PIVOTING @ INFLECTION POINTS –

HCL’S MODE 1-2-3 GROWTH STRATEGY

1 HCL Technologies Confidential Copyright © 2016 HCL Technologies Limited | www.hcltech.com
 HCL HAS SHOWN ROBUST AND CONSISTENT BUSINESS
GROWTH
In mn US$

In mn US$
Revenue Net Income

5,952 6,389
5,360 1,164 1,145
4,152 4,686 1,037
732
481

2012 2013 2014 2015 2016 2012 2013 2014 2015 2016
120
Managed Services / FPP % 5 yr Revenue / Employee growth = 40%
100
56% 56% 58%
48% 52% 80
60
40
20
0
($K) Accenture HCL TCS Infosys Wipro
2012 2013 2014 2015 2016

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 DIGITAL & INFRASTRUCTURE – FASTEST GROWING
SERVICE LINES FOR HCL
2012
Service Line Growth Trends 2016
In mn US$

Digital &Application
Modern Analytics Packaged Apps & ASM Infrastructure Services Engineering and R&D Business Services
Services Services
MIX 5.5% 11% 40% 29% 23% 37% 18% 19% 6% 5%

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 THE BIG LEAP AHEAD

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 v

- ALVIN TOFFLER

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 ENTERPRISE I.T. IS AT AN INFLECTION POINT.
Customer 21CE Technology Footprint

User Facing Applications Apps / Digital

Platforms

Enabling Applications
Partners
Industry Backend
Applications Applications Connected
Enterprise
IT Infrastructure Business
Data Service Orchestration Devices

Cloud Native

IT NGIT

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 A CULTURE OF RE-INVENTION POWERED BY A UNIQUE
ENTREPRENEURIAL DNA

Key Service
Lines cross
$1B Launches 21CE ready
Strategic moves into
portfolio of services
Largest offshore HCL Pioneers & Modern Apps &
R&D Center Leads the RIM space Packaged Apps space
Americas
cross $3B

JV creates R&D Pioneered &

Employees Autonomics &
powerhouse Transformation to perfected new
cross 100k Orchestration
Total IT Outsourcing business models
powered I.T & O

1990s 2000 – 2008 2008 – 2015 2015 & Beyond

FOCUS LEAD TRANSFORM & SCALE REIMAGINE

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PURPOSEFUL INVESTMENT TO ENHANCE GLOBAL
TECHNOLOGY CAPABILITY & ABILITY TO SCALE
Europe
Americas
Key Facts

Stavanger Oslo Helsinki Espoo 8 STRATEGIC INORGANIC

Gothenburg Tallinn
Redmond
Stockholm
Helsinborg Hellerup
INVESTMENTS IN PAST 18
Whitehorse Chicago Troy Rochester London Hague
Krakow MONTHS
Sunnyvale Brussels Frankfurt
Montreal New York Bern
Denver
New Jersey
Cary Bedminster
Irvine Blagnac Milan Noida
Phoenix Frisco Shanghai Tokyo 4 NEXT GENERATION LABS
Houston
Gurgaon
Kolkata
(CX, DIGITAL, IOT) ACROSS
Zapopan
Mexico City Mumbai (Bombay) US AND EUROPE IN PAST 24
Jalisco Hyderabad Manila
Pune MONTHS
Chennai
Bangalore

15 NEW
NEARSHORE/ONSHORE
Sao Paulo
India DELIVERY CENTERS
Curitiba
Brisbane
Sao Leopoldo Jo’berg Perth
Sydney

Regional Headquarters
Melbourne
WORKFORCE OF 110,000
Local Delivery Offices
WITH 10K+ IN EUROPE &
Global Delivery Regions
15K+ US
Offshore / Near shore Delivery Locations
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 WHAT IS THE
IMPACT OF
AUTOMATION?

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 UNPARALLELED
RECOGNIZED LEADER CLOUD ENGINEERING
IN HYBRID CLOUD HERITAGE AND
SERVICES WITH >1B$ PORTFOLIO OF IP.
REVENUES.

CLOUD is central
to HCL’s Business
DEDICATED CLOUD
STRONG PUBLIC Growth. PRACTICE FORMED TO
CLOUD / PAAS
DRIVE CLOUD
BUSINESS WITH >
GROWTH ACROSS
200M$ AND 50+
SERVICE LINES.
CUSTOMERS.
CLOUD AUTOMATION
THROUGH DRYICE.

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 WHAT IS OUR
DIGITALIZATION
STRATEGY?

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OUR GROWTH STRATEGY
MODE 1-2-3
12 HCL Technologies Confidential Copyright © 2016 HCL Technologies Limited | www.hcltech.com
 INTRODUCING HCL GROWTH STRATEGY FOR
FY’17 & BEYOND
HCL 21CE Business Type Highlights

Application Services Existing Core Services with strong market momentum

Autonomics
Mode 1

DRYiCE
Infrastructure Services Large underserviced market opportunities
Agile & Lean
Engineering & RnD Services Continue to Increase participation & win rates
+ Service Oriented
Business Process Outsourcing Offers opportunity at the current growth rates or higher for next few years

BEYONDigital Businesses @ Infection points , right timing to step up the game

Mode 2

Orchestration
High Acceleration / High growth opportunities business
Experience-centric

DRYiCE
IoTWorks
Fragmented market with no clear leaders
& Outcome Cloud Continue to build strong organic & inorganic capabilities
Oriented
Cyber Security Offers Opportunity to grow 20 to 30% YoY for next several years.

Innovative IP Partnership opportunities

Mode 3
Products & Platforms Create Market permissions for Product & Platform businesses
Eco-System Driven
Modest goals driven by strategic opportunities

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 VISION / CUSTOMER PROMISE
“To be the Best Technology Services Provider in the world.”
Unwavering customer centricity
Exemplary Customer Experience
Strategic Flexibility (No lock in! )
Independent Point of View
Offering Services which Simplify
Technology choices
Disruptive thinking and
challenging the status quo
14 HCL Technologies Confidential
Creating leaders of tomorrow
Defining ”Best” Potential Unleashed (the extra in the ordinary)
Flexibility to impact any area of choice across functions
Employees First Culture
Building Careers & Having Fun
Industry leading rewards
Diverse but One HCL culture and belief
Work hard , Party harder
Socially Accountable
Active in the communities we work in
Passionate about Impact
Disruptive on existing models
Collaborative
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 WHY HCL?

Culture Innovation Outcomes

Mode 1 Mode 2 Vertical

Rated Leader / Services Services Services
Major Player in: 22 Reports 20 Reports 16 Reports
Recognition
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 THANK YOU
FOR MORE DETAILS & COMPETITIVE COMPARISON PLEASE VISIT:
http://microsite.hcltech.com/isghclpartnership
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