The DQ 51-60

Emerson Network Power India

Traditionally strong in the enterprise segment, last year Emerson saw a boost
from the telecom space which contributed almost 20% to its revenues. It launched
a new product called Power Supply Environment Monitoring for the telecom space
and acquired seventeen new customers. Emerson restructured its business to focus
on sixteen new verticals. It renewed focus on its channel base and groomed its
Network Solution Partners for carrying out large infrastructure deployments.

Siemens Information Systems

In FY 09 the companys DNA got changed and that obviously had repercussions
on revenues. From being a subsidiary of Siemens (the listed entity in India),
SISL became a captive unit of its German parentSiemens AGafter a 100% stake
transfer of Rs 449 crore. It was part of a bigger move to restructure Siemens
global software business, whereby SISL operated as an ODC for the Siemens group
globally. The Rs 449 crore valuation for SISL though was considered too low by
many analysts.

NIIT Technologies

NIIT Technologies expanded its non-linear businesses like procurement and RIM.
It started offering integrated services and concentrated more on SaaS. Vertical
wise, focus remained on financial services, travel and retail. Financial
services were the most affected due to the slowdown and grew by only 1%, travel
and retail grew by 16% and 15% respectively. Maximum revenue (more than 60%)
came from the top twenty clients; and NIIT, also managed to retain most of its
existing customers, a critical focus in FY 09.

Honeywell Technology Solutions

One of the first engineering companies to realize the Indian potential in
engineering design, Honeywell today employs close to 6,000 employees in its
design arm. It recently opened a new campus in Bengaluru with capacity to
accommodate 3,000 people. As the parent company is actively seeking to gain from
the IAFs planned purchase of aircrafts, Honeywell is looking to provide
services to meet requirements, unlike many others who are scrambling to tie up
with Indian companies.

Iris Computers

Iris maintained its focus on education, government and defense (combined
contribution of 40% to revenue), where it bagged a few large deals for desktops
and laptops. The company added Microsoft (OEM products), APC power conditioning
products and Canon printer, projector and security camera ranges to its
distribution portfolio. These new tie-ups fetched 10% additional revenue. The
company restructured its regional focus whereby it declared Delhi NCR as N1 and
the rest of North India as N2 regions. This move enabled Iris to add another Rs
50 crore to its kitty by exploring new markets.

Genpact India

The proportion of IT services to the overall business came down to 18% from
24% the year before; that however had more to do with larger BPO deals being
signed than any strategic shift. In fact, IMS was a focus as Genpact partnered
Axeda to deliver remote services. The slowdown did have an impact as two of
Genpacts biggest non-GE clients (Wachovia and Nissan) who had significant IT
exposure too, were among the worst hit in the US. That led to an increasing
domestic focus on manufacturing, telecom, utilitie, and financial services
sectors.

Infotech Enterprise

Infotech revenues grew 32% in FY 09, primarily driven by a strong growth in its
engineering, manufacturing and industrial products segment. The geographical
revenue mix changed drastically with North Americas share in the pie going up
significantly, at the expense of European revenue. Even in a tough year,
Infotechs foray into new areas and geographies continued. It signed a contract
with IHS, marking its foray into the oil and gas segment, while the foray into
the hi-tech segment was through the acquisition of TTM. It opened a subsidiary
in Japan and signed MoUs with Dassault and Eurocopter.

AMD India

Despite the lull in the industry, launching new products topped AMDs agenda
last year. On the desktop side, it launched Phenom 2, a powerful processor with
cutting edge graphical capabilities. On the notebooks front, the launch of Yukon
platform marked AMDs foray into the ultra thin-low power envelope processor
space. HP remained one of the top customers for AMD processors and it took the
lead in launching the industrys first Yukon based notebooks. On the server
side, with the Shanghai processors, AMD made an inroad into the 45 mn server
computing processors.

Xenitis Infotech

Following the acrimonious parting of the founders the previous year, FY 09
saw Xenitis continuing with its business consolidation efforts. The Aamar PC
brand of desktops and laptops were discontinued, as Xenitis shifted gear and
increased its components manufacturing capacity to 240 lakh units per month.
Naturally, the year saw a rise in components supply to almost all leading OEMs
across the country. Casings and SMPS were the maximum moving components. Xenitis
also produced casings under its own brand.

Zensar Technologies

Zensar not only hired 300 odd people last fiscal but also increased wages by
around 7%. This optimism in troubled times stemmed from a simple mantra: offer
more; in more places. Hence, while it launched new offerings like IMPACT
sourcing, the emerging markets like South Africa, Singapore, Japan, grew at a
much healthier rate. Result; the company added some sixty-four clients in the
last fiscal with over a dozen of them potential multi-million deals. Domestic
market accounting for 4% of the overall revenues, was another focus area.