Gabriel Rozman – President, Iberoamerica

Girija Pande – Regional Director, Asia Pacific

Tanmoy Chakrabarty – Vice President & Head, Global Government Industry Group

Analyst Day, Mumbai

12 February 2008

Leading in Challenging Times

New Growth Markets

- 1 -

TCS Vision of New Growth Markets

• Several Tiers in this Market

• Faster Growth than traditional markets

• Underserved by the Global IT Industry

• Every Country has Major Organizations

• Small Countries need Ready Made Solutions

• Emerging markets may not follow traditional recession patterns

Today these markets are contributing substantial revenues to TCS

New Growth Markets

A Clear Differentiating Strategy to Expand Revenues

in Regions of High Growth

- 3 -

TCS Iberoamerica - A Success Story

Operations across 12 countries in Latin

America, Spain and Portugal

• Founded in 2002, 3 years ago

• 700 professionals, 1000+ by FY2005

• Strong local country staffing (over 95%)

• Experienced Latin region management team

• 2 CMM Level 5 centers by 2004

• Serving over 50 clients from Latin America,

Europe and the US

Covering the Region from four Delivery Centers

Argentina

Brazil

Costa Rica

Chile

Colombia

Mexico

Peru

Portugal

Spain

Trinidad & Tobago

Uruguay

Venezuela

- 4 -

Early Inroads through Long Term Visioning

• Initial Success in Iberoamerica - 2002

• Replicable success in Brazil, Chile & Mexico

• 18-24 Month Success in such Diverse Markets as Portugal and Colombia

• An Expertise which is a Competitive Advantage

• Substantial advantages of being the first mover

• Concentrate on specific verticals and geographies

Success being emulated in our new growth markets strategies

- 5 -

Global vs Local Markets

• Our Customers themselves are Expanding Rapidly into Emerging Markets and need IT

Support

• Global Customers Expect Global Support

• Replicate Solutions in Emerging Markets

• Even small local markets can be very attractive

– Saudi Telecom

– Banco Pichincha

– Mexico Social Security

– Chile Civil Registry

• Local presence the key to long term success strategy

Being global but playing local

- 6 -

Supports our Global Network Delivery Model™ (GNDM )

• Growth in Emerging Markets will lead to possible new centers which will build local capacity

• Systems implementations for our customers require local support - expensive to do it from

India

• Harnessing new talent which is possible in new markets

• Language capability an integral capability available in such markets

Enhancing delivery capability in line with our clients’ strategies

APAC - The China Initiative

- 8 -

China - TCS Global Delivery Network Model™ Driving Growth

• Hangzhou - Global Delivery Centre & CoE (IBM AS 400)

• Beijing - Sales, Delivery & CoE (Microsoft)

• Shanghai - Sales, Delivery & CoE (SAP & Oracle)

• Current Strength - 1100+ (+92% Local Recruits)

• Institutionalized security compliance and IPR Protection

• Serving 30 customers from Financial Services, Telecom, Manufacturing and Government

verticals

• Multilingual support for large customers

• Relationship through value and trust

“We can see the value the TCS Consultants bring to us and to China ERP market. Their

consultants bring in best practices and experience from their global repository”

Lawrence Chee

Motorola Corporation, China

- 9 -

Case Study - Bank of China

Business Drivers

• Listing of Bank of China

• Foreign bank entry in 2008, increase service

levels, improve risk management and improve

cost to income ratio.

• Requirement for a 1st world system that will allow

BoC to continue to dominate the market

Project Information

• The Largest Banking implementation ever

undertaken

–380 Mill accounts, 22,000 branches,

205,000 front line users

–Covers retail, commercial, cards, channels,

payments, AML and over 300 interfaces

• Project cost is $US 97 M for a roll out of 4 out of

32 regions

Delivery Timelines

• First phase pilot in June/July - Roll out up to the

Olympics in August 2008. Roll out continues after

Olympics.

• Project payback to the Bank is estimated at just

over 2 years after completion.

TCS won because of…

• Proven local expertise, proven SI capabilities,

performance, functionality & multilingual

capabilities.

• Pioneered Global Network Delivery Model™

• TCS Integrated Full Services play

–Provide full SI Services - local experienced

resources, international resources with

similar experience (SBI), the products, the

methodologies, the corporate strength to

see it through

- 10 -

China Foreign Exchange Trading Systems (CFETS)

About CFETS

• An arm of the People’s Bank of China

• Provides systems for interbank foreign exchange

(FX) trading, RMB lending and bond trading;

organizing interbank FX trading; prompting the

clearing of RMB lending and bond trading;

providing an online commercial paper quotation

system; providing information on the FX, bond

and money market.

Business Drivers

• The New Generation CNY Trading System

(NGCNYTS) is part of CFETS overall efforts to

implement more strategic IT systems

• China gets ready to be fully integrated into world

financial markets and its agreement with the

World Trade Organization.

• Secure, efficient, convenient and low-cost service

to CFETS members.

• Easy addition of new instruments and markets

TCS Solution

• The proposed solution will be based on TradeX -

TCS’ futuristic Trading Solution.

• The deal paves the way for TCS to implement a

forward-looking CNY (China Renminbi) trading

system for CFETS.

Benefits

• Lower time-to-market for new instruments

• Integrated system for multiple asset-

class/markets

• Reduced cost of maintenance

• Help CFETS to align itself with international best

practices

- 11 -

JV Vision as Seen by the Chinese Government (NDRC)

• To be a Role Model for Chinese IT Industry & establish global offshoring industry in IT/BPO

sector

• Will be the only one of its kind to be set-up and supported by NDRC (e.g. Motorola,

Microsoft)

• To become the largest software services and solutions company in China to provide the

domestic market with choices

• TCS WOFE will be merged into the JV before end of 2008

• JV expected to scale up to 5000 Associates by end of FY 11

• Microsoft to join the JV by March 2008

Current Structure

Chinese

Parties,

27.78%

TCS, 72.22%

Proposed Structure

Chinese

Parties,

25.00%

Microsoft,

10%

TCS, 65.00%

Planned merger of TITL & exit of

Microsoft 3 years

TCS, 90.00%

NDRC, 10%

- 12 -

China Growth Path

0

5

10

15

20

25

30

35

40

FY 06-07 FY 07-08

Revenues

All figures in US $ Millions

TCS Global Government Industry Group

Emerging IT Services Player in New Growth Markets

- 14 -

Analyst Opinion

TCS differentiates itself from its

competition by focusing its sales

messaging on outcomes for

government, rather than technology

Gartner, IT Services Providers , APAC

32% Share in Government IT Services in India # 1 in India

Top 10 IT Service Provider in APAC for Government

- 15 -

2007 Government Technology Awards bestowed on our client - Gujarat Government for TCS developed

Integrated Workflow and Documentation Management System under the “Connected Government”

Category

DigitalGov - The Gujarat Experience

The Gujarat State Government is at the threshold of

e-Governance and IWDMS (DigiGov) will prove a

catalyst for taking the e-Governance a step ahead

for better delivery to citizens at large and improve

the overall efficiency of the working in the

Secretariat -Victor Mecwan, Under Secr, Dept of

Science & Tech, GoG

E-literacy and e-usage increased from 20% to 95% in 2300 strong workforce

10 tonnes of paper saved in 18 months using this solution

1800 Acts/Rules and 1000 Government Orders are now available

in the knowledge repository for ready access and sharing

• File processing touch points reduced from 46 to 12

• File cycle time reduced from 1412 to 285 minutes

- 16 -

AP Online

- 17 -

MCA21 - Ministry of Corporate Affairs

• Peak portal hits: 14 mln

• Max docs filed in a day: 41800

• Total filings till date: 3.4 mln (avg. 1.2 Mb)

• Companies registered online: 63353

• 52 front offices

• Name approval from 7 days to 1

• Company incorporation from 15 days to 1-5

• Annual return from 60 days to instant

• Balance sheet from 60 days to instant

• Change in directors from 60 days to 3

Covers all India

- 18 -

TCS Global Government Industry Group Strategy - New Growth

Markets

New Growth Markets

Framework Oriented Approach - FOA Alliances• SAP• IBM• Microsoft• HP• Oracle • Sun

• AP Online

• DigiGov

• Unemployment Taxand Insurance

• VAT & Tax

• MCA

• Public Works

• Municipality

• Healthcare

Holistic

Approach

Reactive

• Bespoke Solution

• System Integration

Proactive

• Frameworks

• Services

• EU

• World Bank

• UN

• AfDB

• ADB

Robust Strategy - Delivering Value

Replicable Offerings

Leading in Challenging Times

New Growth Markets