Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Investor Presentation (November 2017)
27 slides from Sify Technologies's investor presentation, November 2017
Slide 1: 18 Years on Nasdaq – Investor Presentation Nov 2017
18 Years on Nasdaq investor presentation – Nov 2017 1
Slide 2: This year so far: Superbrand
this year…so far Keeping you ahead We are now a Founded in 1995, the Superbrand Organisation selects brands based on performance and relevance and awards the title of “Superbrands” in their categories 2 w w w . s i f yc o r p . c o m
Slide 3: Our DNA
our dna Keeping you ahead First Tier III Entrepreneurship Open Source Data Center & Innovation Experience Internet Pioneer Indigenous Cloud Platform Earliest MPLS Service Provider eCommerce eProcurement Protagonist Experience 3 3 w w w . s i f yc o r p . c o m
Slide 4: Business maturity
business maturity Keeping you ahead yr 2012 yr 2006 yr 1999 4 w w w . s i f yc o r p . c o m
Slide 5: The great turning points
the great turning points Keeping you ahead VPEC Hybrid Cloud and Launch of CI containers Private cloud SAP Practice offerings to be launched 2013 2016 2012 2010 2004 2001 Launch of Cloud ` and Managed First Indian ICT Launch of First MPLS service Services company to build a cable RIM services, provi
Slide 6: Worldwide presence
worldwide presence Keeping you ahead MPLS network presence Europe of over 1550 Cities London 6 Tier 3 Data Centers Dubai USA India Santa Clara Singapore • Presence in 5 countries • Over 4000 skilled associates • Partnering with enterprises for • Quality benchmarks – CMMi 5, Business Transformation I
Slide 7: Vision
vision Keeping you ahead “We are building a world in which our converged ICT ecosystem and our ‘bring it on’ attitude will be the competitive advantage to our customers” Raju Vegesna Chairman, Sify Technologies Limited 7 w w w . s i f yc o r p . c o m
Slide 8: We are here
we are here Keeping you ahead • Revenue Growth : CAGR 21% in last 5 years. • EBITDA Growth : CAGR 35% in Last 5 years. • PAT : Consistently generating Profit for last 4 years • Credit Rating : CARE : A+ & ICRA : A+ 2012 to 2017 : BBB- to A+ (5 Notches improvement in 5 years) • Completed 18 continu
Slide 9: Financial metrics for first half FY 17-18
financial metrics for First Half Yr 17-18 – in $ Mil in constant currency 1 USD @ INR 65 Keeping you ahead Revenue 145 160.0 132 110 140.0 94 120.0 79 74.5 100.0 67.6 57.2 EBITDA 80.0 48.6 60.0 38.5 40.0 64.2 70.1 25.0 22 40.4 45.6 52.4 20.0 19 19 - 20.0 H1 2013-14 H1 2014-15 H1 2015-16 H1 2016-17 H
Slide 10: Financial metrics FY 16-17
financial metrics – FY 16-17- in $ Mil in constant currency 1 USD @ INR 65 Keeping you ahead Revenue EBITDA 300 284 50 250 231 38 40 40 198 200 31 161 30 24 150 132 20 100 12 10 50 - - 2012-13 2013-14 2014-15 2015-16 2016-17 2012-13 2013-14 2014-15 2015-16 2016-17 PAT Capex Spent 30.0 12.0 25.6 25.7
Slide 11: Contribution of the businesses to overall revenue
contribution of the businesses to overall revenue Keeping you ahead DC centric IT services beginning to grow in revenue contribution Annual FY 16-17 First Half Year 17-18 11 11 w w w . s i f yc o r p . c o m
Slide 12: Shareholding pattern as on March 31, 2017
shareholding pattern as on march 31, 2017 Keeping you ahead Shareholding pattern as on March 31, 2017 Details Type of Share No. of shares % Foreign holding: A ADRs held by Citibank, New York, Depositary Listed 24,476,809 13.7 B Infinity Capital Ventures, LP, USA Unlisted 13,902,860 7.8 C Vegesna Fam
Slide 13: Our business units
our business units Keeping you ahead Technology Integration Services • Data Center Transformation • Network Integration • Information Security Services • Collaboration Services • End User Computing Services • Collaboration Tools Telecom Services Applications Integration Services • India Data Busines
Slide 14: Cloud use models
business model Keeping you ahead PUBLIC/CLOUD NATIVE BI-MODAL/HYBRID: PRIVATE/ON PREMISE CLOUD USE MODELS M E SIFY DATA CENTER CUSTOMER DATA CENTER E T M 3. Application Services E Application Services in Customer DC 2. Cloud and Managed IT Services 1.SIFY NW SERVICES WAN / MPLS/SD-WAN Remote Infrast
Slide 15: Our India footprint
our India footprint 7 global PoPs Keeping you ahead 2800+ Network Nodes 1550+ Across India Cities Coverage 100000+ Enterprise Customer Circuits 3 tier hierarchical topology for 100 G access better scalability metro rings in 7 cities 15 w w w . s i f yc o r p . c o m
Slide 16: Our international reach
our international reach Keeping you ahead International PoPs Cable Routes London New York INDIA Dubai Hong Kong Los 60 Hudson Angeles Mumbai Chennai Singapore TGN-A SEAMEWE APCN2+RNAL TGN-A Europe – India Gateway EAC APCN2+RNAL SMW4 APOLLO APCN2 GULF BRIDGE Intrnational I2I+TIC LACS Provides Oceanic
Slide 17: Our data centers
our data centers Keeping you ahead 45 DCs CONNECTED NOIDA THROUGH OUR DELHI NETWORK 6 OWNED ELECTRONIC CITY 47 MVA capacity Bangalore > 2 LAKH Sq.ft TIDEL PARK Chennai 6 TIER 3 DCs & RABALE VASHI AIROLI 15 TIER 2 DCs Mumbai Mumbai Mumbai 6 STATE DCs 17 w w w . s i f yc o r p . c o m
Slide 18: Our cloud roadmap
our cloud roadmap Keeping you ahead Current Services Future IaaS InfinitCompute InfinitStorage Private / Hybrid Cloud, Cloud Utility Compute InfinitNetwork Sify DR as a Service Federation, Private Cloud InfinitSecurity Cloudinfinit VDI as a Service White-label, Virtualization & IT InfinitProtect (Pu
Slide 19: Applications integration services
applications integrations services Keeping you ahead Talent Sales & Practises e-Learning Portals SAP Microsoft Oracle Management Distribution Azure Services – Oracle PaaS – Recruitment Sales-Force Web Presence SAP Storage, Backup, Resell & Consulting Implementation ASR, BI, IoT Automation Automation
Slide 20: Recognition: Magic Quadrant
recognition Keeping you ahead CHALLENGERS LEADERS Moved up from neing a ‘Niche’ player to becoming a ‘Challenger’ Fujitsu Hewlett Packard Enterprise Dimension Data NTT Communications Rackspace Sify IIJ CenturyLink Telstra Singtel IBM Datapipe CtrlS Orange NxtGen Business Services Verizon ABILITY TO
Slide 21: Non-financial metrics - technology
non-financial metrics - technology Keeping you ahead Telecom centric services Data Center centric IT services telecom services Data Center services • Coverage – 1550 + Cities and towns • Competitor DCs connected – 39 • Number of customer circuits – 100,000+ • Number of customers with 50+ racks - 10
Slide 22: Non-financial metrics - people
non-financial metrics - people Keeping you ahead Keeping you ahead Growing workforce & Sify experience 2400 2318 2300 2175 2200 2104 No. of employees 2100 2000 1900 1782 1800 1700 1600 1500 2013-14 2014-15 2015-16 2016-17 Years 22 22 w w w . s i f yc o r p . c o m
Slide 23: Managed networks – a case study
managed networks – a case study Keeping you ahead The largest MPLS network in the world for the Department of Posts, India Key Reason for INDIA POST to Partner with SIFY Agile and Competent Partner having pan India reach Sify provides the Scale for Complete Digital Transformation Enabling Service De
Slide 24: Managed services – a case study
managed services – a case study Keeping you ahead The largest online recruitment examination conducted for Staff Selection Commission, India 24 24 w w w . s i f yc o r p . c o m
Slide 25: Managed applications – a case study
managed applications – a case study Keeping you ahead The first Pay-per-Module, Pay-per-transaction model for a Uttar Pradesh Power Corporation Limited 25 25 w w w . s i f yc o r p . c o m
Slide 26: Our customers
our customers Keeping you ahead 26 26 w w w . s i f yc o r p . c o m
Slide 27: Thank You
Thank You Keeping you ahead 27 27
Sify Technologies — Investor Presentation (November 2017) on 6ix