Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Q1 FY2024-25 Earnings Presentation
25 slides from Sify Technologies's earnings presentation, August 2024
Slide 1: Investor Presentation Q1 FY 2024-25
INVESTOR PRESENTATION Q1 FY 2024 - 25 Sify is your digital bridge for transformation, built on our world class digital IT infrastructure, digitalized services & core digital platforms.
Slide 2: 25 Years of Transformation
25 YEARS OF TRANSFORMATION Sify 2.0 Sify 4.0 Enterprise Digital internet First Sify 1.0 Sify 3.0 Cloud Consumer platform – internet SHIFT TO AN Public, DIGITAL ENTERPRISE Private TRANSFORMATION and Hybrid SERVICES SERVICES CONSUMER FACING COMPANY DIGITAL ICT PROVIDER Launch of end-to- ISP Launch of
Slide 3: Group Companies
GROUP COMPANIES NETWORK DATA CENTER CLOUD & SERVICES INFRASTRUCTURE DIGITAL SERVICES Sify Technologies Sify Infinit Spaces Sify Digital Ltd. Ltd. Services Ltd.
Slide 4: Ready Reckoner
READY RECKONER NETWORK DATA CENTER DIGITAL & IT SERVICES SERVICES SERVICES Sify Technologies Sify Infinit Spaces Sify Digital Ltd. Ltd. Services Ltd. • Reaches 1700+ Towns and • 3 out of 4 Hyperscalers • Hosted AI Platform (Multi cities in India collocate with us Instance GPU) as a Service • Sify Da
Slide 5: Data Center Services – an overview
DATA CENTER SERVICES – an overview 12 Pan-India Data Centers with 100+ MW IT Power Critical Deployments for Multiple Adding 350+ MW Hyperscalers capacity by 2025 600+ Premier India’s trusted enterprises hosted Data Center in Sify DCs 200+ MW Renewable Provider energy contracted 24 years of experienc
Slide 6: Digital Services – an overview
DIGITAL SERVICES – an overview Customer Experience Operational Excellence Data and Analytics Talent and Culture • Digital Asset • Full Stack • Distributed Cloud • Digital Assessment Management Platform Observability Platform Intelligent Edge as a Platform (FSO) Service (DCIEaaS) • Digital Distributo
Slide 7: What Makes Sify Unique
WHAT MAKES SIFY UNIQUE Single partner for Managed Services across DC/Cloud/NoC/SoC/EUS/Non-IT Catalogue Driven & Optimized Partner to address future Hybrid delivery model Transformation initiatives PEOPLE PROCESS Best of Breed MSP Tools, Proactive monitoring, Single Pane of Glass TOOLS Productivity
Slide 8: Global Presence
• MPLS network presence of over 1600 Cities GLOBAL PRESENCE • • 12 Operational Data Centers 65 Connected Data Centers • 50+ Pan-India Edge Nodes Canada • Open Cable Landing System Europe Toronto • Delivery Centers in 5 Major Indian London Cities Dubai India USA USA Santa Clara New Jersey Singapore P
Slide 9: Sify 4.0 – The Digital Bridge to Transformation
Sify 4.0 – THE DIGITAL BRIDGE TO TRANSFORMATION Infrastructure for Digitalized Services Core Digital Digital IT (AI/ ML powered) Cloud adjacent Data Centers IT Managed Services Digital Asset Management Hosted Private Cloud as a Service Network Managed Services Platform Hyperscale Cloud S
Slide 10: Network Connectivity – an overview
NETWORK CONNECTIVITY – an overview Over 2 decades of expertise in building and operating infrastructure for over 3000 Enterprise Customers WAN Coverage in Wireless Open CLS serving Long Distance Hyperscale infra in 1700+ cities Network Europe/Asia cables Express Network 7 metros • SDN powered • Fixe
Slide 11: Sify as Your Strategic Long Term Partner
SIFY AS YOUR STRATEGIC LONG TERM PARTNER Matured Delivery for Network Services Cloud, Network, Trusted Hybrid SDN based self Infrastructure and Cloud Advisor service access to Single Vendor for Application Managed Support choice of Cloud and DCs end-to-end Services and Migrations deployments Uptime
Slide 12: ICT Services: Key Facts
ICT SERVICES: KEY FACTS PRESENCE 700+ 900+ 100+ Global PEOPLE DC, Cloud & Network Certified India (HQ) | USA Managed Services Experts Security Experts | UK UAE | Team Singapore CUSTOMERS 500+ 500+ 700+ 70+ 50+ Cloud clients Data Center Network Private CDN & Cloud Clients Clients Cloud & DR Security
Slide 13: Performance
2 PERFORMANCE
Slide 14: Financial Metrics – Q1 Last 5 Years
FINANCIAL METRICS – Q1 LAST 5 YEARS REVENUE EBITDA CAPEX 16% 12% 85% CAGR YoY CAGR USD USD USD 21 Mil 32 Mil 113 Mil In $ MN in constant currency 1 USD @ INR 83.4534 (June 30, 2024) (Unaudited)
Slide 15: Financial Metrics – Last 5 Years
FINANCIAL METRICS – LAST 5 YEARS REVENUE EBITDA PAT CAPEX 12% 13% (49) CAGR CAGR % CAGR (6) YoY % USD USD USD USD 427 81 Mil 1 Mil 148 Mil Mil In $ MN in constant currency 1 USD @ INR 83.4534 (June 30, 2024) (Unaudited)
Slide 16: Revenue Share – 3 Businesses
REVENUE SHARE – 3 BUSINESSES 23% DIGITAL SERVICES 41% NETWORK SERVICES 36% DATA CENTER SERVICES
Slide 17: Sustainability
3 SUSTAINABILITY
Slide 18: ESG and Materiality Matrix
ESG AND 1 Customer delight Data privacy & IT security jo | Regulatory & compliance Business ethics + Product innovation Employee engagement EHHG& Diversity & inclusion my 2 o 3 ° £ G x< 6 s a ° =] o is) c is £ £ fe} a £ Procurement & supply chain b rs o Water management Importance to business GHG em
Slide 19: Market Outlook
4 MARKET OUTLOOK
Slide 20: Share of Digital Wallet
SHARE OF DIGITAL WALLET double the value of IT services Internet economy Technology sector! $50B-60B $320B-350B 3 Vuk Ja 7 $1,450B-1,550B 12-13% mn
Slide 21: Data Center Runway
Demographic Spread for DCs in India M Future Key Location 29 r-sea cables Landing stations Mumbai & Chennai Maximum concentration of landing points . Current Current : f stpely Supply* BENGALURU 13% FEB ocuance % A cuenna 5% ff Hroerass we rn @ fete supply . . %| KOLKATA Cument supply 1%] KOLKATA @
Slide 22: Indian Cloud Market
INDIAN CLOUD MARKET $6.2 Billion $17.8 Billion CAGR 23.4% BY Yr 2022 Estimated Cloud market by Yr 2027 BY FY 2022-2027
Slide 23: Digital Consumption
DIGITAL CONSUMPTION across most sectors in India’s internet economy shopped online made purchases ordered food online in online games LL households paid used online have paid for utility bills online ride-hailing services an online course
Slide 24: Sustainability Ambitions
SUSTAINABILITY AMBITIONS Green penetration in Data center stock of 6 top cities in India of the current data center capacity n India is LEED certified Rise in green data center capacity* since 2020 levels Majority of the data center operators opt for a minimum LEED gold certification Delhi-NCR Mumba
Slide 25: Thank You
Do you have any questions? Thank Please write to You [email protected]
Sify Technologies — Q1 FY2024-25 Earnings Presentation on 6ix