years on nasdaq · 2.0 3.0 4.0 6.0 h1 2013-14 h1 2014-15 h1 2015-16 h1 2016-17 h1 2017-18 2.5 1.7...

Nasdaq 18 Years on

investor presentation – Dec 2017 1

Keeping you ahead

w w w . s i f y c o r p . c o m

this year…so far

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

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Keeping you ahead


our dna

Internet

Pioneer

eCommerce

Protagonist

Open Source

Experience

eProcurement

Experience

First concurrently

maintainable Data Center Entrepreneurship

& Innovation

Indigenous

Cloud Platform

Earliest MPLS

Service Provider

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Keeping you ahead


yr 1999

yr 2006

yr 2012

business maturity

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Keeping you ahead


1995

Established

HQ in Chennai

1998

First private

ISP in India

1999

First ICT Company

to list on NASDAQ

2000

First concurrently maintainable

Data Center in India

`

2001

First MPLS service

provider in India

2004

Launch of

RIM services,

NOC services,

SOC services

2010

First Indian ICT

company to build a

Open cable landing

station in India

2012

Launch of Cloud

and Managed

Services

2013

Launch of

SAP Practice

2016

VPEC Hybrid Cloud and

CI containers Private cloud

offerings to be launched

the great turning points

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Keeping you ahead


worldwide presence

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

USA Santa Clara

Europe London

Dubai

Singapore

India

MPLS network presence of

over 1550 Cities

6 concurrently maintainable

Data Centers

• Presence in 5 countries

• Partnering with enterprises for

Business Transformation

• Proven track record of executing

complex programs

• Over 4000 skilled associates

• Quality benchmarks – CMMi 5,

ISO 9001, ISO 27001, SSAE 16

certifications

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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

vision

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Keeping you ahead


we are here

• 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 continuous years of listing on the NASDAQ stock market

• Dividend paying company for the last 4 years

• Global operations across India, USA, UK, Middle East and Singapore.

• Organically developed successful Forward Integration :

Telecom DC CMS AIS TIS

Only ICT Solutions and Service Company in India offering End to End Solutions.

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Keeping you ahead


-

5.0

10.0

15.0

20.0

25.0

H1 2013-14 H1 2014-15 H1 2015-16 H1 2016-17 H1 2017-18

7.2 7.4 9.0 9.6 10.8

6.5 7.1

10.2 9.8 11.0

Revenue

EBITDA

financial metrics for First Half Yr 17-18 – in $ Mil in constant currency 1 USD @ INR 65

-

20.0

40.0

60.0

80.0

100.0

120.0

140.0

160.0

H1 2013-14 H1 2014-15 H1 2015-16 H1 2016-17 H1 2017-18

40.4 45.6 52.4 64.2 70.1

38.5 48.6

57.2

67.6 74.5

145 132

110 94

79

-

1.0

2.0

3.0

4.0

5.0

6.0

H1 2013-14 H1 2014-15 H1 2015-16 H1 2016-17 H1 2017-18

2.5 1.7 1.3

1.9 2.7

1.6

1.4 2.1

2.4

3.1

PAT

22 19 19

15 14

6

4

3 3

4

9 9

Keeping you ahead


financial metrics – FY 16-17- in $ Mil in constant currency 1 USD @ INR 65

Revenue EBITDA

PAT Capex Spent

PAT for 2012-13 excludes Extra-ordinary item

12

24 31

38 40

-

10

20

30

40

50

2012-13 2013-14 2014-15 2015-16 2016-17

25.6

14.3 14.5

24.8 25.7

-

10.0

20.0

30.0

2012-13 2013-14 2014-15 2015-16 2016-17

(3.2)

4.9 5.8

6.7

9.9

(4.0)

-

4.0

8.0

12.0

2012-13 2013-14 2014-15 2015-16 2016-17

132 161

198 231

284

-

50

100

150

200

250

300

2012-13 2013-14 2014-15 2015-16 2016-17

Click here to view financial results of Q3 FY 17-18 10

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http://www.sifytechnologies.com/wp-content/uploads/2018/01/IR_UPDATE_PRESENTATION_Q3_FY_17-18_V5.pdf





Keeping you ahead


contribution of the businesses to overall revenue

DC centric IT services beginning to grow in

revenue contribution

Annual FY 16-17 First Half Year 17-18

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Keeping you ahead


shareholding pattern as on march 31, 2017

Total Promoter's Shareholding including Indian Equity (B+C+D+E in %) : 86.3%

Total Public holding including Indian Equity(A+ F in %) : 13.7%

* Shares are partly paid up

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 Family Trust, USA Listed 620,466 0.3

Total Foreign Holding 39,000,135 21.8

Resident holding: (Indian Equity Shares)

D Infinity Satcom Universal Private Limited Unlisted 14,530,000 8.1

E Ramanand Core Investment Company Private Limited Unlisted * 125,000,000 70.0

F Others Unlisted 652 0.0

Total Indian Equity Shares 139,530,652 78.2

Grand Total 178,530,787 100.0

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Keeping you ahead


our business units

• IaaS, PaaS, SaaS

• Managed DC services

• Managed Security Services

• Managed Network Services

Cloud & Managed Services

• India Data Business

• Global Data Business

• Wholesale Voice

Telecom Services

• iTest

• eLearning

• App Testing

• Portal

• App Development & Maintenance

• Managed SAP, Oracle & Microsoft Services

Applications Integration Services

• Colocation Services

• White Labelling

• Hosting

Data Center Services

• Data Center Transformation

• Network Integration

• Information Security Services

• Collaboration Services

• End User Computing Services

• Collaboration Tools

Technology Integration Services

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Keeping you ahead


CUSTOMER 1

BRANCH 1

CUSTOMER 2 CUSTOMER 1

BRANCH 2

MPLS 2 MPLS 1 Internet

M

E

E

TM

E

SIFY STANDARD INFRASTRUCTURE THIRD PARTY INFRASTRUCTURE

Third Party Element Managers

CLO

UD

U

SE

M

OD

ELS

Private Cloud and Managed

Services in Customer DC

Remote Infrastructure

Managed Services in

Customer DC

Application Services in

Customer DC

CUSTOMER DATA CENTER SIFY DATA CENTER

2. Cloud and Managed IT Services

WAN / MPLS/SD-WAN 1.SIFY NW SERVICES

3. Application Services

PUBLIC/CLOUD NATIVE BI-MODAL/HYBRID: PRIVATE/ON PREMISE

business model

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Keeping you ahead


our India footprint

100G-capable access rings in 7

metro cities

1550+

Cities Coverage

2800+ Network Nodes

Across India

100000+ Enterprise

Customer Circuits

3 tier hierarchical topology for

better scalability

7 global PoPs

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Keeping you ahead


Provides Oceanic – Level Redundancy on both

Trans-Atlantic & Trans-Pacific Routes

International PoPs Cable Routes

Los

Angeles

New York Dubai Hong Kong

Chennai

Singapore

INDIA

APCN2+RNAL

APOLLO

TGN-A

TGN-A

GULF BRIDGE International

SEAMEWE

Europe – India Gateway

SMW4

I2I+TIC

EAC

APCN2

LACS

APCN2+RNAL

Mumbai

our international reach

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Marseilles London

Keeping you ahead


6 OWNED

47 MVA capacity > 2 LAKH Sq.ft

6 owned DCs & 15 DCs for others

TIDEL PARK Chennai

VASHI Mumbai

ELECTRONIC CITY Bangalore

RABALE Mumbai

AIROLI Mumbai

NOIDA DELHI

45 DCs CONNECTED

THROUGH OUR

NETWORK

6 STATE DCs

our data centers

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Keeping you ahead


our cloud roadmap

Utility Compute

Private Cloud

Virtualization & IT

Transformation

Private / Hybrid Cloud,

DR as a Service

VDI as a Service

SaaS offerings

Cloud

Federation,

White-label,

Pvt. Cloud as

Service

Current Services

Cloud Services

(IaaS / PaaS) (Infrastructure-specific)

Future

IaaS InfinitCompute

InfinitStorage

InfinitNetwork

InfinitSecurity

InfinitProtect

InfinitAnalytics

PaaS Win/LNX/SQL/JBOSS

Integrated Cloud

Computing (Infra-Platform-specific) Cloud Federation

(Business-connected)

Self Service-Automated-Metered

Integrated/Hybrid Cloud

Federated-Open Cloud

Horizontal Stack

For IT Outsourcing

Sify

Cloudinfinit

(Public Cloud)

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Keeping you ahead


applications integrations services

Delivery Models

Cloud Mobile On premise

SaaS

Talent Management

Recruitment Automation

Admission Management

Skill & Assessment

Learning Content

Development

Sales & Distribution

Sales-Force Automation

Distribution & Dealer Mgmt

BI & Enterprise Application Integration

Supplier & Procurement Automation

e-Learning

Consulting Services

Learning Technology

Services

Custom Content Solutions

Portals

Web Presence Solutions

Self Servicing Portals & HRMS

ecommerce Solutions

Web Maintenance

Packages

SAP

SAP Implementation

Services

Enterprise Cloud for SAP

SAP AMS Services

SAP Licenses

Microsoft

O365 & Enterprise Mobility +

Security with SFB +PSTN

Azure Services – Storage, Backup,

ASR, BI, IoT

SQLaaS

Dynamics 365

Oracle

Oracle PaaS – Resell & Services

Oracle IaaS

Oracle Saas- HR/Sales Cloud

Oracle On-Premise

Practises

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Keeping you ahead


20 20

NICHE PL A YERS VISIONARIES

CHALLENGERS LEADERS

COMPLETENESS OF VISION

AB

ILIT

Y T

O E

XE

CU

TE

As of October 2016

Fujitsu Hewlett Packard Enterprise

Singtel

T elstra

Dimension Data

Rackspace

Orange Business Services

Sify

CtrlS

V erizon

IIJ

Datapipe IBM

CenturyLink

NxtGen

NT T Communications

for Cloud-Enabled

Managed Hosting

Asia/Pacific, 2016

MAGIC QUADRANT

recognition

Keeping you ahead


non-financial metrics - technology

telecom services

• Coverage – 1550 + Cities and towns

• Number of customer circuits – 100,000+

• Managed endpoints – 35K +

• Number of PoPs – 2800 + (domestic) & 7

(international)

• Subscribed bandwidth - 360 Gbps

• Dark fibre (point to point) – 5300+ miles

• 18 million mu miles from EIG.

• MENA and GBI (Cable Landing Station

ownership in India) – capacity in IRU

(Indefeasible Right of Use) – 100+ Gigs

• Leased international capacity in submarine

cables like TIC, i2i, FEA 1, BBG

• Domestic – 16000 kms – leased fibre

Data Center services

• Competitor DCs connected – 39

• Number of customers with 50+ racks - 10

• Allotted power capacity – 47 MVA

• Cumulative Capacity >200,000 sq.ft

applications integration services

• 10 Million iTests, 101 cities, 407 centers

• Automated inventory & supply chain

management on Cloud

cloud & managed services

• Number of Cores – 10K+

• Total storage –

5 Petabytes

Telecom centric services Data Center centric IT services

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Keeping you ahead


non-financial metrics - people

Growing workforce & Sify experience

1782

2104 2175

2318

1500

1600

1700

1800

1900

2000

2100

2200

2300

2400

2013-14 2014-15 2015-16 2016-17

No. of em

plo

yees

Years

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Keeping you ahead


managed networks – a case study

Benefits for INDIA POST

Perfect opportunity for last-mile touch points -

e-governance, banking, insurance and communication

The largest MPLS network in the world for the Department of Posts, India

Enabling Service Delivery through connecting 28000+ Post Offices through a single MPLS fabric

Managing the entire operations 24*7 including rural and remote locations

Sify provides the Scale for Complete Digital Transformation

Transforming India Post from a legacy Postal Organization

to A New Age Banking & Logistics Conglomerate

Key Reason for INDIA POST to Partner with SIFY

Agile and Competent Partner having pan India reach

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Keeping you ahead


managed services – a case study

The largest online recruitment examination conducted for Staff Selection Commission, India

24 24

Keeping you ahead


managed applications – a case study

The first Pay-per-Module, Pay-per-transaction model for a Uttar Pradesh Power Corporation Limited

25 25

Keeping you ahead


our customers

26 26

Thank You

Keeping you ahead

27 27

years on nasdaq · 2.0 3.0 4.0 6.0 h1 2013-14 h1 2014-15 h1 2015-16 h1 2016-17 h1 2017-18 2.5 1.7...

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