Sify Technologies Limited · NASDAQ:SIFY
Sify Technologies — Investor Presentation (2018)
31 slides from Sify Technologies's investor presentation, 2018
Slide 1: Investor presentation – FY 2017-18
we are investor presentation – FY 2017 - 18 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 2: Business maturity
business maturity yr 2012 yr 2006 yr 1999 2 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 3: Vision
vision “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 3 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 4: We are here
we are here • Revenue crosses US$ 300 Mn + (INR 2000 + Cr) in FY 2017 - 18 • DC centric IT Services now contributes more than 50% of the overall revenue (CAGR of 31% over last 5 years). • Revenue Growth : CAGR 19% over last 5 years. • EBITDA Growth : CAGR 16% over last 5 years. • PAT : CAGR 30% over
Slide 5: Part 2: We have good results to show
we have good results to show part 2 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 6: Financial metrics – in $ Mil
financial metrics – in $ Mil in constant currency 1 USD @ INR 65 Revenue EBITDA 44 350 318 45 40 284 38 300 40 231 35 31 250 198 30 24 200 161 25 150 20 15 100 10 50 5 0 0 Yr 13-14 Yr 14-15 Yr 15-16 Yr 16-17 Yr 17-18* Yr 13-14 Yr 14-15 Yr 15-16 Yr 16-17 Yr 17-18* PAT Capex Spent 14.2 29 16 25.7 30 2
Slide 7: Segment-wise performance
segment-wise performance in constant currency 1 USD @ INR 65 FY17-18 Revenue $ Mn 200 157 164 147 154 150 131 127 106 100 84 67 FY 16-17 55 50 0 Telecom centric DC centric 13-14 14-15 15-16 16-17 17-18* Revenue from IT Services has grown over the past 5 Years at a CAGR of 31% IT Services revenue acc
Slide 8: Operating performance and financial position
operating performance and financial position in constant currency 1 USD @ INR 65 Operating Performance USD in Mn Details 2014 - 15 2015 - 16 2016 - 17 2017 - 18* Revenue 198 231 284 318 Direct costs 119 140 183 207 SG&A 48 54 61 68 EBITDA 31 38 40 44 Depreciation and amortisation 20 25 27 27 Net Fin
Slide 9: Part 3: We have the complete ICT ecosystem
we have the complete ICT ecosystem part 3 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 10: Our business units
our business units Data Center centric IT services Technology Integration Services • Data Center Transformation • Network Integration • Information Security Services • Collaboration Services Telecom centric services • End User Computing Services • Collaboration Tools Telecom Services Applications In
Slide 11: Our India footprint
our India footprint 7 global PoPs 3000 Network Nodes 1600 Across India Cities Coverage 100000+ Enterprise Customer Circuits 3 tier hierarchical topology for 100G-capable better scalability access rings in 7 metro cities 11 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 12: Our international reach
our international reach International PoPs Cable Routes London Marseilles New York INDIA Dubai Hong Kong Los Angeles Mumbai Chennai Singapore TGN-A SEAMEWE APCN2+RNAL TGN-A Europe – India Gateway EAC APCN2+RNAL SMW4 APOLLO APCN2 GULF BRIDGE International I2I+TIC LACS Provides Oceanic – Level Redunda
Slide 13: Our data centers
our data centers 45 DCs CONNECTED NOIDA THROUGH OUR DELHI NETWORK 6 OWNED ELECTRONIC CITY 47 MVA capacity Bangalore > 2 LAKH Sq.ft TIDEL PARK Chennai 6 owned DCs & RABALE VASHI AIROLI 15 DCs for others Mumbai Mumbai Mumbai 6 STATE DCs 13 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 14: Our cloud roadmap
our cloud roadmap 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 (Public Cloud) Pvt. C
Slide 15: Applications integration services
applications integration services 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 Solutions Services
Slide 16: Cloud at core
Sify Cloud Services (CI) Private Cloud | Public Cloud | Hybrid Cloud Management Internet of Things Vertical solutions Partner Cloud Services AWS | Azure | Migration & Management Services Cloud Build Private Cloud Build & Managed Services | Industry Standard Applications Software defined Network & on
Slide 17: Recognition: elevated as 'Challenger'
recognition elevated as ‘Challenger’ MAGIC QUADRANT for Cloud-Enabled Managed Hosting Asia/Pacific, 2017 17 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 18: Non-financial metrics - technology
non-financial metrics - technology Telecom centric services Data Center centric IT services telecom services Data Center services • Coverage – 1600 Cities and towns • Competitor DCs connected – 39 • Number of customer circuits – 100,000+ • Number of customers with 50+ racks - 10 • Managed endpoints
Slide 19: Non-financial metrics - people
non-financial metrics - people Total experience of workforce Growing workforce 3000 2608 2318 2500 2104 2175 2000 1782 1500 1000 500 0 2013-14 2014-15 2015-16 2016-17 2017-18 19 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 20: Market landscape
market landscape competitors/ partners INFERENCE Telecom Sify is the only player with strengths across the entire ICT eco-system. Data Center Most of the Technology Integration players are born-again system Cloud & integration specialists Managed migrating from their Services legacy offerings. In th
Slide 21: Managed networks – a case study
managed networks – a case study 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 Delivery through con
Slide 22: Managed services – a case study
managed services – a case study The largest online recruitment examination conducted for Staff Selection Commission, India 22 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 23: Managed applications – a case study
managed applications – a case study The first Pay-per-Module, Pay-per-transaction model for a Uttar Pradesh Power Corporation Limited 23 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 24: Private cloud - healthcare - a case study
private cloud - healthcare - a case study The world’s first location and specialist-agnostic cancer care treatment on Private Cloud • Client subscribes to the software rather than buying it. • Single dashboard serves all patient information across the • The patient can go to any of the networked hos
Slide 25: Our customers
our customers 25 25 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 26: Part 4: We are at the right place, at the right time
we are at the right place, at the right time part 4 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 27: Eventual goal post
eventual goal post What is it? Where are we? Details Jan Dhan One bank per family 310 million accounts Deposits cross USD 12.31 Yojana (Feb 2018) Billions Aadhar card Unique identifying 1.1 billion residents INR 870 million bank authority on the lines of enrolled accounts connected to SSN Aadhar car
Slide 28: Intent - by 2020
intent - by 2020 600 Mn Mobile 40% - 50% Internet Users Smartphone 420 million-June 2017 Penetration 200 Mn Broadband 11bn Annual App Connected Devices Downloads 161 million 6.2 Billion Annual 300 Mn Users of Instant 80 Mn Annual Messaging Services M-Commerce Purchases 201 million USD 63 Million 28
Slide 29: Business – outlook
business – outlook • • • • 29 *Source: Gartner w w w . s i f yt e c h n o l o g i e s . c o m
Slide 30: Business – outlook: network market outlook
business – outlook NETWORK MARKET OUTLOOK 30 w w w . s i f yt e c h n o l o g i e s . c o m
Slide 31: w w w . s i f yt e c h n o l
31 w w w . s i f yt e c h n o l o g i e s . c o m