Sonata Software Limited · NSE:SONATSOFTW
Sonata Software — Investor Presentation (September 2007)
20 slides from Sonata Software's investor presentation, Sep 11, 2007
Slide 1: Press Meet
PRESS MEET B Ramaswamy President and Managing Director Sonata Software Limited September 11, 2007 Hyderabad
Slide 2: Humble Beginnings
Humble Beginnings – Inception in 1986 – Division of IOCL – Business Focus : Software Products – Exclusive focus on Indian market for first 7 years – Entry into International market for software services in 1993 – First customers – Software Product Company : California – Pharma major : Germany
Slide 3: Group Structure
Group Structure Sonata Software Ltd (Software Services, IT Infrastructure Management for Overseas clients) 100% 100% 100% 100% Sonata Information Offshore Digital Sonata Europe Sonata Software Technology Ltd Services Inc, USA Limited, London GmbH, Frankfurt (Software Product (Sales & Marketing arm i
Slide 4: Financial Highlights (FY 06-07)
Financial Highlights (FY 06-07) Growth : Consolidated PAT 74% YoY Total Consolidated Income : Rs 914 Cr Total Consolidated Profit : Rs 48 Cr Investment in TUI InfoTec : Euro 18 mill 4 Global Development Centers Bangalore- 3 Hyderabad- 1 2200+ Software Professionals Listed in BSE an
Slide 5: Highlights: Consolidated
Highlights : Consolidated PAT 98.66 100.00 80.00 60.00 44.08 40.00 26.99 18.18 20.00 0.00 Total Income FY 04 FY 05 FY 06 EBIDT FY 07
Slide 6: Revenue Spread (in %)
Revenue Spread (in %) 60 55 55 52 50 50 50 48 45 45 40 30 US Europe 20 10 0 FY 04 FY 05 FY 06 FY 07
Slide 7: Business Model
Business Model Distinct, • Domestic synergistic • International businesses • Repeat business Strategic • Visibility Partnership • Business Value Overlay • Organic – free cash flow Inorganic • Funding – internal Growth generation / debt
Slide 8: Organic: Account Mining
Organic : Account Mining CAGR 127 % 281 % 26 % Others FY 03 FY 04 FY 05 FY 06 FY 07 3 Yrs Cust. 33 % 44 % 55 % 74 % 82% 4 Yrs Cust. BUSINESS FROM LONG TERM CUSTOMERS 5 Yrs cust.
Slide 9: Inorganic: JV with TUI InfoTec: Strategic Rationale
Inorganic : JV with TUI InfoTec : Strategic Rationale Largest untapped IT services market in Europe Tough to penetrate Critical Success Factors : German Language and Culture At least one of the top Indian services companies will make a major acquisition in Germany within the next 3 years.
Slide 10: Inorganic: Joint Value Proposition
Inorganic : Joint Value Proposition • De-risked global delivery model – Established German presence • Trust, confidence, language capability & cultural alignment – Model proven by successful 3 year relationship • Full-service provider – Software services – a wide array of services & technology exper
Slide 11: Our Strategy
Our Strategy Market Segments • ISV’s • Enterprises • Travel • Infrastructure Alliances Broad set of offerings Core Research Group (CRG) • Solution Frameworks • Accelerators
Slide 12: Organic: Alliances
Organic : Alliances All Logos & Trade Marks are the registered properties of the respective owners
Slide 13: Wide Range of Services
Wide Range of Services Application Managed Business Packaged Infrastructure Maintenance Development Testing Intelligence Applications Management Data Center & Implementation App Hosting New Incidents Consulting DW Modelling Development Managed Global Roll- Services Outs Enhancements Test Planning ET
Slide 14: Recognition
Recognition Sep 06 • Oracle’s Best Value Added Distributor (VAD) in Asia Pacific Oct 06 • Mercury’s Asia Pacific Partner of the Year Award Nov 06 • Winner in the Deloitte Technology Fast 50 India 2006 Program Dec 06 • Winner in the Deloitte Technology Fast 500 Asia Pacific 2006 ….contd
Slide 15: Recognition (contd)
Recognition (contd) Dec 06 • Microsoft’s Best Partner – Compete Category, Greater New England District Feb 07 • Most Outstanding Mercury / HP Software Solution Partner Award 2006 Apr 07 • Oracle’s Best Mid Market Applications Vendor 2007 May 07 • BEA’s Best Distributor in India 2007 Jun 07 • Indian
Slide 16: Our New Growth Hub Hyderabad
Ss (COLIC SONATA SOFTWARE NK cUSTONER THINK CUSTOMER al TANK Woy Xi Our New Growth Hub Hyderabad
Slide 17: Center Highlights
Center Highlights Total Capacity : 800 Current strength : 625 Located in heart of the city Dedicated and fully equipped training facilities Foreign language training (German, Spanish) Fully connected and integrated with Blr dev centers Disaster Recovery facilities
Slide 18: Services in the Hyd Center
Services in the Hyd Center Outsourced Product Development Enterprise Applications Implementation Application Development & Maintenance 24x7 Remote Infrastructure Management & Support Managed Testing
Slide 19: Center Capabilities
Center Capabilities Leading technologies from Microsoft, Oracle, IBM, Sun Infra Mgmt platforms > AIX, Solaris, Oracle, DB2, Tivoli SoA, Web 2.0 (Ajax, Mashups, Google Maps, etc) Frameworks > Spring, Velocity Enterprise Appl Tools > MQSI, TIBCO Packaged Appls > Oracle Apps, MS Dynamics
Slide 20: Center Visit
Ss Nu ie (MICE SONATA SOFTWARE Fu sO THINK CUSTOMER Center Visit
Sonata Software — Investor Presentation (September 2007) on 6ix