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Nasdaq 17Years on
investor presentation – Oct 2017
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
Keeping you ahead
w w w . s i f y c o r p . c o m
our dna
Internet
Pioneer
eCommerce
Protagonist
Open Source
Experience
eProcurement
Experience
First Tier III
Data CenterEntrepreneurship
& Innovation
Indigenous
Cloud Platform
Earliest MPLS
Service Provider
Keeping you ahead
w w w . s i f y c o r p . c o m
yr 1999
yr 2006
yr 2012
business maturity
Keeping you ahead
w w w . s i f y c o r p . c o m
1995
Established
HQ in Chennai
1998
First private
ISP in India
1999
First ICT Company
to list on NASDAQ
2000
First Tier 3 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 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
Keeping you ahead
w w w . s i f y c o r p . c o m
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
USASanta Clara
EuropeLondon
Dubai
Singapore
India
MPLS network presence
of over 1500 Cities
6 Tier 3 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
Keeping you ahead
w w w . s i f y c o r p . c o m
“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
Keeping you ahead
w w w . s i f y c o r p . c o m
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 17 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.
Keeping you ahead
w w w . s i f y c o r p . c o m
Telecom :
• Currently reaches across 62% of India - 1500 towns and cities, approximately 2,800 PoPs & 100,000+ links.
• The largest MPLS network in India. Largest number of wireless terminations.
• 39 Competitor Data Centers connected.
continuing mission
Data Center :
• Largest uniform tiered Data Center portfolio. 6 owned Tier 3 Data Centers
• Approx. 47 MVA Capacity (+2 Lakhs Sq ft.)
• 99.984% uptime
• Architecture blueprint – Sify Data Center Architecture(SDA) – Ver 4. On par with Industry standard guidelines
Cloud & Managed Services :
• India’s first home grown integrated cloud portal www.cloudinfinit.com
• Mixture of Public, Private and Hybrid offerings.
• Integrated Application layer
Keeping you ahead
w w w . s i f y c o r p . c o m
Applications Integration Services (AIS):
• World class partnership and best-of-breed services extended –
• eLearning - Consistent service provider to United Nations
• Large scale Online test platform using home grown test engine. eg. SSC (6.5 million) and BSNL (2 million)
Technology Integration Services (TIS)
• TIS combines Sify’s IT capabilities to provide a converged turn-key ICT solution to the customer
• TIS leverages Sify’s homegrown expertise in design, implementation and maintenance to deliver end- to-end
managed IT services across data center, network and security.
Eg. Department of Posts - ~30000 post offices connected with a single MPLS network
continuing mission
Keeping you ahead
w w w . s i f y c o r p . c o m
financial metrics – in $ Milin 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 Q1 FY 17-18
Keeping you ahead
w w w . s i f y c o r p . c o m
contribution of the businesses to overall revenue
Keeping you ahead
w w w . s i f y c o r p . c o m
shareholding patternas 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
Keeping you ahead
w w w . s i f y c o r p . c o m
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 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
Keeping you ahead
w w w . s i f y c o r p . c o m
CUSTOMER 1
BRANCH 1
CUSTOMER 2CUSTOMER 1
BRANCH 2
MPLS 2MPLS 1Internet
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 CENTERSIFY DATA CENTER
2. Cloud and Managed IT Services
WAN / MPLS/SD-WAN1.SIFY NW SERVICES
3. Application Services
PUBLIC/CLOUD NATIVEBI-MODAL/HYBRID: PRIVATE/ON PREMISE
business model
Keeping you ahead
w w w . s i f y c o r p . c o mw w w . s i f y c o r p . c o m
Keeping you aheadour India footprint
100 G access metro rings in 7
cities
1500+
Cities Coverage 2000+Network Nodes
Across India
100000+Enterprise
Customer Circuits
3 tier hierarchical topology for
better scalability
Keeping you ahead
w w w . s i f y c o r p . c o m
Provides Oceanic – Level Redundancy on both
Trans-Atlantic & Trans-Pacific Routes
International PoPs Cable Routes
Los
Angeles
New York
60 Hudson
London
Dubai Hong Kong
Chennai
Singapore
INDIA
APCN2+RNAL
APOLLO
TGN-A
TGN-A
GULF BRIDGE Intrnational
SEAMEWE
Europe – India Gateway
SMW4
I2I+TIC
EAC
APCN2
LACS
APCN2+RNAL
Mumbai
our international reach
Keeping you ahead
w w w . s i f y c o r p . c o mw w w . s i f y c o r p . c o m
Keeping you ahead
6 OWNED
47 MVA capacity
> 2 LAKH SQ FT
6 TIER 3 DCs & 15 TIER 2 DCs
TIDEL PARKChennai
VASHIMumbai
ELECTRONIC CITYBangalore
RABALEMumbai
AIROLIMumbai
NOIDA
DELHI
45 DCsCONNECTED
THROUGH OUR
NETWORK
6 STATE DCs
our data centers
Keeping you ahead
w w w . s i f y c o r p . c o m
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
IaaSInfinitCompute
InfinitStorage
InfinitNetwork
InfinitSecurity
InfinitProtect
InfinitAnalytics
PaaSWin/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)
Keeping you ahead
w w w . s i f y c o r p . c o m
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
Keeping you ahead
w w w . s i f y c o r p . c o m
recognition
NICHE PL AYERS VISIONARIES
CHALLENGERS LEADERS
COMPLETENESS OF VISION
AB
ILIT
Y T
O E
XE
CU
TE
As of October 2016
FujitsuHewlett Packard Enterprise
Singtel
Telstra
Dimension Data
Rackspace
OrangeBusinessServices
Sify
CtrlS
Verizon
IIJ
DatapipeIBM
CenturyLink
NxtGen
NTT Communications
for Cloud-Enabled
Managed Hosting
Asia/Pacific, 2016
MAGIC QUADRANT
Keeping you ahead
w w w . s i f y c o r p . c o m
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
Keeping you ahead
w w w . s i f y c o r p . c o m
managed services – a case study
The largest online recruitment examination conducted for Staff Selection Commission, India
Keeping you ahead
w w w . s i f y c o r p . c o m
managed applications – a case study
The first Pay-per-Module, Pay-per-transaction model for a Uttar Pradesh Power Corporation Limited
Keeping you ahead
w w w . s i f y c o r p . c o m
our customers
Thank You
Keeping you ahead