Leadership in a Digital World

N Chandrasekaran, CEO and MD

1 Copyright © 2016 Tata Consultancy Services Limited

The Digital Enterprise is Here

Dematerialise Software Driven

Agility DevOps

Hyper-connect Real-time/Data Driven

Experience-rich Design Thinking

Reimagine Business Models

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 The Digital Five Forces and Composite Forces
Mobility and
Pervasive Computing
Big Data
Analytics

Cloud Internet
of
Things
Social Media

AI & Robotics Composite Force

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Digital Reimagination™

Leveraging the Digital Five Forces and Composite Forces to

Reimagine an Enterprise in Six Areas

Business Models Products & Services Customer Segments

Channels Business Processes Workplaces

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Click to edit Master title style
Investments

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 Scalable Reskilling Using the Digital Learning Platform
TALENT

Aware Proficient Expert Advisor

Since April 2015…….

2016
65+
111K+ 305K+  Next Level of Immersive
New Digital
Associates Competencies Learning
Curricula
Trained Created  Effective deployment for
Delivered
Digital Growth
 Digital Ready Academic
interface

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Deep Capability in 400+ Digital Tools and Platforms

Analytics and Insights Cloud

Mobility, Digital Marketing: IOT & Cyber Security

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 Next Generation Delivery

Collaboration Spaces Meeting Spaces Visual Radiators Smart Boards

Top 5
Initiatives

RiO
(Rigor in Operations)
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 Intellectual Property

Technology Products

& more

Horizontal Products & Platforms

Integrated Urban Customer TAP -
CHROMA TCS Accounts Payable
Exchange Intelligence & Insights

& more

Vertical Products & Platforms

Assessment TCS ADDIP TCS HOBS

& more

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 Access to the Start Up Eco-system
Geography Technology Vertical
 Investor Portfolio
 Events, Meetups N. America Data Analytics BFS
 Demo days  Joint Goto
 Hackathons  TCS Horizontal N. America Security BFS
Market
 Conferences, Forums and Vertical BUs N. America FX Payments BFS
 Strategic
 Customer Innovation  Customer BUs
Alliances N. America Web Analytics DESS
 Partner Innovation
 Publications Engage N. America Mobility Healthcare
 TCS BU Requests Evaluate N. America Cust. Analytics Insurance
Explore N. America Automation M&IS
N. America GRC Mfg.
North America 779 North America 262 North America 12 N. America Cust. Analytics Retail

Europe 183 India 43 India 11 N. America IoT Platform Retail IoT

Europe Map Analytics Insurance
India 177 Europe 29 Europe 8
Europe Eco M&IS
Israel 146 Israel 24 Israel 5
India Security Insurance
ANZ 62 United Kingdom 20 United Kingdom 2
India Disaster Mgt. Mfg.
United Kingdom 48 Others 11 Grand Total 38
Israel Retail Analytics CPG
Others 12 Grand Total 389 UK Mobile BFS
Grand Total 1407 Sri Lanka API Mgt. BFS

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 Focus areas for Research & Innovation
BFS Retail

 Blockchain  In-store
 Frictionless experience
Access  Digital store
 Robo Advisory operations
 Multi-node
supply chain

Foundational Industry 4.0 Governance Sustainability

Research Manufacturing Life Sciences
Metagenomics, Automation, Compliance, Mobile Agro
Materials Cognitive Enterprise Advisory,  Connected  Genomics
Engineering, computing, Security, Intelligent Cars  Medical
Design, IoT Platform Data Privacy Cities,  Predictive Devices
Analytics Smart Grids Maintenance  Digital Clinical
Trials
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Co-innovation work spaces

TCS Design Studio Santa Clara

Inaugurated in Feb 2016
A diverse team of makers and award
winning designers work on industry
changing ideas.

TCS Executive Briefing Center

Mumbai Inaugurated in March 2016
A unique immersive, shared space that brings
new ideas to the fore and fosters
conversations about building a Digital future.
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Outcomes

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 Gaining Leadership in Digital

CY 15 Digital
Revenue: $2 Bn

Digital
Revenue in
CY 15: 13%

Partnering 52% of
clients on Digital
Media Retail HiTech Travel LSHC BFSI Others

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Gaining Leadership in Digital

Revenue Growth Across Offerings

10% CQGR 12% CQGR 8% CQGR

Q316

Q216

Q116

Q415

Q315
Analytics & Insights
Q215 Cloud
Q115 Mobility/Channels

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Investment Payoffs | Market Recognition
2009 2015
Strong Player / Leader
Execution Major Contender

Niche Visionary

Vision
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Investment Payoffs | Growing Customer Traction

CY10 CY11 CY12 CY13 CY14 CY15

US$ 100m+ Clients 9 14 16 22 25 34

US$ 50m+ Clients 25 39 47 55 65 65
US$ 20m+ Clients 76 95 114 129 159 173
US$ 10m+ Clients 139 161 185 224 249 281
US$ 5m+ Clients 200 235 273 333 387 413
US$ 1m+ Clients 434 512 551 711 764 838

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 Investment Payoffs | Higher Productivity
Employee Productivity Incremental Employee Productivity
Rev in $/ Headcount Inc Rev* in cc / Inc Headcount

CY 11 CY 15 5 years 4 years 3 years 2 years 1 year

* CY11 to CY15

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Investment Payoffs | Higher Value Creation

Per Capita Value Creation (Net Income / Headcount)

CY11 CY15

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The Year GoneMaster
By title style

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 Our Core Business Performed Very Well In CY15
CY 2015 over CY 2014
Incremental Revenue
(cc) added: $2.02 Bn
YoY CC Growth
21.9% 21.8%

17.6% 17.1%
14.5% 14.5% 15.0%

6.3%
3.9%

BFS Insurance Telecom & Retail Manufacturing LS & HC Hi-Tech Energy & Travel &
Media Utilities Hospitality

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Without Compromising on Revenue Quality

CY 11 to 15 CY 15

Incremental Revenue $ 8,610 $ 1,182

Incremental Net Income $ 1,891 $ 249

Incremental Margin 22.0% 21.1%

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Click to edit
Forward Master title style
looking

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In Summary

Digital is Default

We have made the necessary investments

Digital Partner for key clients in every vertical

Core Portfolio is doing well

Well positioned to gain further

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 Our Core Business Performed Very Well In CY15
CY 2015 over CY 2014

YoY CC Growth
21.9% 21.8%

17.6% 17.1%
14.5% 14.5% 15.0%
TCS
13.5%
6.3%
3.9%

BFS Insurance Telecom & Retail Manufacturing LS & HC Hi-Tech Energy & Travel &
Media Utilities Hospitality

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Thank You
Thank You