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Investor Presentation June 2009 NASDAQ:SIFY. 2 From time to time, we make presentations to investors, analysts, the media and other persons interested.

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Presentation on theme: "Investor Presentation June 2009 NASDAQ:SIFY. 2 From time to time, we make presentations to investors, analysts, the media and other persons interested."— Presentation transcript:

1 Investor Presentation June 2009 NASDAQ:SIFY

2 2 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. Safe Harbor Statement

3 3 Corporate Profile S ify 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: (NASDAQ:SIFY) Current Price:$ Wk L/H: $ $5.29 ADV: 152,000 Market Cap: $83M Free Float :24.8M Tidel Park, Chennai India Corporate Headquarters of Sify

4 4 At a Glance Sify Technologies (NASDAQ:SIFY) 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 corporate customers, over a million consumers across our broadband, e-Ports and online services SEI CMMI Level 5 / ISO 9001:2000 / ISO certifications Map of Sifys Network in India

5 5 Meshed Network Platform A World class design and service standards network to deliver: oConsumer Internet Services oEnterprise Technology Services Network coverage extends to 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 500+ Cities across India Indias largest MPLS network International peering partners

6 6 Operating Structure Consumer Internet Experience Enterprise Services NetworkData centersSystems Common technology core Leveraging our expertise as a catalyst of the internet for positive change

7 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 Certification for Information Security Management Systems ISO 9001:2000 Certification for provisioning of corporate VPN, Internet bandwidth, Voice over IP and Integrated Security Solutions CMMI® level 5 Certification

8 8 Growth Trends: Indian Enterprise Market 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 Domestic Exports Source: NASSCOM Note: Includes IT Software & Services, ES and Products, as well as ITES-BPO

9 9 Integrated enterprise services Managed Network Services IP/VPN oGlobal MPLS oInternet & bandwidth oVoIP & Converged Network Services Managed Datacenter Services oManaged Servers oManaged Mail oApplication 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 Managed servicesOffshore services

10 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 Security Operations Support Our Domain

11 Enterprise services – international Enterprise eLearning services Enterprise infrastructur e services Infrastructure management Infra projects/consulting Security consulting Managed security services Hosting services Enterprise application management eLearning content services Content management Learning technology Services

12 12 Select Enterprise Customers Manufacturing Energy Media Retail Government

13 Enterprise revenues $ Millions 1 $ = Rs 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

14 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 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 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 e-ports operational in 250+ cities Delivering a superior Consumer Internet Experience High speed access across the chain

17 17 Sify e-Port Services Shopping: Sify Mall Internet: Browsing, Voice, Games Entertainment: GameDrome, SifyMax Commerce: Bill Pay, Money Transfer 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 E-learning Centers: Microsoft

18 18 e-Port performance e-Ports Subscriber No. of e-Ports Subscriber* Millions Note: 3 months active 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 Chain rationalized over last two years for profitability

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

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

22 22 Sify.com in regional languages

23 23 Samachar.com: For the global Indian

24 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

25 Financials 25

26 26 A history of robust topline growth $ Millions 1 $ = Rs

27 27 EBITDA $ Millions 1 $ = Rs

28 28 Net profit $ Millions * Net Profit included USD 3.2 Mln on account of Profit on Sale of Land & Cricinfo # FY and Under IFRS * 1 $ = Rs

29 29 Equity structure (undiluted) No of Shares 42,820,082 as of 31st March 2009 ADRs with public Infinity capital ventures LP, USA Others

30 30 Conclusion Well positioned to capitalize on the India opportunity Large services opportunity in Indian and Global markets Scalable business models in oAccess Media oPortals oEnterprise Services Leveraging Technology platform for scale and expertise Capable people


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