This document discusses trends in the IT industry and provides an overview of HCL as an example IT services company. Some key points: - The IT services industry is highly competitive, with only a small fraction of companies achieving significant revenues and market share. HCL has grown rapidly compared to other major global IT services firms. - HCL generates over $6 billion in annual revenues serving clients across 31 countries with over 90,000 employees. It focuses on customer satisfaction and business outcomes rather than efforts. - The document outlines major trends in technology, clients increasingly prioritizing business benefits over efforts, and innovation moving to the edge. It advises understanding emerging technologies and using certifications to expand knowledge rather than

1. An Introduction to the IT Industry:
With HCL as an example
Anand Narayanan
Corporate Marketing

2. The Information Technology Landscape: A worldview
There are 3150 companies in the Bloomberg
database belonging to IT Sector
(Hardware, Software, and Services).
 Of the 3150, 345 (11% of total) recorded 5-year
Revenue CAGR greater than 25%.
 Of the 345, only 13 (0.4% of total) had revenues
greater than $2.5 Billion.
 Of the 13, only 8 (0.3% of total) had market cap
greater than $5 Billion.
Source: HCL Strategic Intelligence Wing, Bloomberg database as on 1 st July 2011
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3. UNDERSTANDING HCL

4. A Quick Snapshot
$6
B I L L I O N
31
CO UNTRIE S
90000
P E O P L E
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5. Strong belief in three core values
To know more about HCL, look for “Employees First” on YouTube
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6. The Business of an IT Services Company

7. Trends in the Technology sector – IT Services
Level Playing Field and IOP relevance….
The Indian Top-5 grew 5x faster than the Global Top-5 over the last 2 years
35%
27%
25%
20%
15%
9%
7% 5%
2% 1%
CTS HCL TCS Infosys Wipro Accenture Capgemini IBM HP CSC
~54% growth in IOP Market Share Share of IOP in Incremental
Revenues ($24 BN)
13% 17%
45%
87% 83%
55%
TTM'Sep09 TTM'Sep11
Global Top 5 Indian Top 5
Global Top 5 Indian Top 5
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8. Growth of Indian IT (vs HCL‟s Growth)
33.5%
32.6%
30.5%
28.5%
27.6%
25.8%
24.7%
26.5%
YoY Growth
21.0% 21.4% 21.5% 26.4% 25.6% 24.8%
18.2% 18.3%
19.6% 19.5%
14.9% 15.5%
6.0%
-2.0%
-3.0% -3.8%
JFM'09 AMJ'09 JAS'09 OND'09 JFM'10 AMJ'10 JAS'10 OND'10 JFM'11 AMJ'11 JAS'11 OND'11
HCL Average (Top 3)
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9. How does HCL go to market: GTM structure
CY11 vs CY10
(YoY Growth)
Geography 17% US 19.8%
27% 56%
Europe 29.6%
ROW 45.9%
Enterprise Application Services 20.4%
5% 21%
Service Lines 24%
Engineering and R&D Services 22.0%
18%
32% Custom Application Services 32.6%
Infrastructure Services 34.8%
BPO Services -2.5%
Financial Services 29.4%
Verticals 7% 6% 26% Manufacturing 32.7%
8%
7% Telecom 2.0%
8%
9% 28% Retail & CPG 27.2%
MPE 17.1%
Healthcare 24.3%
E, U & Public Sector 35.4%
Others 29.9%
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10. What to look for: Beyond simple numbers
HCL Client Concentration HCL Revenue per Employee
Increasing significance with clients Client recognize value employees create
Over last 3 years, Number of $10mn+ and $20mn+ have more HCL Revenue per Employee is among the highest in the
than doubled. $50mn+ clients have tripled. Indian IT.
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11. Brand Matters: HCL is positioned as „the CIO‟s best friend‟
Clients From client
increasingly satisfaction to
focus on the client happiness —
business HCL continues to
benefits from improve client
their vendor satisfaction. This also
relationships, r encapsulates greater
ather than intimacy with its
efforts-based customers through its
procurement customer advisory
council (CAC) that
continues to lay out the
roadmap for the overall
transformation process
HCL will not strive to compete in business
consultancy services. It will focus on making the
CIO successful in driving that technology-led
business transformation by being its most
trusted technology partner
* Source: Gartner Report published 19th Jan 2011 [ID Number: G00209906]
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12. THE ROAD AHEAD

13. 5 Mega Trends that you need to be aware of
Clients looking at output not Input Transformation is in the interface
1  From procurement-led to
2 of multiple technologies
business benefit-led buy Technology will lead strategy to
 From best efforts to Integrated increase business competitiveness
solution buy (Digital, Pro-activity, High volume, new
 From relationships to value consumer etc.)
Complexity is increasing From global delivery to global business
3  Application skill landscape will
4  Social responsiveness
change  Emerging markets
(Cloud, BI, SOA, Lean, Virtualizatio  Protectionism
n, Enterprise solutions)
 Pyramid models will become
obsolete
Innovation moves to the Edge
5  Mobile Phones vs. PCs
 Social networking
technologies dominating
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14. So what does this mean to you? A few tips
 Understand existing and emerging technologies
 Probably the most fundamental competency that all IT professionals need is a deep and broad knowledge base
in their bread-and-butter technical skill sets.
 If you go for certifications, remember your goal is not simply to put more letters after your name but to maximize
the value of the educational experience.
 Communicating and listening; gathering information
 Be mediocre at everything else but be perfect at this: communication. It’s one of the key competencies everyone
must have, and it’s especially important for IT pros.
 Creativity and Innovation
 There is always acceptance of productive breakthrough ideas and IT Cos constantly brainstorm ideas by not only
involving the top management but also by pooling in ideas from all the employees.
 Thinking strategically
 It’s an increasingly competitive world, and today’s IT professionals must prove, every day, that they can add
tactical and strategic value and that they belong and are welcome at any meeting taking place anywhere in their
organizations.
 Being adaptable
 Gone forever are the days when being a technology professional meant having expertise in a particular
development environment or being able to build and support a network. But to become a truly well rounded IT
professional, you need to work constantly on expanding and honing your skills.
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15. Brief introduction of MAD LTD
MAD LTD is a launch pad from where
 Creativity and Innovation are critical assets for participants can make a difference to the
any IT organization. society and bring their idea to realization
with support from HCL.
 New ideas are the backbone for a sustainable
business in IT industry.
 E.g. EFCS was a breakthrough innovative idea
which transformed HCL.
 HCL takes initiatives to pool in ideas in and The campaign runs in and out of
HCL pooling innovative
outside the organization through its MAD LTD ideas, scrutinizing for their
(Make a Difference, Lead the Difference) feasibility and commercialization.
program.
The program aims at the youth
predominantly students in
 Further details can be found on engineering and management
colleges.
www.madltd.com or the MAD LTD FB Page.
MAD, within HCL, has given birth to
innovative ideas and solutions.
e.g. Customer Onboarding Solution
offered by HCL.
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16. Questions?
Don‟t forget to watch the
Employees First Effect on YouTube
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