Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Investor Presentation (May 2020)
21 slides from Sify Technologies's investor presentation, May 2020
Slide 1: Investor Presentation 2020
INVESTOR PRESENTATION 2020 May 2020 1
Slide 2: Agenda
AGENDA 01 THE WORLD IS CHANGING 02 AND SO ARE THE DEMAND DRIVERS 03 HOW ARE WE IMPACTED & RESPONDING 04 THE PROOF : OUR FINANCIALS 05 RIGHT PLACE : INDIA 2
Slide 3: The World Is Changing
THE WORLD IS CHANGING
Slide 4: 2/3rd of the world will do business differently post COVID
2/3rd OF THE WORLD WILL DO BUSINESS DIFFERENTLY POST COVID
Slide 5: Impact of COVID-19 on industry verticals: technology spend
IMPACT OF COVID-19 ON INDUSTRY VERTICALS: TECHNOLOGY SPEND
Slide 6: And so are the demand drivers
AND SO ARE THE DEMAND DRIVERS
Slide 7: Top digital trends post COVID
TOP 10 DIGITAL TRENDS POST COVID 1. Online Shopping and Robot 2. Digital and Contactless Deliveries Payments And those that Online shopping - from 46% now Digital payments grew 23% in are in to 64% over next 6 to 9 months* just March 2020 alignment with *Capgemini Research Institute POS Contactless
Slide 8: Top digital trends in the digital world
TOP 10 DIGITAL TRENDS IN THE DIGITAL WORLD 6. Online Entertainment 7. Supply Chain 4.0 And those that India would have a billion digital Average weekly order volumes on are in users by 2030* the Tradeshift platform have alignment with • KPMG 2020 dropped by 15.9% since March 9th. Compared with the p
Slide 9: How are we impacted & responding
HOW ARE WE IMPACTED & RESPONDING
Slide 10: Impact of COVID-19 on service lines
IMPACT OF COVID-19 ON SERVICE LINES Negative Neutral Positive The green squares represent positive growth, while the red circles represent negative growth. India falls under Emerging Asia/Pacific Note: Managed Services and Cloud Infrastructure are Green Each dot represents 5% growth
Slide 11: Sify COVID-19 response: business solutions for market
SIFY COVID-19 RESPONSE: BUSINESS SOLUTIONS FOR MARKET CONNECT COLLABORATE SECURE DESKTOP-AS-A BCP SUPPORT SERVICE Provide the Ensure the diversely Ensure disparate Working with On-prem requisite bandwidth located staff can staff entering the customers to data center upgrade at DC/DR collaborate usin
Slide 12: Sify services alignment: full spectrum of cloud play
SIFY SERVICES ALIGNMENT : FULL SPECTRUM OF CLOUD PLAY CLOUD ENABLING CLOUD INSPIRED CLOUD PURE CLOUD ENHANCED ▪ Cloud DC ▪ Sify CloudInfinit ▪ AWS Cloud services ▪ Digital SCM (ForumNXT, ▪ Hyper reach/Hyper scale ▪ Hosted SAP/S4HANA Cloud ▪ Azure Cloud services SFFNxt) transport ▪ Digital Learning (
Slide 13: Offered off the complete ICT ecosystem
OFFERED OFF THE COMPLETE ICT ECOSYSTEM TECHNOLOGY INTEGRATION SERVICES APPLICATIONS INTEGRATION SERVICES CLOUD AND MANAGED SERVICES NETWORK SERVICES DATA CENTER SERVICES India’s widest MPLS and Partner network The DC fabric offering the most Interconnects to the Cloud from India
Slide 14: The Proof: Our Financials
THE PROOF : OUR FINANCIALS
Slide 15: Financial metrics for last 5 years
FINANCIAL METRICS for last 5 years – IN $ MN in constant currency 1 USD @ INR 75.39 Revenue EBITDA 60 325 275 50 225 40 175 304 274 286 30 54 125 245 199 38 41 75 20 33 34 25 FY 15-16 FY 16-17 FY 17-18 FY 18-19 FY 19-20* 10 FY 15-16 FY 16-17 FY 17-18 FY 18-19 FY 19-20* PAT Capital Expenditure 20 60
Slide 16: Financial statements over last 5 years
FINANCIAL STATEMENTS OVER LAST 5 YEARS – IN $ MN IN CONSTANT CURRENCY 1 USD @ INR 75.39 INCOME STATEMENT BALANCE SHEET Details 15-16 16-17 17-18 18-19 19-20* Revenue 199 245 274 286 304 COGS (121) (158) (178) (180) (191) SG&A (46) (53) (58) (65) (59) EBITDA 32 34 38 41 54 Depreciation (21) (23) (23)
Slide 17: Segment-wise performance
SEGMENT-WISE PERFORMANCE in constant currency 1 USD @ INR 75.39 180 168 160 154 142 135 132 132 136 140 127 120 110 100 80 73 60 40 20 - 2015-16 2016-17 2017-18 2018-19 2019-20* Network Centric Services Data Center centric IT Services 17 * FY 2019-20 – Figures are Unaudited
Slide 18: Right Place: India
RIGHT PLACE : INDIA
Slide 19: Digital India: What's happening?
DIGITAL INDIA: WHAT’S HAPPENING? Investments in Indian IT digital platforms Healthy Start Up ecosystem Facebook, Silver Lakes and Vistas PE invest >27K startups. $11 Bil raised in total of $8 Bil in Reliance Jio FY 2019-20 Internet penetration Rural Digital penetration + 40M per year increase in act
Slide 20: Advantage India
ADVANTAGE INDIA CHINA VENEZUELA SAUDI ARABIA Japan has earmarked $2.2 billion to enable its companies IRAQ to shift production from China. 1,000 foreign firms mull India—which has a domestic production in India, 300 market of $120 billion—has actively pursue plan as announced a Rs 40,000 crore 'Exit
Slide 21: Thank you
nS sify Mee veg 24 GFW he exter Eek ih | ef é hace 2 (2) Sewage Tey aes eet Se see Awake’ cloud@core Thank you B® 6S alias