Datamatics Global Services Limited · NSE:DATAMATICS
Datamatics Global Services — Merger or Acquisition (December 2018)
14 slides from Datamatics Global Services's merger presentation, Dec 28, 2018
Slide 1: Cover letter to stock exchanges on investor presentation
Datamatics Global Services Limited Regd. Office: Knowledge Centre, Plot 58, Street No. 17, MIDC, Andheri (East), Mumbai - 400 093. INDIA Tel.: +91 (22) 6102 0000/1/2 | Fax: +91 (22) 2834 3669 CIN: L72200MH1987PLC045205 www.datamatics.com December 28, 2018 To, The Manager, The Manager, Listing Depart
Slide 2: Lumina Demerger – Proposed Scheme of Arrangement
Scheme of Arrangement DATAMATICS GLOBAL SERVICES LIMITED Lumina Demerger – Proposed Scheme of Arrangement DECEMBER 2018 Subject to Regulatory Approvals
Slide 3: Cautionary Statement and Disclaimer
Scheme of Arrangement CAUTIONARY STATEMENT AND DISCLAIMER The views expressed here may contain information derived from publicly available sources that have not been independently verified. This presentation and its contents are confidential and should not be distributed, published or reproduced (in
Slide 4: Datamatics Global Services Limited – Overview
Scheme of Arrangement DATAMATICS GLOBAL SERVICES LIMITED – OVERVIEW Business Process Management IT Services • Finance & Accounting • Publishing • Cloud Services • Web Design & Development • Banking Process Management • Retail / e-Commerce • Robotic Test Automation • Application Management • Insuranc
Slide 5: Lumina Datamatics Limited – Overview
Scheme of Arrangement LUMINA DATAMATICS LIMITED – OVERVIEW Lumina Datamatics is a trusted partner to many large global Publishers and Online Retailers, catering to their requirements in content, technology and commerce. Content Services Workflow Development & Management • Development & Editorial • D
Slide 6: Lumina – Key Focus Areas – Sustainable Growth
Scheme of Arrangement LUMINA – KEY FOCUS AREAS – SUSTAINABLE GROWTH Investment in Focus on Automation to Larger Deals Improve Productivity FOCUS AREAS Strategic Focus on Products Acquisitions and AI 5
Slide 7: Demerger Specifics
Scheme of Arrangement DEMERGER SPECIFICS Step 1: Lumina Datamatics will be Currently owns 98.04% merged with Datamatics Global Services Limited Step 2: Vertically Split as per businesses LDR E-RETAIL LIMITED DATAMATICS GLOBAL SERVICES LIMITED To be renamed as Lumina Datamatics Limited (ex-Publishing
Slide 8: Demerger Rationale
Scheme of Arrangement DEMERGER RATIONALE ADVANTAGE MANAGEMENT ADVANTAGE SHAREHOLDERS Diversified Offerings Value Unlocking The businesses of the two companies, serve completely Unlock the value for the shareholders of the Transferee different market segments and have varied offerings. Company / Deme
Slide 9: DGSL – Proposed Holding Structure – Post Demerger
Scheme of Arrangement DGSL – PROPOSED HOLDING STRUCTURE – POST DEMERGER PROMOTER AND PUBLIC PROMOTER GROUP SHAREHOLDERS 73.62% Datamatics Global 26.38% Services Limited 50.5% 100% 100% 100% 100% 100% 61.8% 71.1% 75% Cybercom Datamatics Datamatics Datamatics Datamatics Datamatics CIGNEX Datamatics RJ
Slide 10: Lumina – Proposed Holding Structure – Post Demerger
Scheme of Arrangement LUMINA – PROPOSED HOLDING STRUCTURE – POST DEMERGER PROMOTER AND PUBLIC PROMOTER GROUP SHAREHOLDERS LDR ERetail Limited 73.62% 26.38% (To be renamed as Lumina Datamatics Limited) 100% 100% Lumina Datamatics (USA) Lumina Datamatics (Germany) Note: 1. The above structure includes
Slide 11: Indicative Timeline
Scheme of Arrangement INDICATIVE TIMELINE Dec-18 Jan-19 Feb-19 Mar-19 Apr-19 May-19 Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Board Approves Scheme Filling Scheme to Exchanges & Regulators Receipt of Exchanges Approval Filling with NCLT Shareholder / Creditor Meeting NCLT Approval Processes NCLT Approval L
Slide 12: Financial Summary – H1 FY 2018-19
Scheme of Arrangement FINANCIAL SUMMARY – H1 FY 2018-19 In Rs Mn Revenues ** EBITDA & EBITDA Margin % ^ PAT & PAT Margin % # 11.7% 12.4% 5,407 9.3% 8.4% 8.9% 6.7% 4,134 630 511 452 369 1,278 119 86 DGSL DGSL Ex- LUMINA DGSL DGSL Ex- LUMINA DGSL DGSL Ex- LUMINA LUMINA LUMINA LUMINA ** Operating Reven
Slide 13: Operational Highlight – Region-wise Revenue Break-up
Scheme of Arrangement OPERATIONAL HIGHLIGHT REGION-WISE REVENUE BREAK-UP DGSL Ex-LUMINA 4% 4% 5% 4% 15% 19% 21% 60% 51% 26% 91% USA Europe India & ME RoW USA Europe India & ME RoW USA Europe RoW 500+ Global Customers 400+ Global Customers 90+ Global Customers 12
Slide 14: For Further Queries
Scheme of Arrangement FOR FURTHER QUERIES Mr. Sandeep Mantri Chief Financial Officer Email ID: investorrelations@datamatics.com Mr. Arun Prakash / Mr. Ravindra Bhandari IR Consultant Email ID: arun.prakash@dickensonir.com ravindra.bhandari@dickensonir.com Contact: +91 99209 93892 / 92836 14197 13
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