in business, but is in fact the
very purpose of its existence.
-JN Tata
1839-1904
For every $1 returned to
shareholders by TCS, $0.47
goes back to the community,
giving TCS a unique,
purpose-driven worldview
Our ethos
27
Caring for the Community
1.8 Mn
Beneficiaries
15,262
rural youth across 25 Indian states
437
entrepreneurs, 200,000
beneficiaries in 10 states
608,310
students across
353 U.S. school districts
69,000
Volunteers
787,000
Hours
Ignite My Future in School
Volunteering
goIT
Youth Employment Program
BridgeIT
Overall Impact
₹273 Cr
Contribution to India’s
COVID19 Relief Efforts
54,173
students across
33 countries
2020 Economic Times Corporate
Citizen of the Year
• PPE kits to frontline
workers, medical supplies
and respiratory systems
for treatment
• TCS iON CoronaWarriors online
learning program for paramedical
and healthcare workers on COVID-19
prevention and control Recognized as America’s #1 Community-
minded Tech company by Points of Light
• Food supplied to vulnerable sections;
partnered IHCL for meals for 250,000
doctors and healthcare workers
• Contactless patient care
support to Cancer
Institute, Chennai
Winner of Asia Corporate Excellence
& Sustainability Awards (ACES) 2020
28
In Summary: TCS Strategy Driving Differentiated Outcomes
Market Trends TCS Approach Outcomes
▪ Position as a growth and transformation partner
▪ More investment in research and innovation,
co-innovation and collaboration
▪ Domain-specific IP
▪ Greater focus on contextual knowledge
▪ Proactive solution selling
▪ More and more industries are leveraging
technology to differentiate themselves
▪ Customers want solutions to business problems
and not just technology skills
▪ Industry-defining mega deals
▪ Thinner competitive set
▪ Higher quality revenue
▪ More fulfilling work, better retention
▪ Full stakeholder services and solutions
▪ Non CIO buyers emerging in enterprises ▪ Expansion of addressable market
▪ Higher profile, strategically more important
engagements
▪ Leverage TCS’ contextual knowledge, Location
Independent Agile, Machine First Delivery Model
and Intellectual Property
▪ Transformational partners selected based on
solution quality and time to market
▪ Thinner competitive set
▪ Higher quality revenue
▪ Launch of cloud based platforms and new
business models
▪ Leverage IP portfolio
▪ Greater platformization of business ▪ Large deals that improve business visibility
▪ Expansion of addressable market
▪ Frees up spends for systems of differentiation
▪ Launch of Secure Borderless Workspaces™
▪ Greater focus on Location Independent Agile™
and MFDM
▪ Promote operating model transformation using AI
▪ Pandemic disruption highlights need for
operational resilience and enterprise adaptability
▪ Greater focus on resilience and adaptability
▪ Market share expansion
Annexure
30
Amount in USD Mn, unless otherwise stated
Yearly Quarterly
FY21* FY20 YoY 3Q22 3Q21 YoY
Revenue growth –
Constant Currency
(0.8)% 15.4%
Revenue - INR Mn 1,641,770 1,569,490 4.6% 488,850 420,150 16.4%
Revenue $22,174 $22,031 0.6% $6,524 $5,702 14.4%
Gross Profit $9,056 $9,069 -0.1% $2,609 $2,373 9.9%
Gross Margin 40.8% 41.2% (33 bps) 40.0% 41.6% (163 bps)
Operating Income $5,741 $5,414 6.0% $1,633 $1,517 7.6%
Operating Margin 25.9% 24.6% 132 bps 25.0% 26.6% (157 bps)
Net Income $4,513 $4,541 -0.6% $1,303 $1,180 10.4%
Net Margin 20.4% 20.6% (26 bps) 20.0% 20.7% (72 bps)
EPS in INR 89.27 86.19 3.6% 26.41 23.19 13.9%
IFRS
Financial Highlights
* For FY 21, numbers are excluding provision towards legal claim
Thank You

More Related Content

Similar to TCS_Investor_Relations_Presentation_3Q22(1).pdf

Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...
Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...
Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...Techsylvania
 
The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...
The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...
The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...Brian Solis
 
What Going Digital Really Means to IT
What Going Digital Really Means to IT What Going Digital Really Means to IT
What Going Digital Really Means to IT MuleSoft
 
The top 10 IT trends for 2016
The top 10 IT trends for 2016The top 10 IT trends for 2016
The top 10 IT trends for 2016Dileep Srinivasan
 
Tata consultancy services final
Tata consultancy services finalTata consultancy services final
Tata consultancy services finalWasim Akram
 
Iot viewpoints. Ovum explores the IoT opportunity in 2018 and beyond
Iot viewpoints. Ovum explores the IoT opportunity in 2018 and beyondIot viewpoints. Ovum explores the IoT opportunity in 2018 and beyond
Iot viewpoints. Ovum explores the IoT opportunity in 2018 and beyondDigital Policy and Law Consulting
 
Super 30 companies of the year
Super 30 companies of the yearSuper 30 companies of the year
Super 30 companies of the yearPavan Kumar
 
Insights success the 10 most high tech it services companies.compressed
Insights success the 10 most high tech it services companies.compressedInsights success the 10 most high tech it services companies.compressed
Insights success the 10 most high tech it services companies.compressedMerry D'souza
 
CFO’s Sharing: Is this possible to turn technology Capex to Opex for Growth ...
CFO’s Sharing:  Is this possible to turn technology Capex to Opex for Growth ...CFO’s Sharing:  Is this possible to turn technology Capex to Opex for Growth ...
CFO’s Sharing: Is this possible to turn technology Capex to Opex for Growth ...Wendy Wan
 
Five Most Dynamic Business Leaders, Ruling The It Industry 2022.pdf
Five Most Dynamic Business Leaders, Ruling The It Industry 2022.pdfFive Most Dynamic Business Leaders, Ruling The It Industry 2022.pdf
Five Most Dynamic Business Leaders, Ruling The It Industry 2022.pdfSwiftnlift
 
T Bytes Consulting & IT Services
T Bytes Consulting & IT ServicesT Bytes Consulting & IT Services
T Bytes Consulting & IT ServicesEGBG Services
 

Similar to TCS_Investor_Relations_Presentation_3Q22(1).pdf (20)

Insights success the 10 most valuable managed service providers 27th nov 2017
Insights success the 10 most valuable managed service providers 27th nov 2017Insights success the 10 most valuable managed service providers 27th nov 2017
Insights success the 10 most valuable managed service providers 27th nov 2017
 
Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...
Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...
Simon McDougall, Regional Leader EEMA, McKinsey – How Should Startups Engage ...
 
Mphasis-Annual-Report-2018.pdf
Mphasis-Annual-Report-2018.pdfMphasis-Annual-Report-2018.pdf
Mphasis-Annual-Report-2018.pdf
 
The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...
The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...
The Rise of Digital Darwinism and the Real-world Business Drivers for Digital...
 
What Going Digital Really Means to IT
What Going Digital Really Means to IT What Going Digital Really Means to IT
What Going Digital Really Means to IT
 
The Value Plus Magazine - October GITEX Issue
The Value Plus Magazine - October GITEX IssueThe Value Plus Magazine - October GITEX Issue
The Value Plus Magazine - October GITEX Issue
 
Six key themes looking at how the impact of new technology drivers are changi...
Six key themes looking at how the impact of new technology drivers are changi...Six key themes looking at how the impact of new technology drivers are changi...
Six key themes looking at how the impact of new technology drivers are changi...
 
Vision Solution Day Milan 2018
Vision Solution Day Milan 2018Vision Solution Day Milan 2018
Vision Solution Day Milan 2018
 
The top 10 IT trends for 2016
The top 10 IT trends for 2016The top 10 IT trends for 2016
The top 10 IT trends for 2016
 
TCS.pptx
TCS.pptxTCS.pptx
TCS.pptx
 
opteamix
opteamixopteamix
opteamix
 
Dynamics 365
Dynamics 365Dynamics 365
Dynamics 365
 
Tata consultancy services final
Tata consultancy services finalTata consultancy services final
Tata consultancy services final
 
Iot viewpoints. Ovum explores the IoT opportunity in 2018 and beyond
Iot viewpoints. Ovum explores the IoT opportunity in 2018 and beyondIot viewpoints. Ovum explores the IoT opportunity in 2018 and beyond
Iot viewpoints. Ovum explores the IoT opportunity in 2018 and beyond
 
Super 30 companies of the year
Super 30 companies of the yearSuper 30 companies of the year
Super 30 companies of the year
 
Insights success the 10 most high tech it services companies.compressed
Insights success the 10 most high tech it services companies.compressedInsights success the 10 most high tech it services companies.compressed
Insights success the 10 most high tech it services companies.compressed
 
Insights Sucess The 10 Most High-Tech IT Services Companies june 2016
 Insights Sucess The 10 Most High-Tech IT Services Companies june 2016 Insights Sucess The 10 Most High-Tech IT Services Companies june 2016
Insights Sucess The 10 Most High-Tech IT Services Companies june 2016
 
CFO’s Sharing: Is this possible to turn technology Capex to Opex for Growth ...
CFO’s Sharing:  Is this possible to turn technology Capex to Opex for Growth ...CFO’s Sharing:  Is this possible to turn technology Capex to Opex for Growth ...
CFO’s Sharing: Is this possible to turn technology Capex to Opex for Growth ...
 
Five Most Dynamic Business Leaders, Ruling The It Industry 2022.pdf
Five Most Dynamic Business Leaders, Ruling The It Industry 2022.pdfFive Most Dynamic Business Leaders, Ruling The It Industry 2022.pdf
Five Most Dynamic Business Leaders, Ruling The It Industry 2022.pdf
 
T Bytes Consulting & IT Services
T Bytes Consulting & IT ServicesT Bytes Consulting & IT Services
T Bytes Consulting & IT Services
 

More from CharlesSantos684817

Investor-Overview-Deck-Q2-2022.pdf
Investor-Overview-Deck-Q2-2022.pdfInvestor-Overview-Deck-Q2-2022.pdf
Investor-Overview-Deck-Q2-2022.pdfCharlesSantos684817
 
ge-healthcare-investor-day-presentation.pdf
ge-healthcare-investor-day-presentation.pdfge-healthcare-investor-day-presentation.pdf
ge-healthcare-investor-day-presentation.pdfCharlesSantos684817
 
lookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdf
lookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdflookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdf
lookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdfCharlesSantos684817
 
Debt investor presentation FINAL.pdf
Debt investor presentation FINAL.pdfDebt investor presentation FINAL.pdf
Debt investor presentation FINAL.pdfCharlesSantos684817
 
workday-fiscal-2023-first-quarter-investor-presentation.pdf
workday-fiscal-2023-first-quarter-investor-presentation.pdfworkday-fiscal-2023-first-quarter-investor-presentation.pdf
workday-fiscal-2023-first-quarter-investor-presentation.pdfCharlesSantos684817
 
macquarie-group-hy23-presentation.pdf
macquarie-group-hy23-presentation.pdfmacquarie-group-hy23-presentation.pdf
macquarie-group-hy23-presentation.pdfCharlesSantos684817
 
GitLab Investor Presentation - Q1-FY23 (1).pdf
GitLab Investor Presentation - Q1-FY23 (1).pdfGitLab Investor Presentation - Q1-FY23 (1).pdf
GitLab Investor Presentation - Q1-FY23 (1).pdfCharlesSantos684817
 
EBIX_Investor_Presentation_web.pdf
EBIX_Investor_Presentation_web.pdfEBIX_Investor_Presentation_web.pdf
EBIX_Investor_Presentation_web.pdfCharlesSantos684817
 
BMY-2022-Q2-Results-Investor-Presentation.pdf
BMY-2022-Q2-Results-Investor-Presentation.pdfBMY-2022-Q2-Results-Investor-Presentation.pdf
BMY-2022-Q2-Results-Investor-Presentation.pdfCharlesSantos684817
 
2021_Q4 Earnings Supplemental Material_FINAL.pdf
2021_Q4 Earnings Supplemental Material_FINAL.pdf2021_Q4 Earnings Supplemental Material_FINAL.pdf
2021_Q4 Earnings Supplemental Material_FINAL.pdfCharlesSantos684817
 
Hiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdf
Hiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdfHiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdf
Hiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdfCharlesSantos684817
 
interim-report-presentation-2022.pdf
interim-report-presentation-2022.pdfinterim-report-presentation-2022.pdf
interim-report-presentation-2022.pdfCharlesSantos684817
 
fy-results-presentation-10-02-2022.pdf
fy-results-presentation-10-02-2022.pdffy-results-presentation-10-02-2022.pdf
fy-results-presentation-10-02-2022.pdfCharlesSantos684817
 
cmd-presentation-may-2022-updated-19-05.pdf
cmd-presentation-may-2022-updated-19-05.pdfcmd-presentation-may-2022-updated-19-05.pdf
cmd-presentation-may-2022-updated-19-05.pdfCharlesSantos684817
 

More from CharlesSantos684817 (20)

Investor-Overview-Deck-Q2-2022.pdf
Investor-Overview-Deck-Q2-2022.pdfInvestor-Overview-Deck-Q2-2022.pdf
Investor-Overview-Deck-Q2-2022.pdf
 
ge-healthcare-investor-day-presentation.pdf
ge-healthcare-investor-day-presentation.pdfge-healthcare-investor-day-presentation.pdf
ge-healthcare-investor-day-presentation.pdf
 
lookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdf
lookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdflookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdf
lookingforwardwebinardeloitteworkdayanalyticsfinal-210524213844 (1).pdf
 
ir-presentation.pdf
ir-presentation.pdfir-presentation.pdf
ir-presentation.pdf
 
Debt investor presentation FINAL.pdf
Debt investor presentation FINAL.pdfDebt investor presentation FINAL.pdf
Debt investor presentation FINAL.pdf
 
workday-fiscal-2023-first-quarter-investor-presentation.pdf
workday-fiscal-2023-first-quarter-investor-presentation.pdfworkday-fiscal-2023-first-quarter-investor-presentation.pdf
workday-fiscal-2023-first-quarter-investor-presentation.pdf
 
Rumble_presentation.pdf
Rumble_presentation.pdfRumble_presentation.pdf
Rumble_presentation.pdf
 
macquarie-group-hy23-presentation.pdf
macquarie-group-hy23-presentation.pdfmacquarie-group-hy23-presentation.pdf
macquarie-group-hy23-presentation.pdf
 
GitLab Investor Presentation - Q1-FY23 (1).pdf
GitLab Investor Presentation - Q1-FY23 (1).pdfGitLab Investor Presentation - Q1-FY23 (1).pdf
GitLab Investor Presentation - Q1-FY23 (1).pdf
 
EBIX_Investor_Presentation_web.pdf
EBIX_Investor_Presentation_web.pdfEBIX_Investor_Presentation_web.pdf
EBIX_Investor_Presentation_web.pdf
 
Investor-presentation.pdf
Investor-presentation.pdfInvestor-presentation.pdf
Investor-presentation.pdf
 
BMY-2022-Q2-Results-Investor-Presentation.pdf
BMY-2022-Q2-Results-Investor-Presentation.pdfBMY-2022-Q2-Results-Investor-Presentation.pdf
BMY-2022-Q2-Results-Investor-Presentation.pdf
 
2021_Q4 Earnings Supplemental Material_FINAL.pdf
2021_Q4 Earnings Supplemental Material_FINAL.pdf2021_Q4 Earnings Supplemental Material_FINAL.pdf
2021_Q4 Earnings Supplemental Material_FINAL.pdf
 
2Q22-Presentation-Final.pdf
2Q22-Presentation-Final.pdf2Q22-Presentation-Final.pdf
2Q22-Presentation-Final.pdf
 
hy22-slides.pdf
hy22-slides.pdfhy22-slides.pdf
hy22-slides.pdf
 
fy21-slide-template_final.pdf
fy21-slide-template_final.pdffy21-slide-template_final.pdf
fy21-slide-template_final.pdf
 
Hiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdf
Hiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdfHiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdf
Hiscox_Ltd_Results_Analysts_Presentation_Aug_2022.pdf
 
interim-report-presentation-2022.pdf
interim-report-presentation-2022.pdfinterim-report-presentation-2022.pdf
interim-report-presentation-2022.pdf
 
fy-results-presentation-10-02-2022.pdf
fy-results-presentation-10-02-2022.pdffy-results-presentation-10-02-2022.pdf
fy-results-presentation-10-02-2022.pdf
 
cmd-presentation-may-2022-updated-19-05.pdf
cmd-presentation-may-2022-updated-19-05.pdfcmd-presentation-may-2022-updated-19-05.pdf
cmd-presentation-may-2022-updated-19-05.pdf
 

Recently uploaded

Market Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 EditionMarket Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 EditionMintel Group
 
Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...
Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...
Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...lizamodels9
 
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxContemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxMarkAnthonyAurellano
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...lizamodels9
 
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCRashishs7044
 
The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024christinemoorman
 
Marketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent ChirchirMarketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent Chirchirictsugar
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Kirill Klimov
 
India Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample ReportIndia Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample ReportMintel Group
 
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,noida100girls
 
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu MenzaYouth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menzaictsugar
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update  Presentation SlidesKeppel Ltd. 1Q 2024 Business Update  Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation SlidesKeppelCorporation
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaoncallgirls2057
 
Lean: From Theory to Practice — One City’s (and Library’s) Lean Story… Abridged
Lean: From Theory to Practice — One City’s (and Library’s) Lean Story… AbridgedLean: From Theory to Practice — One City’s (and Library’s) Lean Story… Abridged
Lean: From Theory to Practice — One City’s (and Library’s) Lean Story… AbridgedKaiNexus
 
Investment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy CheruiyotInvestment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy Cheruiyotictsugar
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCRashishs7044
 
Buy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail AccountsBuy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail AccountsBuy Verified Accounts
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfJos Voskuil
 

Recently uploaded (20)

Market Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 EditionMarket Sizes Sample Report - 2024 Edition
Market Sizes Sample Report - 2024 Edition
 
Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...
Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...
Call Girls In Connaught Place Delhi ❤️88604**77959_Russian 100% Genuine Escor...
 
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptxContemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
Contemporary Economic Issues Facing the Filipino Entrepreneur (1).pptx
 
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
Call Girls In Sikandarpur Gurgaon ❤️8860477959_Russian 100% Genuine Escorts I...
 
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
8447779800, Low rate Call girls in Kotla Mubarakpur Delhi NCR
 
The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024The CMO Survey - Highlights and Insights Report - Spring 2024
The CMO Survey - Highlights and Insights Report - Spring 2024
 
Marketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent ChirchirMarketplace and Quality Assurance Presentation - Vincent Chirchir
Marketplace and Quality Assurance Presentation - Vincent Chirchir
 
Japan IT Week 2024 Brochure by 47Billion (English)
Japan IT Week 2024 Brochure by 47Billion (English)Japan IT Week 2024 Brochure by 47Billion (English)
Japan IT Week 2024 Brochure by 47Billion (English)
 
Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024Flow Your Strategy at Flight Levels Day 2024
Flow Your Strategy at Flight Levels Day 2024
 
India Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample ReportIndia Consumer 2024 Redacted Sample Report
India Consumer 2024 Redacted Sample Report
 
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
BEST Call Girls In Greater Noida ✨ 9773824855 ✨ Escorts Service In Delhi Ncr,
 
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu MenzaYouth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
Youth Involvement in an Innovative Coconut Value Chain by Mwalimu Menza
 
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
Keppel Ltd. 1Q 2024 Business Update  Presentation SlidesKeppel Ltd. 1Q 2024 Business Update  Presentation Slides
Keppel Ltd. 1Q 2024 Business Update Presentation Slides
 
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City GurgaonCall Us 📲8800102216📞 Call Girls In DLF City Gurgaon
Call Us 📲8800102216📞 Call Girls In DLF City Gurgaon
 
Lean: From Theory to Practice — One City’s (and Library’s) Lean Story… Abridged
Lean: From Theory to Practice — One City’s (and Library’s) Lean Story… AbridgedLean: From Theory to Practice — One City’s (and Library’s) Lean Story… Abridged
Lean: From Theory to Practice — One City’s (and Library’s) Lean Story… Abridged
 
Investment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy CheruiyotInvestment in The Coconut Industry by Nancy Cheruiyot
Investment in The Coconut Industry by Nancy Cheruiyot
 
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
8447779800, Low rate Call girls in Uttam Nagar Delhi NCR
 
Corporate Profile 47Billion Information Technology
Corporate Profile 47Billion Information TechnologyCorporate Profile 47Billion Information Technology
Corporate Profile 47Billion Information Technology
 
Buy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail AccountsBuy gmail accounts.pdf Buy Old Gmail Accounts
Buy gmail accounts.pdf Buy Old Gmail Accounts
 
Digital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdfDigital Transformation in the PLM domain - distrib.pdf
Digital Transformation in the PLM domain - distrib.pdf
 

TCS_Investor_Relations_Presentation_3Q22(1).pdf

  • 1. Copyright © 2020 Tata Consultancy Services Limited Investor Presentation January 2022
  • 2. 2 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 risks and uncertainties include, but are not limited to our ability to, manage growth, intense competition among global IT services companies, various factors which may affect our profitability, such as wage increases or an appreciating Rupee, our ability to attract and retain highly skilled professionals, time and cost overruns on fixed-price, fixed-time frame contracts, client concentration, restrictions on cross-border movement of skilled personnel, our ability to manage our international operations, reduced demand for technology in our key focus areas, disruptions in telecommunication networks, our ability to successfully complete and integrate potential acquisitions, liability for damages on our service contracts, the success of the companies in which TCS has made strategic investments, withdrawal of governmental fiscal incentives, political instability, legal restrictions on raising capital or acquiring companies outside India, unauthorized use of our intellectual property, pandemics, natural disasters and general economic conditions affecting our industry. TCS may, from time to time, make additional written and oral forward-looking statements, including our reports to shareholders. These forward- looking statements represent only the Company’s current intentions, beliefs or expectations, and any forward-looking statement speaks only as of the date on which it was made. The Company assumes no obligation to revise or update any forward-looking statements.
  • 3. 3 We Are… A global IT services, consulting and business solutions leader partnering with the world’s leading businesses in their transformational journeys 15.3% Lowest attrition in IT Services in the industry –Dec 31, 2021 $22.0 BN Revenue FY 21 25.9% Operating Margin FY21 Among the Top 10 Global IT Service Providers 556,000+ Employees 200,000+ Women employees 183 Solution Centers in 21 countries $186 BN Market cap –Dec 31, 2021 Tata Consultancy Services 49.7% 15.6% 16.3% 9.6% 5.1% 2.1% 1.6% Revenue breakup by Geo North America UK Continental Europe Asia Pacific India MEA Latin America FY21 31.8% 14.4% 9.6% 8.7% 9.8% 6.6% 19.1% Revenue breakup by Industry BFSI Retail & CPG Manufacturing Technology & Services Life Sciences & Healthcare Communication & Media Regional Mkts, Others FY21
  • 4. 4 The Fastest Growing Brand In IT Services Given the Best of Best award by the Association of Talent Development for L&D Program Ranked Global Top Employer by the Top Employers’ Institute Ranked amongst the Top 3 brands in IT Services globally by brand value and the fastest growing brand of the decade Named Outstanding Company in IT Services in India in Asiamoney’s 2020 Investor Poll Ranked #1 in Customer Satisfaction in Europe in Whitelane Research’s poll of large enterprises.
  • 5. 5 The Journey So Far FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 Rev in USD Mn Industry-leading topline growth … FY05 FY06 FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 EPS in ₹ … with superior profitability 71% 15% 12% 2% Judicious usage of cash … Shareholder payout Invested Funds Capex Acquisitions FY05 to FY21 Mar-05 Mar-06 Mar-07 Mar-08 Mar-09 Mar-10 Mar-11 Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 … and higher-than-benchmark share performance TCS BSE IT 2473% 1222%
  • 7. 7 Pandemic-Induced Acceleration of Core Transformation Accelerated Shift to the Cloud Shift to Digital Channels Need for Operations Resilience + = 17.1% Growth YoY $31.6 Bn TCV of Order Book All Time High Deal Wins in FY 2021 Mix of Growth & Transformation Deals as well as Large Outsourcing Deals
  • 8. 8 Customers Embarking on Multi-Horizon Transformation Journeys • Application, Data & Infrastructure Modernization • Business and IT Operations Transformation BUILD DIGITAL CORE • New Systems of Engagement • New Systems of Differentiation INNOVATE BUSINESS MODELS • Collaboration with Adjacent Enterprises • Create New Offerings that Address the Customer’s Purpose PURPOSE LED ECOSYSTEM INNOVATION
  • 9. 9 Lead in the New Normal with Business 4.0™ E M B R A C E R I S K L E V E R A G E E C O S Y S T E M S M A S S P E R S O N A L I Z E I N T E L L I G E N T A G I L E A U T O M AT E D C R E AT E E X P O N E N T I A L VA L U E C L O U D PURPOSE - DRIVEN. RESILIENT. ADAPTABLE.
  • 10. 10 Promising Beach Head in the Growth & Transformation Opportunity
  • 12. 12 Creating a diverse, inclusive and vibrant workplace 26k Contextual Masters Annual Attrition: TCS vs Peers 138k Elevate – Merit based skill development TCS NQT Best Talent from across India Industry-First Innovations Talent Clouds Reimagining Service Delivery Vision 25x25 Defining the Future of Work 10.5% 11.0% 11.3% 12.1% 7.2% 14.8% 16.7% 17.7% 17.1% 14.4% FY17 FY18 FY19 FY20 FY21 TCS Peers Composite Talent Development Industry Leading Talent Retention
  • 13. 13 Doubling Down on Organic Talent Development 43 Mn Learning Hours 417K Trained in New Technologies Content Rich & Expanding Delivery Domain-infused, Culture focused, Gamified Infrastructure Cloud based, Immersive and Virtual Access Anytime, Anyplace, Any device Skilling at Scale 496K Trained in Agile
  • 14. 14 Enterprise agility for unmatched speed-to-market With our thought-leading framework that helps customers adopt agile at scale and gain concrete business benefits: TCS Location Independent AgileTM #TCSLivingAgile Technique Born AgileTM AgilityDebtTM Service Delivery Maturity Framework Open Agile Collaborative Workspaces 496,000+ Agile-trained employees 12,000+ Active agile engagements 1,000+ Agile delivery centers 30% to 50% Increase in speed-to-market >90% End user satisfaction 50% to 70% Improvement in quality “Agile makes you future-proof and for any kind of organization it is easier said than done….. But the way it has been approached in TCS in a very disciplined way, making sure that you make it step-by-step, moving forward, is really an absolute joy to see.” Arie Van Bennekum, Co-author of the Agile Manifesto
  • 15. 15 Our Investments: Research, Innovation and Ecosystem 6,000+ Researchers, inventors and innovators 67 Academic Partners 240+ Publications 30+ Innovation Labs 5 Pace Ports 2,400 Start-up partners $259 million Investment** * Numbers as of 31 March 2021. **Consolidated Investments per TCS Annual Report FY21, at the Avg. Exchange rate for FY21.
  • 16. 16 TCS Patent Wall 16 28 Institutional awards & professional recognitions ▪ Best Patent Portfolio – Large Enterprise (ICT Services) Enterprise Trophy by World IP Organization ▪ National IP Award ▪ Asia IP Elite 6,396 patent applications; 2,201 granted
  • 17. 17 TCS Pace Ports™ TCS Pace Ports™ are experiential spaces which allow customers to experience the transformational power of TCS’ research, innovation and digital prowess come alive under one roof TCS Pace Ports enable customers to: Summon the best of the start-up ecosystem: TCS COIN Accelerators Engage with the Best of Academia through: Academic Research Labs Develop nimble business model to embrace breakthrough technologies: Agile Workspaces Consume the best of TCS’ Thought Leadership: Digital Libraries Explore digital drivers for growth and transformation: Innovation Showcases Watch ideas come alive: Rapid Labs Pace Port locations: New York | Amsterdam | Tokyo | Pittsburgh | Toronto
  • 18. 18 BFSI Retail Life Sciences CMI SMB TCS Products and Platforms DevOps Cognitive AI Agile Tools BlockChain Extensive portfolio of frameworks, accelerators and toolsets across Enterprise Applications, IoT, Data and Analytics, Cloud migration, Cloud management and Cognitive Business Operations
  • 19. 19 Building greater futures through innovation and collective knowledge. Purpose We are the Purpose-led Transformation Company Positioning Building on belief Brand Statement Our New Brand Identity Every business is born out of belief. The belief you can make an impact. That you have an idea that matters. At TCS, we go beyond helping businesses transform through technology. We help them make a meaningful difference. Translating their aspiration into reality. Building on their ambition and optimism to transform their business for the better. So their contribution is felt by their customers and communities they serve. At TCS we instill hope into business and trust into enterprise. TCS, Building on belief. Our Narrative
  • 20. Longer Term Growth Strategy
  • 21. 21 Customer-centric Strategy: Going Deeper, Casting Wider AR/VR Cloud Data & Analytics RPA Blockchain AI IoT Putting the Customer at the centre Research & Innovation Talent Development Intellectual Property Relationship Focus Accountability Full Stakeholder Coverage Contextual Knowledge Execution Excellence Partnership Ecosystems Superior Business Outcomes Highly Satisfied Customers Enduring Relationships MFDM™ APIs & Microservices Location Independent Agile Industry Depth
  • 22. 22 Going Deeper, Casting Wider: Business Outcomes Large Client Metrics US$ 20 Mn+ US$ 50 Mn+ US$ 100 Mn+ FY17 FY21 190 228 48 101 35 84 FY17 FY21 19.6 20.2 Rev per US$1 Million Client $ Mn
  • 23. 23 Strong Organic Growth, with Market Share Gains 0 5000 10000 15000 20000 25000 FY 2009 FY 2021 Revenue in US$ Mn 3.7x 1.4x Global Market for IT & ITeS 1.9x 1.5x 2.9x Growth Multiples of closest global and India-based peers much more active in M&A
  • 24. 24 Consistent Profitable Growth for Long Term Value Creation Robust Cash Flow Resilient, Industry-Leading Profitability 25.7% 24.8% 25.6% 24.6% 25.9% 16.1% 15.4% 15.7% 15.5% 15.6% FY17 FY18 FY19 FY20 FY21 TCS Peers Composite Cash Conversion OCF to Net Income 105.1% 126.7% FY17 FY21 Free Cash Flow USD Mn $3,824 $5,131 FY17 FY21 EBIT Margin: TCS vs Peers
  • 25. 25 Free Cash Flow Shareholder Payout Amt in $ Mn 43% 106% 91% 98% Shareholder-friendly Capital Allocation $3,824 $4,090 $4,217 $4,540 $5,131 $1,687 $4,233 $4,070 $4,433 $4,604 FY17 FY18 FY19 FY20 FY21 Average Payout FY17 - FY21 : 89% 102%
  • 26. 26 In a free enterprise, the community is not just another stakeholder in business, but is in fact the very purpose of its existence. -JN Tata 1839-1904 For every $1 returned to shareholders by TCS, $0.47 goes back to the community, giving TCS a unique, purpose-driven worldview Our ethos
  • 27. 27 Caring for the Community 1.8 Mn Beneficiaries 15,262 rural youth across 25 Indian states 437 entrepreneurs, 200,000 beneficiaries in 10 states 608,310 students across 353 U.S. school districts 69,000 Volunteers 787,000 Hours Ignite My Future in School Volunteering goIT Youth Employment Program BridgeIT Overall Impact ₹273 Cr Contribution to India’s COVID19 Relief Efforts 54,173 students across 33 countries 2020 Economic Times Corporate Citizen of the Year • PPE kits to frontline workers, medical supplies and respiratory systems for treatment • TCS iON CoronaWarriors online learning program for paramedical and healthcare workers on COVID-19 prevention and control Recognized as America’s #1 Community- minded Tech company by Points of Light • Food supplied to vulnerable sections; partnered IHCL for meals for 250,000 doctors and healthcare workers • Contactless patient care support to Cancer Institute, Chennai Winner of Asia Corporate Excellence & Sustainability Awards (ACES) 2020
  • 28. 28 In Summary: TCS Strategy Driving Differentiated Outcomes Market Trends TCS Approach Outcomes ▪ Position as a growth and transformation partner ▪ More investment in research and innovation, co-innovation and collaboration ▪ Domain-specific IP ▪ Greater focus on contextual knowledge ▪ Proactive solution selling ▪ More and more industries are leveraging technology to differentiate themselves ▪ Customers want solutions to business problems and not just technology skills ▪ Industry-defining mega deals ▪ Thinner competitive set ▪ Higher quality revenue ▪ More fulfilling work, better retention ▪ Full stakeholder services and solutions ▪ Non CIO buyers emerging in enterprises ▪ Expansion of addressable market ▪ Higher profile, strategically more important engagements ▪ Leverage TCS’ contextual knowledge, Location Independent Agile, Machine First Delivery Model and Intellectual Property ▪ Transformational partners selected based on solution quality and time to market ▪ Thinner competitive set ▪ Higher quality revenue ▪ Launch of cloud based platforms and new business models ▪ Leverage IP portfolio ▪ Greater platformization of business ▪ Large deals that improve business visibility ▪ Expansion of addressable market ▪ Frees up spends for systems of differentiation ▪ Launch of Secure Borderless Workspaces™ ▪ Greater focus on Location Independent Agile™ and MFDM ▪ Promote operating model transformation using AI ▪ Pandemic disruption highlights need for operational resilience and enterprise adaptability ▪ Greater focus on resilience and adaptability ▪ Market share expansion
  • 30. 30 Amount in USD Mn, unless otherwise stated Yearly Quarterly FY21* FY20 YoY 3Q22 3Q21 YoY Revenue growth – Constant Currency (0.8)% 15.4% Revenue - INR Mn 1,641,770 1,569,490 4.6% 488,850 420,150 16.4% Revenue $22,174 $22,031 0.6% $6,524 $5,702 14.4% Gross Profit $9,056 $9,069 -0.1% $2,609 $2,373 9.9% Gross Margin 40.8% 41.2% (33 bps) 40.0% 41.6% (163 bps) Operating Income $5,741 $5,414 6.0% $1,633 $1,517 7.6% Operating Margin 25.9% 24.6% 132 bps 25.0% 26.6% (157 bps) Net Income $4,513 $4,541 -0.6% $1,303 $1,180 10.4% Net Margin 20.4% 20.6% (26 bps) 20.0% 20.7% (72 bps) EPS in INR 89.27 86.19 3.6% 26.41 23.19 13.9% IFRS Financial Highlights * For FY 21, numbers are excluding provision towards legal claim