Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Investor Presentation (April 2024)
33 slides from Sify Technologies's investor presentation, April 2024
Slide 1: Sify Technologies Annual IR update FY 2023-24
Sify Technologies (Nasdaq: SIFY) Annual IR update | FY 2023-24
Slide 2: Past performance, Untapped potential, Our business, Sustainability
01 02 03 04 Past Untapped Our Sustainability performance potential business Business India Assets on the Roadmap performance to date market ground & the drawing board
Slide 3: Past performance
01 Past performance Our 5 year track record & as on date
Slide 4: Sify Technologies Limited
Technologies Limited Enterprise Digital centric First Consumer Cloud centric First ENTERPRISE SERVICES DIGITAL COMPANY TRANSFORMATION RETAIL INTERNET ICT SERVICES PARTNER Launch of MPLS & SERVICE PROVIDER PROVIDER (digital@core) Data Center services First private ISP in India (cloud@core) Launch of
Slide 5: Financial metrics – Last 5 years
Financial metrics – Last 5 years REVENUE EBITDA PAT CAPEX 5 YEAR CAGR 12% 13% (49%) 29% IN ABSOLUTE USD USD USD USD NO. 427 Mil 81 Mil 1 Mil 148 Mil In $ MN in constant currency 1 USD @ INR 83.3739 (March 31, 2024) (Unaudited)
Slide 6: Key information – Last 5 years
Key information – Last 5 years In $ MN in constant currency 1 USD @ INR 83.3739 (March 31, 2024) (Unaudited)
Slide 7: Capex - Segment wise
Capex - Segment wise FY 22-23 = Data Centre Capex % = Non- Data Centre Capex % FY 21-22 = Data Centre Capex % = Non- Data Ce
Slide 8: Revenue share % FY 2023-24
Revenue share % FY 2023-24 28% 41% DIGITAL SERVICES NETWORK 31% SERVICES DATA CENTER SERVICES
Slide 9: Untapped potential: India market
02 Untapped potential India market
Slide 10: Investor confidence
Investor confidence Institutional inflows in Data centers (USD million) Why are investors attracted to India’s data center market ? Strong growth prospects owing to increased cloud adoption, digital penetration and generative Al Robust demand from Hyperscalers and Tech, BFSI occupiers Relatively low
Slide 11: Green plans
Green plans What has been done so far? 17-20% reduction in electricity consumption using renewable energy sources from 2020 levels Green penetration in Data center stock of 6 top cities in India Zhe uerecelleanaipy (Parsi TeD 23-25% reduction in operational emissions from 5 year old levels 24-28% re
Slide 12: Indian digital Economy
Indian digital Economy 220M = & 110M 65M shopped online made purchases ordered food online in online games 80M 3% 25M 15M households paid used online have paid for utility bills online ride-hailing services an online course
Slide 13: Internet economy vs IT services
Internet economy vs IT services
Slide 14: India – Data Center market by Geographic Spread
India – Data Center market by Geographic Spread
Slide 15: India – Data Center market by Investment
India – Data Center market by Investment
Slide 16: India - Cloud market
India - Cloud market $6.2 Billion Yr 2022 $17.8 Billion Estimated Cloud market by Yr 2027 CAGR 23.4% FY 2022-2027
Slide 17: India – Network connectivity
India – Network connectivity
Slide 18: Assurance
Assurance Sify Technologies Sify Infinit Spaces Sify Digital Services LONG TERM AA- AA- A+ SHORT TERM A1+ A1+ A1+ CRISIL ICRA & CARE ICRA & CARE ICRA & CARE
Slide 19: Our business: Assets on the ground & the drawing board
03 Our business Assets on the ground & the drawing board
Slide 20: Our Data Center spread
NOIDA 02 Tower B Our Data Center spread CAMPUS 26 MW Q1 2024 NOIDA 01 Tower A Tower C Noida 26 MW 26 MW 10.8MW Tower 1 Tower 2 Tower 3 11.5 MW 9.6 MW BTS MUMBAI 01 Tower 5 Tower 6 Vashi KOLKATA 01 Tower 4 38.8 MW 26 MW 0.9 MW 2.2 MW 8.1 MW Q3 2023 Q1 2025 Tower 7 Tower 8 Tower 9 20-30 MW HYDERABAD 0
Slide 21: Equity support in DCs
Equity support in DCs Kotak has invested $120 ml Investment from KOTAK 80 72 (INR 10,000 mln) through Kotak 70 Special Situation Fund and Kotak 60 50 Data Centre Fund in Sify Infinit 40 Spaces Limited (wholly owned 30 24 24 subsidiary of Sify Technologies 20 10 Limited) through Compulsorily - Conver
Slide 22: Data Center DNA
Mission Critical Customers +3 out of 4 Hyperscalers + Global OTT & social media players + India’s top 5 banks + India’s largest digital wallet + 600+ customers across all major industries +99.999+ uptime + Best Practices covering Safety, Security, Availability, Excellence and Cost Control + PUE & WU
Slide 23: Network strength
HYPER-REACH WIDE AREA NETWORK Global Interconnects: London, Marseille, New York, Los Angeles, Singapore, Hong Kong, Dubai Multiple access media options: Local Interconnects: 7 locations in India Fiber, Fixed Wireless, Offnet Infrastructure and Services & Ethernet * Services + MEF E-line compliant &
Slide 24: Our Cloud infrastructure
Our Cloud infrastructure CLOUD INSPIRED CLOUD ENHANCED Sify Cloudinfinit CLOUD ENABLING Digital SCM (ForumNXT, SFFNxt) Hosted SAP/S4HANA Cloud Digital Learning (Livewire LMS) Cloud DC Hyper reach/Hyper scale transport Managed wireless network UC on Cloud CLOUD PURE Digital Assess
Slide 25: Assets on the ground
ASSETS ON THE GROUND 12 Pan-India DCs Largest MPLS “Cloud Enterprise and Applications and Remote with >100 MW network (by Connect” data Hybrid Multi solutions Operations capacity connections) superhighway Cloud Integrate & Centers Modernization NOC, SOC, On track to add 3100+ PoPs 65 on-net data Ent
Slide 26: Overview
Overview Market Opportunities & Trends Market Growth Enablers o Edge Data Center Investments Fueled o Increased Investments by Colocation by 5G Deployment Providers o Use of Renewable Energy in Data o Government Investments in Digital Centers Economy & Data Centers o Growth of Rack Power Density o I
Slide 27: Sustainability Roadmap
04 Sustainability Roadmap
Slide 28: Sustainability - materiality
Sustainability - materiality
Slide 29: ESG - UNSDG alignment
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Slide 30: Renewables – Sustainable future
Renewables – Sustainable future OUR DC & RENEWABLES ROADMAP Late 2021: Decision to adopt renewable energy for our Data Centers for a total of 231 MW. 67 MW currently in operation.
Slide 31: Leadership
LEADERSHIP Raju Vegesna M P Vijay Kumar David Nishball Kamal Nath Global Chairman & MD Executive Director & Chief Strategy Officer Chief Executive Officer Group CFO India Raju Vegesna is a renowned global A Chartered accountant, Cost accountant David Nishball is one of the leading experts Kamal join
Slide 32: Safe Harbour
SAFE HARBOUR The information contained in this presentation is only current as of its date. All actions and statements made herein or otherwise shall be subject to the applicable laws and regulations as amended from time to time. There is no representation that all information relating to the contex
Slide 33: Thank You!
THANK YOU! Do you have any questions? [email protected] +919840926523 CREDITS: This presentation template was created by Slidesgo, including icons by Flaticon, and infographics & images by Freepik.
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