Building Energy and Clean Tech Companies

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1 Title and Content Dark 1 Light 1 Dark 2 Light 2 Accent 1 Accent Accent 3 Accent 4 Accent 5 Accent 6 Hyperlink Followed Hyperlink Building Energy and Clean Tech Companies Two perspectives Tata Blue 50% Tata Blue for 25% success Purple 50 % Purple 25 % Yellow 50 % Yellow 25 % April Brown 50 % Brown 25 % Green 50 % Green 25 % Light Green 50% Light Green 25%

2 Sustainability has become a Key Business Metric Cost and Scarcity of Resources Increasing cost of key resources like energy & water and scarcity of virgin materials We are consuming natural resources at a rate faster than the Earth can replenish them - currently consuming the equivalent of 1.5 planets to support human activities. Laws & Regulations Governmental and Industry regulations Mandated Disclosures and Reporting Competitive Landscape The quest for sustainability is already starting to transform the competitive landscape forcing companies to change their business models. Investor Demands $5 trillion in socially responsible investment funds Investors now look at sustainability performance e.g. Bloomberg ESG Indicators, DJSI, ESI, MSI (Media), GlobeScan (India) Source: Various from press releases, and public domain, WWF 2

3 ...and is influencing Business Strategy Salmonella outbreak at a Georgia manufacturing plant economic impact estimated more than US $1B Puma Shoes - Environmental impacts valued at 145 m m from core operations, remaining 137 m from external suppliers. Cement Conglomerate Water Positive Certification Risk to Brand & Reputation Operations & Profitability Growth & Innovation Home Depot - 'Eco Options' save $740m in utility bills to customers Siemens Environment Portfolio to exceed 40 billion GE Ecomagination sales OF USD $105 billion, 142 products Wal-Mart- Selling $1bn in locally sourced food annually Xerox Waste-free factory, annual savings of US $ 45 M Interface, Inc -. in Atlanta, GA has eliminated over $90M in waste Unilever Sustainable sourcing with top 10 agricultural raw material groups account for 70% agricultural raw material Pepsi Co 4.3 Billion litre in water savings Source: Press releases and public domain 3

4 Securing the Future These linkages have always existed but with a rapidly growing world population with increasing demands for basic services and growing desires for higher living standards and the resource deficit they have become more obvious and urgent. Food Security Availability and access to sufficient, safe and nutritious food to meet the dietary needs and food preferences for an active and healthy life Physical / National Security Water Secuirity Access to safe drinking water and sanitation Energy Security Access to clean, reliable and affordable energy services for cooking and heating, lighting, communications and productive uses Source: UNDP: Millennium Development Goals, UN Secretary General s Advisory Group, FAO 4

5 Drivers of Success PASSION LEVERAGE EXPERIENCE / EXPERTISE / SKILL SET ADDRESS SPECIFIC GAP WITH DIFFERENTIATED OFFERING EXECUTE ADAPT TO CHANGES BE WILLING TO DESTRUCT TO RE-INVENT DREAM GLOBAL; PLAN NATIONAL; ACT LOCAL 5

6 Organization will need to re-invent Value Unlocking Natural Capital Addressing the Sustainability Gap Enhancing Eco Capital Economy Ecology Environmental and economic sustainability can be achieved through: Operational Efficiency Effective Utilization of Resources (e.g. Energy, water, materials) Lower operating costs with increased efficiency programs (driven by technology, systems and products) Lower Total Lifecycle Costs (e.g.. proactive waste management) Financial Benefits Savings stream driven by the operational efficiency and Income through carbon credits Opportunity to qualify for the Green Incentives program that needs to be instituted to support this initiative Establishing a new global delivery system to address the opportunities Developing products and services for the new awakening customer Proactively plan and manage for any business or regulatory impact to the business 6

7 Naturenomics has been designed to turn the climate change crisis into an opportunity for developing countries. The impact that an organization s activity has on the environment can be measured by estimating the consumption footprint across Land, Energy, Water, Waste, Air and Carbon (LEWWAC) to give the Naturenomics TM Consumption Carbon Footprint (NCF). Naturenomics initiatives are designed to lower the footprint with projects that deliver both economic and ecological benefits Naturenomics nurturing interdependence between nature and economics Naturenomics relates to capital formation for a region or organization through the creation of ecologically compliant assets in a sustainable manner. 7

8 360 approach to deliver ecological competitiveness Advocacy Diagnostics (Baseline and Initiatives) 1 2 Compliance Management (Statutory & Voluntary) Implement (Business & IT Solutions) Monetization (CDM) Certification (LEED, NatureSecure ) Six Forces of Ecological Competitiveness Land Energy Water Waste Air Carbon 8

9 Information Technology is a key transformational enabler E- governance & National Resource Management Systems Advocacy Diagnostics (Baseline and Initiatives) Carbon and Consumption Management toolkit Compliance Dashboard, Enterprise Data Warehouse Reporting Systems Carbon Trading Platforms Compliance Management (Statutory & Voluntary) 6 Monetization (CDM) IT Enablers Six Forces of Ecological Competitiveness 3 Certification (LEED, NatureSecure ) Implement (Business & IT Solutions) Assessment & Reporting tools Green Supply chain & Procurement, Measurement & Monitoring Systems Land Energy Water Waste Air Carbon 9

10 TCS' Sustainability Vision & Strategy In line with our strategic objective to be a responsible corporate citizen, our constant endeavour is to reduce the impact from our operations to the environment. TCS vision is to decouple business growth and ecological footprint from its operations to address the environment bottom-line... From green buildings to green IT to a green supply chain, our mantra is to grow sustainably and help our customers achieve sustainable growth through our green solutions and service offerings N Chandrasekaran, MD & CEO, TATA Consultancy Services Sustainable Sustainable Operations Operations Initiatives under 5 Themes: Sustainable Infrastructure design and planning Efficient Operations Employee Engagement Sustainable Supply chain & Procurement Human Capital Sustenance Sustainable Marketplace Drive eco-sustainability services across the value chain of our customers by addressing: Profitability Growth & Innovation Risk to Brand & Reputation Corporate Social Responsibility Impact through Empowerment Utilize IT to solve large-scale societal problems Volunteer in communities where TCS operates Partner with NGO s & governmental bodies Support Large-scale disaster relief efforts 10

11 Title and Content Dark 1 Light 1 Dark 2 Light 2 Accent 1 Accent Accent 3 Accent 4 Accent 5 Accent 6 Hyperlink Followed Hyperlink Thank You Tata Blue 50% Tata Blue 25% Purple 50 % Purple 25 % Yellow 50 % Yellow 25 % Brown 50 % Brown 25 % Green 50 % Green 25 % Light Green 50% Light Green 25% 11

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13 Offices in Boston & Menlo Park Founded in 2000 : Focused on Energy & Power, Advanced Materials, Transportation, Green Buildings, and Resource Efficiency Over 50 Investments in Energy, Sustainability & Mobility Twelve Partners Three Funds: $850 million under management : Fund I: $125MM 2000 Fund II: $261 MM January 2006 Fund III: $453 MM June 2008

14 Energy Sustainability Mobility Renewable Energy Resource Efficiency Transportation Advanced Hydrocarbon Technologies Green IT Mobile Platforms Energy Efficiency Consumer Mobile Power Smart Grid Better Buildings Urban Mobility Energy Storage Smart City Advanced Fuels Agriculture

15 ENERGY SUSTAINABILITY MOBILITY Renewables achieving grid parity Major impact of shale gas and oil Electric grid is undergoing transformation Efficiency technologies driving growth across the economy Global need for increased resource efficiency Population growth and the rise of smart cities Heightened consumer awareness of sustainability New transportation technologies and business models Growth in mobile devices and data traffic Need for energy storage solutions

16 THE BILLION DOLLAR COMPANY MANAGEMENT TEAM CUSTOMER VALUE PROPOSITION UNIT ECONOMICS/GROSS MARGIN: 35% + MARKET SIZE (CURRENT AND FUTURE) SUSTAINABLE COMPETITIVE ADVANTAGE CAPITAL INTENSITY/INVESTOR SYNDICATE EXIT EXPECTATIONS BEAUTY IS IN THE EYE OF THE BEHOLDER

17 CHOOSE THE RIGHT TYPE OF CAPITAL FROM DEBT TO FAMILY OFFICES TO VENTURE VENTURE CAPITAL IS TOUGH - CLEANTECH VC IS EVEN TOUGHER. KNOW YOUR AUDIENCE AND THEIR EXPECTATIONS RETURN PROFILES, TYPES OF DEALS, CAPITAL INTENSITY THE 30-MINUTE INTRODUCTORY PITCH FINANCING TO MILESTONES (WITH BUFFER) PICK YOUR PARTNER WISELY AND USE THEM. TAKE A SWING - IT S AN EXCITING AND REWARDING ADVENTURE!

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