Tech Mahindra Limited · NSE:TECHM
Tech Mahindra — Investor Presentation (February 2016)
23 slides from Tech Mahindra's investor presentation, February 2016
Slide 1: Investor Presentation February 2016
INVESTOR PRESENTATION FEBRUARY 2016 Copyright © 2016 Tech Mahindra. All rights reserved.
Slide 2: Copyright © 2016 Tech Mahindra. All rights reserved.
Copyright © 2016 Tech Mahindra. All rights reserved. 2
Slide 3: $16.9 bn Revenue, 100+ Countries, Our Sectors
$16.9 bn Revenue 100+ Countries OUR SECTORS 200,000 Associates Copyright © 2016 Tech Mahindra. All rights reserved. 3
Slide 4: $4 bn Revenue, 90 Countries, 107,000+ Associates
$4 bn Revenue 90 Countries 107,000+ Associates INDUSTRY CONNECTS Copyright © 2016 Tech Mahindra. All rights reserved. 4
Slide 5: Our Journey
OUR JOURNEY 1986 – 95 1996 – 2005 2006 – Till now FOUNDATION EXPANSION GROWTH REVENUE $10 million $280 million $4 billion CLIENTS 10 35 800 + ASSOCIATES 450 10,450 107,000+ PRESENCE 3 countries 11 countries 90 countries Copyright © 2016 Tech Mahindra. All rights reserved. 5
Slide 6: Rise
RISE Copyright © 2016 Tech Mahindra. All rights reserved. 6
Slide 7: Service Connects
SERVICE CONNECTS Copyright © 2016 Tech Mahindra. All rights reserved. 10
Slide 8: Solution Connects
SOLUTION CONNECTS Copyright © 2016 Tech Mahindra. All rights reserved. 8
Slide 9: Indian IT: Transformation Journey
INDIAN IT: TRANSFORMATION JOURNEY... $225 B COST ORIENTED QUALITY OUTCOME Operating Cost Scalability Legacy Migration ORIENTED ORIENTED Domain expertise R&D Capability Accelerate Time to Market Value Creation Quality Orientation IP Driven End to End Service $74 B Indian Tier-1 18% 24% 29% Market Sha
Slide 10: The Sky Is Our Limit
THE SKY IS OUR LIMIT ... REVENUE EBITDA 3,686 675 3.9X 2.4X 282 934 FY09 FY15 FY09 FY15 USD Mn USD Mn Copyright © 2016 Tech Mahindra. All rights reserved. 10
Slide 11: ... Towards the Sky
... TOWARDS THE SKY Revenue EBITDA USD Mn USD Mn 188 172 1,011 1,015 168 150 148 984 989 924 Q3 FY15 Q4 FY15 Q1 FY16 Q2 FY16 Q3 FY16 Q3 FY15 Q4 FY15 Q1 FY16 Q2 FY16 Q3 FY16 PAT USD Mn • 801 active clients in Q3FY16 vs 788 in 129 Q2FY16 119 115 106 76 • Cash and cash equivalents at US$ 747 Mn as on 3
Slide 12: De-risking Our Future
DE-RISKING OUR FUTURE Diversified geography Diversified client base >$10 Mn ROW 63 23% Americas >$5 Mn 105 48% Europe 326 29% >$1 Mn Q3 FY 16 Copyright © 2016 Tech Mahindra. All rights reserved. 12
Slide 13: Deep Capabilities Across Verticals
DEEP CAPABILITIES ACROSS VERTICALS Retail, Others, 8% Transport & Logistics, 7% 12 out of top 20 global wireless telecom service provides BFSI, 10% 5 of the Top 5 TEMs TME, 7% Communicatio 4 out of top 10 retail banks n, 51% 5 of top 10 in Automotive Manufacturing, 17% 3 of the top 10 in A
Slide 14: Four Pillar Strategy for Growth
FOUR PILLAR STRATEGY FOR GROWTH Business Momentum Inorganic Growth Process as a Service Entrepreneurship / Intrapreneurship Copyright © 2016 Tech Mahindra. All rights reserved. 14
Slide 15: Strategic Investments So Far
STRATEGIC INVESTMENTS SO FAR … … looking forward for your advise for future investments Copyright © 2016 Tech Mahindra. All rights reserved. 15
Slide 16: Our Connected Innovation
OUR CONNECTED INNOVATION Copyright © 2016 Tech Mahindra. All rights reserved. 16
Slide 17: Our Connected Partners
OUR CONNECTED PARTNERS STRATEGIC ALLIANCES COMMUNICATION ALLIANCES Copyright © 2016 Tech Mahindra. All rights reserved. 17
Slide 18: Our Connected Partners
OUR CONNECTED PARTNERS VERTICAL/CDG ALLIANCES MOBILITY+BI+IMS+CLOUD ALLIANCES Copyright © 2016 Tech Mahindra. All rights reserved. 18
Slide 19: Our Connected Culture
OUR CONNECTED CULTURE Copyright © 2016 Tech Mahindra. All rights reserved. 19
Slide 20: Our Connected Society
OUR CONNECTED SOCIETY 10 9 100+ 130+ 100,000+ 500,000+ 15,000 INR 8,000 12,000 450+ 9500+ 43,000+ Copyright © 2016 Tech Mahindra. All rights reserved. 20
Slide 21: Recognition
RECOGNITION ASSOCIATE 'IT Services Provider of the Year - Transportation Sector' ‘Golden Peacock’ ‘Deloitte Tech Fast 50 India 2015 Program’ CUSTOMER Tech Mahindra GSK 2015 ISG UK & Ireland Paragon Awards Copyright © 2016 Tech Mahindra. All rights reserved. 21
Slide 22: Tech Mahindra Sustainability Initiative
TECH MAHINDRA SUSTAINABILITY INITIATIVE Copyright © 2016 Tech Mahindra. All rights reserved. 22
Slide 23: The Future is Now.
The Future is Now. 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 an
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