Black Box Limited
7,273words
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Key numbers — 40 extracted
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Guidance — 3 items
Leadership at a glance
opening
“COGS discipline: project 03 management rigor, solutioning norms, and accuracy 1.”
Leadership at a glance
opening
“Hyperscale digital infra A.1 US Market growing at 18% CAGR; 250+ DCs expected to be built over next 3-4 years”
Customer
opening
“39 Current products business ~$90M → target $200M+ by FY30; diversification of efforts across 7 key verticals D.”
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Opening remarks
Leadership at a glance
200+ years combined experience 4,000+ professionals managed across dept. Sanjeev Verma Deepak Bansal Mike Carney Kannan Ramaiah Rick Gannon ▪ Pure-play digital infra leader; 30+ years ICT ▪ Architected 2019 merger ▪ Ex-Wipro ▪ 28+ years at Reliance, Vedanta, Essar ▪ Founded BB's North America business ▪ Expertise in fund raising, M&A, treasury, planning, and corporate finance ▪ Expertise in governance, risk management and compliance ▪ Strategy & M&A leader; ex-XETA ▪ Responsible for company’s transformation ▪ Ex-Wipro Global HR Head; 25+ years scale ▪ Deep cross-cultural fluency ▪ Experienced in organisational design and human capital transformation ▪ Runs Black Box's largest engine; manages ~2,200 employees ▪ 27-year veteran; execution muscle ▪ Telecom field-services experience; ex-AT&T Bikram Sahoo Sean Maguire Jai Venkat Sameer Batra Paul Williams ▪ 20+ years of technology experience; prior VP- Technology at telecom leaders ▪ Network operations specialist; multi-domain expertise ▪ E
BBOX relevant TAM in USA
>$30B Priority clusters Other clusters Source: Industrial Info Resources Database; BCG analysis Note: Logos are the property of their respective owner Priority clusters for
Black Box
• Chicago/Milwaukee • Ohio, • Georgia, • Phoenix, • Austin/San Antonio, • Dallas/FTW, • Oregon Large hyperscaler to invest $30 B at a single site Strategic pillars already in motion… 1 2 3 4 5 Geography-based GTM strategy Multi-dimensional relationships - Both customers and General Contractors - Both senior level and on- ground stakeholders Strong delivery and operational excellence Detailed account plans and a programmatic sales approach Selective bidding through strong deal qualification process 26 Black Box is a trusted partner for mission critical fit-out services for hyperscalers A. Hyperscale digital infra A.1 Project Design • Modular, MW- scale ready • Tailored, cost- optimized As-Built Documentation • Granular, phased tracking • Simplified, compliant ISP/OSP Cabling • High-density, multi-building campuses • Standard backbone, reliable Day 2 Maintenance and RunOps • 24/7 Smart Hands, RunOps at scale • Outsource Full Time Onsite Teams • On-demand support, quick SLAs Build Managem
Customer
Protect and grow Key Imperatives • Top accounts: Top enterprises, GCCs • Practice-led horizontal • Structured regional & data center segmentation • 6 priority industries: Telcos, BFSI, manufacturing, education, healthcare, travel • Regional sales & delivery structure aligned by Industry - leaner, faster • Ambidextrous approach: Large model; consolidated delivery for scale, efficiency and resource utilization rituals & consolidated supply chain • Governance, • Net Promoter Score-driven, delivery-led growth focus 17+ offices, 35+ delivery centers across India • compliance, and standardized processes • Bid management, revenue assurance & account receivables transformational, mid-sized strategic & smaller scalable deals • Leveraging our alliances ecosystem • All 5 horizontals underpinned by managed services (design, install, run, operate) for co-selling motion Time to Market Growth Margin Empower 38 TPS shift from products to platforms – unlocking recurring revenue and durable customer val
Investor Relations Advisor
Black Box Limited CIN: L32200MH1986PLC040652 Strategic Growth Advisors Private Limited CIN: U74140MH2010PTC204285 Purvesh Parekh (Head of Investor Relations) purvesh.parekh@blackbox.com Rahul Agarwal / rahul.agarwal@sgapl.net (+91 982143 8864) Ritu Rungta (Head of Corporate Communications) ritu.rungta@blackbox.com Karan Thakker karan.thakker@sgapl.net (+91 81699 62562) www.blackbox.com www.sgapl.net 54