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INVESTOR PRESENTATION 3RD QUARTER - FY2020 SAFE HARBOUR Some of the statements herein constitute “forward-looking statements” that do not directly or exclusively relate to historical facts. These forward-looking statements reflect our intentions, plans, expectations, assumptions and beliefs about future events and are subject to risks, uncertainties and other factors, many of which are outside our control. Important factors that could cause actual results to differ materially from the expectations expressed or implied in the forward-looking statements include known and unknown risks. Because actual results could differ materially from our intentions, plans, expectations, assumptions and beliefs about the future, you are urged to view all forward- looking statements contained herein with caution. Tata communications does not undertake any obligation to update or revise forward looking statements, whether as a result of new information, future events or otherwise. 2 AGENDA Business overview Financial overview Growth Story Financial performance highlights Global Reach Portfolio Mix Our Customers Geography-wise distribution Market Overview Investment Thesis Products and Services Expanding Addressable Market Investing in the future Awards and Recognitions 3 BUSINESS OVERVIEW 4 DELIVERING A NEW WORLD OF COMMUNICATIONS TM Powering the platform economy, the internet and globalisation 5 GROWTHGROWTH STORYSTORY Transforming from an INDIAN PSU to a Digital enablement player Transformation Growth Innovation 2002 2008 2010 2012 2014 2015 2016-19 Tata Group Launch of Cloud Official connectivity Partnered with Joined forces with #1 International Wholesale VSNL, VSNL acquires stake Services, and Next partnership Salesforce to Google, Microsoft Azure Voice International, CIPRIS, in VSNL Generation Ethernet with F1® interconnect businesses and AWS to deliver #1 India Large Enterprise Tata Indicom Enterprise Network to the cloud cloud enablement BU, Teleglobe and Tyco Leader in Global Network Signed first UK platform unite as Tata Services (Gartner) - 6th Year in advertising a row Communications LTD sponsorship deal with the Heathrow Express Exited Neotel and Data Center – 2017 Launched MOVE, and NetFoundry 6 GLOBAL REACH – PROVIDING CONNECTIVITY ACROSS THE WORLD Over 40 Entities across the globe 25% of Leadership “Ring World’s in Global Global Around the internet SIP Backbone World” routes Trunking 7 OUR CUSTOMERS Manufacturing E-Commerce IT/ITES Services Technology Banking / Media / Healthcare/ Service Financial Entertainment Pharmaceutical Provider 69% of 60% of PWC S&P 500 100 ~2,000 ~5,000 Service ~ 7,000 Enterprise 66% of Provider 41% of Fortune Customers customers FTSE 500 Customers Globally: 350 SOME KEY CUSTOMERS 8 MARKET OVERVIEW Technology is a game changer 70% of large and mid-sized enterprises are likely to rework their networking setups over the next three years Network Function 37% of IT budgets are spent on cloud and cloud-related services Virtualisation (NFV) 4.4 million IT jobs created globally to support big data in Big Data and Explosion 2015 Analytics of APIs 56% of executives purchase IT products on smartphone or Digital tablet Transformation The move to 92% of digital disrupters are leveraging APIs for mobile app Internet the Cloud development of Things By 2020, 40% of all data will come from sensors 31% of companies don’t know how many of their employees Mobility Consumerisation work internationally each year of IT 99 STAGESSTAGES OF OF DIGITAL DIGITAL MATURITY MATURITY TATA Communications offers solutions for each stage CONTEXTUAL —Highly customer DIGITAL centric —Real time faster —Digital trading trading experience OMNI-CHANNEL —Machine —Online co-exists Learning & —Mobile app with physical ONLINE Artificial —Social Media office outlet PHYSICAL — Intelligence Internet trading —Online trading —Ecosystem —Big Data and —Trading leads over mobile portals collaboration — Advanced office is Website —Client portals —Cloud Analytics primary preferred over —Tablet app Infrastructure channel mobile app —Robo-advisors —Chat bots Access trading services and information from anywhere Enterprise collaboration and digital access for multi-channel reach Differentiated customer experience through personalisation 10 A TRULYSTAGES DIGITAL OF DIGITAL BUSINESS… MATURITY Enables collaboration Effectively deploys Is developing with an across employees, artificial intelligence intelligent network, partners, and the toal and analytics intuitive collaboration supply chain and borderless growth 11 BUSINESS THEMES ENABLING DIGITAL TRANSFORMATION Borderless Productivity Customer experience Managing growth and efficiency and engagement business risk Cloud and Business Managed Network Mobility Voice Media data centre collaboration security Provides access to Connecting businesses to Relationships with more Providing 24x7x365 Operates the largest No. 1 in wholesale voice Global network that can pervasive cellular 8 main cloud platforms than 1600 carriers proactive monitoring of wholly-owned and most globally transfer 1TB connectivity with over in 20 locations across 3 worldwide, to ensure state- security devices for over 700 advanced subsea fibre data/second for HD 600 mobile networks continents of-the-art communications customers network video without buffering across 190+ countries and collaboration Connecting all major One of the largest cloud- Carrying around 30% of Video network that cloud services providers End-to-end global managed based DDoS mitigation and the world’s internet reaches 300 media globally. services and support scrubbing services with 17 routes hotspots globally scrubbing farms globally POWERED BY OUR PLATFORMS DELIVERED AND ASSURED BY OUR SERVICE TEAMS 12 OUT OF A $1.1 TN TELECOM MARKET, WE ADDRESS ~$46 BN MARKET, WHICH HAS EXPANDED… MNaaS INTERNATIONAL VOICE $8.1bn +80.7% Growth 2022 $1.4bn $6.4bn -6.1% driven by $7.8bn MOBILITY Innovation $16.4bn +37.2% in new FROM CARRIER NETWORK $6.3bn services US$46 BN $9.9bn +1.4% IZOTM like IZOTM, IN 2019 $9.5bn $4.4bn +38.7% Mobility TO $1.7bn (MNaaS), US$72 BN DATA - INTERNATIONAL UCC Healthcare IN 2022 2019 $8.2bn +5.4% $7bn $6.2bn +20% and UCC CAGR 16% $3.6bn DATA - INDIA MEDIA $2.3bn +7.4% $3.4bn +16.9% $1.9bn $2.1bn BANKING SOLUTIONS CLOUD $1.2bn +21.7% $6.4bn +14.6% $.0.7bn 2022 2019 $4.2bn *Data – Intl Connectivity includes ILL, VPN, Ethernet, CDN, IPT ^ IZOTM includes market for Enterprise Internet (excl. India) + Domestic VPN (excl. India) 13 INNOVATING TOGETHER TO CREATE INNOVATIVE BUSINESS SOLUTIONS Helping consumers remain agile, adaptable, and responsive Internal Crowdsourcing ideas from 8,500 strong workforce and New business Innovation incubate internal start-ups for go to market units e.g. IoT in India Start-up scouting in partnership with innovation partners to New product garner ideas for new business creation development in partnership with start-ups Northgate Telecom External Cloud App Security Innovation Innovation Fund Artificial Intelligence Cloud SDN Investments in and security disruptive technologies Cloud-managed Mobile Virtual Network like Sentient AI SD-WAN Enabler 14 INVESTING FOR THE FUTURE MOVE is 3 Products built on Other Innovative Products the Tata Global Network in our Portfolio Digital Transformation Mobile customer engagement SIM CONNECT Revamping systems and processes • Mobile Messaging Exchange to enhance long term productivity Global Mobile Connectivity for Humans • SMS Firewall – Providing Global Visibility, Security • API Suite and enrich customer experience and Control to MNCs • Mobile Local Number Services • Sponsored Data Exchange IOT CONNECT LoRa LP-WAN (Low Power, Long Range Network) Global Connectivity for Machines and • IOT infrastructure and developer Things – Fully Programmable Global IoT ecosystem in India connectivity and services • Based on LoRa network MOBILE NETWORK ENABLEMENT MNOs can leverage our MVNE “platform Net foundry as a Service” and launch sophisticated local or global MVNOs rapidly 15 THIRD PARTY ENDORSEMENTS, AWARDS AND RECOGNITION Continuous improvement India's largest corporations: Frost & Sullivan India ICT Awards: Tata Communications at #68 • Enterprise Data Service Provider of the Year (10th Year in a row) Transparency International, a global civil society organisation, conducted research into the public reporting practices of 100 emerging market • Enterprise Telecom Service Provider of the Year - Large Enterprises companies based in 16 countries in 2016 (4th Year in a row) • IoT New Product/Service Innovation Award (2nd Year in a row) • Third Party Managed Hybrid Cloud Provider of the Year (first time Tata Communications ranks #2 in the ‘Transparency in Corporate Report’ winner) 8 page feature story on the Leadership Profile of • SDWAN (Software-defined WAN) New Product/Service Innovation Tata Communications in the December edition of Award (first time winner) Fortune India http://fortuneindia.com/2016/december/the-importance-of-being-global- • Conferencing Service Provider of the Year 1.10468 GREAT PLACE TO WORK GLOBALLY INDIA INDIA SINGAPORE 2018 | 2017 | 2016 2019|2018|2017|2016 2018 | 2017 HONG KONG Best Small and Medium Workplaces ( No 10) HONG KONG HONG KONG CANADA GR. CHINA 2019 2018 | 2017 2018 | 2019 2018 2018 INDIA 2018 | 2017 16 POSITIONED IN THE LEADERS’ QUADRANT Tata Communications Positioned as a Leader in the 2019 Gartner Magic Quadrant for Network Services, Global - 6 years in a row Ability to Execute Gartner evaluates providers on the quality and efficacy of the processes, systems, methods