Tech Mahindra Limited · NSE:TECHM
Tech Mahindra — Q2 FY2016 Earnings Presentation
24 slides from Tech Mahindra's earnings presentation, November 2015
Slide 1: Investor Presentation November 2015
INVESTOR PRESENTATION NOVEMBER 2015 Copyright © 2015 Tech Mahindra. All rights reserved.
Slide 2: Copyright © 2015 Tech Mahindra. All rights reserved.
Copyright © 2015 Tech Mahindra. All rights reserved. 2
Slide 3: Automation, Digital Transformation, Disruption, Specialization
AUTOMATION DIGITAL TRANSFORMATION DISRUPTION SPECIALIZATION 3
Slide 4: Our Sectors
$16.9 bn Revenue 100+ Countries 200,000 Associates OUR SECTORS Copyright © 2015 Tech Mahindra. All rights reserved. 4
Slide 5: Industry Connects
$3.9 bn Revenue 90 Countries 105,200+ Associates INDUSTRY CONNECTS Copyright © 2015 Tech Mahindra. All rights reserved. 5
Slide 6: Our Journey
OUR JOURNEY 1986 – 95 1996 – 2005 2006 – Till now FOUNDATION EXPANSION GROWTH REVENUE $10 million $280 million $3.9 billion CLIENTS 10 35 780 + ASSOCIATES 450 10,450 105,200+ PRESENCE 3 countries 11 countries 90 countries Copyright © 2015 Tech Mahindra. All rights reserved. 6
Slide 7: RISE
RISE Copyright © 2015 Tech Mahindra. All rights reserved. 7
Slide 8: Service Connects
SERVICE CONNECTS Copyright © 2015 Tech Mahindra. All rights reserved. 10
Slide 9: Solution Connects
SOLUTION CONNECTS Copyright © 2015 Tech Mahindra. All rights reserved. 9
Slide 10: Indian IT: Transformation Journey
INDIAN IT: TRANSFORMATION JOURNEY... $225 B COST ORIENTED QUALITY ORIENTED OUTCOME ORIENTED Operating Cost Domain expertise R&D Capability Scalability Legacy Migration Accelerate Time to Market Value Creation Quality Orientation IP Driven End to End Service $74 B Indian Tier-1 Market Share 18% 24% 2
Slide 11: The Sky Is Our Limit ...
THE SKY IS OUR LIMIT ... REVENUE 3,686 EBITDA 675 3.9X 2.4X 282 934 FY09 FY15 FY09 FY15 USD Mn USD Mn Copyright © 2015 Tech Mahindra. All rights reserved. 11
Slide 12: ... Towards the Sky
... TOWARDS THE SKY Revenue EBITDA USD Mn USD Mn 188 1,011 181 168 984 989 150 148 924 900 Q2 FY15 Q3 FY15 Q4 FY15 Q1 FY16 Q2 FY16 Q2 FY15 Q3 FY15 Q4 FY15 Q1 FY16 Q2 FY16 PAT 129 • 788 active clients in Q2FY16 vs 770 in Q1FY16 USD Mn 118 119 106 • Cash and cash equivalents at INR 3,492 crore as on 7
Slide 13: De-risking Our Future
DE-RISKING OUR FUTURE Diversified geography Diversified client base >$10 Mn ROW 62 22% Americas >$5 Mn 102 49% Europe 298 29% >$1 Mn Q2 FY 16 Copyright © 2015 Tech Mahindra. All rights reserved. 13
Slide 14: Deep Capabilities Across Verticals
DEEP CAPABILITIES ACROSS VERTICALS Retail, Transport Others, 7% & Logistics, 6% 12 out of top 20 global wireless telecom service provides BFSI, 10% 5 of the Top 5 TEMs TME, 8% 4 out of top 10 retail banks Communication, 53% 5 of top 10 in Automotive Manufacturing, 17% 3 of the top 10 in Ae
Slide 15: Four Pillar Strategy for Growth
FOUR PILLAR STRATEGY FOR GROWTH Business Momentum Inorganic Growth Process as a Service Entrepreneurship / Intrapreneurship Copyright © 2015 Tech Mahindra. All rights reserved. 15
Slide 16: Strategic Investments So Far ...
STRATEGIC INVESTMENTS SO FAR … … looking forward for your advise for future investments Copyright © 2015 Tech Mahindra. All rights reserved. 16
Slide 17: Tech Mahindra to the World
TECH MAHINDRA TO THE WORLD Copyright © 2015 Tech Mahindra. All rights reserved. 17
Slide 18: Accident Free Trains
ACCIDENT FREE TRAINS Life-saving 99.999% SI & Testing for Prevents Innovation Predictability Class I Railroad Train-to-train Collisions Copyright © 2015 Tech Mahindra. All rights reserved. 18
Slide 19: FATCA Compliant Banks
FATCA COMPLIANT BANKS Streamlining Automated Flexible Centralized Discreet Systems Business Process Models Process Copyright © 2015 Tech Mahindra. All rights reserved. 19
Slide 20: Shop As You Drive
SHOP AS YOU DRIVE In-vehicle Frugal Service Delivery Huge Cost Infotainment Engineering Platform Advantage Copyright © 2015 Tech Mahindra. All rights reserved. 20
Slide 21: 24x7 Parenting
24x7 PARENTING Safe and Secure Detect Fuel Automated Trip Eliminates Transportation Theft Reports Bus Misuse Copyright © 2015 Tech Mahindra. All rights reserved. 21
Slide 22: Agility of a Start-up and Maturity of a Behemoth
AGILITY OF A START-UP AND MATURITY OF A BEHEMOTH Agility of a young organization Scale, maturity & experience of the Living life the RISETM way • Customer centricity • Accepting no limits BIG Boys • Flexible & frugal • Alternative thinking • Part of $16.9 Bn Mahindra group • Empowered leadership • D
Slide 23: Thank you
Thank you Visit us at www.techmahindra.com Disclaimer Tech Mahindra, herein referred to as TechM provide a wide array of presentations and reports, with the contributions of various professionals. These presentations and reports are for informational purposes and private circulation only and do not
Slide 24: Tech Mahindra
Tech Mahindra