Slide 1: Exchange filing cover letter: Investors Presentation on recent acquisition
NSE & BSE / 2021-22 / 143 March 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: PERSISTENT
Slide 2: Investor Briefing on Acquisition of MediaAgility
Investor Briefing on Acquisition of MediaAgility March 15, 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: Participants
Participants Sandeep Kalra Sunil Sapre CEO and Executive Director Executive Director and Chief Financial Officer Rajesh Abhyankar Nitha Puthran Saurabh Dwivedi CEO and Co-Founder, MediaAgility 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 cloud strategy is tightly aligned to our clients' transformation journeys
Our cloud strategy is tightly aligned to our clients’ 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 8: Accelerating with hyperscaler's horizontal, vertical solutions
…and accelerating with hyperscaler’s horizontal, vertical solutions CXO \ Business Heads Healthcare \ Payer, Provider, Life Sciences BFSI \ Banking, Insurance, Mortgages Telehealth and Healthcare Genomic data Data analysis Open Risk Regulatory Operational virtual care analytics and processing and fo
Slide 9: This shift is driving significant growth across all cloud players
This shift is driving significant growth across all cloud players… And we have been investing to capture this market opportunity. Google Microsoft IBM Cloud Azure AWS Cloud Salesforce 45% 46% 37% 20% 26% Revenue Growth Revenue Growth Revenue Growth Revenue Growth Revenue Growth
Slide 10: 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 Microsoft IBM Cloud Azure AWS Cloud Salesforce Organic
Slide 11: Acquisition announcement: MediaAgility, Google Cloud specialist
Acquisition announcement MediaAgility is a Gartner recognized Public Cloud Transformation Services provider with specialization in the Google Cloud ecosystem \ Cloud-native application development, analytics and AI, cloud engineering, migrations and managed services \ Google Cloud Premier Partner de
Slide 12: MediaAgility Google Cloud expertise
MediaAgility Google Cloud expertise Google Cloud Premier Partner 500+ Employees 9 Nationalities 7 Partner Specializations 31 Google Cloud Partner Expertise Designations 330+ Google Cloud Certifications 35+ Enterprise Service Clients across HCLS, BFSI, Media, Entertainment & Gaming verticals
Slide 13: MediaAgility recognized as Niche Player in 2021 Gartner Magic Quadrant
MediaAgility recognized as a Niche Player in 2021 Gartner Magic Quadrant for Public Cloud IT Transformation Services
Slide 14: Representative MediaAgility client engagements across industries
Representative MediaAgility client engagements across industries Healthcare & Life Banking, Financial Media, Entertainment Sciences Services & Insurance & Gaming Biotech leader moves their ML Leading bank reduces cost and Entertainment giant leverages models and genomic workflow to accelerates time
Slide 15: Strategic rationale
Strategic rationale Strengthen Google Bolster offerings and Expand client footprint Cloud partnership industry expertise and talent pool \ Launch Google business unit to \ Enhance end-to-end service line \ Expand footprint within 35+ new accelerate cloud-led digital offerings with Google Cloud enter
Slide 16: We are aspiring to develop an all-encompassing set of cloud capabilities
We are aspiring to develop an all-encompassing set of cloud capabilities for our clients Challengers Leaders Our Existing Cloud Capabilities Our Aspiration MediaAgility Our Acquisitions Niche Players Visionaires Public Cloud Transformation Services
Slide 17: Welcoming the leadership of MediaAgility
Welcoming the leadership of MediaAgility Rajesh Abhyankar Swarraj Kulkarni Chief Executive Officer and Co-Founder Chief Technology Officer Thought leader, technology evangelist and an Business leader with 30+ years of industry entrepreneur. Built a global 500+ employee experience as a digital engine
Slide 18: Partner and analyst reactions
Partner and analyst reactions “Google Cloud partners have a significant opportunity to support businesses' digital transformations and to deliver critical services to help customers thrive in a digital world. Persistent and MediaAgility offer deep expertise in business transformation across multiple
Slide 19: Partner and analyst reactions
Partner and analyst reactions “Google Cloud partners have a significant opportunity to “The demand for cloud modernization and migration will support businesses' digital transformations and to deliver continue to accelerate as clients increase their digital critical services to help customers thrive
Slide 20: Transaction summary and financials
Transaction summary and financials Total purchase consideration for Based on TTM Dec 2021 Revenue of Expected impact in FY23 of 45- MediaAgility is US$71.7M with US$25.50 M, the total purchase 50 bps at EBIT level US$53.25M as upfront and the consideration implies an EV/Revenue balance in earnout/re
Slide 21: Announcing the new Google business unit
Announcing the new Google business unit Capability Summary Google Cloud 31 7 380+ 550+ Premier Partner Google Cloud Partner Expertise Partner Specializations Google Cloud Certifications Google Cloud Client Engagements Offerings & Managed Services (across Industry Verticals) Hybrid Multi-Cloud AI and
Slide 22: Persistent + MediaAgility Market Opportunity
Synergies to accelerate market momentum Market Opportunity Key Trends to Capitalize on 1 2 3 4 5 Respond to Enterprise Capture Scale application Strengthen Enhance data, Drive insights Modernization Trends acceleration to modernization, security services analytics and from location- multi-cloud vert
Slide 23: Thank you!
Thank you! www.persistent.com