HCL TECHNOLOGIESA Brief Introduction | Q3, 2010

2

WHO ARE WE?When thought leaders like

Late Prof CK PrahladTom PetersRam CharanGary HamelJudy McGrathTony Hsieh et al speakthe world listens…

HCL is a global IT Services company

that’s spoken highly of by these thought leaders.

3

A Quick Snapshot

HCL Enterprise

HCL Technologies

The software services arm

HCL Infosystems

The systems integration arm

4

Vertical Mix Geo Mix

27%

12%

8%

8%

7%

6%

26%

8%

Service Line Mix

Integrated Portfolio of Services

Full Services Co-Sourcing For easy optimization and end-to-end IT integration

for measurable business outcomes

19%

30%

8%

21%

22%

27%

14%

60%

Asia

Europe

US

Manufacturing

Telecom

Retail and Consumer

Media and Entertainment

Healthcare

Energy-Utilities, Public Services

Financial Services Enterprise Applications

Engineering and R&D

Custom Applications

BPO

Infrastructure Services

Others

5

WHY ARE WE DIFFERENT?

6

What do I Stand for

7

A Unique Approach to Management – Employees First, Customer Second

Maximum value is created at the Employee-Customer Interface. This is called the Value Zone

The aim of Employee First is to achieve a “wow” at this interface by inverting the management pyramid and increasing accountability to the value zone

The Employee becomes the owner of the change and in turn strives to deliver the best to his/ her customer

The Value Zone

Reverse Accountability

Customer

Employee

Enabling Function

Management

Maximizing the wow in the value zone

8

A Unique Approach to IT – Business and IT Handshake Suite

I want to have a complete view of my landscape

I want to monitor my business impact

I want to maximize my asset performance

I want to deliver process insights for strategic

decision making

Discover & model dependencies among end to end business processes, the supporting application, databases & infrastructure

Track real time business KPIs through regular IT operations such as incident management

Recommendations that streamline business processes & optimize applications, infrastructure & data

Build responsive systems that can proactively report on business KPIs, self remediate & generate data

Identify Trends & Make Gain Visibility to Based on these

RecommendationsFacilitate StrategicDecision Making

Enterprise Discovery

Optimization Services

IT Solutions Delivery and Support

Integrated IT Operations

Run Time Visibility

APO

InfrastructureDataApplicationsBusiness Processes

Discover

Build

Rationalize

Run

Watch

Process OptimizationData

OptimizationInfrastructureOptimization

9

Globally Admired

HCL is taught at Harvard as a premier case study on strategy and

organizational leadership

One of Britain’s Top Employers for the

4th Consecutive Year

World’s Most Influential –Five companies to watch:

Facebook, HCL Technologies,Craigs List, SKS MicroFinance,

LI & Fung

Acknowledges HCL Technologies as the world’s most

modern management

Darden School of Business has done a case study on the impact created by HCL through its “Employees First Customers Second” practice

HCL Technologies is Disruptive and Bears Watching…though it has not received the hype of a salesforce.com or Google, we believe HCL may very well be one of the contenders to lead the IT services world of the very near future.”

“IBM and the other multinationals are becoming increasingly nervous about HCL Technologies…”

Best Employer in Asia and in India –Hewitt Study 2009

One of the 44 Most Democratic Workplaces in the World

Employees First, Customers Secondis now a book Published by Harvard Press

Foreword by Late Prof C.K. PrahaladAdmired by many global thought leaders

Tom Peters, Tony Hsieh, Gary Hamel, Judy McGrathRam Charan, Victor K. Fung

10

WHY SHOULD YOU BELIEVE US? The Result of our Transformational Initiatives

11

Since 2005

Increase in Share of Indian IT Exports More than Tripled Revenues Grown 3.6 times

711919

1266

1755

2074

2574

0

500

1000

1500

2000

2500

2005 2006 2007 2008 2009 2010

(USD Million)

3.0%

3.5%

4.0%

4.5%

5.0%

5.5%

FY05 FY06 FY07 FY08 FY09 FY10e

HCL Share in the Indian IT Exports HCL Revenues (Years ending March)

12

Recorded Fastest Growth During Recession

CompanyTotal Incremental Revenues

(CY 09-CY 08)YoY Growth

Top 3 Indian Players -$105 mn -1%

Top 2 Global Players -$6,686 mn -8%

HCL $466 mn 24%

24% GROWTH IN 2009 – HIGHEST IN THE INDUSTRY

13

The Velocity will continue……..

HCL is one of the only 6 fast growing global IT companies with,

Note – To calculate 5-yr CAGR, the Financial Years FY04 to FY09 were considered. The financial year for different companies end during different months of the calendar year. For e.g., For HCL, FY ends June. For Apple, FY ends September. For Google, FY ends December.

There are 3302 companies in the Bloomberg database belonging to IT Sector (Hardware, Software, and Services).

Of the 3302, 307

(9% of total) recorded

5-year Revenue

CAGR greater than 30%.

Of the 307, only 11

(0.3% of total) had revenues

greater than $2 Bn.

Of the 11, only 6 (0.2% of

total) had market cap greater

than $5 Bn.

Source: HCL Strategic Intelligence Wing (analysis with the Bloomberg database)

Selected Screening Criteria Matches

Security Universe 438164

1) Actively Traded Primary Security of Company 63432

2) Sector (ICB): Software & Computer Services, Computer Hardware 3302

Analytic Criteria 3302

1) 5-year cagr > 30 307

2) Latest FY Sales/ Revenue/ Turnover > 2000 Million 11 USD

3) Current Market Cap > 5000 Million 6 USDi

i

i

Ticker Short Name 5-year cagr Revenue: Y Market Cap

1) 992HK

LENOVO GROUP LTD 41.86 16.60B 5.67B

2) AAPLUS

APPLE INC 38.97 42.91B 249.19B

3) GOOGUS

GOOGLE INC-CL A 49.34 23.65B 154.86B

4) HCLT IN HCL TECH LTD 31.91 2.15B 5.49B

14

Quadrupled the Number of Customers$5mn+ & $10mn+ Customers Grew by 4x

$20mn+ Customers Grew by 5x

1.6

1.2

0.8

0.4

0

2008 2009

1.6

1.2

0.8

0.4

0

2008 2009

Increased Customer Satisfaction by 43%CSAT Survey 2009

(Conducted by an Independent Agency)

Focusing on ‘Value’ to the Customers

15

62000 HCLites made it Possible

16

Looking forward…

HOW CAN I HELP YOU?