MICRO AND

MACRO
ANALYSIS

“WORLD WIDE PARTNERSHIP”

INTRODUCTION

Patni Computer Systems Ltd. (Patni) (BSE: 532517, NSE: PATNI, NYSE: PTI) is
one of the leading global providers of Information Technology services and
business solutions. Over 16,000 professionals service clients across diverse
industries, from 30 international offices across the Americas, Europe and Asia-
Pacific, and 22 Global Delivery Centers in strategic locations across the world. We
have serviced more than 400 FORTUNE 1000 companies, for over two decades.

Our vision is to achieve global IT services leadership in providing value-added

high quality IT solutions to our clients in selected horizontal and vertical segments,
by combining technology skills, domain expertise, process focus and a
commitment to long-term client relationships.
OUR VISION & VALUES

VISION
“To be a trusted partner, powered by passionate minds, creating innovative options
to excel.”

VALUES

Passion
Zeal to exceed expectations by challenging the status quo.

Honesty & Integrity

Driving all actions based on openness, trust and ethical conduct.

Operational Excellence
Striving for excellence with an operating discipline, benchmarked with
the best globally.

Innovation
Creating innovative solutions for success.

Accountability
Taking ownership and delivering on commitments.

Customer Centricity
Ensuring customer delight. Always.
BOARD OF DIRECTORS

Mr. Narendra K Patni

Chairman
Mr. Narendra K. Patni, Chairman and one of the founders of Patni
Computer Systems Ltd., was erstwhile CEO of the Company. As an
entrepreneur, Mr. Patni has played an integral role in the development
of the Indian IT industry and has been instrumental in initiating the
offshore outsourcing business model for the software industry. Mr.
Patni’s professional experience includes senior management and
consulting positions with the U.S. Trust Company of New York and
Arthur D. Little, Inc. He was also President and Director of the
Forrester Consulting Group. In 1972, he founded his first company,
Data Conversion Inc. which is now the Company’s U.S. subsidiary,
Patni Computer Systems, Inc.

Mr. Patni holds a Bachelor’s degree in Electrical Engineering from

IIT, Roorkee, a Master’s degree in Electrical Engineering from the
Massachusetts Institute of Technology, and a Master’s degree in
Management from the Sloan School of Management at MIT.

OTHER BOARD OF DIRECTORS

 Mr. Jeya Kumar-CEO

 Mr. Gajendra K Patni
 Mr. Ashok K Patni
 Mr. William O. Grabe
 Mr. Arun Duggal
 Mr.Pradip Shah
 Mr. Ramesh Venkateswaran
 Mr. Pradip Baijal
 Mr. Vimal Bhandari
GLOBAL LOCATIONS

Americas

o Canada
o Mexico
o U.S.A.

EMEA

o Czech Republic
 o Finland
o Germany
o Ireland
o Romania
o South Africa
o Sweden
o Switzerland
o The Netherlands
o Turkey
o UAE
o United Kingdom

SAARC

o India

 Bangalore
 Chennai
 Hyderabad
 Mumbai

APAC

o Australia
o China
o Japan
o Singapore

OUR ALLIANCES

To provide our clients with the best technology solutions in the marketplace, we
have developed relationships with leading software solution providers. These
relationships ensure that we leverage proven technology and industry solutions to
deliver complete system integration and delivery capabilities based on specific
customer needs.

Custom Development Solutions

 Microsoft Corporation
Microsoft Gold Certified Partner
for Custom Development Solutions

Legacy Modernization

Mainframe Migration
Alliance

Enterprise Application Solutions

Oracle Corporation

Oracle Partner Network, Worldwide

Partner

SAP AG
SAP Services Partner

SAP India
SAP-SMB Business Partner

Oracle Siebel
Consulting Partner
Product Engineering Services & Embedded Software
Texas Instruments
Product Design Consulting and Solution

Provider–OMAP

Echelon Corp
Authorized Training Partner
Infrastructure Management Services

Microsoft Corporation
Microsoft Partner Advantage Program

HP Software
BTO Solution Partner
Developer and Solution Partner

Hitachi
Job Management Partner 1
Value-Added Reseller
IT Governance Solutions

Computer Associates
Clarity Services Partner

HP Software
BTO Solution Partner
Developer and Solution Partner

Web Technology Solutions

Oracle BEA
Oracle Bea Select Partner – Services

Verification & Validation

HP Software
BTO Solution Partner
Developer and Solution Partner
 iTKO
Select Quality Partner

Process Consulting

Compulink Systems Ltd.

Complementary Solutions Partner

Engineering Services

ESRI
ESRI Business Consulting Partner (US)

Open Source Software Solutions

Alfresco
Gold - Systems Integrator Partner

Liferay
Silver - Systems Integrator Partner
 Adobe
Bronze - Systems Integrator Partner

wso2
Systems Integrator Partner

RhoMobile
Systems Integrator Partner

GridGain
Systems Integrator Partner

Pentaho
Systems Integrator Partner

OpenLogic
Systems Integrator Partner

PRODUCT ENGINEERING SERVICE

 Automation & Control

 Consumer Electronics
 Medical Devices
 Mobile & Wireless
 Office Automation
  Networks & Computing
 Engineering Design Services
 Architecture and Design
 Electronic System Design
 Product Verification & Validation

IT SERVICES

 Application Development
 Verification and Validation
 IT Consulting
 Process Consulting
 Enterprise Application Solutions
 IT Governance
 Web Technology Solutions
 Embedded Systems
 Customized Learning Solutions
 User Experience Management

INFRA STRUCTURE MANAGEMENT SERVICE

 Database Administration
 Data Center Operations
 Web Operations
  Desktop Management
 Remote Managed Services

CIS

 Enterprise-wide Service Desk

 Product Support
 Customer Support & Content Management

BPO-KPO

 Insurance-TPA Services
 Securities & Capital Markets
 Retail Banking
 Finance & Accounting
 Benefits Administration
 Actuarial Valuations

INDUSTRIES

 Insurance
 Retail
 Financial Services
  Media & Entertainment
 Manufacturing
 Energy & Utilities
 Logistics & Transportation
 Product Engineering
 Life Science
 Telecom

2009 REVENUE DISTRIBUTION

 UNITED STATES-73%
 INDIA-13%
 EUROPE-13%
  JAPAN-4%
 OTHERS-4%

KEY COMPETITORS ANALYSIS

 Last Price Market Cap. Sales Net Profit Total Assets
(Rs. cr.) Turnover
TCS 1,081.90 211,751.74 23,044.45 5,618.51 15,152.36

Infosys 3,052.40 175,218.34 21,140.00 5,803.00 22,036.00

Wipro 414.70 101,684.44 23,177.60 4,898.00 23,222.40

HCL Tech 411.05 28,077.59 5,078.76 1,056.58 6,333.25

Oracle Financ 2,122.95 17,809.74 2,212.62 695.71 4,178.07

Mphasis 592.65 12,441.50 3,770.09 996.88 2,151.30

Tech Mahindra 671.15 8,437.70 4,483.76 742.85 5,001.60

Mahindra 65.30 7,682.42 5,100.50 -71.20 7,381.31

Satyam
Patni Computer 467.60 6,080.99 1,751.33 542.73 3,204.71

Financial Tech 883.05 4,068.97 356.36 368.60 2,455.40

EMPLOYEE STRENGTH

No of Employees: 16,556

GDP
 IT/ITES industry contributes 5.2% to the national GDP as of 2008, rising from a
mere 1.2% in 1998

MARKET PRICE

 Market Capital.(Rs. in Cr.):6097.10

 Earning Per Share (Rs.) :41.53
 P / E (x):9.80
 Book Value (Rs.):243.58
 Dividend Yield (%):0.64
 Face Value (Rs.):2.00

SHAREHOLDERS PATTERN
ANNUAL REPORT
 Dec ' 09 Dec ' 08 Dec ' 07 Dec ' 06 Dec ' 05

Sales 1,751.33 1,550.45 1,172.30 997.83 875.60

Operating
579.64 408.19 352.07 337.56 276.43
profit

Interest 6.74 6.48 6.89 8.88 4.08

Gross
673.77 501.13 511.84 378.45 308.61
profit

EPS (Rs) 42.02 30.38 27.88 14.88 15.24

PERFORMANCE HIGHLIGHTS FOR THE QUARTER ENDED SEPTEMBER
30,2010

Revenues for the quarter at US$ 178.8 million (R7,966.7 million)

 Up 6.7% QoQ from US$ 167.6 million (R7,776.3 million)

 Up 6.9% YoY from US$ 167.2 million (R8,040.2 million)
 Revenue concentration of Top 10 customers remained unchanged at 48.5% from
48.6% in previous quarter.

Operating Income for the quarter at US$ 32.2 million (R1,436.8 million)

 Up 2.4% QoQ from US$ 31.5 million (R1,461.4 million)

 Up 19.0% YoY from US$ 27.1 million (R1,303.1 million)
 Up 24.3% YoY from US$ 25.9 million (Excluding extra ordinary items)

Net Income for the quarter at US$ 28.7 million (R1,280.9 million)

 Down 9.4% QoQ from US$ 31.7 million (R1,473.0 million)

 Down 19.4% YoY from US$ 35.7 million (R1,715.7 million)
 Up 18.2% YoY from US$ 24.3 million (Excluding extra ordinary items)

EPS for the quarter at US$ 0.22 per share (US$ 0.44 per ADS).