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Copyright © 2016 Tech Mahindra. All rights reserved.

INVESTOR PRESENTATIONJuly 2018


2

Our positioning represents the new connected world, offering innovative and customer-centric services and solutions integrating technology with business,

thereby enabling Enterprises, Associates and the Society to Rise™.

Copyright © 2017 Tech Mahindra. All rights reserved.Copyright © 2018 Tech Mahindra. All rights reserved.

3Copyright © 2016 Tech Mahindra. All rights reserved.

$21 bn Revenue

200,000+ Associates

100+ Countries

Mahindra Aftermarket

Mahindra Automotive

Mahindra Farm Equipment

Mahindra Financial Services

Mahindra Defence

Mahindra Holidays

Mahindra 2 Wheelers

Mahindra Components

Mahindra Lifespaces

Tech Mahindra

Mahindra Partners

Mahindra Group



RISE

CORE PURPOSE

We will challenge

conventional thinking and

innovatively use all our resources to drive

positive change in the lives of our stakeholders and

communities across the world, to enable them to Rise™.

THE RISE TENETS

ACCEPTING NO

LIMITS

ALTERNATIVE

THINKING

DRIVING

POSITIVE

CHANGE

CORE VALUES

Professionalism

Good Corporate Citizenship

Customer First

Quality Focus

Dignity of the Individual



OUR JOURNEY

1996 – 2005

GROWTH

$280 million

35

10, 450

11 countries

REVENUE

CLIENTS

ASSOCIATES

PRESENCE

:

:

:

:

2006 – Till now

EXPANSION

$ 4.8 billion

913

112,807

90 countries

REVENUE

CLIENTS

ASSOCIATES

PRESENCE

:

:

:

:

1986 – 95

FOUNDATION

$10 million

10

450

3 countries

REVENUE

CLIENTS

ASSOCIATES

PRESENCE

:

:

:

:



$4.8 bn Revenue

113,500+ Associates

90 Countries

INDUSTRY CONNECTS

Automotive

Banking & Financial Services

Energy & Utilities

Healthcare & Life Sciences

Public Services

Retail and Consumer Goods

Technology, Media & Entertainment

Communications

Travel & Logistics

Manufacturing



SERVICE CONNECTS

Business Excellence

Business Services Group

Business Intelligence and Data Warehousing

Communications

Digital Enterprise Solutions

Infrastructure Management

Integrated Engineering Services

Enterprise Business Solutions



SOLUTION CONNECTS

Connected Vehicles

SHELFMonitor

Gamification

Smart Cities

Connected Vehicles

Positive Train Control

Augmented Reality

Real Time Video Analytics

Plug & Play Model with better ROI

Compatibility with your existing System

Minimize Risk / Pay-as-You-Go Pricing Model

Drive to Digital


1990 1995 2000 2005 2010 2015

INDIAN IT: TRANSFORMATION JOURNEY...

COST ARBITRAGEOperating Cost

Scalability Legacy Migration

VALUE ADDITIONDomain expertise

Accelerate Time to MarketQuality OrientationEnd to End Service

DIGITAL ERABimodal IT

Platform, Product as a ServiceData MonetisationDigital Startups

Digital Revenue Contribution

$ 225 B

2020

18%

29%

Tier-1 Market Share

Copyright © 2016 Tech Mahindra. All rights reserved. 10

4%

14%

23%

39%


977

4,771

FY10 FY18

240

729

FY10 FY18

REVENUE EBITDA

4.9X 3.0X

USD MnUSD Mn

11

THE SKY IS OUR LIMIT ...


Revenue

PAT• 926 active clients in Q1FY19 vs 913 in Q4FY18

• Cash and cash equivalents at US$ 1,229 Mnas on 30th June, 2018

• Hedge book position at GBP 213 Mn@ INR 95.1 US$ 894 Mn @INR 70.7 and Euro 228 Mn @INR 85.9

EBITDA

1138

11791209

12441224

Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Q1 FY19

145171

197217 200


124 129147

189

132


USD Mn

USD Mn

USD Mn


CREATING VALUE


Diversified geography Diversified client base

Americas46%

Europe32%

ROW22%

396

154

86

>$1 Mn

>$5 Mn

>$10 Mn

Q1 FY 19


DE-RISKING OUR FUTURE


Communication, 40%

Manufacturing, 20%

TME, 7%

BFSI, 14%

Retail, Transport &

Logistics, 6%

Others, 13%

Q1 FY 19


DEEP CAPABILITIES ACROSS VERTICALS


Strong Foundationto build on

Our Digital Approach

IT2DT – A KEY CENTER PIECE OFOUR STRATEGY

Verticalized offerings aligned to biz;

Embedded Digital teams (decentralized model)

Consulting led approach

Proactive Digital Propositions in non digital projects

Make Digital mainstream & inclusive thru Trainings and Digitalization @ Tech M

Dedicated Digital Roles to bring focus & rigor

Vertical Digital Officers; Delivery Champions, Digital Enterprise Architects, Digital Consultants

Powered by a stronger extended ecosystemPartnerships | Investments

Digital footprint 1 in every 3 customers we serve

Portfolio Digital POVs; 100+ vertical and horizontal digital solutions

Our Digital Strategy has received a big Thumbs up from key Analysts & Advisors (Gartner, ISG, IDC, HfS etc.)


15

Digital Culture

Crowdsourcing

Selective

Cannibalisation

Digital Portfolio

Verticals &

Sub Verticals

Engineering Services

Digital Labs

Digital Engagement

Transforming Customer

& Employee experience

Digital Ready People

Re-skilling Sales &

Technical staff

Digital Project Delivery

Digital Organisation

Process and systems

Internalise Diigital

Digital Brand

Transform the Brand

experience


16

GROWTH FOCUS VIA DIGITALIZATION & AUTOMATION

DIGITALIZATION AUTOMATION VERTICALIZATION INNOVATION DISRUPTION

Transforming from information technology to digital

technologies, solutions and processes.

Connecting man and machine for operational excellence.

Building niche services to solve industry-specific

problems.

Powering new ways to work with intrapreneurship,

ecosystems and co-creation.

Reshaping organizational agility with new and emerging

technologies.


17

RUNBETTER

Deliver operational

excellence

Sample outcome: %

efficiency improvement

CHANGEFASTER

Transform business

processes

Sample outcome:75%

traditional business &

25% digital business

GROW GREATER

Create new revenue

streams

Sample outcome:

Increased customer

revenues by x% through

jGTM

Taking our strategy to 900+ accounts

GROW

RUN, CHANGE & GROW


18

PLATFORM – ENGAGING ACROSS CUSTOMER LIFECYCLE

Telecom Retail / e-Tail / CPG BFS Manufacturing

OMSCAP

Smart Offers MDSSmart Offers

SURE

Field Quality & Cost Control -

FQCC

Tax PlatformAfter Market Service

Management

IT Managed Service

Predictive Insights & Analytics

Customer Experience Transformation Framework

PRISM

Verticalization – BFSI, HLS, Retail, Comms Expected new platform additions


19

Machine Learning/ Robotics

Mobility

AR/VR

IoT

Design Thinking

Co-Innovation

Academia Connect

Rapid Prototyping

5 IP’s

4 Countries

7+ Makers Lab

“Learn to define, refine and validate a human centered approach of innovation through design thinking”

CONNECTED INNOVATION



Americas

48.2%

Europe

30.0%

Rest of the World

21.8%

PERCENT OF REVENUE

**above is a representative list of countries we are present in**

DELIVERING IN 90 COUNTRIES



OUR CONNECTED CUSTOMERS

3 OF TOP 10in Financial Services

5 OF TOP 10 in LifeScience

4 OF TOP 10HealthCare Equipment

9 OF TOP 10 in Automotive

5 OF TOP 10in Consumer Goods

5 OF TOP 10in Discrete Industry

5 OF TOP 10in SemiConductors

4 OF TOP 10in ISV’s

2 OF TOP 5in Health

Insurance

2 OF TOP 10 in Insurance

4 OF TOP 10Aerospace and

Defence

5 OF TOP 10 in Chemicals

2 OF TOP 10in Process

Manufacturing

2 OF TOP 10in Media and

Entertainment

4 OF TOP 10in Banking

6 OF TOP 8in Communications

Equipment

8 OF TOP 10in Communications

Services

6 OF TOP 10in Conglomerates

4 OF TOP 10in Discrete-E&E

and others

18 iGREENFIELD

implementations in

Communications

2 OF TOP 10in Oil and gas



Well done to all - this is a jewel in the global sourcing

crown ! In particular I am pleased to see the ZERO

ATTRITION that we have had and long may it

continue.

- Ian Symington , Program Director , BT

We would like to compliment the

PROFESSIONALISM, ENTHUSIASM

AND CAPABILITY of the Tech Mahindra team. -

World's largest vehicle manufacturer

Vodafone and Tech Mahindra have maintained a

TERRIFIC ENGAGEMENT AND

GENUINE RELATIONSHIP, through Tech

Mahindra's rapidly transitioning Managed services.-

Benoit Hanssen, CTO, Vodafone Hutchison Australia

CUSTOMER SPEAK



OUR CONNECTED PARTNERS

STRATEGIC ALLIANCES

COMMUNICATION ALLIANCES



OUR CONNECTED PARTNERS

… and

more

… and

more

VERTICAL/CDG ALLIANCES MOBILITY+BI+IMS+CLOUD ALLIANCES



113,500+ ASSOCIATES

29 YEARS AVERAGE AGE

3:1 GENDER DIVERSITY

60 NATIONALITIES 360 degree L & D

Young CEO

1000 Leaders

Higher Education

Support

Aspirations to

Achievements

CONNECT

IRIS

MyBeat Plus

KEE

Intrapreneurship

Program

New Approaches &

Breakthrough Solutions

CO-CREATE

JOSH

Family Connect

Wealth of Wellness

Tech Mahindra

Foundation

Seamless Blending of

Life & Work

CELEBRATE

OUR CONNECTED CULTURE



10 locations, 9 states/union territories across India

100,000+ direct beneficiaries, 500,000+

secondary beneficiaries – over 15,000 youth in

jobs with India’s most reputed brands at

average monthly salaries ranging between INR

8,000 & 12,000

450+ activities, 9500+ volunteers, 43,000+ hours

OUR CONNECTED SOCIETY


Copyright © 2016 Tech Mahindra. All rights reserved. 27

Our Merger & Acquisition Journey

Apr 2014 Nov 2014 Jan 2015 Dec 2015

Legendary styling brand

behind Ferrari, Alfa

Romeo, Peugeot and

others to propel Tech

Mahindra into the future

of styling

Niche consulting and

services company with

worldwide presence

specializing in Private /

Wealth, Commercial and

Retail Banking solutions

Largest independent

global Network Services

leader Majority stake in big data

analytics start-up Fixed

Stream Networks Inc.

May 2016

Strengthens BFSI

practice by access to IP

and platform which

helps automate end-to-

end processes in the

lending, investments

and insurance market.

Specialises in digital

transformation and

innovation, helping

organisations change in

the new customer centric

digital world

June 2016 Mar 2017

Strengthen position in

Healthcare provider

space and give access

to marquee customers

and healthcare

consultants



RECOGNITION

Tech Mahindra retains ranking in Dow Jones Sustainability Index

2017; one of the only 4 Indian companies to make it to Dow Jones

Sustainability Index (DJSI) World Ranking 2017.

BIO included in top 100 Digital Agencies 2017. The Top 100 Digital

Agencies report is the definitive listing of the UK's largest digital

agencies

TechM Listed As Global Leader For Corporate Action on Climate

Change

Tech M recognized amongst world's top 100 technology companies

by Thomson Reuters

Tech M received the 2018 AT&T Supplier Award for its outstanding

performance and service to AT&T affiliates

Received Golden Peacock Award In Risk Management

Tech Mahindra Included in the RobecoSAM 2018 Sustainability

Yearbook & received Silver Class distinction for excellent

sustainability performance

Recognized as World Leader for Supplier engagement on Climate

Change 2018 by CDP – the only Indian Company on this Leader

Board


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