Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Sidoti & Company Fall 2018 Conference, New York
17 slides from Sify Technologies's conference presentation, September 2018
Slide 1: Where's the Action… India
WHERE’S THE ACTION… INDIA Presentation at Sidoti & Company, Fall 2018, New York 1
Slide 2: The India "Digital Tsunami"
THE INDIA “DIGITAL TSUNAMI” CONNECTED WORLD DIGITAL BUSINESS E-COMMERCE SMART CITIES E - LEARNING By 2020, smart phone 60% of global FMCG Global online spend is Global smart city spend Global online users are expected to sales are driven by expected to reach is expected to reach education to reach r
Slide 3: Digital India – A Perfect Storm
DIGITAL INDIA – A PERFECT STORM NATIONAL DIGITAL COMMUNICATIONS POLICY (2020 GOALS) PROPEL INDIA Investments of USD 100 Billion Creation of innovation led start-ups Train/ re-skill 1 Million CONNECT INDIA Expand IoT ecosystem to 5 Billion 10 Gbps to all villages 100 Mbps to all schools
Slide 4: Eventual Goalpost: JAM
EVENTUAL GOALPOST J A M JAN DHAN YOJANA MOBILITY Bank accounts for all Smartphones for anywhere Universal identity for all accessibility AADHAR 1: 1: 1 1 Billion Aadhar cards linked to 1 Billion bank accounts and 1 Billion mobile phones Source: Serving India’s Digital Consumer, CII and AT Kearney, 2
Slide 5: Who Is Driving the Action...
WHO IS DRIVING THE | ACTION...
Slide 6: Sify Today
SIFY TODAY TECHNOLOGY INTEGRATION SERVICES • Data Center IT • Network Integration • Information Security Services TELECOM SERVICES • Collaboration Services • End User Computing Services • India Data Business • Global Data Business • Cloud Connect & APPLICATIONS SERVICES Managed DWDM • Enterprise VoI
Slide 7: Sify's Key Assets
SIFY’S KEY ASSETS Sify Assets Relevance to Digital India • 6 Pan-India DCs with 47MW capacity (utility) • Hosting for hyperscale operators • 5 more DCs in progress, >2X capacity • Centerpiece of the hybrid cloud • Largest MPLS network (by connections) • Internet growth from non-metros • Spans 1600 c
Slide 8: Our Services Model Aligned to Customers' Digital Journey
OUR SERVICES MODEL ALIGNED TO CUSTOMERS’ DIGITAL JOURNEY UTILITIES HEALTHCARE INSURANCE TRAVEL Pay per bill Pay per patient Pay per policy Pay per trip EDUCATION RETAIL STOCKS MANUFACTURING Pay per Pay per item Pay per Pay per tonne student transaction Sify Service Transformation Consumption Model U
Slide 9: Execution Capabilities
EXECUTION CAPABILITIES sify LARGE DATA CENTER LARGE NETWORK TRANSFORMATION PROJECTS TRANSFORMATION PROJECTS Preferred over players like Preferred over players like IBM, Wipro, HCL & TCS IBM, Wipro, Dimension Data, Tata Communications & Airtel Me: Gea she Explore, Enable, Excel BUSINESS OUTCOME BASED
Slide 10: Cloud@Core: Our Next Engine for Growth
CLOUD@CORE: OUR NEXT ENGINE FOR GROWTH █ Cloud data centers █ Hyper reach / hyper scale transport AWS DirectConnect | XpressRoute █ Managed wireless platform █ Software Defined Network services █ Oracle cloud service █ Cloud build Private | Hyperconverged | Enterprise █ Private cloud for SAP/S4HANA
Slide 11: The Proof Is in the Numbers
THE PROOF IS IN THE NUMBERS 11
Slide 12: Roundup 2017-18
ROUNDUP 2017-18 • Revenue crosses US$ 300 Mn+ (INR 2000 + Cr) in FY 2017 - 18 • DC centric IT Services now contributes more than 50% of the overall revenue (CAGR of 31% over last 5 years) • Revenue Growth : CAGR 19% in last 5 years • EBITDA Growth : CAGR 16% in last 5 years • PAT : CAGR 30% in last
Slide 13: Financial Metrics for Q1 by Year
financial metrics for Q 1 for 5 years - in $ Mil in constant currency 1 USD @ INR 65 Revenue for Q1 EBITDA for Q1 80 72.05 12 10.75 11.4 70.08 9.57 70 64.15 10 8.98 60 52.41 7.43 45.58 8 50 40 6 30 4 20 10 2 0 0 14-15 15-16 16-17 17-18 18-19 14-15 15-16 16-17 17-18 18-19 PAT for Q1 4 3.09 3 2.68 1.7
Slide 14: Annual Financial Metrics
ANNUAL FINANCIAL METRICS – IN $ MN in constant currency 1 USD @ INR 65 Revenue EBITDA 350 318 50 44 284 40 300 40 38 250 231 31 198 30 200 161 24 150 20 100 10 50 - 0 13-14 14-15 15-16 16-17 17-18 13-14 14-15 15-16 16-17 17-18 PAT Capital Expenditure # 16 14 38 14 40 32 30 31 28 12 10 30 22 10 14 8
Slide 15: Segment-wise Performance
SEGMENT-WISE PERFORMANCE in constant currency 1 USD @ INR 65 FY 2017-18 REVENUE $MN 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 180 164 157 154 160 147 48% 52% 140 131 127 FY2016-17 120 106 100 84 81 80 67 50 55 60 40 20 55% 45% - Telecom centric services Telecom centric Data Center centric IT D
Slide 16: Strategic Partnerships
STRATEGIC PARTNERSHIPS Technology Partners Cloud and Acceleration Partners Application Partners Security Partners 16
Slide 17: Recognition
RECOGNITION Sify moves up to the challenger position in the Network Data Center Gartner MQ for Managed Hybrid Cloud Hosting – Asia Transformation Transformation Pacific (2017) Services Services 17 2018 2018
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