Tata Group

STEELSTEEL

Ushering in a New Sunshine

The Ratan RevolutionThe Ratan Revolution

Ratan TataRatan Tata

A Man Who Believes InA Man Who Believes In ““18 TILL I DIE”18 TILL I DIE”

57%32%

8% 3%0%0%0% SAIL

Tata Steel

JSW Steel

Essar Steel

Visa Steel

Facor Steels

Steel Exchange

51%34%

11% 4% 0%0%SAIL

Tata Steel

JSW Steel

Essar Steel

Visa Steel

Facor Steels

Market Capitalization

Net Profit

World Class steel makers

In a giant leap, Tata Steel's acquisition of the Anglo-Dutch steel 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 major Corus has vaulted the former to the fifth position from 56th

in global steel production capacity. in global steel production capacity.

STEEL PARIVARSTEEL 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 PublicBSE: 532540

Founded 1968

Headquarters Mumbai, Maharastra, India

Key people Ratan Tata, Chairman of the BoardS. Ramadorai, CEO & MDS. Mahalingam, CFON. Chandrasekhar, COOS. Padmanabhan, EVP, Head - HR&ODP. Vandrewala, EVP, Head- Corporate Affairs

Revenue US $ 4.3 Billion (FY 06-07)

Employees ~100,000(Oct 1, 2007)

Slogan Experience Certainty

Website http://www.tcs.com

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

Price*

Volume*

MF holdings

Sales

Net profit margin

How hot is this stock?

  * Computed on last 15 days' trading figures.

Tata Consultancy Services Ltd. vs...

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Annual results in brief

Mar ' 07 Mar ' 06 Mar ' 05

Sales 15,471.99 11,230.50 8,027.58

Operating profit

4,300.97 3,272.96 2,377.27

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

1976

2966

4212

0

500

1000

1500

2000

2500

3000

3500

4000

4500

FY05 FY06 FY07

9748

13263

18685

02000400060008000

100001200014000160001800020000

FY05 FY06 FY07

STRONG STOCK PERFORMANCEBetween 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

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.

TATA TELESERVICES

OverviewPart 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

VSNL Tata Teleservices

46%

Public

Indian Government

26%

28%

100%

TATA Group acquired VSNL in February 2002

Key Financials FY2003-04 Revenue $703M Net Profit $ 84M

Fixed Line and Mobile (CDMA) operator

License to provide services in 19 states

VSNL International

100%

TATA Group

Tata Indicom TTML

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

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

Value added services

Tata TeleservicesCenters

To improve the quality of life of the communities

it serves

Integrity

Understanding

Excellence

Responsibility

Unity

Ethics

Customer involvement

Employee respect

Empowerment

Business values

Joint venture deal with virigin mobileIs 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

Current happenings

Ratan Tatachairman

Darryl GreenCEO

Yogesh KochharHead corporate socialresponsibility

S RamakrishnanManaging Director

Swami Krishnan, VP  

President Amit Bose (L) and Chief, Dr Naresh Operating Officer for Delhi Circle Malhan(R)

Key people

MARKET OVERVIEWThe 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 Phones3          Ericsson                    550                 Network Infrastructure4          Motorola                   366                Mobile Phones, Network infrastructure5         Lucent             329                 Network Infrastructure6          ITI                             284                 Network Infrastructure

Sales prospectsBuyer Project name Potential(US millions)

BSNL Fixed and Mobile Network Expansion

$2900

MTNL Fixed and Mobile Network Expansion

$120

Reliance Reliance CDMA & Optic Fiber Network

$4000

Bharti Bharti Tele-Ventures $250

Idea Idea GSM Rollout $1100

Hexcom Expansion of GSM Network in Rajasthan

$10

Hutchison Hutchison-Essar GSM Network Expansion

$400

BPL GSM Expansion $700

Tata Expansion of CDMA fixed and mobile services

$4000

TYPE Public (NYSE: TTM)

Founded 1960

Headquarters Mumbai, India

Key people Ratan Tata, Chairman

Industry Automotive

Products AutomobilesEngines

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

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.

ControversiesControversies

Tata Motors

BSE Grp:A   Last Price   Change

BSE 29-Oct

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NSE 29-Oct

827.70   2.85%