Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Investor Presentation (April 2019)
15 slides from Sify Technologies's investor presentation, April 2019
Slide 1: Investor Presentation: IR Update April 2018 – March 2019
IR UPDATE INVESTOR April 2018 – March 2019 PRESENTATION
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: Trends changing the provider marketplace
Trends changing the provider marketplace Trends Advantage Customers DC mobbing from on- DC and Cloud SP with Managed premise to hosted DC & Cloud Services and Integration Capabilities Build IT to Consumed IT Model Cloud Services Provider with Integrated ICT Offerings Outcome-Based Engagement Integra
Slide 5: Sify’s key assets and relevance to Digital India
Sify’s key 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 cities and t
Slide 6: What does it mean for Sify?
What does it mean for Sify? Increased Ubiquitous data consumption of connectivity and CLOUD BASED HIGHSPEED services ENTERPRISE NETWORKS Extensive need for Opportunity to Demand for SECURITY SERVICES HOST DATA MANAGED SERVICES to prevent threat and under outsourced to host and manage theft model in
Slide 7: Advantage Sify
Advantage Sify HYPER-REACH HYPER-SCALE Sify can uniquely serve Sify enables public cloud large multi-location IT and scalable projects interconnection BUSINESS MODEL PARTNERSHIPS Sify is fully aligned to Sify collaborates with the service provider the next-gen model operators Sify excels in areas at
Slide 8: Engagement models
Engagement models Client engagement is Systems are owned by the client based on defined business and annuity based payout for outcome generated by IT services Hardware solutions and services Less People Licenses No upfront investment by Reduced upfront investment as client client and payout is subsc
Slide 9: Cloud@Core: The Cloud iteration of our services
The Cloud iteration of our services DEMYSTIFYING CLOUD@CORE A L I G N E D T O O U R C U S T O M E R S C L O U D T R A N S F O R M AT I O N P U R S U I T CLOUD ENABLING CLOUD INSPIRED CLOUD PURE CLOUD ENHANCED Cloud data centres Sify CloudInfinit AWS cloud service App Modernization Hyper re
Slide 10: Sify today: from a customer perspective
Sify today: from a customer perspective Service provider with Only ICT service provider expertise in to offer SYSTEM INTEGRATION “CONSUMPTION” AND APPLICATION as well as “BUILD” domain models to clients Multiple commercial models Ability to compete and replace COMPONENT ALIGNED, traditional USAGE AL
Slide 11: Our business units
Our business units Data Center centric IT services Technology Integration Services • Data Center Transformation • Network Integration • Information Security Services • Collaboration Services Telecom centric services • End User Computing Services • Collaboration Tools Telecom Services Applications In
Slide 12: Financial metrics for last 5 years
financial metrics for last 5 years – in $ Mil in constant currency 1 USD @ INR 65 Revenue EBITDA 400 60 331 318 48 300 284 44 45 40 38 231 198 31 200 30 100 15 0 0 2014-15 2015-16 2016-17 2017-18 2018-19* 2014-15 2015-16 2016-17 2017-18 2018-19* PAT 20 16 15 14 10 10 7 6 5 0 * Yr 2018-19 – Figures a
Slide 13: Operating performance and financial position
operating performance and financial position Operating Performance In INR Mil Quarter ended Year ended Year ended Description March March March 2019 2019 2018 (Unaudited) (Unaudited) (Audited) Revenue 5,623 21,547 20,686 Cost of Revenues (3,546) (13,602) (13,435) Selling, General and Administrative
Slide 14: Strategic partnerships
Strategic partnerships Technology Partners Cloud and Acceleration Partners Application Partners Security Partners 14
Slide 15: Thank you
thank you 15
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