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Investor Presentation

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Investor Presentation June 2009 NASDAQ:SIFY * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * From time to time, we make presentations to investors ... – PowerPoint PPT presentation

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Title: Investor Presentation


1
Investor Presentation June 2009
NASDAQSIFY
2
Safe Harbor Statement
  • From time to time, we make presentations to
    investors, analysts, the media and other persons
    interested in our company. The present form of
    presentation that we are using is attached. The
    contents of this presentation include forward-
    looking statements that were and are made in
    express reliance on the safe harbor provisions
    contained in Section 21E of the Exchange Act and
    Section 27A of the Securities Act. Such
    statements include, without limitation,
    statements relating to results deemed to be
    achievable by our management in future periods,
    as well as with respect to trends in sales
    performance, gross margin, selling, general and
    administrative costs, market growth, the
    competitive environment, and other factors
    affecting future sales, operating results, and
    capital requirements. Sales and operating results
    trends are also affected by many other factors,
    including, among others, World and National
    political events, general economic conditions,
    which have recently been weak, the effectiveness
    of our promotion and marketing strategies, and
    competitive factors applicable to our corporate
    and consumer markets.
  • The presentation material also includes selected
    financial measures that constitute non-GAAP
    data under the Securities and Exchange
    Commissions rules, particularly, including our
    calculation of earnings before interest, taxes,
    depreciation and amortization, or EBITDA.
  • A derivation of EBITDA and a reconciliation of
    that calculation to the GAAP data that we believe
    to be most comparable is provided in our recent
    reports on Form 6-K or 20-F filed with the SEC.
    These reports can be accessed on our website or
    on the SECs Edgar database. (www.sec.gov)
  • The statements furnished in this presentation
    must be viewed in context and in light of the
    risks described above and under the caption Risk
    Factors contained in our most recent reports on
    Form 6-K or 20-F filed with the SEC. In light of
    these risks, there can be no assurance that the
    forward looking statements furnished in this
    presentation will in fact be realized. The
    statements made in this presentation speak as of
    its date only, and it should not be assumed that
    the Statements made herein or therein remain
    accurate as of any future date.
  • SIFY does not presently intend to update these
    statements and undertakes no duty to any person
    to effect any such update under any
    circumstances.
  • Any failure to successfully implement our
    operating strategy or the occurrence of any of
    the events or circumstances set forth in this
    presentation or the referenced Risk factors could
    result in the actual operating results being
    different than the projections, and such
    differences may be adverse and material.

3
Corporate Profile
Sify Technologies Sify is one of India's
largest Managed Enterprise and Consumer Internet
services companies. The company began commercial
operations in April 1998, and has been a pioneer
and leader in Internet Protocol based services
ever since. Sify is the first Indian Internet
company to be listed on the NASDAQ Exchange in
the US. Ticker (NASDAQSIFY) Current
Price 1.94 52 Wk L/H 0.42 - 5.29 ADV
152,000 Market Cap 83M Free Float 24.8M
Tidel Park, Chennai India Corporate Headquarters
of Sify
4
At a Glance
  • Sify Technologies (NASDAQSIFY)
  • A leading Indian Internet company operating a
    meshed network and focusing on
  • Enterprise Services and
  • Consumer Internet services
  • Operator of tier III and tier IV data centers
  • Worlds largest branded cyber cafe chain with
    over 1800 e-ports
  • Catalyst of the Internet and Internet Protocol
    based Enterprise services in India
  • 2000 corporate customers, over a million
    consumers across our broadband, e-Ports and
    online services
  • SEI CMMI Level 5 / ISO 90012000 / ISO 27001
    certifications

Map of Sifys Network in India
5
Meshed Network Platform
  • A World class design and service standards
    network to deliver
  • Consumer Internet Services
  • Enterprise Technology Services
  • Network coverage extends to 500 cities in India
  • First network to be IPv6 and MPLS enabled with
    redundancies in India
  • Converged network Voice, Video Data capability
  • Future proofed to meet strong demand from IT/ITES
    and other verticals

International peering partners
Indias largest MPLS network
500 Cities across India
6
Operating Structure
7
Awards accolades
  • Frost Sullivan Market Leadership Award for IP
    VPN Market in India
  • Brandon Hall Gold Excellence award- Sify
    eLearning for Mobile Learning Delivery Platform
    developed for Cisco Systems
  • Recognition by Forrester for Remote
    Infrastructure Management Services
  • Recognition by IDC for the pioneering progress
    in IP VPN market space
  • Recognition by Gartner for initiatives in
    Managed Services
  • Awarded Superbrand status
  • ISO 27001 Certification for Information Security
    Management Systems
  • ISO 90012000 Certification for provisioning of
    corporate VPN, Internet bandwidth, Voice over IP
    and Integrated Security Solutions
  • CMMI level 5 Certification

8
Growth Trends Indian Enterprise Market
Domestic
Exports
  • Sustained Growth Drivers Globalization and
    Outsourcing
  • Trimming operational costs,
  • Dealing with increasing compliance and regulatory
    requirements
  • Remaining price competitive
  • Transforming into a global services oriented
    business model and addressing challenges of
    rising skill shortages, across several developed
    markets

Note Includes IT Software Services, ES and
Products, as well as ITES-BPO
Source NASSCOM
9
Integrated enterprise services
Managed services
Offshore services
  • Managed Network Services
  • IP/VPN
  • Global MPLS
  • Internet bandwidth
  • VoIP Converged Network Services
  • Managed Datacenter Services
  • Managed Servers
  • Managed Mail
  • Application Hosting
  • Security Services
  • Network Operations Management
  • Datacenter Operations Management
  • Security Operations Management
  • Application Performance Management
  • Desktop Management
  • Helpdesk
  • Key verticals served
  • IT/ITES- BFSI - Consumer Telecom -Life Sciences
  • Manufacturing - Retail -Energy - Government

10
Enterprise Services Overview
  • Expertise in delivering mission critical 24x7
    technology services
  • Leader in India by far- IDC
  • Over 2000 clients, including 400 global companies
  • Among top providers in Forrester Wave for
    Offshore Infrastructure Management (2005)
  • Scalable infrastructure

Network management
Server management
Infrastructure application support
Operations Support
Security
Our Domain
11
Enterprise services international

Enterprise infrastructure services
  • Infrastructure management
  • Infra projects/consulting
  • Security consulting
  • Managed security services
  • Hosting services
  • Enterprise application management
  • eLearning content services
  • Content management
  • Learning technology Services

Enterprise eLearning services
12
Select Enterprise Customers
Manufacturing
Energy
Media
Retail
Government
13
Enterprise revenues
Millions
  • Leader in network and data center services
  • Best in class infrastructure
  • Integrated end-to-end services to enterprise
  • Most complete managed services provider
  • Now also offering Systems Integration services

2008-2009
2007-2008
2006-2007
1 Rs. 50.95
14
Internet Penetration Rate in India
  • Fast Facts About India and the Internet
  • 45 million internet users in September 2008 (I
    cube study)
  • Internet penetration at 4.0 of population
  • Smaller cities and towns record 142 YOY growth
  • 25 users from smaller towns
  • Over 20 million NRIs estimated world over
  • Indian Governments Broadband Policy Target
  • 20 MM subscribers by 2010

Estimated Internet Users in India Source
eMarketer
15
Sify Consumer Services Overview
  • Compelling content in Indian languages
  • Broadband ISP Connectivity about 200,000 home
    subscribers
  • E-Port cyber cafes taking internet to the masses

16
Worlds largest cyber café chain franchise Sify
e-port
  • 1 branded public internet access service in
    India
  • Transforming the way people integrate the
    internet and computing in their lives
  • Taking the Internet to the people with a
    franchised cyber café chain Sify (formerly Sify
    i-Ways)
  • Currently 1800 e-ports operational in 250
    cities
  • Delivering a superior Consumer Internet
    Experience
  • High speed access across the chain

17
Sify e-Port Services
Internet Browsing, Voice, Games
Commerce Bill Pay, Money Transfer
Entertainment GameDrome, SifyMax
Shopping Sify Mall
E-learning Centers Microsoft
Our strategy is to engrain our brand to nascent
users of the Internet in India to use the cyber
café chain by empowering Indians with Internet
and IT services. We have partnered with Microsoft
India to help bridge the digital divide in India
18
e-Port performance
e-Ports
Subscriber
Chain rationalized over last two years for
profitability
  • Number of cafes reduced over
  • the last two years
  • Profitable cafes retained, rest churned out
  • Not viable due high real estate costs
  • New model to ensure lower costs,
  • multiple revenue streams
  • Alliances for applications and
  • content on revenue share
  • Intention to make chain
  • profitable in short span of time

Subscriber Millions
No. of e-Ports
2007-2008
2008-2009
Note 3 months active
19
Broadband to homes
  • High speed internet to homes
  • Pioneered unique model with Cable TV Operators
    (CTOs) for last mile connectivity
  • Currently one of the largest private players with
    around 165,000 subscribers
  • Potential of 80 million cable TV households
  • Cable TV homes more likely to buy home PCs
  • E Port users who buy home PCs can remain
  • Sify customers
  • Market still nascent, price and promo driven

Broadband Subscribers (000s)
Fiscal 2006-2007 to Fiscal 2008-2009
  • Technology innovation
  • Service provider with wireless broadband
    technology
  • Developed own client to ensure PC hygiene and
    push updates to consumers at home (e.g., Anti
    virus).

20
Internet Content Rich Consumer Experience
  • Entertainment
  • Online Games, Movies, Music Videos
  • Association with Indian Television Indian Idol,
    MTV Roadies, Fame Gurukul, Saregamapa

21
Internet Content Enriching Consumer Experience
  • Education
  • Tie up with Educational Institutions
  • E Learning (Computer Based Training)
  • Online tests

22
Sify.com in regional languages
23
Samachar.com For the global Indian
24
Portals revenue
Millions
  • Downturn affected online ad placements
  • Expect recovery from third quarter
  • Developing new advertisers in meantime
  • Online ad market now results oriented

2006-2007
2008-2009
2007-2008
25
Financials
26
A history of robust topline growth
Millions
1 Rs. 50.95
27
EBITDA
Millions
1 Rs. 50.95
28
Net profit
Millions

Net Profit included USD 3.2 Mln on account of
Profit on Sale of Land Cricinfo FY 2006-07
and 2007-08 Under IFRS
1 Rs. 50.95
29
Equity structure (undiluted)
No of Shares 42,820,082 as of 31st March 2009
Others
Infinity capital ventures LP, USA
ADRs with public
30
Conclusion
Well positioned to capitalize on the India
opportunity
  • Large services opportunity in Indian and Global
    markets
  • Scalable business models in
  • Access Media
  • Portals
  • Enterprise Services
  • Leveraging Technology platform for scale and
    expertise
  • Capable people
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