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Sify Limited www.sifycorp.com Sify Ltd. Investor Presentation

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Sify Limited

www.sifycorp.com


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Sify Ltd.

Investor Presentation

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 recently have 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 Commission’s rules, particularly including our calculation of earnings before interest, taxes, depreciation and amortization, or Ebitda.


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Sify Ltd.

Investor Presentation

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 SEC’s 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.


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Sify Ltd.

Investor Presentation

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.

* * * * * * * *


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India & the Internet

Local Power & Dominance of non-US opportunities

Sify Limited

www.sifycorp.com

(NASDAQ: SIFY)


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India

  • Population 1.1 Billion

  • Urban - Rural mix: 25:75

  • 600,000 villages, 100 cities & towns

  • Total Number Households 210 Million

  • Strong economic fundamentals

    • GDP: $ 600 Billion ( 2003 –04)

    • GDP growth: 8 % (2003-04)

  • 27 States & 7 Union territories

  • 16 Officlal Indian languages in

    addition to English

  • India like the EU: each state with

    distinct ethnic groups, language,

    cuisine & culture


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Mobile User Base is Growing Rapidly

India

China 1995 1996 1997 1998 1999 2000 2001 2002

  • Mobile users growth CAGR 51% (2003-08)

  • Million plus mobile subscribers added every month

  • India market following China with a 5 yr lag

  • Higher growth due to lower handset costs, lower service

  • charges due to competition

Source : Gartner


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Mobile Value added services

India

China

  • Estimated to grow rapidly at CAGR 67%

  • China grew at CAGR 275% in the past 4 yrs

  • Value added services estimated at 15%

  • Consists of Ring tones, Cricket scores, stock market quotes,

  • pictures, Dating etc

Source : Gartner


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Internet Users - one of fastest growing in Asia

2006E Internet

Users ( Million) 31 17 7 126 9 37

  • Fastest growth rates in the region

  • Rapid infrastructure improvements

  • Aggressive broadband rollout

  • Affordable internet access

  • Development of content & applications

Source : IDC


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India & the Internet

  • 35 Mln Internet users

  • 5th Largest Country user base

  • 6.0 Mn Internet Subscribers ( Mar 05)

  • Majority access from cybercafes : up to 70%

  • Broadband subscribers to grow to 20 Million by 2010. Current 0.7 Million

  • Mobile Internet access on upswing

  • Nokia & other handset manufacturing facilities

  • Intel, Microsoft, Cisco,AOL,Yahoo & Google development centres


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Village Internet Kiosks

Single e-point rural connectivity

  • Video Conference Facility

  • Agricultural expert offering online advice on pests/crop rotation etc

  • Access Land records from Govt database online , for Loans etc

    Web based initiative to support

    farmers (e-choupal)

  • Online information

    • Market price online

    • Product literature

    • Weather / scientific information online

  • Web Portal

  • Supply of regulated farm inputs


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    iWay Cybercafés

    • 2,471 iWay cafes in 90 Cities

      (adding 2 iWays per day)

    • Franchised Network

    • Broadband access

    • Asset Light Model

    • Customers owned by Sify

    • Points for distribution of new services:

      • Internet Telephony

      • Video Conferencing

      • Games


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    eGovernance services: example

    Rural Access for Sustained Internet

    • Using a web cam from the local Internet kiosk, Tamil Nadu Agri University diagnosed a pest problem and saved crops

    • Chickenpox outbreak alert- timely information prevents epidemic

    • Aravind Eye Hospital - telemedicine on the net


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    TV,Telecom,Internet Penetration

    Total No. of Households : 210 Million

    Internet

    Mobile

    Telephone

    C & S

    TV


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    Media in India

    • Publications

      • Newspapers 141 : 21 English + 120 Vernacular

      • Magazines 163 : 43 English + 120 Vernacluar

  • Circulation

    Top 3 Indian Newspapers Top 3 US Newspapers

    • Dainik Jagran Hindi 2.4 Million USA Today 2.6 Million

    • Dainik Bhaskar Hindi 2.2 Million Wall Street Journal 1.8 Million

    • Times of India English 2.4 Million New York Times 1.7 Million

  • Advertising Market Size Growth

    • TV USD 1.1 Billion 12%

    • Press USD 1.1 Billion 5%

    • Outdoor USD 181 Million 3%

    • Radio USD 52 Million 15%

    • Internet USD 26 Million100%

  • Source : ABC

    Source : AFAA



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    Sify.in : Leveraging Indian languages

    • 5 language channels

    • 5 mail languages

    • 122 advertisers

    • Services such as Wireless

      Internet content growing rapidly








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    Sify Company Highlights

    • India’s leading Internet Company.

    • No. 1 or No. 2 in key lines of business.

    • Core competence and focus on IP technologies, processes

    • World Class Network, Domestic and International.

    • Financially strong. Zero Debt. Cash on Hand USD 31 Million

    • Revenues USD 82.8 Million & EBITDA USD 5.17 Million in 2004-05

    • Declining Net Losses USD 7.0 Million

    • India’s First Internet Company to list on Nasdaq.

    • ADR Price $ 4.65 , ADRs 18.3 Million, Total Shares 35.4 Million,


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    Unique Business Model

    International Services

    Remote Network and Data Management

    Remote Managed Security Services

    Backup and Disaster Recovery Services

    Content Management

    Services

    Consumer Services

    Broadband Access

    Dial-up Access

    Public Internet Access

    Internet Telephony

    Games

    Portals

    eCommerce

    Corporate Services

    Data/network services

    Hosting services

    Security services

    Messaging Solutions

    Technology Core

    Network Data Centers Systems

    Leveraging Common Infrastructure for Multiple Revenue Streams


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    Business Segments

    Based on 2004-05

    Revenue of Rs 3614 million , USD 82.8 Million

    Cash balance of Rs 1356.7 million , USD 31. Million as of 31st March , Debt - Zero


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    Revenues

    • Revenue growth of 42% CAGR ( 99-00 to 04-05)


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    EBITDA & Net Profit

    • EBITDA

    Net Profit

    *

    *Net Profit included USD 3.18 Mln on account of Profit on Sale of Land & Cricinfo





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    Conclusion

    Sify is well positioned to maximize opportunities in the (uniquely Indian) Internet growth market


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