SONDA, Leading Latin American IT Services Company Regional presence, 10 countries in over 3,000 cities under coverage.
Content 01 02 03 04 05 SONDA Overview Our journey since 2006 (IPO) The IT industry SONDA’s value proposition Investment considerations SONDA S.A. 2
01. SONDA Overview SONDA S.A. 3
01. SONDA Overview SONDA at a glance The leading Latin American IT Services provider in the region Revenues Countries Cities Customers Employees US$ 1.4 Bn 10 + 3,000 + 5,000 + 17,000 revenues 2017 in Latin America cities covered corporate customers people 44 years of sustained growth and successful story An IT partner and an agent of change for our customers Information Technology Outsourcing/Services Business Solutions 2/3 SONDA’s Pipeline 1/3 SONDA’s Pipeline SONDA S.A. 4
01. SONDA Overview Solving customers needs by using comprehensive IT services and solutions across different industries. Some examples: Consolidated revenue 2017 Full IT Outsourcing for the emission of Passport and Payment solution for the public transport system in (by Industry,%) National Identifjcation Documents at Registro Civil in Chile. Santiago de Chile, Panama, El Salvador and Valparaiso. Smart Grid solution that remotely provides the 19.0% from the Noun Project Created by jhonkar Mobile solution for password management consumer and the electricity supplier with detailed 23.6% (locking-unlocking) using facial recognition. consumption information. US$ 1,369 Livestock traceability system in Uruguay and 2.1% Smart security (surveillance) solution that monitors Colombia. 15.0% millions and process a large amount of information from 3.1% different inputs, identifying risk patterns and generating 6.3% safety alerts in case of potential risks or breaches E-Procurement solutions for public institutions in Chile and Colombia. 7.7% 14.8% Solutions for Investments & Pension Funds 8.3% management across the region. Solutions for healthcare institutions by proving healthcare and management applications, Retail 19.0% Manufacturing 8.3% Utilities 3.1% implementing communication networks and Fleet management and user support solutions for Public Institutions 15.0% Telecommunications 7.7% Health 2.1% telemedicine systems, among others the public transport system in Santiago de Chile. Banking 14.8% Oil, Gas and Mining 6.3% Others 23.6% SONDA S.A. 5
01. SONDA Overview A truly Latin American IT services and solutions network Presence in (since): 13.0% Chile (1974) 9.0% Chile 44.0% Revenues Peru (1984) Brazil 34.0% 44.0% 2017 Mexico 9.0% Argentina (1986) OPLA 13.0% 34.0% Ecuador (1990) Uruguay (1994) Colombia (2000) 17.0% Brazil (2002) Chile 62.0% 8.0% EBITDA Costa Rica (2003) Brazil 13.0% 2017 Mexico 8.0% 62.0% Mexico (2004) 13.0% OPLA 17.0% Panamá (2008) SONDA S.A. 6
01. SONDA Overview A sustainable approach & Dow Jones Sustainability member Strategic Innovation Improve and Disrupt Agenda We believe that companies and countries should Innovation Strategic Alliances Commitment and Excellence develop their businesses/ Milti-Brand company Information Security activities and meet Service Continuity Partners & Customers their needs, without The Suppliers compromising the ability of ecosystem future generations to do the same we are part of Corporate Our People Governance Corporate Governance A truly regional company Ethics and transparency Diversity across Latin America Profjtable and Sustained Growth People development Environment Stakeholders Engagement & Relationship Attracting and retaining talent Energy Effjciency & Climate change Electronic Waste Management Solutions & Services that allows our customers to reduce their impact over the environment and society SONDA S.A. 7
02. Our journey since 2006 (IPO) SONDA S.A. 8
02. Our journey since 2006 (IPO) A new journey after the IPO… An ambitious dream become an strategic goal IPO After foundation, the most important starting point in our history • Great attractiveness • Total Demand: US$ 6b (28x raised capital: US$ 213m) Our Goal: To become the leading Latin American IT Services & Solutions Provider How? Through a strategy based on leverage our strengths, competitive advantage and track record throughout the whole region We look for… Expanding operations with a focus in LatAm Being a comprehensive multi-brand provider with focus in large and medium sized clients • High Growth opportunities in Brazil, Mexico, Chile, Argentina and Colombia. • Look for opportunities across different industries. • Foster growth with profjtability: organic + acquisitions. • Strong relationships with World class vendors allow us to be always on top of the edge. • Strengthening our positioning among companies who are intensive IT users. • Long term relationships with customers. • Increase share of higher value-added services. • Regional synergies and scale economies. • Solid fjnancial position. • Continuous improvement, certifjcations and international best practices. SONDA S.A. 9
02. Our journey since 2006 (IPO) We have achieved several milestones since 2006 2007 – 2009 2010 – 2012 2013 – 2015 2016 – 2018 IPO in Chile First Triennial Investment Plan Second Triennial Investment Plan Third Triennial Investment Plan Fourth Triennial Investment Plan Revs 2017 Revs 2016 US$1,369 million Revs 2015 US$1,328 million Revs 2014 US$1,450 million Revs 2013 US$1,429 million 4.5x increase since 2006 Revs 2012 US$1,094 million Revs 2011 US$1,008 million Revs 2010 US$964 million 4.8x increase since 2006 Revs 2009 US$725 million Milestones Revs 2008 US$609 million Revs 2007 • First Sustainability Report (year ended 2016) in US$695 million 3.6x increase since 2006 Revs 2007 US$436 million Milestones SONDA’s history US$300 million • First Climate/Engagement Survey in place • Data Center Tier III (Chile) started operations 2.0x increase since 2006 Milestones (2016) (2013) • Inclusion to Dow Jones Sustainability Index in • Smart City in Montevideo, Uruguay (2013) • Metro Panama (2011) Milestones • Bond issuance (2014) • Capital Increase (Dec-12) Chile and MILA (2017) • First Integrated Report (year ended 2017) in • Livestock tracebility in Uruguay and Colombia SONDA’s history (2007, 2008) • Transantiago started operations (2007) “Figures were translated to US dollars based on the exchange • New markets: Panama (2008) Acquisitions • Bond issuance (2009) • Ativas (2016, Brazil) Acquisitions • Grupo Compufacil (2017, Colombia) rate as of December 31,2017 = $614.75CLP/USD” • CTIS (2014, Brazil) Acquisitions Acquisitions • Telsinc (2010, Brazil) Regional empowerment of Competence Centers • Softeam (2010, Brazil) • Procwork (2007, Brazil) • Kaizen (2010, Brazil) Smart Transport • RedColombia (2008, Colombia) • NextiraOne (2010, Mexico) Smart City/Security • Ceitech (Argentina, 2010) Transformational Outsourcing • Quintec (Chile, 2011) Utilities • Pars (Brazil, 2012) Cyber Security • Elucid (Brazil, 2012) Mobility and Virtualization 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 SONDA S.A. 10
03. The IT industry SONDA S.A. 11
03. The IT industry IT Industry attractiveness Companies and organizations are continuously looking for effjciencies and competitive Annual IT spending US$6 trillion (Japan’s GDP) DIGITAL TRANSFORMATION NEW TECHNOLOGIES – TRENDS advantages TRADITIONAL FOCUS IT solutions are also demanded in case of downturns of the economy, presenting A better allocation of resources/investments countercyclical characteristics for some of the industry segments Latin America is an emerging region that has been showing attractive growth rates, but still underinvested Higher potential of growth • Lower IT spending vs developed countries • Less sophisticated mix of IT consumed (focused in infrastructure/hardware and basic software) SONDA S.A. 12
03. The IT industry Latin American fjgures/trends Higher consumption of Infrastructure compared to the Gradual migration to a balanced mix similar to consumption of IT services and software developed countries 60% vs 40%, IT spending 40% vs 60%, IT spending IT spending in the region (US$ million) Expenditure on IT (US$ million) IT spending is By segment/business Country 2017 2021 % Total CAGR expected to grow at a Brazil 26,031 32,056 40.1% 5,3% Mexico 14,671 17,486 22.6% 4.5% CAGR of 4.8% • IT Services: CAGR of 7.0% Colombia 5,304 6,409 8.2% 4.8% • Hardware: Chile 4,712 5,448 7.3% 3.7% in 2017-2021 CAGR of 1.6% Argentina 4,328 4,920 6.7% 3.3% • Software: CAGR of 6.5% in Latin America Peru 2,930 3,933 4.5% 7.6% Uruguay 291 280 0.4% Rest of Latin America 6,622 7,812 10.2% 4.2% Total General 64,889 78,345 100.0% 4.8% Source: IDC SONDA S.A. 13
Recommend
More recommend
