Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Sidoti Conference 2019
22 slides from Sify Technologies's conference presentation, 2019
Slide 1: If India was a country…
If India will be its largest state… …WhatsApp would be its most spoken language… …and Instagram, its most practised religion was a country…
Slide 2: The Macro Picture – FDI by Country
THE MACRO PICTURE – FDI by Country THIRD LARGEST CLUSTER OF FDI INFLOW
Slide 3: Destination India – Foreign Direct Digital Investment
DESTINATION INDIA FOREIGN DIRECT DIGITAL INVESTMENT $5 billion committed to invest in India 130,000 employees in India – 3 Mil sq. ft of office space; Largest outside more than any other country US | 1/3 of its workforce $6 Billion; 3 year plan $1.7 billion Invested in 6 Indian startups; 84 investme
Slide 4: The Growth Drivers
THE GROWTH DRIVERS 800+ Mn 270 Mn Mobile phones Facebook Users vs 240 Mn in US. India is now the largest market. Data heavy India becomes world’s fastest 400 Mn growing market for apps Whatsapp users. India is now the largest market $6.6 Bn 69 Mn Mobile wallet Instagram users. Transactions by 2020 I
Slide 5: The Trifecta Drivers
THE TRIFECTA DRIVERS HIGHEST DATA CONSUMPTION IN THE WORLD @ 10GB/MONTH* The Government is planning to auction around 8293.95 MHz of airwaves by end-2019/ 5G early 2020** INDIAN DATA PROTECTION REGULATION*** *The Economic Times **Press Trust of India ***FactorDaily
Slide 6: The India Digital Tsunami (May 2018)
THE INDIA “DIGITAL TSUNAMI” when we presented in May 2018 CONNECTED WORLD DIGITAL BUSINESS E-COMMERCE SMART CITIES E - LEARNING By 2020, smart phone 60% of global FMCG Global online spend is Global smart city spend Global online users are expected to sales are driven by expected to reach is expected
Slide 7: The India Digital Tsunami (August 2019)
THE INDIA “DIGITAL TSUNAMI” As of August 2019 CONNECTED WORLD DIGITAL BUSINESS E-COMMERCE SMART CITIES E - LEARNING By 2020, smart phone 60% of global FMCG Global online spend is Global smart city spend Global online users are expected to sales are driven by expected to reach is expected to reach ed
Slide 8: Digital India – A Perfect Storm
DIGITAL INDIA – A PERFECT STORM NATIONAL DIGITAL PROPEL INDIA COMMUNICATIONS POLICY (2020 GOALS) Investments of USD 100 Bn CONNECT INDIA - planned Creation of innovation led start-ups 10 Gbps to all villages Train/ re-skill 1 Mn 100 Mbps to all schools Expand IoT ecosystem to 5 Bn Broa
Slide 9: Government Target: JAM
GOVERNMENT TARGET J A M JAN DHAN YOJANA Mobile & Bank accounts for all MUDRA Loans Anywhere Universal identity for all accessibility & AADHAR Unsecured loans to small/Marginal 1: 1: 1 operators 1 Bn Aadhar cards linked to 1 Bn bank accounts and 1 Bn mobile phones with total target of INR 33K crores
Slide 10: How Are We the Right Fit?
: HOW ARE WE THE RIGHT FIT?'4 Sify
Slide 11: Cloud@Core: Our Next Engine for Growth
CLOUD@CORE: OUR NEXT ENGINE FOR GROWTH Cloud data centres Sify CloudInfinit Hyper reach/hyper scale transport Hosted SAP/S4HANA Cloud AWS DirectConnect | XpressRoute Managed wireless network Software Defined Network services UC on Cloud Cloud build Private | Hyperconverged | Enterpri
Slide 12: Our Key Assets
OUR KEY ASSETS Sify Assets Relevance to Digital India • 6 Pan-India DCs with 47MW capacity (utility) • Hosting for hyperscale operators • Plans to double capacity. Currently highest • Centerpiece of the hybrid cloud market share of on-stream DCs • Largest MPLS network (by connections) • Internet gro
Slide 13: Sify Today
SIFY TODAY TECHNOLOGY INTEGRATION SERVICES • Data Center IT • Network Integration • Information Security Services TELECOM SERVICES • Collaboration Services • End User Computing Services • India Data Business • Global Data Business • Cloud Connect & APPLICATIONS SERVICES Managed DWDM • Enterprise VoI
Slide 14: The Proof Is in the Numbers
THE PROOF IS IN THE NUMBERS 14
Slide 15: Financial Highlights
FINANCIAL HIGHLIGHTS • Q1 Revenue FY 19-20 US $80 Mn • FY 2018-19 Revenue of US$ 312 Mn (INR 2000 + Cr) • DC centric IT Services now contributes approx. 50% of the overall revenue. • Revenue Growth : CAGR 14% in last 5 years • EBITDA Growth : CAGR 12% in last 5 years • PAT : CAGR 29% in last 5 years
Slide 16: Financial Metrics for Last 5 Years
financial metrics for last 5 years – in $ Mn in constant currency 1 USD @ INR 69.17 (Mar 31, 2019) Revenue EBITDA 350 50 45 299 312 41 300 266 40 37 35 250 217 29 186 30 200 150 20 100 10 50 0 0 2014-15 2015-16 2016-17 2017-18 2018-19 2014-15 2015-16 2016-17 2017-18 2018-19 16 PBT 15 14 13 12 10 9 8
Slide 17: Segment-wise Performance
SEGMENT-WISE PERFORMANCE in $ Mn in constant currency 1 USD @ INR 69.17 Telecom centric Data Center centric IT FY 2018-19 180 168 160 155 148 145 144 139 140 123 120 120 100 100 77 80 FY 2017-18 80 63 60 48 52 40 20 - 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 Telecom centric services D
Slide 18: Financial Metrics for Q1, Last 5 Years
financial metrics for Q1 last 5 quarters – in $ Mn in constant currency 1 USD @ INR 68.92 (Jun 30, 2019) 14 13 Revenue EBITDA 90 12 80 11 80 10 66 68 10 9 70 61 8 60 8 49 50 6 40 30 4 20 2 10 - - 2015-16 2016-17 2017-18 2018-19 2019-20* 2015-16 2016-17 2017-18 2018-19 2019-20* PBT 5 5 5 4 4 3 3 3 3
Slide 19: Operating Performance and Financial Position
OPERATING PERFORMANCE AND FINANCIAL POSITION Operating Performance (In INR Mn) Quarter ended Quarter ended Year ended Description June June March 2019 2018 2019 (Audited) Revenue 5,518 4,683 21,547 Cost of Revenues (3,550) (2,845) (13,602) Selling, General and Administrative Expenses (1,094) (1,097)
Slide 20: Strategic Partnerships
STRATEGIC PARTNERSHIPS Technology Partners Cloud and Acceleration Partners Application Partners Security Partners 20
Slide 21: Nasdaq Opening Bell Invitation
It’s a momentous occasion for us and we would appreciate your presence in joining us in ringing the Opening bell. Please be our guest. Date: October 21, 2019 Time: 10 AM to 12 Noon Investor Conference followed by Lunch Location: Nasdaq MarketSite RSVP: Praveen Krishna [email protected] +9
Slide 22: Thank You
THANK YOU 22