investor presentation 2014 - wordpress.com · agility of a start-up and maturity of a behemoth...

Copyright © 2014 Tech Mahindra. All rights reserved.

Investor Presentation 2014

EVOLUTION & BUSINESS. CONNECTED.

2 Copyright © 2013 Tech Mahindra. All rights reserved.

$ vs. INR

Tighter Visa norms

Immigration reforms

Weaker Growth

Recession

Growth supported by

easy financing

Syria crisis

Detroit bankruptcy

Vodafone wind up

Immigration reforms

Growth opportunity

Ukraine Crisis

EVOLUTION & BUSINESS. CONNECTED.


$ vs. INR

Tighter Visa norms

Immigration reforms

Weaker Growth

Recession

Growth supported by

easy financing

Syria crisis

Detroit bankruptcy

Vodafone wind up

Immigration reforms

Growth opportunity

GLOBAL ECONOMY

BUSINESS WORLD

TECH EVOLUTION

GEO POLITICS

Anticipate & help our customers

prepare for the change

India crisis Euro zone US slow down

Egypt Syria Iran Immigration reforms

Rise of Social Media Mobile Power on the move

Vendor consolidations Global expansions & acquisitions Reducing CAPEX

INDIAN IT: TRANSFORMATION JOURNEY...

1990 1995 2000 2005 2010 2015

COST ORIENTED Operating Cost

Scalability Legacy Migration

QUALITY ORIENTED Domain expertise

Accelerate Time to Market Quality Orientation End to End Service

OUTCOME ORIENTED R&D Capability Value Creation

IP Driven

$8 B

$74 B

$225 B

2020

18% 29% 24% Indian Tier-1 Market Share

Copyright © 2014 Tech Mahindra. All rights reserved. 4

THE POWER OF ONE


934

3,098

FY09 FY14

THE SKY IS OUR LIMIT ...

282

687

FY09 FY14

REVENUE EBITDA

3X 2.5X


USD Mn USD Mn

Revenue

PAT

... TOWARDS THE SKY


• 629 active clients in Q4FY14 vs 605 in Q3FY14

• Cash and cash equivalents at INR 3,599 crore as on 31st March, 2014

• Hedge book position at GBP 170.5 @ INR 95.3 and US$ 783.9 @INR 60.6

EBITDA

* We have not obtained the audit opinion on merged entity’s consolidated financial figures

675 698

724

791

825

Q4 FY13 Q1 FY14 Q2 FY14 Q3 FY14 Q4 FY14

143 152

176 183 176


118 121 114

163

101


USD Mn

USD Mn

USD Mn

DE-RISKING OUR FUTURE

Diversified geography Diversified client base

Americas 45%

Europe 32%

ROW 23%

239

75

52

>$1 Mn

>$5 Mn

>$10 Mn


FY 14

DEEP CAPABILITIES ACROSS VERTICALS


12 out of top 20 global wireless telecom service provides

4 out of top 10 retail banks

2 out of top 3 in cards

5 of top 10 in Motor Vehicle and Parts

Telecom, 48%

Manufacturing, 19%

TME, 11%

BFSI, 10%

Retail, Transport & Logistics, 7%

Others, 6%

FY 14

MISSION 2015

2 0 5 1 Growth Metric Operational Metric Leadership Metric Social Inclusivity &

Associate Delight Metric


FOUR PILLAR STRATEGY FOR GROWTH

Business Momentum Inorganic Growth

Process as a Service Entrepreneurship / Intrapreneurship


STRATEGIC INVESTMENTS SO FAR …

12

… looking forward for your advise for future investments

Copyright © 2014 Tech Mahindra. All rights reserved.

TECH MAHINDRA TO THE WORLD


Life-saving Innovation

Prevents Train-to-train Collisions

SI & Testing for Class I Railroad

99.999% Predictability

ACCIDENT FREE TRAINS


FATCA FREE BANKS Streamlining

Discreet Systems Centralized

Process Flexible Models

Automated Business Process


SHOP AS YOU DRIVE In-vehicle

Infotainment Huge Cost Advantage

Service Delivery Platform

Frugal Engineering


24x7 PARENTING Safe and Secure Transportation

Eliminates Bus Misuse

Automated Trip Reports

Detect Fuel Theft


AGILITY OF A START-UP AND MATURITY OF A BEHEMOTH

Agility of a young organization • Customer centricity • Flexible & frugal • Empowered leadership • Continuously challenging the

status quo

Scale, maturity & experience of the BIG Boys • Part of $16.7 Bn Mahindra group • 87,000 Associates • Leaders in Enterprise and Telecom offerings • Full suite of service offering:

IT, Consulting, Business Services

Living life the RISETM way • Accepting no limits • Alternative thinking • Driving positive change


investor presentation 2014 - wordpress.com · agility of a start-up and maturity of a behemoth...

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