STEEL

Ushering in a New Sunshine

The Ratan Revolution

Ratan Tata A Man Who Believes In
“18 TILL I DIE”

Market Capitalization
SAIL Tata Steel JSW Steel Essar Steel
32% 57%

8%

3%0% 0%

Visa Steel Facor Steels Steel Exchange

Net Profit

11%

4% 0% 0%

SAIL Tata Steel JSW Steel Essar Steel
51%

34%

Visa Steel Facor Steels

World Class steel makers

In a giant leap, Tata Steel's acquisition of the Anglo-Dutch steel major Corus has vaulted the former to the fifth position from 56th in global steel production capacity.

STEEL PARIVAR
Increase in Income Levels Improvement in quality of life Strengthening of cultural fibre of the community
In Kalinganagar at Duburi

We could have just built a Steel Plant Instead , we built Tata Steel Parivar

Type Founded Headquarters Key people

Public BSE: 532540 1968 Mumbai, Maharastra, India Revenue
Ratan Tata, Chairman of the Board S. Ramadorai, CEO & Employees MD S. Mahalingam, CFO Slogan N. Chandrasekhar, COO S. Padmanabhan, EVP, Website Head - HR&OD P. Vandrewala, EVP, Head- Corporate Affairs

US $ 4.3 Billion (FY 06-07) ~100,000(Oct 1, 2007) Experience Certainty http://www.tcs.com

RANKINGS

Ranking by Revenue # 11th - 4286 USD m. Ranking by net income # 5th - 950 USD m. Ranking by market cap. # 4th – 27,716 USD m. Ranking by no. of employees – 5th – 1 lakh. Business Week ranks TCS among the Top 10 most profitable IT companies

How hot is this stock?
Price* Volume* MF holdings Sales Net profit margin

*

Computed on last 15 days' trading figures.

Tata Consultancy Services Ltd. vs...
Action Compare Compare Compare Compare Compare Compare Compare Compare Compare Compare Company Infosys Techno. (Sensex) Satyam Computer (Sensex) Wipro Ltd (Sensex) CMC Ltd. (A) Close (Rs) 1,844.50 460.90 486.35 945.30

D-Link India Ltd (A) 77.00 GTL Ltd. (A) Geometric Ltd. (A) 265.40 85.60

HCL Infosystem (A) 230.00 HCL Technologies (A) Hexaware Technologie (A) 298.30 111.80

Annual results in brief

Mar ' 07 Sales Operating profit Interest 15,471.99 4,300.97 3.43

Mar ' 06 11,230.50 3,272.96 4.49 3,331.73

Mar ' 05 8,027.58 2,377.27 10.40 2,441.87

Gross profit 4,514.09

Revenue in Rs Crore
20000 18000 16000 14000 12000 10000 8000 6000 4000 2000 0 18685 13263 9748
4500 4000 3500 3000 2500 2000 1500 1000 500 0

Net Income in Rs. Crore
4212

2966

1976

FY05

FY06

FY07

FY05

FY06

FY07

STRONG STOCK PERFORMANCE Between April 06 and March 07

GLOBAL FOOTPRINTS

TALENT MANAGEMENT

CONSISTENT RECOGNITION FROM STAKEHOLDERS

Areas of business
Services  Consulting  IT services  Business process outsourcing  Engineering and industrial services  Infrastructure outsourcing

Industries
         

Banking and financial services Energy and utilities Government Healthcare and life sciences Hi technology Insurance Manufacturing Retail Telecom Travel and hospitality

TCS Know-How

  

Largest Outsourcing Deal worth $1.2 billion (around Rs $1.2 billion 4,800 crore), with the Netherlands-based Nielsen — a leading provider of consumer and media information services. TCS is headquarter in Mumbai and operates in more than 50 countries and has more than 170 offices across the world TCS currently has 21 branch offices in India TCS currently has 19 labs spanning across 4 countries Recent established laboratory is TCS Innovations Lab, located in Peterborough, U.K. Tata Consultancy Services assigned 'BBB' rating with positive outlook S&P

Social Initiatives

Maitree is a social platform of all members of the Tata Consultancy Services Limited family

1996

TATA TELESERVICES

Tata Teleservices (TTSL) is established to spearhead the Group's foray into the telecom sector. Tata Indicom delivers cellular services through itCDMA mobile telephony platform. It has pre-paid and post-paid options, enhanced through tie-ups for handsets with leading manufacturers.

Overview
Part of Tata group of companies It was incorporated in 1996 It currently offer services under the brand name Tata Indicom to more than 17.1 million customers in over 3400 towns Market leader in fixed wireless telephony with a total customer base of 3.8 million

First company in India to launch CDMA mobile services specially in Andhra Pradesh Partnership with Motorola,Ericsson,Lucent & ECI Telecom First company to launch incoming free offer in India

Provides its wireless landline phone service by the brand WALKY with no. series of 6

Tata group had committed investment of Rs.36000 crore (US $7.5 billion) in Telecom sector in 2006 Launches phone with dual technology Launches India’s first internet radio service on mobile phones First mobile web browser in association with samsung telecommunication “SAMSUNG EXPLORE “ handset

Tata in Telecom – Full Service Capability
TATA Group
26% 46% 100%

Indian Government

VSNL
100% Public 28%

Tata Teleservices

VSNL International

Tata Indicom
 TATA Group acquired VSNL in February 2002  Key Financials FY2003-04
 

TTML

 Fixed Line and Mobile (CDMA)
operator

Revenue Net Profit

$703M $ 84M

 License to provide services in 19
states

Services provided by Tata Teleservices
Mobile Services
CMBU (Customer Marketing Business Unit) EHNI ( Enterprise and High Network Individual)

Wireless desktop phones Public booth telephony & Wireless services
ABU (Access Business Unit) PTB (Paid Telephone Business) Smart PCO Rural walky Calling Card Parsec

Value added services
Full calling value on recharge Tata to Tata free on selector coupans Free incoming offer Wi-Fi internet services Calling cards Post-paid 3-way conferencing Roaming Group calling USB modems Voice portal Data cards Enterprise services

Tata Teleservices Centers

Business values
To improve the quality of life of the communities it serves Integrity Understanding Excellence Responsibility Unity Ethics Customer involvement Employee respect Empowerment

Current happenings
Joint venture deal with virigin mobile
Is direct competitor with reliance communication in India Tata-Birla Row over Idea Cellular Reachers Parsec a)Voice calling & billing b)Speakerphone c)Large menu driven display d)Sms facility e)Hybrid card reader f)Hot keys g)Emv complaint posterminal Tatas to invest Rs 1,600 cr in telecom services arm Tata Teleservices on an aggressive growth path Tata Teleservices launches basic telephony in Vishakhapatnam Tata Teleservices crosses 1,000-user mark

Key

people

Ratan Tata chairman

President Amit Bose (L) and Chief, Dr Naresh Operating Officer for Delhi Circle Malhan(R)

Swami Krishnan, VP

Darryl Green CEO

S Ramakrishnan Managing Director

Yogesh Kochhar Head corporate social responsibility

MARKET OVERVIEW
The Indian telecom market grew 14%, from $5.9 billion in 2002-03 to $6.7 billion last year. The following top ten vendors contributed 58% in the overall equipment market size. Rank Vendor Revenue ($ Mil) Category 1 3 4 5 6 Nokia 2 LG Elec. Ericsson Motorola Lucent ITI 707 622 550 366 329 284 Mobile phones, network Mobile Phones Network Infrastructure Mobile Phones, Network infrastructure Network Infrastructure Network Infrastructure

Buyer BSNL

Sales prospects
Project name Fixed and Mobile Network Expansion Fixed and Mobile Network Expansion Reliance CDMA & Optic Fiber Network Bharti Tele-Ventures Idea GSM Rollout $2900 $120

Potential(US millions)

MTNL

Reliance

$4000

Bharti Idea Hexcom

$250 $1100

Expansion of GSM Network in $10 Rajasthan Hutchison-Essar GSM Network $400 Expansion GSM Expansion $700

Hutchison

BPL Tata

Expansion of CDMA fixed and $4000 mobile services

TYPE Founded Headquarters Key people Industry Products Revenue

Public (NYSE: TTM) 1960 Mumbai, India Ratan Tata, Chairman Automotive Automobiles Engines INR 369.88 billion (US$ 9.07 billion) (F.Y. 2006, converted)([2]) Tata Daewoo Commercial Vehicle www.tatamotors.com

Subsidiaries Website

BACKGROUND

Tata Motors is a company of the Tata and Sons Group, founded by Jamshetji Tata. It is currently headed by Ratan Tata The company has the workforce of 22001 employees working in its three plants and other regional and zonal offices across the country Tata Motors commands an imposing 65% market share in the domestic heavy commercial market The company plans to build a car that will cost just under Rs 1,00,000 considering that 2 wheelers in India cost Rs50,000/-.

Time line and milestones

1977-1986 - largest commercial vehicle maker in India

1987-1996 – Tata mobile introduced in 1989

1997-2006 - In 2000, it launched CNG buses and also filled the product line gap through the introduction of the 1109 vehicle

Tata merger

WITH DAEWOO In 2004, it acquired the Daewoo Commercial Vehicle Company of Korea. The reasons behind the acquisition were: Company’s global plans to reduce domestic exposure To expand the product portfolio Tata Motors recently introduced the 25MT GVW Tata Novus from Daewoo’s (South Korea) (TDCV) platform WITH Hispano Carrocera Tata Motors acquired 21% stake in Hispano Carrocera SA, Spanish bus manufacturing company and introduced its high-end inter-city buses in the country WITH Tata Ace Latest hit of Tata Motors is its mini truck Ace. Ace, India's first indigenously developed subone ton mini-truck, was launched in 2005

Effect of Government Policy on TATA Motors CV Division Commercial Vehicles

The cut in excise duty that enabled manufacturers like TATA Motors to reduce prices

The attractive financing offers enabled by low interest rate policies by Government

the need to transport higher volumes of agricultural and industrial goods

Low interest rates

Global competition Tata Motors have some distinct advantages in comparison to other MNC competitors. There is definite cost advantage as labor cost is 8-9 per cent of sales as against 30-35 per cent of sales in developed economies. Present global challenge Volvo, a leading manufacturer of trucks, buses, cars, construction equipment, and aero engines, has entered in India in 1998. Its main focus is in the area of fully built buses.

PRODUCTS
Tata Ace  Tata TL/Telcoline/207 DIPickup Truck  Tata 407  Tata 709 E  Tata 1109 (Intermediate truck)  Tata 1510/1512 Medium bus)  Tata 1610/1616 (Heavy bus)  Tata 1613/1615 (Medium truck)  Tata 2515/2516 (Medium truck)  Tata Novus (Heavy truck designed by Tata Daewoo) Military vehicles  Tata 407 Troop Carrier, available in hard top, soft top, 4x4, and 4x2 versions  Tata LPTA 713 TC (4x4)  Tata LPT 709 E  Tata SD 1015 TC (4x4)  Tata LPTA 1615 TC (4x4)  Tata LPTA 1621 TC (6x6)  Tata LPTA 1615

Future challenges

Mahindra and Mahindra: JV with ITEC, North American leader in heavy trucks. M&M has formed a 51:49 JV called Mahindra International with ITEC, USA, (parent NAVISTAR), to manufacture commercial vehicles and to bolster its position in the CV business. Ashok Leyland: Acquisition of Czech Republic-based Avia Ashok Leyland (ALL) recently acquired the truck unit of Czech Republicbased Avia for US$35m. Force Motors: JV with MAN for manufacturing high-tonnage vehicles Force Motors has paired up with MAN in a 70:30 JV to manufacture high-tonnage and specialty vehicles

Controversies
Farmers are agitating against the land acquired by the firm in Singur for its ambitious Rs 1,00,000 car project. Farmers are protesting that the land is fertile land and the government acquired the land without their consent.

Tata Motors
BSE Grp:A BSE 29-Oct NSE 29-Oct Last Price 827.10 827.70 Change 2.06% 2.85%

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