Tata Communications Limited · NSE:TATACOMM
Tata Communications — Merger or Acquisition (June 2023)
14 slides from Tata Communications's merger presentation, Jun 28, 2023
Slide 1: Acquisition of Kaleyra, Inc. - Deal Overview
ACQUISITION OF KALEYRA, INC. Click to edit Master title style DEAL OVERVIEW Click to edit Master subtitle style 28TH JUNE 2023 2023 Tata Communications Ltd. All rights reserved. TATA COMMUNICATIONS and TATA are trademarks or registered trademarks of Tata Sons Private Limited in India and certain cou
Slide 2: Kaleyra Statutory Information - Forward-Looking Statements
KALEYRA STATUTORY INFORMATION - FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements within the meaning of U.S. federal securities laws. Such forward-looking statements include, but are not limited to, its omnichannel and other product and global customer developments, it
Slide 3: Additional Information
ADDITIONAL INFORMATION Kaleyra plans to file a proxy statement (the "Transaction Proxy Statement") with the Securities and Exchange Commission (the "SEC") in connection with the solicitation of proxies to approve the pending acquisition of Kaleyra (the “Transaction”), the definitive version of which
Slide 4: Tata Communications Statutory Information - Forward-Looking and Cautionary Statements
TATA COMMUNICATIONS STATUTORY INFORMATION - FORWARD-LOOKING AND CAUTIONARY STATEMENTS Certain words and statements in this presentation concerning Tata Communications and its prospects, and other statements, including those relating to Tata Communications’ expected financial position, business strat
Slide 5: Agenda
Agenda Overview 6 Click to edit Master title style Strategic Rationale 10 Click to edit Master subtitle style Road Map 12 2023 Tata Communications Ltd. All rights reserved. TATA COMMUNICATIONS and TATA are trademarks or registered trademarks of Tata Sons Private Limited in India and certain countrie
Slide 6: Overview of Kaleyra, Inc.
OVERVIEW OF KALEYRA, INC. OVERVIEW $339 M 20.7% $63.4M* 640 GAAP Gross Profit Market cap Employees in 16 CY22 Revenue Margin (CY22) Global Offices Click to edit Master title style Omnichannel communication platform encompassing traditional SMS messages to RCS messaging and video & audio collaboratio
Slide 7: Kaleyra, Inc. Revenue Breakup by Geography
KALEYRA, INC. REVENUE BREAKUP BY GEOGRAPHY OVERVIEW Geography Wise Revenue Break Up ($ Mn) Geography Wise Revenue Break Up (%) 339* Click to edit Master title style 268* 62 70 66 16% 23% 21% Rest of World Rest of World Click to edit Italy Master subtitle42%style 29% 19% Italy 147 77 70 23 India 21%
Slide 8: Enterprise-Focused and Experienced in Highly-Regulated Sectors
ENTERPRISE-FOCUSED AND EXPERIENCED IN HIGHLY-REGULATED SECTORS OVERVIEW Q1 2023 Sector Revenue Split Some of Kaleyra, Inc.’s Customers Click to edit Master title style 33% 30% Click to edit Master subtitle style 16% 9% 12% Financial Services E-commerce & Retail Health, Travel & Education Technology
Slide 9: Wide Geographical Footprint and a Diverse Clientele
WIDE GEOGRAPHICAL FOOTPRINT AND A DIVERSE CLIENTELE OVERVIEW Q1 2023 Geographical Revenue Mix Q1 2022 Geographical Revenue Mix Click to edit Master title style 8.7% 6.1% 7.4% 6.5% 30.6% Click to edit Master subtitle style8.7% 18.3% 53.7% 20.5% 13.2% 26.3% US India Italy US India Italy EU (excl Italy
Slide 10: Sharpening Our Fit to Grow Engine
SHARPENING OUR FIT TO GROW ENGINE S T R AT E G I C R AT I O N A L E Investment in Invest to sharpen our Infrastructure and The Switch LLC platform capabilities Innovation Click to edit Master title style Click to edit Master subtitle style Invest in adding people New Opportunities capabilities acros
Slide 11: Strategic Rationale
STRATEGIC RATIONALE S T R AT E G I C R AT I O N A L E Click to edit Master title style Provides a proven global platform that meets stringent needs of leading enterprises Brings geographical complementarity to our existing enterprise play Bolsters our COMMTECH play by scaling the CPaaS business in o
Slide 12: Our CPaaS Roadmap Ahead
OUR CPAAS ROADMAP AHEAD ROADMAP AHEAD Accelerating revenue growth through combined platform, product and engineering synergies Click to edit Master title style Focus on EBITDA break-even in the near term and a double-digit EBITDA margin in the medium term Click to edit Master subtitle style Stitchin
Slide 13: Key Approvals and Deal Discussions
KEY APPROVALS AND DEAL DISCUSSIONS PAT H A H E A D Regulatory approvals for deal closure Click to edit Master title style Click to edit Master subtitle style Filing of definitive Shareholders meeting Clearances/approvals proxy statement after and approval by government review by SEC authorities on m
Slide 14: Thank You
Click to edit Master title style THANK YOU Click to edit Master subtitle style 2023 Tata Communications Ltd. All rights reserved. TATA COMMUNICATIONS and TATA are trademarks or registered trademarks of Tata Sons Private Limited in India and certain countries.
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