Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Non-Deal Roadshow (February 2024)
34 slides from Sify Technologies's roadshow presentation, February 2024
Slide 1: Sify Technologies Non-Deal Roadshow | February 2024
Hello!! Sify Technologies (Nasdaq: SIFY) Non-Deal Roadshow | February 2024
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: 25 Years of Transformation
25 YEARS OF TRANSFORMATION Sify 2.0 Sify 3.0+ Enterprise Cloud internet First Sify 1.0 Sify 3.0 Sify 4.0 Consumer Social & Mobile Digital internet on cloud First SHIFT TO AN DIGITAL ICT ENTERPRISE SERVICES TRANSFORMATIO SERVICES PROVIDER CONSUMER N INTO ICT DIGITAL COMPANY (cloud@core) FACING ISP SE
Slide 5: Financial metrics – Last 5 years
Financial metrics – Last 5 years REVENUE EBITDA PAT CAPEX 5 YEAR CAGR 7% 21% 8% 96% IN ABSOLUTE USD USD USD USD NO. 356 Mil 80 Mil 17 Mil 97 Mil In $ MN in constant currency 1 USD @ INR 75.81 (March 31, 2022) (Audited)
Slide 6: Financial metrics – Q3 & 9 months ended
Financial metrics – Q3 & 9 MONTHS ENDED REVENUE EBITDA CAPEX USD USD USD 104 Mil 20 Mil 40 Mil USD USD USD 313 Mil 59 Mil 108 Mil In $ MN in constant currency 1 USD @ INR 83.1164 (December 31, 2023) (Unaudited)
Slide 7: Key information – Last 5 years
Key information – Last 5 years REVENUE EBITDA 450 85 400 350 406 70 300 55 250 329 279 296 40 73 77 200 262 62 150 25 38 50 100 50 10 FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY 22-23 PROFIT BEFORE TAX CAPITAL EXPENDITURE FY 18-19 FY 19-20 FY 20-21 FY 21-22 FY
Slide 8: Capex - Segment wise
Capex - Segment wise FY 22-23 FY 21-22 28% 25% 72% 75% Data Centre Non- Data Centre Data Centre Non- Data Centre FY 20-21 53% 47% Data Centre Non- Data Centre
Slide 9: Revenue share % Q3 FY 2023-24
Revenue share % Q3 FY 2023-24 28% 40% DIGITAL SERVICES NETWORK 32% SERVICES DATA CENTER SERVICES
Slide 10: Untapped potential: India market
02 Untapped potential India market
Slide 11: Investor confidence
Investor confidence Institutional inflows in Data centers (USD million) Why are investors attracted to India’s data center market? Robust demand f BFS! occur ely low land, labou 1 indian data cent focusin About 54% of the to V energy altérfatives [ l l l l l l l \ ysumption. were from d vestments in
Slide 12: Green plans
Green plans Green penetration in Data center stock of 6 top cities in India urrent er capacity in India i LEED certified Rise in green enter capa ce 2020 ler Majority of the enter oper opt for a minimum LEED gold certification 17-20% redu 20-25% re 23-25% re year old lev 24-28% red 20-40% red een en
Slide 13: Indian digital Economy
Indian digital Economy across most sectors in India’s internet economy aa 65M dered food online 25M T] 15M used online have paid for ride-hailing services an online course
Slide 14: Internet economy vs IT services
Internet economy vs IT services
Slide 15: India – Data Center market by Geographic Spread
India – Data Center market by Geographic Spread
Slide 16: India – Data Center market by Investment
India – Data Center market by Investment
Slide 17: 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 18: India – Network connectivity
India – Network connectivity
Slide 19: 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 20: Our business
03 Our business Assets on the ground & the drawing board
Slide 21: 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 22: 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 23: 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 cover Safety, Security, Availability, Excellence and Cost Control * PUE & WUE p
Slide 24: Network strength
HYPER-REACH WIDE AREA NETWORK Global Interconnects: London, Marseille, New York, Los Multiple access Angeles, Singapore, Hong Kong, Dubai media options: Fiber, Fixed Wireless, Local Interconnects: Offnet 7 locations in India Infrastructure and Services Ethernet Business Internet (Bh, IPVPN Cloud Con
Slide 25: 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 26: 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 27: 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 28: Sustainability Roadmap
04 Sustainability Roadmap
Slide 29: Sustainability - materiality
Sustainability - materiality
Slide 30: ESG - UNSDG alignment
[sxc Emissions 12 Soa epee co & Energy Efficiency & Management = os co & Water Management Business ethics Regulatory compliance Data privacy & IT security Product innovation & transformation Customer Delight 5 Diversity & inclusion Ss Community Engagement u/s 3 Suite Employee engagement moun 4 naam
Slide 31: 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 32: 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 33: 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 34: 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.
Sify Technologies — Non-Deal Roadshow (February 2024) on 6ix