Tata Consultancy Services
Investor Presentation
January 2025
Tata Consultancy Services
We Are…
A global IT services, consulting and business solutions leader partnering with
the world's leading businesses in their transformational journeys
$29.1 BN
Revenue FY 2024
$19.2 BN
Brand value assigned by Brand Finance
184
Solution Centres
24.6%
Operating Margin FY 2024
601,000+
Employees
300,000
AI/ML and Gen AI trained employees
210,000+
Women employees
$168 BN
Market cap - Mar 31, 2024
Revenue breakup by Geo
India MEA | Latin America | |
Asia Pacific 5.6% | 2.1% | 2.0% |
7.8% |
Continental | ||
Asia Pacific | FY24 | |
Europe | North America | |
14.9% | 51.1% |
UK | |
16.5% |
Revenue breakup by Industry
CMI, 6.8% | ERU, 5.6% | |||||
BFSI, 32.0% | ||||||
Technology, | ||||||
Services, 8.5% | ||||||
Manufacturing, | FY24 | Consumer Business, | ||||
15.8% | ||||||
8.6% | ||||||
Services & Tech | ||||||
LS, | ||||||
Healthcare, | ||||||
3 | 10.9% | |||||
LS&HC | ||||||
The Journey So Far | |||||||||||||||||||||||||||||||||||||||
Industry-leading topline growth … | … with superior profitability | ||||||||||||||||||||||||||||||||||||||
Rev in USD Mn | EPS in ₹ | ||||||||||||||||||||||||||||||||||||||
FY05 | FY06 | FY07 | FY08 | FY09 | FY10 | FY11 | FY12 | FY13 | FY14 | FY15 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 | FY05 | FY06 | FY07 | FY08 | FY09 | FY10 | FY11 | FY12 | FY13 | FY14 | FY15 | FY16 | FY17 | FY18 | FY19 | FY20 | FY21 | FY22 | FY23 | FY24 |
Judicious usage of cash … | ...and higher than benchmark share performance | 3062% | |||||||||||||||||||||||||||||||||||||
1% | |||||||||||||||||||||||||||||||||||||||
10% | Shareholder distribution | ||||||||||||||||||||||||||||||||||||||
11% | 1707% | ||||||||||||||||||||||||||||||||||||||
FY05 to | Invested Funds | ||||||||||||||||||||||||||||||||||||||
FY24 | Capex | ||||||||||||||||||||||||||||||||||||||
78% | Acquisitions | ||||||||||||||||||||||||||||||||||||||
Aug-04 | Aug-05 | Aug-06 | Aug-07 | Aug-08 | Aug-09 | Aug-10 Aug-11 | Aug-12 | Aug-13 | Aug-14 | Aug-15 | Aug-16 | Aug-17 | Aug-18 | Aug-19 | Aug-20 | Aug-21 | Aug-22 | Aug-23 | Aug-24 | ||||||||||||||||||||
4
Leading through 56 years of technology change
Embracing emerging technologies to transition from being a fast follower to a leader
Blockchain | ||||
Cybersecurity, Identity | ||||
Crypto | Security, Privacy | GenAI, AI, ML | ||
Robotics drones, Cyber-physical | ||||
Industry 4.0 | MES, M2M | Connected Medical Devices | ||
Wearables, Bionics | ||||
Devices | BYOD | |||
Digital | Groupware apps, | Collaboration, Social, Touch interaction, | Digital Twin | |
Smartphones | Design, AR/VR | |||
Automation | Y2K factory | RPA | Cognitive automation, | |
AI, Intelligent agents | ||||
1970 | 1980s | 1990s | 2000s | 2010s | 2020s | |
s | ||||||
Compute | Mainframes, Unix, VAX, AX/400 | Windows 95, Linux | Virtualization grids | Cloud, Edge, Fog, Mist GPU, FPGA, | Quantum , Cloud, GPUs | |
Pervasive, Personal | ||||||
Data | DBMS, RDBMS | Warehouses | BI, Marts, NaSQL | Big data, Analytics data monetization | Blockchain, Data mining, AI |
Applications | Material resource planning | ERP, HRMS, CRM, FS, BPS | SaaS | PaaS, BPaaS, Products and platforms | Microservices, GenAI |
Application | COBOL, Object-oriented | Client/Server, Thin client | SoA, Agile | APIs, DevOps | Low -Code, No-Code, Co-Pilot |
development | |||||
5
Drivers of growth
Key Differentiators: Unmatched contextual
knowledge
Cutting-edge
technology and talent
Unique
customer-centricity
Holistic solutions for
enterprise value
Transformative
partnership
Cost
Optimisation
• | Vendor Consolidation & |
multi-services deal | |
• | AI/ML transformed Leaner & |
resilient operating models |
Agile
Cloud
AI/GenAI
All time
high deal wins $42.7 Bn TCV of order book
Business
Transformation
- M&A Integration & Divestures
- Supply Chain Modernization
- GenAI led New Business Model Enablement
• | Managed Services Model |
• | Real time operational |
visibility |
• Customer & Employee
Experience Transformation
Cybersecurity | IoT and Digital |
Engineering |
6
Strategic
Investments
Investing in Human Capital
Global Workforce | Talent Retention | Talent Development |
Highly Localized | ||
601,546 | 12.5% | 51 million |
Employees | LTM Attrition in IT Services | Learning Hours |
A Diverse and Dynamic Workforce
152 | 3 Generations |
Nationalities | 89% Millennials |
~214,000+ Women
35.6% of workforce
58%+ Increase in senior women executives over last 5 years 797 Unique Patents filed by women
5 million | 87.1 hours |
Competencies acquired | Average Learning hours per |
employee logged in FY 2024 |
Rising up the ranks
- Women improved at mid and senior levels over last 5 years
44.0%
41.6%
30.0% 31.3%
12.4% 13.9%
Junior | Middle | Senior | ||
FY 2020 | FY 2024 | |||
8
Engagement with Purpose
Focused Training | Contextual Masters | TCS Elevate |
Talent with potential to be | ||
Linking learning to career growth | ||
tomorrow's business leaders | ||
Building a strong Engineering | Goal to make "Every | 73,000+ | 27% | 35,000+ |
culture with focus on Software | TCSer GenAI Ready by | Contextual | Women | Employees identified as high |
and Secuware Training | 2025" | |||
talent, with higher pay | ||||
Masters | ||||
- Awarded Global Top Employer 2024, one of the 16 companies worldwide, by the Top Employers Institute in 32 countries and regions, including Europe, the UK, the Middle East, North America, Latin America, and South- East Asia, winning this award for the 9th consecutive year.
- Recognized in the World Economic Forum's Diversity, Equity, and Inclusion Lighthouse Report 2024 for TCS'
,
leadership program for women.
- TCS ranked as a Top Company in LinkedIn's 2023 Top Companies list across eight countries. Ranked #1 in India for three years in a row.
- Won "Best of Best award" from Association for Talent Development (ATD) for 6th time in a row.
9
Helping Clients Innovate at Scale
The TCS Pace Innovation Ecosystem | Focus Areas of TCS' R&I: |
Purposeful AI
DigitalSciences
Computing Futures
SustainableFutures
* All figures as of March 31, 2024
10
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TCS - Tata Consultancy Services Ltd. published this content on January 10, 2025, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on January 10, 2025 at 15:21:04.138.
