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Top 3 IT Shares
Meta Finance
Fundamental Analysis
THE WORLD IN 2030
25 Bn
2030E
2020
8.7 Bn
Global IoT Devices
0.8 Bn
2010
Industrial Robots Installed
20 Mn
2030E
465 K
2020
121 K
2010
Aug’21
Jan’20
Covid Daily Cases
520 K
Scale with Technology
In a rapidly Disrupting World…
Benefits of connected Home tech
Connected Home Tech
Transportation & Tech.
Breakthroughs
71% expect use of fully electric vehicles
Technology led Healthcare Revolution
83% believe in personalized
preventive plans
80% Fully Electronic Recorded systems
80% Diagnostic At-Home Apps.
New ways in Factories, Brick & Retail
45% will still do Physical and co-exist with Virtual shopping
81% digital technologies in physical stores
75% will use remotely monitored devices & voice activated appliances
20 Mn Robots in factories
4G,5G,6G
51% feel they will travel by hyper loops
STOCK #1
3 major Business Units
Digital Business Services (DBS)
Product Engineering Services (PES)
Conceptualizing digital-ready, next-generation products & platforms across software & hardware
Infrastructure Management & Security Services (IMSS)
Helping organizations improve agility, flexibility, security, & interoperability of infrastructure for next-gen digital transformation
Company 1: Happiest Minds
Enabling companies redefine their strategy around the customer journey through unique, design thinking-led approach & disruptive digital technologies
5
Business Plan
DBS Product Offering
Digital application & development
Solution accelerators with Knowledge BOT
01
02
04
Automation & IoT
03
Digital content monetization platform
05
Digital roadmap & mindful design thinking
6
Business Plan
PES Product Offering
Aims to help clients capitalize on ‘digital platform’ by building products & platforms that are smart, secure & connected with a blend of hardware & embedded software knowledge to create high quality, scalable & secure solutions
Enterprise Platforms: EduTech
and Universities, Insurance
Tech, Legal tech
Consumer Solutions:
e-Commerce,
HealthTech, Smart Living
01
02
04
Data Center Technologies:
Software Defined Networking,
Network Function
Virtualization, SDWAN
03
Industrial: Industrial
Hardware, Control
7
Business Plan
IMSS Product Offering
For Infrastructure Lifecycle Services
DC and hybrid cloud services
Workspace services
01
02
04
Service automation
03
SD network services
05
Database and middleware services
8
Business Plan
IMSS Product Offering
For Security Services
Cyber and infrastructure security
Governance, risk and compliance
01
02
04
Data privacy and security
03
Threat and vulnerability
management
05
Identity and access management
9
Business Plan
Industries they deal with
01
02
03
04
06
05
Edutech & Hightech
Banking & Financial Services
Travel, Media & Entertainment
Manufacturing
Industrial
Retail
10
Business Plan
Financial Check
PAT
PAT Margin
EBITDA
(` Lacs)
6,628
1.6%
11.0%
15.8%
27.0%
11,312
21,573
762
FY18
FY19
205%
CAGR
FY20 FY21
EBITDA Margin
EBITDA
Free Cash Flow to EBITDA
(` Lacs)
6,549
98.8%
99.6%
11,266
21,476
85.2%
649
FY18
FY19
FY20
FY21
221%
CAGR
Free Cash Flow
Conversion (%)
99.6%
Total Income
(` Lacs)
48,912
60,181
71,423
79,765
FY18
FY19
FY20
FY21
18%
CAGR
Profit After Tax (PAT)
(` Lacs)
7,171
16,246
FY20
FY21
238%
CAGR (2-year)
1,421
2.4%
FY19
20.4%
10%
FY18
(2,247)
(4.6)%
Return on Capital Employed
(%)
28.9%
31.2%
FY20
FY21
Return on Equity
(%)
27.1%
29.8%
FY20
FY21
Earnings Per Share (Diluted)
(`)
(3.13)
5.36
11.45
FY18
1.16
FY19
FY20
FY21
Net worth
(` Lacs)
(10,888)
26,531
54,599
FY18
FY20
FY21
FY19
(6,605)
Contract type
Time and Material
Fixed Price
78%
22%
Geography
73.4%
10.4%
11.8%
4.4%
Americas India
Europe
Rest of World
Vertical
Retail / CPG
Edutech Hitech
Travel, Media and Entertainment
Banking and Financial Services
Industrial Manufacturing
Others
25.6%
18.2%
5.4%
13.6%
16.4%
6.6%
7.1%
7.1%
Digital Infra / Cloud Analytics / AI
Security
41.6%
22.7%
13.3%
10.5%
8.7%
Digital Revenue
3.2%
SaaS
IoT
Others
Management Take
Take new leads in M&A initiative
Creating a company “designed for perpetuity” : Vision 2021-2031.
20% organic growth expected in US & Europe market
Caution!! - Profits After Taxes will bear impact of higher taxes
As the company having exhausted all benefits of tax deductible ‘brought forward business losses’ from earlier years.
Executive Vice Chairman Venkatraman Narayanan
17
Business Plan
STOCK #2
Company 2 : Tata Elxsi
It can create wealth like TCS as in the beginning TCS also had only the vision of Future, which now is being executed by Elxsi
1
2
3
4
5
6
Design Thinking
IOT
Cloud
Mobility
Virtual Reality
Artificial Intelligence
21
Business Plan
INDUSTRIAL DESIGN AND VISUALIZATION
Tata Elxsi is a fully integrated global design consultancy, creating innovative products, services, & experiences to build brands & help businesses grow. They span across consumer research and insights, strategy & innovation, product, experience design to the development & delivery of interactive & immersive experiences.
Selected by DishTV to develop ‘Orbit,’ the new user interface for both its brands Dish TV & D2H, enabling subscribers with a seamless TV and online viewing experience
HEALTH�CARE
Tata Elxsi supports global medtech, digital health, pharmaceutical & biotech businesses conceptualize, launch & sustain products in one of the most regulated industries in the world.
Selected by Aesculap AG, a B. Braun company and one of the world’s leading manufacturers of medical devices, as its global engineering services partner
HEALTH CARE
TRANSPORTATION
Tata Elxsi offers engineering services and solutions for connected, autonomous, and electric vehicles to help customers achieve their vision for future mobility.
They are the preferred partner for leading OEMs and suppliers to develop electronics and software for powertrain, infotainment, connectivity, active safety, and comfort.
They are investing in building capabilities in the rail industry, working with leading operators, metro and rail authorities, rolling stock and systems suppliers to deliver design and technology services that enhance safety, convenience, quality, and overall customer experience, while accelerating product and service development and deployment.
SYSTEMS INTEGRATION
Tata Elxsi implements and integrates complete systems and solutions for specialized applications such as Experience Centers, Training and Safety, and Design Visualization across industries such as automotive, aerospace, entertainment, manufacturing, government, and education.
Cloud and Infrastructure Management, Virtual Reality (VR), 3D Printing, and Robotics continue to strengthen solution portfolio.
STOCK #3
EACV
25% of Cars to be EV by 2025E
5G
$155 Bn by 2025E
Digital Manufacturing
$475 Bn by 2025E
Sustainability
$400 Bn by 2025E
MedTech
$200 Bn by 2025E
AI & Digital Products
$100 Bn by 2025E
238 FRAMEWORKS - ACROSS SEGMENTS LTTS HAS WORKED ON
Proprietary Analytics
Application Lifecycle Management
AR Based Service Transformation
Multi-Edge access
5G Based Employee Safety
Connected Transport
Autonomous Driving
Smart Electric Vehicle
Mobility As A Service
OTT Apps
Advertising
Digital Signage
OTT CMS
Connected Meeting
Rooms
Energy Storage
Digital Twin
Prescriptive Maintenance
Microgrids
3D Printing
Remote Patient Monitoring
AI in Medical Imaging
Digital Telemedicine
Energy Management
Asset Performance
Plant Lifecycle Management
Worker Safety
NOW
UPCOMING
Transportation
Medical & Lifesciences
Industrial Products
Consumer
& Entertainment
Hi-Tech, Technology, Telecom & Others
Plant Engineering
38+
22+
23+
32+
Electronics, Media 28+
80+
AUTONOMOUS DRIVE PLATFORM
Automatic emergency braking
Mechatronics – Precise controls for
mechanical components
Traffic sign recognition
Unified framework for multiple ADAS applications
Object detection & classification using monocular camera
Driver monitoring systems
MEDTECH: ENGINEERING HEALTHCARE FOR A BETTER TOMORROW
Infection Management
Platform
Endotrainer
Low-cost Ventilator
Chest-rAi™ Solution
Medtech Offerings
Next-Gen Solutions
Device Engineering
Digital & Decision Support
QARA regulatory standards
WORK UNDER PROGRESS …
Contextual Digital Twin: Engineering, operation and performance:
Digital Twin
Engineering Applications Cloud
Design, factory & asset insights
IIoT Based Enterprise Mfg. Intelligence (EMI)
ENGINEERING DIGICAL - CHIP TO CLOUD & BACK
Collaborative
Intuitive
Connected
Areas of Specialization
Connected
Products
Connected User
Experiences
Connected
Businesses
Chips
Devices
Networks
Enterprise
Engineering & Applications
Complex SoC Design
Embedded Hardware & Software Engineering
Networks Product & System Development
Software Engineering
System Integration & Validation
5G: THE NEXT FRONTIER IN RELIABLE AND FAST CONNECTIVITY
LTTS as Engineering Partner in
NPD (Device & Chip)
Lab-as-a-Service
Private Networks
Certification support
End 2 End Test & Automation
Network Assurance
IoT
Critical services
Better mobile
broadband
Meet The Team
Student
(BSc Economics Hons.)
Debjani Mukherjee
Founder of Avalon Scenes
Ex-Investment Banker
Shashank Udupa
Disclaimer: We encourage all investors to use the information on the channel as a resource only and should further do their own research on all featured companies, stocks, sectors, markets and information presented on the channel. Nothing published in this video should be considered as investment advice.
THIS IS ONLY FOR EDUCATIONAL PURPOSE AND NOT A STOCK RECOMMENDATION