AI assistant
Zensar Technologies Ltd. — Investor Presentation 2021
Jun 15, 2021
61559_rns_2021-06-15_a4f3e71d-2f29-4035-87bc-3ca42aeb3161.pdf
Investor Presentation
Open in viewerOpens in your device viewer
Registered Office : Zensar Technologies Limited Zensar Knowledge Park, Plot No. 4, MIDC Kharadi,
==> picture [123 x 51] intentionally omitted <==
Off Nagar Road, Pune 411014, India. Tel: +91 (20) 6607 4000, 27004000 Fax: +91 (20) 6605 7888, CIN: L72200PN1963PLC012621
June 15, 2021
BSE Limited
Corporate Service Department, 1[st] Floor, P. J. Towers, Dalal Street, Mumbai 400 001
Fax: (022) 2272 2039/2272 3121
Scrip ID: ZENSARTECH Scrip Code: 504067
The National Stock Exchange of India Ltd.
Exchange Plaza, 3[rd] floor, Plot No. C/1, ‘G’ block, Bandra Kurla Complex, Bandra (E), Mumbai 400 051
Fax: (022) 26598237/26598238
Symbol: ZENSARTECH Series: EQ
Sub: Disclosure under Regulation 30(6) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015
Dear Sir/Madam,
In continuation to our letter dated June 9, 2021, please find enclosed herewith the Investor’s Presentation which will be made during RPG Annual Investor Conference 2021.
Kindly take the same on record.
Thanking you,
Yours faithfully,
==> picture [231 x 101] intentionally omitted <==
www.zensar.com
==> picture [363 x 384] intentionally omitted <==
==> picture [128 x 72] intentionally omitted <==
Zensar Technologies
RPG Annual Investor Conference Presentation
==> picture [96 x 24] intentionally omitted <==
Company
An
1 | Confidential | www.zensar.com | © Zensar Technologies 2021
==> picture [119 x 44] intentionally omitted <==
Strong Company Culture
Solid foundation of capabilities and rich ethos
Living Digital
Early adopter of digital. Key processes and functions are mobile-first and cloud-first
Who we are
We are a young digital native firm on the path to being a cloud-native, experience-led engineering organization.
Integrated Digital Experience
Evolved service line supported by targeted mergers and acquisitions
Strong War Chest
EBITDA (29.9%YoY ↑ ), strong cash position ($160M+), zero debt
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
2 | Confidential | www.zensar.com | © Zensar Technologies 2021
How the market ecosystem is evolving
1
Digital-led acceleration
Accelerated adoption of cloud, big data, and digital platforms Focus on security and data protection
Digital transformation focusing on enterprise core
==> picture [168 x 89] intentionally omitted <==
2
Disrupt to stay relevant
3
Follow the money
Tech spend driven across CIO/CDO/CMO organizations
==> picture [263 x 41] intentionally omitted <==
4
New-age digital-native competition with high speed-to-market
Redefining business models
Future of work
==> picture [201 x 66] intentionally omitted <==
High demand leading to a shortage of digital and engineering skills
Hybrid model of working
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
3 | Confidential | www.zensar.com | © Zensar Technologies 2021
How we are aligning to the future
How the market Imperatives is evolving for Zensar Digital-led acceleration Experience-led engineering services Drive speed and efficiency for clients Disrupt to stay relevant High-resolution services in experience-toengineering-to-infrastructure Follow the money Strengthen capabilities with hyper-scalers Future of work Expand talent pool, skills transformation
Strategic Growth Opportunities We will organize company resources, investments and alliances around these focus areas of market opportunity: Experience Services Advanced Engineering Services Data Engineering and Analytics Application Services Foundation Services
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
4 | Confidential | www.zensar.com | © Zensar Technologies 2021
Our Strategic Growth Opportunities (SGOs)
==> picture [59 x 88] intentionally omitted <==
==> picture [68 x 88] intentionally omitted <==
==> picture [59 x 88] intentionally omitted <==
==> picture [82 x 88] intentionally omitted <==
==> picture [76 x 88] intentionally omitted <==
Experience Services
Seamless delivery of strategy, design, prototype and production of customer experience (CX) platforms and products
Advanced Engineering Services
Cloud-native and fullstack, high-velocity advanced engineering services to address business-critical digital needs
Data Engineering and Analytics
Expert services addressing full gamut of increasingly cloud-based big data needs for customers, advanced analytics, and AI/ML services
Application Services
Full-lifecycle services addressing application management needs of larger organizations
Foundation Services
Help enterprises design, create, and maintain their infrastructure. Provide an interconnected foundation for digital transformation
==> picture [94 x 42] intentionally omitted <==
Within each SGO, we will have multiple playbooks which act as service propositions and solutions targeted towards specific customer needs and market opportunities
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
5 | Confidential | www.zensar.com | © Zensar Technologies 2021
We are doubling down on our key verticals
==> picture [918 x 440] intentionally omitted <==
----- Start of picture text -----
Vertical Hi-Tech and Banking, Financial Consumer Services
Manufacturing Services, Insurance
(BFSI)
Proliferating Industry 4.0 in Micro-vertical focus, Driving technology
manufacturing and target Tier-1 clients, lead innovations and digital
Focus
helping tech leaders in with domain capabilities, solutions for organizations
implementing as-a- new client acquisition led focused on the consumer
service models by experience, digital
engineering, analytics
Large capital markets firm,
Large aerospace OEM, Leading consumer
Representative Global science and Large global assets servicing entertainment platform,
Wins firm, Large global bank
chemical company global consumer giant
6 | Confidential | www.zensar.com | © Zensar Technologies 2021
----- End of picture text -----
…and continuing to grow our primary markets.
US
-
69.6% of revenue*
-
Verticalized go-to-market
-
Roster of large-cap customers
-
Strong field teams
-
Nearshore delivery in Mexico
UK & EU
-
18.6% of revenue
-
Experience & Engineering led new logo wins
-
Select expansion into EU for customer acquisition and nearshore delivery
South Africa
-
11.8% of revenue
-
Leading market presence with top-tier customers across verticals
-
Track-record of digital
-
innovation and engineering
*** Revenue contribution based on Q4FY21 results**
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
7 | Confidential | www.zensar.com | © Zensar Technologies 2021
==> picture [316 x 329] intentionally omitted <==
We are sharpening our focus With this approach we are delivering real customer impact and our market traction is positive*
- While we continue to build upon our current momentum in Application Services and Digital Foundation Services
Experience Services
We continue to combine design, strategy, experience, marketing and engineering
Impact: Rapid digital product delivery and launch, CX transformation
==> picture [35 x 47] intentionally omitted <==
Advanced Engineering Services
We continue to build high velocity cloudnative engineering teams
Impact: Transformed enterprise agility
==> picture [35 x 46] intentionally omitted <==
Data Engineering and Analytics
We continue to integrate data capability, and connect engineering with experience
Impact: Integrated data capability to drive transformation
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
| Confidential | www.zensar.com | © Zensar Technologies 2021
8
Customer Story: Experience Services
Re-engineering customer experience for leading media conglomerate
Our client’s vision was to create the most immersive and engaging digital experience in the UK. Deeply embedded within their product, technology and brand teams, our role was to define the customer strategy and bring a brand-new digital experience to life in a customer-centric way to drive increased experiences and conversion
Strategic alignment across all lines of business
Uplift in key product journeys
==> picture [208 x 267] intentionally omitted <==
9 | Confidential | www.zensar.com | © Zensar Technologies 2021
Customer Story: Experience Services
The first virtual, global auction of its kind
$46 million in sales with seven artist records
We created an auction experience— from show flow, technology, and communications to on-air and in-room design. In the end, the event not only achieved a financially successful auction of unprecedented proportions but also established this historic art institution as innovators in a centuries old marketplace
Click to add text Click to add text
Four global locations bidding simultaneously, coordinated across three channels
==> picture [193 x 129] intentionally omitted <==
==> picture [192 x 285] intentionally omitted <==
10 | Confidential | www.zensar.com | © Zensar Technologies 2021
Customer Story: Advanced Engineering Services
40%
increase in order allocations with optimized algorithms
Enhanced picking productivity by 15%
1.5M orders in a single peak day
Department store supply chain transformation
We helped convert a major retailer’s legacy system to a cloud warehouse management system using a combination of existing and customized IPs. The result created significant improvements to their operations at scale and gave them a new business model and a platform that is ready for the future
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
15-Jun-21
Customer Story: Advanced Engineering Services
==> picture [240 x 205] intentionally omitted <==
25% increase in efficiency
30% increase in savings
25% reduction in drop-off rates
Experience-led digital transformation at scale
We partnered with a multinational financial services corporation to implement a single, global CXP platform. The product, technology and business teams along with partners were able to leverage the implemented low code solutions and reusable components to improve their go-to-market speed
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
Customer Story: Experience Design & Engineering
Reimagining the web experience for a leading South African bank
We improved our client’s customer experience. Working alongside the client and leading with our multidisciplinary teams, we upskilled and improved ways of working, which enabled the creation of a modern agile digital product engineering organization, adopting an approach to rapidly launch features and maximize business value
==> picture [509 x 323] intentionally omitted <==
----- Start of picture text -----
25%
increase in
returning
customers
----- End of picture text -----
==> picture [528 x 256] intentionally omitted <==
----- Start of picture text -----
70%
Customers
digitally onboarded
and serviced
----- End of picture text -----
13 | Confidential | www.zensar.com | © Zensar Technologies 2021
Customer Story: Experience Design & Engineering
Designed an immersive world of gaming experience
We built one of the largest client specific Gaming studios for an online gaming software development leader and re-engineered the gaming engine through AI/ML technologies to rapidly launch enhanced features and augment player experience
50+ games developed and supported 100+ games across geographies
30% Reduction in development cost per game
14 | Confidential | www.zensar.com | © Zensar Technologies 2021
==> picture [269 x 272] intentionally omitted <==
Mobile network service provider
Sentiment Analytics and ML algorithms enabling faster customer service and improved experience, resulting in significant cost savings
Data Engineering and Analytics Case Studies
==> picture [423 x 270] intentionally omitted <==
Global intergovernmental organization Conversational analytics for grants management and reporting resulted in 99% award utilization with 30% faster deployment for field positions
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
Our operationalizing strategy We will execute our strategy by focusing on four key areas that provide operational thrust.
Sales transformation 1 for growth
Invest in a demand generation engine, build strong sales muscle, revamp hunting function to drive new customers
Partnerships with leading product 2 and platform companies
Drive 360 ° relationships with leading product and platform companies, continue to invest in partnerships with hyperscalers
Talent transformation Mergers and 3 (cloud, data, engineering) 4 acquisitions
Modernize company competency with a focus to enhance internal talent skills, expand talent pool and transform hiring
SGO driven M&A – Tuck-in acquisitions to augment specific growth areas
==> picture [67 x 33] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
16 | Confidential | www.zensar.com | © Zensar Technologies 2021
Leadership augmentation
Onboarded Global Head of Consumer Services and Global Head of Salesforce practice
Talent transformation
Infusing talent and building capability in Advanced Engineering Services Strengthening talent pool by future skilling
Building on our strategy We are sharpening our capabilities and investments around our SGOs.
Mergers and acquisitions
Recent acquisition of M3bi augments Zensar’s momentum in data engineering, analytics and advanced engineering services
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
17 | Confidential | www.zensar.com | © Zensar Technologies 2021
Our path forward
We will realize our growth and value for an expanded customer base by crystallizing our services and offerings and transforming how we target opportunities.
==> picture [120 x 98] intentionally omitted <==
==> picture [120 x 148] intentionally omitted <==
==> picture [105 x 109] intentionally omitted <==
Crystallize and rewire core capabilities and services
Transform sales enablement to accelerate deal wins
Expand and enable new customer acquisitions
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
18 | Confidential | www.zensar.com | © Zensar Technologies 2021
==> picture [150 x 59] intentionally omitted <==
Thank you
==> picture [67 x 38] intentionally omitted <==
==> picture [55 x 14] intentionally omitted <==
| Confidential | www.zensar.com | © Zensar Technologies 2021
19