investor presentation 2014 - wordpress.com · agility of a start-up and maturity of a behemoth...
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Copyright © 2014 Tech Mahindra. All rights reserved.
Investor Presentation 2014
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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
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EVOLUTION & BUSINESS. CONNECTED.
3 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
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
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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
$225 B
2020
18% 29% 24% Indian Tier-1 Market Share
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THE POWER OF ONE
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934
3,098
FY09 FY14
THE SKY IS OUR LIMIT ...
282
687
FY09 FY14
REVENUE EBITDA
3X 2.5X
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USD Mn USD Mn
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Revenue
PAT
... TOWARDS THE SKY
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• 629 active clients in Q4FY14 vs 605 in Q3FY14
• Cash and cash equivalents at INR 3,599 crore as on 31st March, 2014
• Hedge book position at GBP 170.5 @ INR 95.3 and US$ 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
Q4 FY13 Q1 FY14 Q2 FY14 Q3 FY14 Q4 FY14
118 121 114
163
101
Q4 FY13 Q1 FY14 Q2 FY14 Q3 FY14 Q4 FY14
USD Mn
USD Mn
USD Mn
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DE-RISKING OUR FUTURE
Diversified geography Diversified client base
Americas 45%
Europe 32%
ROW 23%
239
75
52
>$1 Mn
>$5 Mn
>$10 Mn
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FY 14
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DEEP CAPABILITIES ACROSS VERTICALS
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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
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MISSION 2015
2 0 5 1 Growth Metric Operational Metric Leadership Metric Social Inclusivity &
Associate Delight Metric
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FOUR PILLAR STRATEGY FOR GROWTH
Business Momentum Inorganic Growth
Process as a Service Entrepreneurship / Intrapreneurship
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STRATEGIC INVESTMENTS SO FAR …
12
… looking forward for your advise for future investments
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TECH MAHINDRA TO THE WORLD
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Life-saving Innovation
Prevents Train-to-train Collisions
SI & Testing for Class I Railroad
99.999% Predictability
ACCIDENT FREE TRAINS
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FATCA FREE BANKS Streamlining
Discreet Systems Centralized
Process Flexible Models
Automated Business Process
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SHOP AS YOU DRIVE In-vehicle
Infotainment Huge Cost Advantage
Service Delivery Platform
Frugal Engineering
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24x7 PARENTING Safe and Secure Transportation
Eliminates Bus Misuse
Automated Trip Reports
Detect Fuel Theft
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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
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