Mastek Limited · NSE:MASTEK
Mastek — Merger or Acquisition (February 2020)
12 slides from Mastek's merger presentation, Feb 9, 2020
Slide 1: Cover letter to stock exchanges: Investors Presentation
Mastek Limited T +91 22 6722 4200 #106,107 SDF-IV Seepz, Andheri (East), F +91 22 6695 1331 Mumbai 400096, Maharashtra , India W www.mast ek.com SEC/81/2019-20 February 9, 2020 Listing Department Listing Department BSE Limited The National Stock Exchange of India Limited 25th Floor, Phiroze Jeejeebh
Slide 2: Mastek
Mastek © Copyright Mastek, [year]. All Rights Reserved
Slide 3: Disclaimer
Disclaimer This presentation contains certain forward-looking statements concerning our future growth prospects which involve a number of risks and uncertainties that could cause actual results to differ materially from those in such forward- looking statements. These risks and uncertainties include
Slide 4: Deal Financials
Deal Financials Background: Mastek Ltd through its subsidiaries acquired Evolutionary Systems(Evosys). The deal has been structured in two stages with the Indian, USA, UK and RoW business of Evosys merging with a wholly owned subsidiary of Mastek while the Middle East business of Evosys has been acq
Slide 5: Evosys in Numbers
Evosys in Numbers 1,300+ Customers globally 30+ 1,300+ 7 Countries All Oracle Cloud Pillars Total Consultants 1000+ Cloud Customers Geographical Presence APAC, EMEA, Strong Oracle USA,Europe competencies With 17 Specializations Africa & ANZ © Copyright Mastek, [2020]. [year]. All Rights Reserved 4
Slide 6: Leading Oracle Partner With Several Accolades
Leading Oracle Partner With Several Accolades Oracle Partner Awards 1000+ Oracle Cloud Customers 2019 Awards by Evosys from Oracle and OAUG* Oracle Open World 2019: Global Partner of the Oracle Open World 2019: EMEA Partner of the 333 ERP & SCM Year: HCM Cloud Year: HCM Cloud Oracle HCM Cloud Specia
Slide 7: Evosys Financials
Evosys Financials 80 60 62 60 42 40 28 20 0 LTM May FY 17 FY 18 FY 19 19 Revenue 27.7 42.4 59.7 61.6 EBITDA 1 4 13.7 14.1 PAT -0.2 2.5 11.2 10.8 All values in US $ mn © Copyright Mastek, [2020]. [year]. All Rights Reserved 6
Slide 8: Operating Metrices
Operating Metrices REVENUE BY GEOGRAPHY REVENUE BY SERVICES REVENUE BY PLATFORM 17.4 18.7 4.4 4.4 4.6 4.6 19.4 19.9 19.2 18.8 6.9 9.2 10.3 5.7 5.7 3.8 2.6 1.5 14.6 1.5 20.0 2.0 11.4 27.6 35.7 37.2 17.8 35.8 38.4 29.6 27.4 22.1 16.7 22.4 14.8 8.4 0.7 2.1 5.4 5.2 FY 17 FY 18 FY 19 LTM May 19 FY 17 FY
Slide 9: Strategic Rationale
Strategic Rationale ▪ Evosys delivers diversification to Mastek • Geographic: Reduces concentration from UK to other markets. Opens up access to Continental Europe and Middle East. • Revenue: Strong transactional revenue model, Mastek has more steady annuity revenue model • Market segment: Enterpris
Slide 10: Market Comparables
Market Comparables © Copyright Mastek, 2019. All Rights Reserved 9
Slide 11: Market Comparables
Market Comparables © Copyright Mastek, 2019. All Rights Reserved 10
Slide 12: © Copyright Mastek, [year]. All Rights Reserved
© Copyright Mastek, [year]. All Rights Reserved