Sify Technologies Limited · NASDAQ:SIFY

Sify Technologies — Q3 FY2021-22 Earnings Presentation

20 slides from Sify Technologies's earnings presentation, January 2022

  1. Slide 1: Financial Update Q3 & 9 months FY 2021-22

    FINANCIAL UPDATE Q3 & 9 months FY 2021-22 © Sify Technologies Limited investor presentation | January 2022

  2. Slide 2: Content

    CONTENT 1 • OUR RESULTS 2 • DIGITAL ENABLERS 3 • OUR SERVICES

  3. Slide 3: Financial Metrics for Q3 for Last 5 Years

    FINANCIAL METRICS FOR Q3 FOR LAST 5 YEARS In $ MN in constant currency 1 USD @ INR 74.30 (December 31, 2021) (Unaudited) Revenue EBITDA 25 100 20 85 70 15 91 21 55 77 79 85 17 70 10 15 40 9 11 25 5 Q3 17-18 Q3 18-19 Q3 19-20 Q3 20-21 Q3 21-22* Q3 17-18 Q3 18-19 Q3 19-20 Q3 20-21 Q3 21-22* PBT PAT 7

  4. Slide 4: Revenue Split During the Quarter

    REVENUE SPLIT DURING THE QUARTER Network services Data Center services Digital services 24% 46% 30% © Sify Technologies Limited

  5. Slide 5: Financial Metrics for 9 Months for Last 5 Years

    FINANCIAL METRICS FOR 9 MONTHS FOR LAST 5 YEARS In $ MN in constant currency 1 USD @ 74.30 (December 31, 2021) (Unaudited) Revenue EBITDA 70 300 250 55 200 40 272 61 150 235 49 214 232 197 25 41 100 28 30 10 50 Q3 17-18 Q3 18-19 Q3 19-20 Q3 20-21 Q3 21-22* Q3 17-18 Q3 18-19 Q3 19-20 Q3 20-21 Q3 21-2

  6. Slide 6: Financial Metrics for the Last 5 Years

    FINANCIAL METRICS FOR THE LAST 5 YEARS In $ MN in constant currency 1 USD @ INR 73.50 (March 31, 2021) Revenue EBITDA 350 70 300 250 55 200 331 293 312 40 69 150 281 55 251 25 39 42 100 35 50 10 FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 PAT CAPEX 25 70

  7. Slide 7: Financial Metrics for Last 5 Years

    FINANCIAL METRICS FOR LAST 5 YEARS IN CONSTANT CURRENCY 1 USD @ INR 73.50 (MARCH 31, 2021) INCOME STATEMENT BALANCE SHEET $ Mln Details USD (Mln) FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 Details FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 Revenue 251 281 293 312 331 Equity 112 123 147 154 179 C

  8. Slide 8: Content

    CONTENT 1 • OUR RESULTS 2 • DIGITAL ENABLERS 3 • OUR SERVICES

  9. Slide 9: Digital Enablers

    DIGITAL ENABLERS India: A Digital-First Economy cli sont Number of Unicorns by year Population distribution by age Penetration of tech-enabled condiraniion:twilnata Launch of Jio COVID first wave- | 150 | Sharp reduction in the | | accelerated switch to | _ |. price of mobile data | | digital consum

  10. Slide 10: Digital Enablers

    ITALL ENABLERS Pre-pandemic Second Covid wave Company Jan 2020 April2020 April2021 Aug2021 18 months hotstar 35 7 54 24 76 cad Flipkort YB 28mn = 20mn* = 42mn_—49mMn_—E mn A 38m me me me me facebook 250mn 257mn = 283mn_ =. 287mn_—-288 mn amazon 35mn = 20mn* 48 mn 54mn 70 mn QOOLA 77mm = 974,000 29mn

  11. Slide 11: Startups and Enterprises – Primary Drivers

    STARTUPS AND ENTERPRISES – PRIMARY DRIVERS 11

  12. Slide 12: Data – Entry Cost

    DATA - ENTRY COST Exhibit 13: Mobile data usage in India is among the highest in the world... Data usage (Gb per month per user) on mobile (excluding WiFi) Source: Nokia MBIT, Goldman Sachs Global Investment Research Exhibit 14: ... with the cost of data in India one of the cheapest in the world Com

  13. Slide 13: Data – and Availability

    DATA - AND AVAILABILITY sify Exhibit 10: ... but internet penetration has room to increase, compared to Asian and global peers Internet users (in mn) and internet users as % of population (May 2021 or latest) 100% -Korea ee) Germany us Exhibit 9: India has almost 800mn internet users, with internet

  14. Slide 14: India's Evolving Equity Landscape

    INDIA’S EVOLVING EQUITY LANDSCAPE 14

  15. Slide 15: Content

    CONTENT 1 • OUR RESULTS 2 • MARKET OPPORTUNITY 3 • OUR SERVICES

  16. Slide 16: Sify's Journey: 25 Years of Transformation

    SIFY’S JOURNEY: 25 YEARS OF TRANSFORMATION CONSUMER SHIFT TO AN FULL-FLEDGED CONVERGED ICT cloud@core digital@core FACING ISP ENTERPRISE TRANSFORMATION SERVICES PROVIDER SERVICES COMPANY INTO AN ENTERPRISE SERVICES COMPANY 1995 - 1999 2000 - 2005 2006 - 2012 2013 - 2017 2018 - 2020 2021 -  First pr

  17. Slide 17: cloud@core

    cloud@core Aligned to our customer’s transformational pursuit CLOUD ENABLING CLOUD INSPIRED CLOUD PURE CLOUD ENHANCED Cloud Data Centres IAAS at Cloud DCs Hyperscale Platforms adjacent Digital Services  Hyper reach/Hyper scale CloudInfinit to Cloud DCs  App Modernization transport  Enterprise Mul

  18. Slide 18: Infrastructure & Services Advantage

    INFRASTRUCTURE & SERVICES ADVANTAGE SIFY ASSETS RELEVANCE TO DIGITAL ENTERPRISE  10 Pan-India DCs with >75 MW capacity  Hosting for hyperscale operators  On track to add 200 MW in next 4 years  Centerpiece of the hybrid cloud  Largest MPLS network (by connections)  Internet growth from non-met

  19. Slide 19: Sify Services Alignment: Full Spectrum of Cloud Play

    SIFY SERVICES ALIGNMENT: FULL SPECTRUM OF CLOUD PLAY CLOUD ENABLING CLOUD INSPIRED CLOUD PURE CLOUD ENHANCED  Digital SCM (ForumNXT,  Cloud DC  AWS Cloud services SFFNxt)  Sify CloudInfinit  Hyper reach/Hyper scale  Azure Cloud services  Hosted SAP/S4HANA Cloud  Digital Learning (Livewire tr

  20. Slide 20: Thank you

    Next step digital@core Thank you

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