Girija Pande EVP & Head – Asia...

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12 May 2008 TCS Analyst Day, New York New Growth Markets: Asia Pacific Girija Pande EVP & Head – Asia Pacific

Transcript of Girija Pande EVP & Head – Asia...

Page 1: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

12 May 2008 TCS Analyst Day, New York

New Growth Markets: Asia PacificGirija PandeEVP & Head – Asia Pacific

Page 2: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

12 May 2008

0

2

4

6

8

2006 2008 2010 2012

Asia Pacific ~ 7%

Africa ~5.8%

Middle East ~5.4%

Europe~ 3.2%

Western Hemisphere~3.4%

Expected GDP Growth

GD

P G

row

th ra

te

Source: IMF

Asia Pacific: Emerging Economic Powerhouse

Page 3: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

12 May 2008

• Present in the region for 20 years- 15 Offices in 12 major economies

• Strong local staffing- Over 5,000 professionals

• Leveraging GNDMTM

- 5 Global Delivery Centers• Serving 160 clients

TCS In Asia Pacific: Strong And Growing Presence

87

122

206

2963.9 4.1

4.8 5.2

0

50

100

150

200

250

300

350

FY05 FY06 FY07 FY080

1

2

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4

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Revenue % of Total Revenues

49% CAGR: significant margin improvement

Page 4: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

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Why Asia Pacific

• Global support for global customers• Access into an underserved region

- Every country has major organizations – Banks, Telcos, Government, Retail

- Small markets can be attractive- National Champions have

Regional and Global ambitions• Source and develop new talent pool• Diversify revenue base beyond mature markets

Accelerate company growth rate

Page 5: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

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High

High

LowReview

Partnership

• PRC• ANZ• Singapore• Japan• Hong Kong

Selective

Focus

• Malaysia

• Indonesia• Thailand• Philippines

Mar

ket A

ttrac

tiven

ess

•Vietnam

•Rest of ASEAN

•Taiwan

•South Korea

Low TCS Strength

Australia China Hong Kong Indonesia Japan Malaysia New Zealand Philippines Singapore South Korea Taiwan Thailand

High Level Regional Strategy

Page 6: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

12 May 2008

• Local delivery & sales capability

- 13 major countries

- Large number of talented local resources: 21 nationalities

• Regional Rollouts & regional networking support to global customers

- Facilitate customer regional expansion

• Focus on National Champions

- Regional and global IT support & world class solutions

• Role of regional vendor with global capability

- No credible regionally owned IT services provider

Investment in Asia Pacific ahead of Indian competition

Success In Asia Pacific

Page 7: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

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• Operations opened in 2002; 4 GDCs• Current strength: 1200+ (92%+ local recruits)• Invited by Government to form JV• Strategy

- Develop China as part of GNDM- Allow Clients to De-risk- Multi-lingual support- Access large & growing domestic market

• Rapidly globalization• Need for world class IT solutions• Focus: BFSI, Telecom & Government

44% growth in FY 2008

Country Case Study: China

Page 8: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

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• JV operational in Jan’07

• Bank of China and CFETS wins fuel domestic growth

2003 2004

Proven Excellence in Delivery

• Motorola relationship started

• Re-engineering projects for regional customers like AXA

2005

• Acquired many regional customers

• Dedicated centers for AXA, JCI & Motorola

• Expand GE & Motorola engagement

Sustained Growth

•Establishment•Internationalcustomers

Initial Success & Consolidation

2006 - today

Accelerated GrowthVision: “Be a Role Model IT Services Company in China”

5,000 Associates by 2011

China for Global

China for APAC

China for China

China: Bold Vision, Strong Foundation

Page 9: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

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• Serving Australian Customers for 20 years

• Over 1800 consultants

• Strategy:

- Strategic acquisitions to strengthen Consulting and Solutions portfolio

• TCSM, a niche consulting firm, in 2006

• FNS, IT Solutions provider for BFS industry, in 2005

- Full services play to capture large deals

• CBA (largest bank), AGL Energy ( largest E & U organization), Qantas Airways

(largest airlines)

• Key Clients

National Champions Global/MNC’sANZ Bank, Commonwealth Bank of Australia, Woolworths, VCAA, Qantas Airways, AGL Energy

Macquarie Bank, Goldman Sachs, Hutch, Ford, Foxtel

Australia And New Zealand: 75% Growth In FY2008

Page 10: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

12 May 2008

• First Indian IT Services firm to start operations: 1987

• 1600 associates

• Strategy:

- Provide local delivery capability for MNC customers investing in Japan

• Focus especially in BFSI

- Build relationships with large National Champions who are looking for transformation & global sourcing support

- Leverage India/China offshoring to offset skill shortage and rising costs in Japan

- Create unique capability in Embedded Systems delivery

• Innovations lab in Yokohama.

• Key Clients

National Champions Global/MNC’s

Shinsei Bank, Matsushita, Nihon Michelin, NISSAN, Toshiba, Daiwa Securities

AIG, Citi Group, Morgan Stanley

Japan: 25% Growth In FY 2008

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• 2nd Largest IT Services Market

• Offshoring is mainstream for National Champions- Offshoring to China and India

• Resource shortage in Embedded Systems- Shortage of 25,000 Embedded Engineers in Japan - Reduced Japanese language dependency in Embedded Software,

enabling higher offshoring.

Future Of Japan For TCS

Page 12: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

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• Best Performing Company Award and Best HR Award– Hangzhou National Hi-tech Zone.

• IDC China ranked #1 TCS Bancs Core Banking Solution in China.

• Forbes Asia Fab 40, 2007• BusinessWeek’s Asia top 50 list in 2007

– Only Indian IT firm included• Fortune Asia Top 10 Regional IT Companies in 2007

• Best Performing Company Award and Best HR Award– Hangzhou National Hi-tech Zone.

• IDC China ranked #1 TCS Bancs Core Banking Solution in China.

• Forbes Asia Fab 40, 2007• BusinessWeek’s Asia top 50 list in 2007

– Only Indian IT firm included• Fortune Asia Top 10 Regional IT Companies in 2007

Recent Achievements

Page 13: Girija Pande EVP & Head – Asia Pacificinvestors.tcs.com/investors/Documents/Presentations/TCS_Analyst...• IDC China ranked #1 TCS Bancs Core Banking Solution ... Girija Pande EVP

12 May 2008 TCS Analyst Day, New York

New Growth Markets: Asia PacificGirija PandeEVP & Head – Asia Pacific