STEEL

Ushering in a New
Sunshine
The Ratan Revolution

Ratan Tata

A Man Who Believes In

“18 TILL I DIE”
Market Capitalization

3%0%
0% SAIL
8%
Tata Steel
JSW Steel
Essar Steel
32% 57% Visa Steel
Facor Steels
Steel Exchange

Net Profit

11% 4% 0%
0%
SAIL
Tata Steel
JSW Steel
Essar Steel
34%
51% Visa Steel
Facor Steels
World Class steel makers
In a giant leap, Tata Steel's acquisition of the Anglo-Dutch steel
major Corus has vaulted the former to the fifth position from
56th in global steel production capacity.
 STEEL PARIVAR

Increase in Income Levels

Improvement in quality of life

Strengthening of cultural fibre of the community

In Kalinganagar at Duburi

We could have just built a Steel Plant

Instead , we built Tata Steel Parivar
Type Public
BSE: 532540
Founded 1968
Headquarters Mumbai, Maharastra,
India Revenue US $ 4.3 Billion (FY
Ratan Tata, Chairman 06-07)
Key people
of the Board
S. Ramadorai, CEO & Employees ~100,000(Oct 1, 2007)
MD
S. Mahalingam, CFO
N. Chandrasekhar, Slogan Experience Certainty
COO
S. Padmanabhan, EVP,
Head - HR&OD Website http://www.tcs.com
P. Vandrewala, EVP,
Head- Corporate
Affairs
RANKINGS
 Ranking by Revenue # 11th - 4286 USD m.

 Ranking by net income # 5th - 950 USD m.

 Ranking by market cap. # 4th – 27,716 USD m.

 Ranking by no. of employees – 5th – 1 lakh.

 Business Week ranks TCS among the Top 10 most profitable

IT companies
How hot is this stock?
Price*
Volume*
MF holdings
Sales
Net profit margin

*
Computed on last 15 days' trading figures.
 Tata Consultancy Services Ltd. vs...
Action Company Close (Rs)

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Technologie (A)
Annual results in brief

Mar ' 07 Mar ' 06 Mar ' 05

Sales 15,471.99 11,230.50 8,027.58

Operating 4,300.97 3,272.96 2,377.27

profit
Interest 3.43 4.49 10.40

Gross profit 4,514.09 3,331.73 2,441.87

 Revenue in Rs Crore Net Income in Rs. Crore
20000 18685
4500 4212
18000 4000
16000
13263 3500
14000 2966
3000
12000 9748
2500
10000 1976
2000
8000
6000 1500

4000 1000

2000 500
0 0
FY05 FY06 FY07 FY05 FY06 FY07
STRONG STOCK PERFORMANCE
Between April 06 and March 07
GLOBAL FOOTPRINTS
TALENT MANAGEMENT
CONSISTENT RECOGNITION FROM
STAKEHOLDERS
Areas of business
Services
 Consulting
 IT services
 Business process outsourcing
 Engineering and industrial services
 Infrastructure outsourcing
Industries
 Banking and financial services
 Energy and utilities
 Government
 Healthcare and life sciences
 Hi technology
 Insurance
 Manufacturing
 Retail
 Telecom
 Travel and hospitality
TCS Know-How
 Largest Outsourcing Deal worth $1.2 billion (around Rs $1.2 billion 4,800
crore), with the Netherlands-based Nielsen — a leading provider of consumer
and media information services.
 TCS is headquarter in Mumbai and operates in more than 50 countries and has
more than 170 offices across the world
 TCS currently has 21 branch offices in India
 TCS currently has 19 labs spanning across 4 countries
Recent established laboratory is TCS Innovations Lab, located in Peterborough,
U.K.
 Tata Consultancy Services assigned 'BBB' rating with positive outlook -
S&P
Social Initiatives
 Maitree is a social platform of all members of the
Tata Consultancy Services Limited family
 TATA TELESERVICES
1996

Tata Teleservices (TTSL) is established to spearhead

the Group's foray into the telecom sector.
Tata Indicom delivers cellular services through
itCDMA mobile telephony platform. It has pre-paid and
post-paid options, enhanced through tie-ups for
handsets with leading manufacturers.
 Overview
Part of Tata group of companies
It was incorporated in 1996
It currently offer services under the brand name Tata Indicom to more than
17.1 million customers in over 3400 towns
Market leader in fixed wireless telephony with a total customer base of 3.8
million
First company in India to launch CDMA mobile services specially in Andhra
Pradesh
Partnership with Motorola,Ericsson,Lucent & ECI Telecom
First company to launch incoming free offer in India
 Provides its wireless landline phone service by the brand
WALKY with no. series of 6
Tata group had committed investment of Rs.36000 crore (US $7.5 billion) in
Telecom sector in 2006
Launches phone with dual technology
Launches India’s first internet radio service on mobile phones
First mobile web browser in association with samsung telecommunication
“SAMSUNG EXPLORE “ handset
 Tata in Telecom – Full Service Capability

Indian TATA Group

Government
26% 100%
46%

VSNL Tata Teleservices

100%
28%
Public VSNL International

Tata Indicom TTML

 TATA Group acquired VSNL in February 2002  Fixed Line and Mobile (CDMA)
operator
 Key Financials FY2003-04
 Revenue $703M  License to provide services in 19
states
 Net Profit $ 84M
Services provided by Tata
Teleservices
Mobile Services
CMBU (Customer Marketing Business Unit)
EHNI ( Enterprise and High Network Individual)

Wireless desktop phones

Public booth telephony & Wireless services
ABU (Access Business Unit)
PTB (Paid Telephone Business)
Smart PCO
Rural walky
Calling Card
Parsec
 Value added services
Full calling value on recharge
Tata to Tata free on selector coupans
Free incoming offer
Wi-Fi internet services
Calling cards
Post-paid
3-way conferencing
Roaming
Group calling
USB modems
Voice portal
Data cards
Enterprise services
Tata
Teleservices
Centers
 Business values
To improve the quality of life of the communities
it serves
Integrity
Understanding
Excellence
Responsibility
Unity
Ethics
Customer involvement
Employee respect
Empowerment
 Current happenings
Joint venture deal with virigin mobile
Is direct competitor with reliance communication in India
Tata-Birla Row over Idea Cellular Reachers
Parsec
a)Voice calling & billing
b)Speakerphone
c)Large menu driven display
d)Sms facility
e)Hybrid card reader
f)Hot keys
g)Emv complaint posterminal
Tatas to invest Rs 1,600 cr in telecom services arm
Tata Teleservices on an aggressive growth path
Tata Teleservices launches basic telephony in Vishakhapatnam
Tata Teleservices crosses 1,000-user mark
 Key people

President Amit Bose (L)

Ratan Tata and Chief, Swami Krishnan, VP
chairman Dr Naresh Operating Officer
for Delhi Circle Malhan(R)

Darryl S Ramakrishnan Yogesh Kochhar

Green Managing Head corporate social
CEO Director responsibility
 MARKET OVERVIEW
The Indian telecom market grew 14%, from $5.9 billion in 2002-03 to $6.7 billion
last year. The following top ten vendors contributed 58% in the overall equipment
market size.
Rank Vendor Revenue ($ Mil) Category

1 Nokia 707 Mobile phones, network

2 LG Elec. 622 Mobile Phones
3 Ericsson 550 Network Infrastructure
4 Motorola 366 Mobile Phones, Network infrastructure
5 Lucent 329 Network Infrastructure
6 ITI 284 Network Infrastructure
Buyer
Sales prospects
Project name Potential(US millions)

BSNL Fixed and Mobile Network $2900

Expansion

MTNL Fixed and Mobile Network $120

Expansion

Reliance Reliance CDMA & Optic Fiber $4000

Network

Bharti Bharti Tele-Ventures $250

Idea Idea GSM Rollout $1100

Hexcom Expansion of GSM Network in $10

Rajasthan

Hutchison Hutchison-Essar GSM Network $400

Expansion

BPL GSM Expansion $700

Tata Expansion of CDMA fixed and $4000

mobile services
TYPE Public (NYSE: TTM)

Founded 1960

Headquarters Mumbai, India

Key people Ratan Tata, Chairman

Industry Automotive

Products Automobiles
Engines
Revenue INR 369.88 billion (US$ 9.07
billion)
(F.Y. 2006, converted)([2])
Subsidiaries Tata Daewoo Commercial Vehicle

Website www.tatamotors.com
 BACKGROUND

 Tata Motors is a company of the Tata and

Sons Group, founded by Jamshetji Tata. It is
currently headed by Ratan Tata
 The company has the workforce of 22001
employees working in its three plants and
other regional and zonal offices across the
country
 Tata Motors commands an imposing 65%
market share in the domestic heavy
commercial market
 The company plans to build a car that will
cost just under Rs 1,00,000 considering that
2 wheelers in India cost Rs50,000/-.
Time line and milestones
 1977-1986 - largest commercial
vehicle maker in India

 1987-1996 – Tata mobile introduced

in 1989

 1997-2006 - In 2000, it launched

CNG buses and also filled the
product line gap through the
introduction of the 1109 vehicle
Tata merger
WITH DAEWOO
In 2004, it acquired the Daewoo Commercial
Vehicle Company of Korea. The reasons behind
the acquisition were:
 Company’s global plans to reduce domestic
exposure
 To expand the product portfolio Tata Motors
recently introduced the 25MT GVW Tata Novus
from Daewoo’s (South Korea) (TDCV) platform
WITH Hispano Carrocera
 Tata Motors acquired 21% stake in Hispano
Carrocera SA, Spanish bus manufacturing
company and introduced its high-end inter-city
buses in the country
WITH Tata Ace
 Latest hit of Tata Motors is its mini truck Ace.
Ace, India's first indigenously developed sub-
one ton mini-truck, was launched in 2005
Effect of Government Policy on TATA
Motors CV Division Commercial Vehicles
 The cut in excise duty that enabled
manufacturers like TATA Motors
to reduce prices
 The attractive financing offers
enabled by low interest rate
policies by Government
 the need to transport higher
volumes of agricultural and
industrial goods
 Low interest rates
Global competition
Tata Motors have some distinct
advantages in comparison to other
MNC competitors. There is definite
cost advantage as labor cost is 8-9 per
cent of sales as against 30-35 per cent
of sales in developed economies.

Present global challenge

Volvo, a leading manufacturer of trucks,
buses, cars, construction equipment,
and aero engines, has entered in India
in 1998. Its main focus is in the area of
fully built buses.
 PRODUCTS
 Tata Ace
 Tata TL/Telcoline/207 DIPickup Truck
 Tata 407
 Tata 709 E
 Tata 1109 (Intermediate truck)
 Tata 1510/1512 Medium bus)
 Tata 1610/1616 (Heavy bus)
 Tata 1613/1615 (Medium truck)
 Tata 2515/2516 (Medium truck)
 Tata Novus (Heavy truck designed by
Tata Daewoo)
Military vehicles
 Tata 407 Troop Carrier, available in
hard top, soft top, 4x4, and 4x2
versions
 Tata LPTA 713 TC (4x4)
 Tata LPT 709 E
 Tata SD 1015 TC (4x4)
 Tata LPTA 1615 TC (4x4)
 Tata LPTA 1621 TC (6x6)
 Tata LPTA 1615
Future challenges
 Mahindra and Mahindra: JV with ITEC, North American leader in
heavy trucks. M&M has formed a 51:49 JV called Mahindra
International with ITEC, USA, (parent NAVISTAR), to manufacture
commercial vehicles and to bolster its position in the CV business.

 Ashok Leyland: Acquisition of Czech Republic-based Avia Ashok

Leyland (ALL) recently acquired the truck unit of Czech Republic-
based Avia for US$35m.

 Force Motors: JV with MAN for manufacturing high-tonnage vehicles

Force Motors has paired up with MAN in a 70:30 JV to manufacture
high-tonnage and specialty vehicles
 Controversies

Farmers are agitating against the

land acquired by the firm in
Singur for its ambitious Rs
1,00,000 car project. Farmers are
protesting that the land is fertile
land and the government
acquired the land without their
consent.
 Tata Motors

BSE Grp:A Last Price Change

BSE 29-Oct 827.10 2.06%

NSE 29-Oct 827.70 2.85%