Welcome to Macau…….

Puneet GuptaManaging DirectorDecember 3, 2014

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The Future of Business in a Digital India

Thank you all for a wonderful partnership

Cisco Confidential 4C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

54%

#1

TelePresence

25%

#3 Contact

Center

37%

#1 Security

Your Support Makes us Proud

#1 ENT

Routing

75%

#1 Wireless

LAN

52%

#1 ENT

Switching

71%

#1 IP Tel

57%

#1 SP

Routing

52%

Source: IDC, Frost & Sullivan: Q2CY13 tracker data for all technologies except NW Security where data is for Q4CY12.

71%

#1 SP

Switching

Note: Market Share is quarterly market share (Q2CY14) 4Q Rolling share for Q2CY13 for all technologies except NW Security where it is for CY12

17%

#2 X86

Blade Servers

#1 in 8, #2 in 1, #3 in 1

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We Are Deeply Committed to India. Will Partner With You In This Journey

1997: Focus on Distribution / Sales

2007: Globalisation Centre East, 2nd HQ

2009: Major Innovation Expansion

2005: $1B Commitment… (1,700 people)

2012: Globalisation Centre Expansion Across Functions• Expansion of Functions. 10,000 people. 3rd Best Co. to Work For • Deep investment in Engineering (8000+ people)

• Focus Emerging Countries / Markets. S+CC, Inclusive Growth• Additional Product Families. Project Samudaya: Virtual HC/Education

• R&D, Business Development, Support / Services

• Goal… All Functions / 10,000+ People• Expansion Executives / Resources (20+)• Additional $100M Venture Capital & 20% Top Talent

2014: Next Generation Globalisation Centre (11,200 people)• Evolution of Local Leadership. Thought Leader in Industry Bodies• Country Transformational Partner. Additional $40M Venture Capital

We came to India for the costs,

We stayed for the quality,

We invested for innovation,

And Now We’re Creating a New Industry

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The Future Of Business in a Digital IndiaAre You Ready?

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The World Is Changing At An Unprecedented Pace

Harness Network Value Drive Business Agility Create Operational Simplicity

INTELLIGENT NETWORK

Mobility Cloud Internet of ThingsNew Breed of AppsBig Data

Mobile data

will grow

18-fold in 5

years

2/3 of all

data center

traffic will be

from

the cloud

in 3 years

2012

generated

more data than

previous 5,000

years

combined

1.8M Apps

Available.

77B app

downloads in

2014

50B

connected

devices

by 2020

Cisco Confidential 8C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

By 2018, there will be

526 Mn Internet users

in India

Digital Disruptors

Convergence of Mobile, Social, Cloud & Data Is Driving the Digitization of India

Digital

Disruption

108 Mn

50 Mn

33 Mn

20 Mn

81% of India’s population

use mobile phone.

10% have smartphones

By 2018, the equivalent of

all movies ever made will

cross India's IP networks

every 2 hours

By 2018, Video will be 62%

of India's mobile data traffic

Source: Cisco VNI Global IP Traffic Forecast 2013-2018; Nielsen 2013; ComScore 2013; IAMAI; Mint

By 2018, there will be 1.5 Bn

networked devices in India

Cisco Confidential 9C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

Real and Happening On Ground in India

Automotive: Plant

Wide Connectivity

Digital Banking: HNI

and Rural Solutions

Oil/Gas/Mining:

Safety, Asset Utilization,

Automation

En

terp

rise

s

Smart Grid:

Sub-station automation

City Safety

& ITMS

Smart Cities:

WiFi, ICT Master

Planning

Public

Infra

stru

ctu

re

Education: Remote

Education

Healthcare: Primary /

Preventive

Skills Dev.

Skills Academy

Govt

Serv

ices

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India Market Opportunity

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Setting the stage for Transformation in a Digital India

“If Mr Atal Bihari Vajpayee’s government was known for national highways, Shri Narendra Modi's government will be known for broadband highways.”

Shri Ravi Shankar Prasad, Hon’ble Union Minister of Communications

and Information Technology and Ministry of Law and Justice, IndiaFirst Post, May 27, 2014

Cisco Confidential 13C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

India to be 3rd largest IT market in Asia Pac by 2016, 2nd by 2018

$73.3 BnIT spending by 2015

Dramatic shift in IT spending power: from IT to digital business units

In 2015:

15.7% 14%Growth in

IT Services

Growth in

Software

In 2015:

12.6% 4.2%Growth in

Devices

Growth in

Telecom

Services

38%Of total IT

spend

already

outside IT

50%Of total IT

spend

outside IT,

by 2017

100%Increase in

Chief Digital

Officers

since 2013

500%Boost in

digital jobs,

by digital biz.

by 2018

Source: Gartner

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The Opportunity for Digital Companies in India

Value at Stake

Billion

Private Sector

Includes both industry-specific and

horizontal use cases.

• Customer

Experience

• Innovation

• Supply Chain

• Employee

Productivity

• Asset Utilization

• Increased

Revenue

• Reduced Cost

• Employee

Productivity

• Smart Grid

• Connected

Learning

• Citizen Experience

Public Sector

Includes cities, agencies, and

verticals such as health & education

* 2013-2022

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Building a Digitized Company

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DATA CENTER CAMPUS BRANCH PLANT FIELD

What Will It Take To Build A Digitized Company?

Information Technology (IT) Operational Technology (OT)

Token Ring

Ethernet

FDDI

ISDN

ATM

Converged

Networks

IT / OT

Convergence

Applications Centric Architecture

Through Automation

Apps → Configure the network (SDN)

Apps → on the network (FOG) BYOA/I

Ethernet

WiFiKey Tenets of a Digitized Company

AppStore

AppMgmt

Application Enablement

Cyber

Physical

Security

IT/OT

Protocols

Convergence

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How IoE Is Digitizing Industries Today

Converged, Managed Network

Resilience at Scale

SecurityDistributed Intelligence

Application Enablement

IoE CONNECTIVITY

RETAIL BANKING MANUFACTURING

Regulatory ComplianceIncrease Revenue Operational Efficiency

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Endless Aisle

Omnichannel

On-Demand

Expert Advice

What new & better connections mean for Digital Retail Companies

Personal

SoLoMo Content

Optimized

Retail Operations

Collaborative

Product Development

Superstore, concept store, online or offline: Improve customer experience &

Profitability, Optimize inventory and Increase sales

Automated

Ordering ProcessEnergy

OptimizationInventory

Visibility

Flexible

Payment OptionsUnderstand

Shopper Behavior

Cisco Confidential 19C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

Of purchasing decisions start with an online search

Retail is going Digital

Of customers trust peer recommendations. Only 14% trust ads

Want self-service access to digital content in the store

Of customers share their purchases on a social site

Shoppers use mobile phones to research in store

Shoppers want a personalised experience

Catch and keep digital shoppers, Jan 2013, Cisco IBSG; Gartner Symposium/IT Expo 2013 Factoids

Cisco Confidential 20C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

Smart/Hip Branch Innovative BranchiME (Identify Me)

Premier Branch

Branch Banking : “Its not one size fits all”

Branch with effective use of technology.

Typically 10-15 physical staff + 2

virtual staff

No teller counters.Typically 1-2

physical staff + 4 virtual staff

Fully automated branch model with

No physical staff + 2 virtual staff

Customer identification at branches using

smart phone WiFi

Finance POD

New and Better Connections through a Digital Bank

Omnichannel InfrastructureVideo and

CollaborationMobility

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Of Gen Y (18-34 year-olds) customers would move their money

to seek a greater degree of digital interaction

“If banks aren’t digital…they’re going to be dead in the water”- Chris Skinner, Author, Digital Bank

Of customers were interested in meeting with remote financial

experts via video outside a bank; 39% within the branch

Reimagining the Digital Bank, Cisco Consulting Services, November 2014

Of U.S. customers believe their primary bank does not

understand their needs

Bottom-line increase: the upside for a typical bank that becomes

as digitized as its customers

Annual profit increase opportunity, for a financial institution with

$10 billion in annual revenue

Cisco Confidential 22C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

Serving the Digital Customer Today

Remote Experts: On-Demand

Transforming the Customer

Experience At the Branch

Cisco Confidential 23C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

Branch Banking : “Its not one size fits all”Your Next Money Transfer Is A Tweet Away

Twitter and Group BPCE, France’s second

biggest bank launch S-Money in September 2014

Works irrespective of the users bank. No need for

users to add the beneficiary’s bank details

Rakuten Bank in Japan allows its mobile banking

app users to send money to their Facebook friends

Source: Reuters, September 2014; Gartner Symposium/IT Expo 2013 Factoids

In Mobile banking users worldwide are expected to

reach 894 million by 2015

Cisco Confidential 24C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

Predictive

MaintenanceFlexible

ProductionRemote Asset

Monitoring

IT and Physical

Security

Real-Time

Supply Chain

What New & Better Connections Mean for Digital Manufacturing Companies

Operations

Analytics

Remote

Expertise

Collaborative

Product Development

Mobile Collaboration

on Factory Floor

With efficient global supply chains, companies are 73% more profitable than others.

$130 Mn: the cost of 100 hours of downtime in the auto manufacturing industry

Source: Deloitte Consulting, ATS Survey

Cisco Confidential 25C97-732497-00 © 2014 Cisco and/or its affiliates. All rights reserved.

Source: Telefonica I&D 2011

New users join the mobile web

Hours of video uploaded to YouTube

Apps downloaded from Apple

Queries on Google

Spent online

Tweets generated

Items shared on Facebook

Source: Gartner Symposium/IT Expo 2013 Factoids

Together, our future is bright

© 2013 Cisco and/or its affiliates. All rights reserved. 27

Thank you.