Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Sidoti Virtual Conference June 2020
16 slides from Sify Technologies's conference presentation, June 2020
Slide 1: Investor Presentation 2020
INVESTOR PRESENTATION 2020 June 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: 2/3rd of the world will do business differently post COVID
2/3rd OF THE WORLD WILL DO BUSINESS DIFFERENTLY POST COVID
Slide 4: Impact of COVID-19 on industry verticals: technology spend
IMPACT OF COVID-19 ON INDUSTRY VERTICALS: TECHNOLOGY SPEND 4
Slide 5: 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 5 Source: Gartner Each dot represents 5% growt
Slide 6: Top digital trends and their drivers
TOP 10 DIGITAL TRENDS – AND THEIR DRIVERS Online Digital and Distance Shopping and contactless Remote Telehealth learning Robot Deliveries Big payments working Big data, Network & Network RPAs, GUI Hardware redundancy, Network Machine intelligence, security, Cloud penetration, learning, Machine Clos
Slide 7: 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 8: 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 8
Slide 9: 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 10: 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 11: 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 12: 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 12 * FY 2019-20 – Figures are Unaudited
Slide 13: Digital India: what's happening?
DIGITAL INDIA: WHAT’S HAPPENING? Investments in Indian IT digital platforms Healthy Start Up ecosystem Facebook, Silver Lake, Vista Equity Partners, General >27K startups. $11B raised in Atlantic, KKR, Abu Dhabi-based Mubadala, and Abu FY 2019-20 Dhabi Investment Authority, TPG and L Chatterton inve
Slide 14: Advantage India
ADVANTAGE INDIA 6th largest Consumer market 18% share of global population 31% Urban population 14 Source: JLL India, great place for manufacturing
Slide 15: Advantage India
ADVANTAGE INDIA Focussed Digital economy plans 15
Slide 16: Thank you
cloud@core Thank you 2/@/6|S/\a [e] sify”
Sify Technologies — Sidoti Virtual Conference June 2020 on 6ix