Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — H1 FY2021-22 Earnings Presentation
18 slides from Sify Technologies's earnings presentation, October 2021
Slide 1: Q2 & H1 FY 2021-22 Financial Update
Q2 & H1 FY 2021-22 FINANCIAL UPDATE © Sify Technologies Limited investor presentation | October 2021
Slide 2: Content
CONTENT 1 • OUR RESULTS 2 • MARKET OPPORTUNITY 3 • OUR SERVICES
Slide 3: Financial Metrics for Q2 for Last 5 Years
FINANCIAL METRICS FOR Q2 FOR LAST 5 YEARS In $ MN in constant currency 1 USD @ INR 74.26 (September 30, 2021) (Unaudited) Revenue EBITDA 85 17 70 14 94 20 55 11 74 78 79 16 65 14 40 8 10 10 25 5 Q2 17-18 Q2 18-19 Q2 19-20 Q2 20-21 Q2 21-22 Q2 17-18 Q2 18-19 Q2 19-20 Q2 20-21 Q2 21-22 PBT PAT 7 4 6 5
Slide 4: Financial Metrics for H1 for Last 5 Years
FINANCIAL METRICS FOR H1 FOR LAST 5 YEARS In $ MN in constant currency 1 USD @ 74.26 (September 30, 2021) (Unaudited) Revenue EBITDA 170 35 155 30 140 125 25 39 110 181 153 150 20 32 95 127 137 26 80 15 19 20 65 50 10 H1 17-18 H1 18-19 H1 19-20 H1 20-21 H1 21-22 H1 17-18 H1 18-19 H1 19-20 H1 20-21 H
Slide 5: Financial Metrics for the Last 5 Years
FINANCIAL METRICS FOR THE LAST 5 YEARS In $ MN in constant currency 1 USD @ INR 73.50 (March 31, 2021) Revenue EBITDA 350 70 300 250 55 200 331 40 293 312 69 150 281 55 251 25 39 42 100 35 50 10 FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 PAT CAPEX 25 80
Slide 6: Financial Metrics for Last 5 Years
FINANCIAL METRICS FOR LAST 5 YEARS IN CONSTANT CURRENCY 1 USD @ INR 73.50 (MARCH 31, 2021) INCOME STATEMENT BALANCE SHEET $ Mln Details USD (Mln) FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 Details FY 16-17 FY 17-18 FY 18-19 FY 19-20 FY 20-21 Revenue 251 281 293 312 331 Equity 112 123 147 154 179 C
Slide 7: Content
CONTENT 1 • OUR RESULTS 2 • MARKET OPPORTUNITY 3 • OUR SERVICES
Slide 8: Number of Unicorns by year
Number of Unicorns by year Population distribution by age Penetration of tech-enabled [oecestet pel isan fo") {GOV i woe 150 sharp reduction inthe | | accelerated switch to Price of mobile data || digital consumption | Texter 10 7 = ‘re alady online out of 10 coi 6 HPORPOOOOE Srmicgrentes consumptio
Slide 9: Startups and Enterprises – Primary Drivers
STARTUPS AND ENTERPRISES – PRIMARY DRIVERS 9
Slide 10: Data – Entry Cost
Sify DATA - ENTRY COST Exhibit 13: Mobile data usage in India is among the highest in the world ... Data usage (Gb per month per user) on mobile (excluding WiFi) Exhibit 14: ... with the cost of data in India one of the cheapest in the world Compiled by cable.co.uk in March 2021. India tariff compil
Slide 11: Data – and Availability
DATA - AND AVAILABLIBILITY Exhibit 10: ... but internet penetration has room to increase, compared to Asian and global peers Internet users (in mn) and internet users as % of population (May 2021 or latest) 100% Germany Ays we OO wm © § 80% BO PS aa c & 70% A > China & 60% £ Anda 50% 40% oO 200 400
Slide 12: India's Evolving Equity Landscape
INDIA’S EVOLVING EQUITY LANDSCAPE 12
Slide 13: Content
CONTENT 1 • OUR RESULTS 2 • MARKET OPPORTUNITY 3 • OUR SERVICES
Slide 14: Sify's Journey: 25 Years of Transformation
SIFY’S JOURNEY: 25 YEARS OF TRANSFORMATION CONSUMER SHIFT TO AN FULL-FLEDGED CONVERGED ICT cloud@core digital@core FACING ISP ENTERPRISE TRANSFORMATION SERVICES PROVIDER SERVICES COMPANY INTO AN ENTERPRISE SERVICES COMPANY 1995 - 1999 2000 - 2005 2006 - 2012 2013 - 2017 2018 - 2020 2021 - First pr
Slide 15: cloud@core
cloud@core Aligned to our customer’s transformational pursuit CLOUD ENABLING CLOUD INSPIRED CLOUD PURE CLOUD ENHANCED Cloud Data Centres IAAS at Cloud DCs Hyperscale Platforms adjacent Digital Services Hyper reach/Hyper scale CloudInfinit to Cloud DCs App Modernization transport Enterprise Mul
Slide 16: Infrastructure & Services Advantage
INFRASTRUCTURE & SERVICES ADVANTAGE SIFY ASSETS RELEVANCE TO DIGITAL ENTERPRISE 10 Pan-India DCs with >75 MW capacity Hosting for hyperscale operators Roadmap to add 100 MW in next 4 years Centerpiece of the hybrid cloud Largest MPLS network (by connections) Internet growth from non-metr
Slide 17: Sify Services Alignment: Full Spectrum of Cloud Play
SIFY SERVICES ALIGNMENT: FULL SPECTRUM OF CLOUD PLAY CLOUD ENABLING CLOUD INSPIRED CLOUD PURE CLOUD ENHANCED Sify CloudInfinit AWS Cloud services Digital SCM (ForumNXT, Cloud DC SFFNxt) Hyper reach/Hyper scale Hosted SAP/S4HANA Cloud Azure Cloud services transport Managed wireless ne
Slide 18: Thank you
Next step digital@core Thank you
Sify Technologies — H1 FY2021-22 Earnings Presentation on 6ix