1. The Road Ahead…. Vision 2014

2. The economic upturn has truly begun!

3. The economic upturn * Based on CII projections 6.5%* Jan/10

4. Projected Sectoral Growth Rates (for 2009-10) 2.8 to 3 % Growth* 5 to 5.5 % Growth* 7.5 to 8 % Growth* Agriculture Industry Services * Based on CII projections

5. Expected Indian GDP (in Dollar terms) : $1.3 Trillion (2009-10)

6. “ The crisis is no more than a temporary interruption in the financial market development of emerging economies” McKinsey Report on Global Capital Markets (Sep 2009)

7. The India Advantage FDI Equity Inflow in US$ Mn* * http://dipp.nic.in/fdi_statistics

8. Phosphate based Fertilizers (2008-09) Sugar Industry (2008-09) CTC Tea Market (2008-09) (India) (India) (EID Parry) (Coromandel) (India) (India) (Global Market) (Global Market) The Current Scenario (Rest of the world) (Rest of the world) (Others) (Others) (Parry Agro) (Others) (India - CTC) (Global Market) (India) (Rest of the world) Global market : 37 million tonnes India’s share : 23 million tonnes Coromandel contributes 9.4% of that. World consumption : 166 million tonnes India’s market share : 23 million tonnes EID Parry contributes 1.4% of that World consumption : 1340 million kgs India’s market share : 981 million kgs Parry Agro contributes 14 million kgs

9. T Global Market : USD 14.5 Bn Indian Share : USD 300 Mn CUMI contributes 43 % of that Abrasives Industry (2008-09) (India) (Rest of the world) The Current Scenario (CUMI) (Others) (India) (Global Market) T Global Market : 100 Mn Cycles Indian Share : 9.1 Mn Cycles TI Cycles contributes 33 % of that Cycles Industry (2008-09) (India) (Rest of the world) (TI Cycles) (Others) (India) (Global Market)

10. Bigger Investments Stronger Market Sentiments Huge Opportunities Looking Forward…. More Development

11. 12% USD 2.1 bn 15% USD 7.0 bn USD 7.7 bn Market Cap / Value USD 2.9 bn Our Vision Vision Turnover EBITDA Margin Current Turnover EBITDA Margin Market Cap / Value

12. Turnover – FY 2009-10 Turnover – FY 2013-14 To become Rs.35000 cr group by 2013-14 To Grow group turnover from USD 2.9 bn to USD 7.0 bn *Dollar rate assumed Rs 50 Rs.cr 2009-10 CFL 7150 EID 1160 CUMI 1400 TII 2053 Chola DBS 1058 Chola MS 875 DBG & Others 737 Total 14433 Rs.cr 2013-14 CFL 15000 EID 3741 CUMI 5100 TII 4830 Chola DBS 1962 Chola MS 2500 DBG & Others 2072 Total 35205

13. How do we Achieve ?

14. Four Important Business Approaches

15. Agility despite Size Humility despite Success Risk Assessment and Risk Taking Professionalism and Entrepreneurship

16. Risk Assessment and Risk Taking

19. The TATA NANO An Engineering Marvel The People’s Car Detroit is duplicating the idea Priced at under RS. 1 Lakh Untapped Market Innovation Risk Assessment and Risk Taking

21. Professionalism and Entrepreneurship

23. At Murugappa Group Professionalism and Entrepreneurship

25. Agility despite Size

28. The Toyota Way The Toyota way initiative Continuous Development Respect for All Employees, 316,000. Robotics, Financial services and Biotechnology Revenue, US $ 203 billion. * - www.toyota.co.jp Agility despite Size

30. Humility despite Success

32. Travels in Economy Class Very Similar to our group Revenue : USD 4.98* Bn (2009) Total Assets USD 5.37* Bn (2009) Incorporated in 1945 Azim Premji Chairman and CEO of WIPRO WIPRO Humility despite Success * - The Hindu – dated 14 th Aug 2009

33. Our 5 guiding lights Integrity Passion Responsibility Quality Respect Humility despite Success