Slide 1: Exchange filing cover letter: Investors Presentation on recent acquisition
NSE & BSE / 2021-22 / 135 February 15, 2022 The Manager, The Manager, Corporate Services, Corporate Services, National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex, 14th Floor, P J Towers, Dalal Street, Bandra (E), Mumbai 400 051 Mumbai 400 001 Ref: Symbol: PERSIS
Slide 2: Investor Briefing on Acquisition of Data Glove
Investor Briefing on Acquisition of Data Glove February 2022
Slide 3: Forward-looking and Cautionary Statements
Forward-looking and Cautionary Statements Certain statements in this presentation concerning our future growth prospects are forward-looking statements, which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward-looking statement
Slide 4: Persistent Participants
Persistent Participants Sandeep Kalra Sunil Sapre CEO and Executive Director Executive Director and Chief Financial Officer Nitha Puthran Saurabh Dwivedi SVP, Cloud, Infrastructure & Security Head of Investor Relations
Slide 5: We are Persistent.
We are Persistent. A trusted Digital Engineering and Enterprise Modernization partner. $796.4M $701.1M ₹6,272M 16,989 $5.0B Annualized revenue run TTM Revenue TTM PAT Employees* Market cap** rate based on Q3FY22 +29.8% YoY +58.1% YoY +36.6% YoY +223.3% YoY *Employee count as at Dec 31, 2021 **1 USD
Slide 6: Our M&A strategy
Our M&A strategy Capture Bolster Expand High growth markets Existing capabilities Geographic / Vertical footprint
Slide 7: Our strategy is tightly aligned to our clients' cloud transformation journeys
Our strategy is tightly aligned to our clients’ cloud transformation journeys Data Center On Premise / Colo Data Centers
Slide 8: Our strategy is tightly aligned to our clients' cloud transformation journeys
Our strategy is tightly aligned to our clients’ cloud transformation journeys Data Center Private Cloud On Premise / Virtualized Colo Data Centers
Slide 9: Our strategy is tightly aligned to our clients' cloud transformation journeys
Our strategy is tightly aligned to our clients’ cloud transformation journeys Data Center Private Cloud Hybrid Cloud On Premise/ Virtualized Virtualized Colo Data Centers IaaS Federation
Slide 10: Our strategy is tightly aligned to our clients' cloud transformation journeys
Our strategy is tightly aligned to our clients’ cloud transformation journeys Data Center Private Cloud Hybrid Cloud Multiple Clouds On Premise / Virtualized Virtualized Virtualized Colo Data Centers IaaS IaaS Federation Federation PaaS
Slide 11: Our strategy is tightly aligned to our clients' cloud transformation journeys
Our strategy is tightly aligned to our clients’ cloud transformation journeys Data Center Private Cloud Hybrid Cloud Multiple Clouds Hybrid Multi-Cloud On Premise / Virtualized Virtualized Virtualized Virtualized / Bare Metal Colo Data Centers IaaS IaaS IaaS Federation Federation Federation PaaS Paa
Slide 12: ...and accelerating with hyperscaler's verticalized solutions
…and accelerating with hyperscaler’s verticalized solutions Healthcare | Payer, Provider, Lifesciences BFSI | Banking, Insurance, Mortgages \ Continuous Patient Monitoring \ Personalized banking \ Clinical analytics \ Modernized Payments CXO/ \ Genomics \ Fraud Detection Business Heads \ Resilient S
Slide 13: This shift is driving significant growth across all cloud players
This shift is driving significant growth across all cloud players… IBM Cloud Azure AWS Google Cloud 20% 46% 37% 45% Revenue Growth Revenue Growth Revenue Growth Revenue Growth
Slide 14: And we have been investing to capture this market opportunity
This shift is driving significant growth across all cloud players… And we have been investing to capture this market opportunity. IBM Cloud Azure AWS Google Cloud 20% 46% 37% 45% Revenue Growth Revenue Growth Revenue Growth Revenue Growth (Hybrid Cloud)
Slide 15: And we have been investing to capture this market opportunity
This shift is driving significant growth across all cloud players… And we have been investing to capture this market opportunity. Google IBM Cloud Azure AWS Cloud Salesforce 20% 46% 37% 45% 26% Revenue Growth Revenue Growth Revenue Growth Revenue Growth Revenue Growth
Slide 16: Announcing an Acquisition
Announcing an Acquisition Established in 2010, Data Glove specializes in digital transformation using Microsoft technologies \ Application and Data Modernization, Cloud Advisory Services, Business Application Innovation, Modern Work, Intelligent Expertise Automation \ $48.96M for Trailing Twelve Mon
Slide 17: Strategic Rationale
Strategic Rationale Accelerate and deepen Create value with new and Expand geographic Microsoft partnership expanded offerings footprint and talent pool \ Launch Microsoft business unit to \ Enhance Industry and Service \ Introduce nearshore delivery accelerate joint go-to-market, lines current offe
Slide 18: Partner and analyst reactions
Partner and analyst reactions Businesses and governments are With this acquisition and the The acceleration of digital adoption during seeking reliable technology partners to announcement of a newly formed the pandemic has led to increased help them navigate the rapid digital Microsoft business unit
Slide 19: Welcoming the Leadership of Data Glove
Welcoming the Leadership of Data Glove Rajiv Korpal Rahul Bajaj Executive Vice President Executive Vice President Global Sales & Services Global Revenue & New Growth Initiatives Global sales and delivery leader with Two decades of industry experience across partner management and strategy experience
Slide 20: Transaction summary and financials
Transaction summary and financials Total purchase consideration for Data Based on TTM Dec 2021 revenues of Expected impact in FY23 of 75 bps Glove is US$90.5M $48.96M, the total purchase at EBIT level $50.2M upfront and the balance in consideration implies an EV / revenue earnouts / retention multip
Slide 21: Announcing the new Microsoft business unit
Announcing the new Microsoft business unit Capability Summary 30+ OCP & CSP 8 250+ 50+ 100,000+ Years of Partner Gold & Silver Microsoft & Azure Assets and Workloads Migrated Experience Program Competencies Certifications Accelerators Offerings (Across Industry Verticals) Azure Cloud Digital and Clo
Slide 22: Market Opportunity: Synergies to accelerate market momentum
Synergies to accelerate market momentum Market Opportunity Key Trends to Capitalize on 1 2 3 4 5 Respond to Enterprise Expand technical Capture Azure Bolster Strengthen Scale intelligent Modernization Trends advisory Cloud opportunity Dynamics 365 modern work automation capability offerings solution
Slide 23: Data Glove Representative Engagements
Data Glove Representative Engagements Revenue growth with new sales Achieve enterprise-wide, Assist Federal Health Inspection channel for one of the largest cloud-first strategy for a leading Agency to enhance quality of life American Insurance Companies North American Telco for families through Azu
Slide 24: Thank you!
Thank you! www.persistent.com