America

Europe

Japan

Wipro 2007 2011 2012-13

APAC & India& Emergeing Middle East Countries

Prod& Engg Serv

64 31 55 27 50.739788 28.643
North America Rest of the World

3 0 2 9 0 8.893535

2 7 11.72403

28

Europe

India

Manufacturing

Infosys 2007 2011 2013

63 65 62.2
North UK

26 22 23.1

9 11 12.6
Continental Europe India

2 2 2.1
Asia Pacific Latin America MEA

14 19.6

America TCS 2007 50.7 2011 53.9 2012-13 52.731631

Banking and financial services

19.8 9.2 9 15.5 9.3 9.2 17.08 9.4874096 7.763582

5.2 4.4 1.7 6.6 3.6 1.9 7.459452 3.35315 2.1253

42 44.5

Fin serv

Manufacturing

Retail & Transportation

Energy Utilities

Technology

Telecom

Communication & Media

23 27

9 15

10 15

9 10

12 8

7 8

0 9

Banking and financial services

Insurance

Telecom

Retail

Energy and utilities

Transportat Others ion

30.5 27.7

7 8.1

19.5 12.9

10 14.2

5 6.1

2 1.9

12 9.5

Telecom

Retail &Distribution

Manufacturing

Hi-Tech

LifeSci&Healt Transportat Energy&Utilities hCare ion

17 12.5

7 11

15 7

1 5.5

4 5

3 3

2 4

Healthcare & Services

2 8

Media&Ent

Others

1 2

8 5.5

TCS Vertical Revenue( %)

50 45 40 35 30 25 20 15 10 5 0 4244.5

17 12.5

11

15 7 1 5.5 4 5 3 3 2 4 8 1 2

BFSI is the dominant vertical.Telecom is the second vertical where TCS is very active and this vertical revenues has fallen down since 2009 as there is weakness in the Telecom sector. Retail & Distribution is the third largest vertical and it has gained significantly since 2009 vertical revenue contribution also started in 2009. Hi-tech & Life Sciences are the verticals where TCS is constantly improving and since 2009 started to win significant deals in Media and Entertainment vertical.

Wipro Vertical Revenue( %)

30 25 20 15 10 5 0 28 23 15 9 10 15 9 10 12 8 7 8 0 27

9 2

8 5.5

2007 2011

tive and this vertical . ce 2009 vertical

since 2009 started to

Like its peers Wipro is also dependent on BFSI vertical for majority of its revenues and it is one of the significant player. Manufacturing is the second largest and constant growing vertical. Retail & Transportation too has been constantly growing over the years. Wipro is a significant player in the Energy & Utilities vertical and has maintained constant revenues. Technology vertical revenues have been falling and Telecom vertical revenues are constant. Communication and Media and Healthcare Services have also seen good growth in the last few years.

Infosys Vertical Revenue( %)

35 30 25 20 15 10 5 0 30.5 27.7 19.6 14 7 8.1 19.5 12.9 14.2 10 5 6.1 2 1.9

2007 2011

f its revenues and it is one of the

etail & Transportation too has

maintained constant revenues. revenues are constant. ood growth in the last few years.

BFSI is the dominant vertical for Infosys (36%) and one of the major player in the industry. Manufacturing is second largest vertical which has seen good growth in 2009 and the grow constant at 20%. Telecom was good vertical for Infosys but revenues started falling form FY 2009 and saw si fall previous year too. Services vertical also saw revenues falling. Retail has been constantly growing over years. Rest of the verticals are maintaining consta over the years.

12 1.9

9.5 2007 2011

the major player in the industry. good growth in 2009 and the growth is

ed falling form FY 2009 and saw significant falling. e verticals are maintaining constant growth

Wipro Geography Revenue (%)

70 60 50 40 30 20 10 0 America Europe Japan India& Middle East APAC & Emergeing Countries 9 3 2 0 2 10 0 North America 7 31 64 55 70 60 50 27 40 2007 2011 30 20

Dependency on the North American is constantly being reduced as evident in the above chart but still 55% revenues are from that region. Europe is the second largest market but the revenues have fallen since 2009 and constant at 26%-27% and the region is struggling to cope with Sovereign Debt crisis. India & Middle East market is growing significantly particularly in India it has won some big contracts from Government of India and other State governments. APAC and other markets are also seeing good growth and Japan is constant.

1) Infosys is most dependant on N companies are at forefront of the 2) Europe is the second largest m to the European sovereign debt c India. 3) Indian presence is very low no

Infosys Geography Revenue (%)

63 65 60 50 40 2007 26 22 9 11 2 North America Europe Rest of the World 2 2011 30 20 10 0 North America UK 19.8 15.5 53.9 50.7

India

1) Infosys is most dependant on North America with more than 65% revenues as American companies are at forefront of the outsourcing industry. 2) Europe is the second largest market but the revenues in the region had been falling due to the European sovereign debt crisis and UK companies are also reducing outsourcing to India. 3) Indian presence is very low not a focus area

1) North America continues to be the major forefront in Outsourcing to India. US has alw dependence. 2) Europe including Continental Europe is the due to European sovereign debt crisis. 3) UK has seen fall in contribution since 2009 4) TCS is very active in Indian Market. TCS ha projects in India. 5) Latin America is another focus area for the 6) APAC is also seeing good growth particula contribution.

TCS Geography Revenue (%)

2007 19.8 15.5 9.2 9.3 9 9.2 5.2 6.6 4.4 3.6 Latin America 2011

1.7 1.9 MEA

UK

Continental Europe

India

Asia Pacific

merica continues to be the major market as American companies are the n Outsourcing to India. US has always been the primary market with significant e. ncluding Continental Europe is the second largest market but facing problems opean sovereign debt crisis. een fall in contribution since 2009 due to weakness in the Telecom sector. ry active in Indian Market. TCS has many Government of India and other India. merica is another focus area for the company but the contribution fell in 2011. also seeing good growth particularly in 2011. Middle East Africa constant n.

America

Europe

Japan

Wipro 2012-13

APAC & India& Emergeing Middle East Countries

3155 1781 50.73979 28.64265

553 729 0 8.893535 11.72403

6218

TCS 2012-13

North America

UK

Continental India Europe

Asia Pacific

Latin America

MEA

33,215.38 10,758.29 52.73163 17.0795

5,976.07 4,890.24 4,698.67 2,112.13 1,338.70 62,989.48 9.48741 7.763582 7.459452 3.353147 2.125276

Banking Manufacturi and ng financial services

Insurance

Telecom

Retail

Energy and Transportat Others utilities ion

7657 13680 20.32652 36.31537

8827 7506 23.43244 19.92567

37670