E2e Networks Ltd. · NSE:E2E
E2e Networks — Investor Presentation (June 2019)
23 slides from E2e Networks's investor presentation, June 2019
Slide 1: E2E Networks Limited Investor Presentation June 2019
E2E NETWORKS LIMITED Investor Presentation June 2019
Slide 2: Safe Harbor
SAFE HARBOR This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to E2E Networks’’ future business developments and economic performance. Wh
Slide 3: E2E is a Cloud Infrastructure Provider
E2E IS A CLOUD INFRASTRUCTURE PROVIDER Building Superior Public Cloud Product with great Value to Customers • E2E Networks founded in 2009; is a Cloud Infrastructure provider • Amongst the largest Indian Public Cloud Companies in India • E2E raised initial investment from Blume Ventures and has got
Slide 4: Cloud Infra Highlights
CLOUD INFRA HIGHLIGHTS ~130 ~5 GBPS of Internet Number of Bandwidth Consumed Racks* by the Cloud Platform 135 99.9 MWh Units of Percent of Average Energy System Availability Consumed per month* 1000+ Number of Billed Customers* ~10 Years in service Note: * As on May 2019 <4>
Slide 5: Our Business Model in Cloud Infra
OUR BUSINESS MODEL IN CLOUD INFRA • E2E has agreements with Datacenters for colocation services • E2E deploys its own/leased servers and other compute infrastructure and configures them to be used as Dedicated or Virtual Compute Servers for Clients • Clients have the flexibility to increase or decre
Slide 6: Cloud Infra Offering
CLOUD INFRA OFFERING E2E has built its own Cloud Computing infrastructure from the ground up using Open Source Software and custom designed servers to optimize cost, performance and speed of delivery. E2E can quickly deliver on cost effective public cloud solutions on pay as you go model for custome
Slide 7: Benefits of Our Cloud Infra Platform
BENEFITS OF OUR CLOUD INFRA PLATFORM Performance Self Service Experience - For general purpose to - Self Service cloud with easy advanced workload monitoring, deployment and backups - Low latency due to Indian Datacenter - Increasing number of features being made - High uptime and reliability availa
Slide 8: E2E Technology Advantage
E2E TECHNOLOGY ADVANTAGE Our infrastructure has facilitated multiple clients in their journey from start-up to unicorn scale High - E2E Cloud has a network availability of 99.9% amongst the best in the Industry Availability - Allows customers to build Redundant Architecture, opt for Firewalls and Ba
Slide 9: E2E Comparison of Cost vs Peers
E2E COMPARISON OF COST VS PEERS E2E AWS Digital Ocean GCP Azure Optimized Plan Type M.30 GB r5a.xlarge n1-highmem-4 D12 v2 Droplet RAM 30 32 8 26 28 vCPU 4 4 4 4 4 225 GB Extra Storage 50 GB Extra Storage 200 GB Storage SSD Costs SSD Costs Temp Storage ₹ Price ₹2,044 ₹7,250 ₹5,600 ₹8,400 ₹31,500 per
Slide 10: Sustainable Cost Advantage
SUSTAINABLE COST ADVANTAGE GLOBAL PLAYERS WITH GLOBAL PLAYERS WITH E2E NETWORKS SERVERS IN INDIA SERVERS GLOBALLY Low Density Very Cheap POWER Deployment Power BANDWIDTH Limited number International HARDWARE of SKUs Sourcing Open Source & Massive Stack Massive Stack SOFTWARE Own Stacks adds to cost
Slide 11: Rapid Evolution in Our Public Cloud Product
RAPID EVOLUTION IN OUR PUBLIC CLOUD PRODUCT Significant improvement in Flexibility of usage, Product Offering and Customer Experience in last one year Scaling up of Development and Service Delivery Team to enable changes further Product Offering Flexibility to use Customer Experience Future Evolutio
Slide 12: Introduced Innovative Products Like Smart Dedicated Servers
INTRODUCED INNOVATIVE PRODUCTS LIKE SMART DEDICATED SERVERS Public Cloud + Dedicated Servers Reduced deployment time Delivers outsized value Simple Administration Dedicated Hardware Isolated Environment Backup options Pay as you go billing Convenient Provisioning Contractless and De-provisioning Mul
Slide 13: Added GPUs on E2E Cloud Recently
ADDED GPUS ON E2E CLOUD RECENTLY We offer Nvidia’s Tesla v100 GPUs with 32 GB onboard graphics memory based compute instances which are perfect for AI/ML workloads Our GPU instances can help in optimizing costs by as much as 70% compared to the other leading providers Our instances are available fro
Slide 14: Cloud Infra Growing in India at 40% CAGR
CLOUD INFRA GROWING IN INDIA AT 40% CAGR Large Addressable and a very fast growing Industry driven by Higher Consumption of Data and to accelerate further with adoption of newer technologies like Artificial Intelligence, Machine Learning, IOT Improvement in Data Connectivity driving acceptability an
Slide 15: Recent Challenges and Our Approach to Growth
RECENT CHALLENGES AND OUR APPROACH TO GROWTH Loss of Revenue from key customer impacted our revenue in FY19. The customer has completely moved out effective May’19. The customer was contributing about 22% of the monthly revenue in March-2019 - FY20 revenue starting of at a lower base ~ Rs 2.0 cr in
Slide 16: Business Strategy and Focus
BUSINESS STRATEGY AND FOCUS Making our product more robust with greater flexibility for usage Provide more options on how to use infra including usage for short-term and other specific usage Various kind of flexibilities like Payments, Commitment Period, Operating Systems, Control Panels Improving T
Slide 17: Building Up the Organization to Deliver
BUILDING UP THE ORGANIZATION TO DELIVER Scaling up the Organization… 66 86 100+ (Head count) A Year Back Jan’18 Around Apr’18 Now Sales / Inside Other Across functions Development / Functions like with focus on Sales Team Engineering Finance, HR significant also Technology & Sales Team in Delhi Ramp
Slide 18: Key Management Team
KEY MANAGEMENT TEAM Tarun Dua, CMD Srishti Baweja, Director B.Tech NIT Kurukshetra B Com (H) from SRCC, C.A. Worked with Yahoo, Value First Worked with PwC, HPCL Responsible for Strategy and Responsible for Strategy, Finance and Management Control Mohamed Imran, Co-Founder, CTO Kesava Reddy, VP Sale
Slide 19: Focus on Augmenting Sales Effort
FOCUS ON AUGMENTING SALES EFFORT Geographically increased presence in Bangalore, Hyderabad and Mumbai Active Inside Sales via. Social Media, Blogs, Articles and others Community Development through events like #ThursdayTechTalks, #PyDelhi, #StartupSaturday, #OpenSourceIndia Very Active participation
Slide 20: Profit & Loss
PROFIT & LOSS In ₹ Crores FY15 FY16 FY17 FY18 FY19 Revenue 9.9 21.4 29.3 36.0 33.8 Loss of Customers decelerated growth Purchase 3.1 5.6 8.0 10.0 10.7 Employee 1.5 2.2 3.5 6.3 8.4 Significant expansion in organization Other 0.6 0.7 1.2 1.9 3.7 Total Expenses 5.2 8.4 12.7 18.2 22.8 EBITDA 4.7 13.0 16
Slide 21: Balance Sheet
BALANCE SHEET In ₹ Crores FY15 FY16 FY17 FY18 FY19 Increase in Share Share Capital 0.4 0.4 0.4 11.5 14.3 Capital and Reserves post Bonus and IPO Net worth 4.5 6.8 11.0 17.0 33.5 Borrowings 1.8 2.6 1.5 - - Payables 0.5 0.4 0.8 2.3 1.8 Other Liabilities 1.1 3.7 2.4 1.4 2.4 Total Liabilities 8.0 13.5 1
Slide 22: Well Positioned to Capitalize on Future Opportunities
WELL POSITIONED TO CAPITALIZE ON FUTURE OPPORTUNITIES Large Addressable Market Opportunity in Indian Cloud 1 • India’s Public Cloud Infra Market to grow at ~40% CAGR over the next 2-3 years • Wide adoption among SME due to high reliability and value driven pricing Product Company with Tech Focused T
Slide 23: E2E Networks Limited
ANNEXURE E2E NETWORKS LIMITED Contact: investors@e2enetworks.com < 23 >