Latest news with #SifyTechnologies
Yahoo
6 days ago
- Business
- Yahoo
Sify Technologies (SIFY) Sees 14% YoY Revenue Growth in Q1 2026
Sify Technologies Limited (NASDAQ:SIFY) is one of the Best Indian Stocks to Buy for Next 5 Years. The company remains focused on its commitment to cost efficiency and fiscal discipline despite navigating an increasingly complex business environment. The company saw revenues of INR10,723 million in Q1 2026, reflecting an increase of 14% YoY. The revenue split among the businesses was as follows: Network services (41%), Data Center services (37%), and Digital services (22%). During the quarter, Sify Technologies Limited (NASDAQ:SIFY) commissioned 8.6 MW of additional data center capacity. A high-tech telecommunications equipment site with cutting-edge antennas and satellite dishes. Sify Technologies Limited (NASDAQ:SIFY) highlighted that national programs such as Digital India and the India AI mission are resulting in investment in compute infrastructure and digital access, with regulatory clarity unlocking private capital into hyperscale data centers, 5G, and beyond. Moving forward, the company plans to deepen its focus on enabling AI workloads and bringing a new generation of forward-thinking enterprises. Given Sify Technologies Limited (NASDAQ:SIFY)'s integrated infrastructure, digital infrastructure, and proven service maturity, it remains uniquely placed to lead. Sify Technologies Limited (NASDAQ:SIFY) provides information and communication technology solutions and services in India and internationally. It has its headquarters in Chennai, India. While we acknowledge the potential of SIFY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Economic Times
22-07-2025
- Business
- Economic Times
Small towns, big compute: Data centre investors look beyond India's metros
Agencies The high energy demands of AI chips are pushing data centre investors to look beyond India's metro hubs and tap into the country's hinterland. Sify Technologies, CtrlS Datacenters, ESDS Software Solutions, RackBank and others are shifting focus from traditional locations such as Mumbai, Chennai and Noida. Instead, cities like Nagpur, Raipur, Chandigarh, Jaipur, Ahmedabad, Lucknow and Kochi are emerging as attractive alternatives offering better returns. State governments are actively incentivizing this shift with land subsidies, single-window clearances and relaxed power tariffs. The Chhattisgarh government, for instance, is offering capital subsidies ranging from `60 crore to `300 crore, along with duty exemptions and rental support. The state is also subsidising talent costs with 20% salary reimbursements—up to `50,000 a month per employee—for five years, according to the State's policy document. Rajasthan chief minister Bhajanlal Sharma unveiled a data centre policy in April, aiming to attract `20,000 crore in investment over the next five years. Similarly, Gujarat is offering capital incentives of `50–200 crore, along with tax waivers. Revival of the edgeExecutives said the AI boom could well mean a revival of edge data centres—smaller and closer to users—which haven't gathered much steam over the last decade. That's changing as cities like Mumbai and Chennai have become overpriced data centre hotspots because of their proximity to submarine cables landing on their shores. 'GenAI is the new engine that will fire investments to edge data centres,' said Rajiv Ranjan, associate director, cloud and AI, at research firm IDC India. 'We expect more AI inferencing workloads to get deployed at edge locations, closer to customers in tier 2 cities.' He also cited an emerging trend of modular or portable data centres, which are suited for small deployments and can be moved. According to IDC, investments in public cloud models at edge locations in the Asia-Pacific region (excluding Japan) are expected to grow from $15 billion in 2024 at a CAGR of 17% through 2028—a trend expected to be mirrored in India.'We believe the inflection point for edge DCs is now,' said Vipul Kumar, VP, edge and network, CtrlS Datacenters. 'A lot of AI workloads—especially inferencing—don't always need to sit in a central cloud or metro hub. They can (and should) run closer to the edge, particularly for use cases in sectors like manufacturing, healthcare, surveillance, agriculture, or autonomous systems in tier 2 and 3 cities of India.'CtrlS has deployed edge capacities in Patna, Lucknow and Bhubaneswar. The company is investing `500 crore in Bhopal, its first facility in central India. It's aiming for expansion in GIFT City (Ahmedabad), Guwahati, Kochi and Nagpur, it Technologies said that while Mumbai, Chennai and Noida continue to be its growth epicentres, its edge model is also picking up pace. Raju Vegesna, Sify chairman and managing director, said the company has a $5 billion expansion plan that involves adding sites in tier 2 locations.'We are going to invest in data centres not only in the six-seven metros but in the next 10-20 tier 2, tier 3 cities like Lucknow, Chandigarh, Nagpur with small capacities of around 10 megawatts to create these AI factories,' he told ET in Software Solution is setting up a green data centre in Sahibabad in Uttar Pradesh designed for 600 high-density racks, 30 MW scalable capacity and GPU-ready direct liquid cooling, said chairman and managing director Piyush Somani. AI infrastructure startup RackBank, which launched AI cloud business unit NeevCloud in 2023, is investing nearly `700 crore in cities such as Indore, Raipur and Assam. Clean energy momentum is enabling such locations to become attractive for data centres. For instance, CtrlS said it has commissioned a captive solar power facility in Nagpur. Such strategies are proving useful in power-sensitive and water-scarce regions. To be sure, hurdles persist. Companies must invest in dual grid systems for power redundancy. Telecom connectivity and fibre may be sketchy in remote regions. Finding skilled professionals such as certified data centre operators and engineers continues to be a challenge in smaller towns. Elevate your knowledge and leadership skills at a cost cheaper than your daily tea. Apple has a new Indian-American COO. What it needs might be a new CEO. Central banks existential crisis — between alchemy and algorithm What if Tata Motors buys Iveco's truck unit? 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Yahoo
19-07-2025
- Business
- Yahoo
Sify Technologies Ltd (SIFY) Q1 2026 Earnings Call Highlights: Revenue Growth Amidst Financial ...
Revenue: INR10,723 million, an increase of 14% over the same quarter last year. EBITDA: INR2,111 million, an increase of 18% over the same quarter last year. Loss Before Tax: INR322 million. Loss After Tax: INR388 million. Capital Expenditure: INR2,874 million. Network Services Revenue Share: 41% of total revenue. Data Center Colocation Services Revenue Share: 37% of total revenue. Digital IT Services Revenue Share: 22% of total revenue. Data Center Capacity Commissioned: 8.6 megawatts additional capacity. SD-WAN Service Points: 9,473 contracted service points deployed. Warning! GuruFocus has detected 7 Warning Signs with SIFY. Release Date: July 18, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Sify Technologies Ltd (NASDAQ:SIFY) reported a 14% increase in revenue for the quarter, reaching INR10,723 million compared to the same quarter last year. EBITDA increased by 18% year-over-year, totaling INR2,111 million, indicating strong operational performance. The company commissioned 8.6 megawatts of additional data center capacity, enhancing its infrastructure capabilities. Sify Technologies Ltd (NASDAQ:SIFY) is strategically focusing on long-term value creation through disciplined investment and risk management. The company is capitalizing on India's digital transformation, with significant investments in cloud adoption, AI, and digital infrastructure. Negative Points Sify Technologies Ltd (NASDAQ:SIFY) reported a loss before tax of INR322 million and a loss after tax of INR388 million, reflecting financial challenges. Increased depreciation, interest costs, and manpower expenses impacted the company's profitability. The digital IT services segment experienced flat revenue growth and increased operational losses, indicating challenges in this business area. The company's EBITDA margin remains around 20%, with no immediate expansion expected despite the growth in data center operations. The transition to annuity-based revenue in the digital services segment has resulted in slower revenue growth compared to project-based revenues. Q & A Highlights Q: Can you remind us how much data center capacity has been commissioned and what are your expectations for the next 12 months? A: M. P. Vijay Kumar, CFO, stated that two greenfield data center projects in Delhi and Chennai have gone live, each with a design capacity of 26 megawatts. The total operational capacity now stands at 138 megawatts. Two additional data centers in Mumbai, each with a design capacity of 52 megawatts, are under construction and expected to go live later this financial year. Q: Can you explain the pay-per-use colocation AI model and the expected returns? A: Raju Vegesna, CEO, explained that Sify offers a pay-per-use colocation model for GPUs, certified by NVIDIA, at their data centers in Mumbai, Chennai, and Noida. Customers can bring their own GPUs and use Sify's facilities on a per-use basis. This model is unique and has garnered global interest, although specific numbers are not yet available. Q: When might we see more leverage in the business model given the current investments? A: M. P. Vijay Kumar, CFO, indicated that while the network and data center businesses are performing well, the digital IT services segment is still in an investment phase. He expects to see results from these investments in 12 to 18 months, leading to improved leverage. Q: What are the plans for the digital services business given its flat top line and increased losses? A: M. P. Vijay Kumar, CFO, explained that the digital services business is transitioning from project-based to annuity-based revenues, which results in smaller but more consistent income streams. The focus is on building capabilities, with an expected turnaround in 12 to 18 months. Q: Why are EBITDA margins not expanding despite the growth in data centers? A: M. P. Vijay Kumar, CFO, noted that the data center business has high EBITDA margins of about 45%, while the network business is at 18%. The IT services segment is still developing. The company aims for gradual improvement in consolidated margins as the IT services business gains traction. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Yahoo
19-07-2025
- Business
- Yahoo
Sify Technologies Ltd (SIFY) Q1 2026 Earnings Call Highlights: Revenue Growth Amidst Financial ...
Revenue: INR10,723 million, an increase of 14% over the same quarter last year. EBITDA: INR2,111 million, an increase of 18% over the same quarter last year. Loss Before Tax: INR322 million. Loss After Tax: INR388 million. Capital Expenditure: INR2,874 million. Network Services Revenue Share: 41% of total revenue. Data Center Colocation Services Revenue Share: 37% of total revenue. Digital IT Services Revenue Share: 22% of total revenue. Data Center Capacity Commissioned: 8.6 megawatts additional capacity. SD-WAN Service Points: 9,473 contracted service points deployed. Warning! GuruFocus has detected 7 Warning Signs with SIFY. Release Date: July 18, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Sify Technologies Ltd (NASDAQ:SIFY) reported a 14% increase in revenue for the quarter, reaching INR10,723 million compared to the same quarter last year. EBITDA increased by 18% year-over-year, totaling INR2,111 million, indicating strong operational performance. The company commissioned 8.6 megawatts of additional data center capacity, enhancing its infrastructure capabilities. Sify Technologies Ltd (NASDAQ:SIFY) is strategically focusing on long-term value creation through disciplined investment and risk management. The company is capitalizing on India's digital transformation, with significant investments in cloud adoption, AI, and digital infrastructure. Negative Points Sify Technologies Ltd (NASDAQ:SIFY) reported a loss before tax of INR322 million and a loss after tax of INR388 million, reflecting financial challenges. Increased depreciation, interest costs, and manpower expenses impacted the company's profitability. The digital IT services segment experienced flat revenue growth and increased operational losses, indicating challenges in this business area. The company's EBITDA margin remains around 20%, with no immediate expansion expected despite the growth in data center operations. The transition to annuity-based revenue in the digital services segment has resulted in slower revenue growth compared to project-based revenues. Q & A Highlights Q: Can you remind us how much data center capacity has been commissioned and what are your expectations for the next 12 months? A: M. P. Vijay Kumar, CFO, stated that two greenfield data center projects in Delhi and Chennai have gone live, each with a design capacity of 26 megawatts. The total operational capacity now stands at 138 megawatts. Two additional data centers in Mumbai, each with a design capacity of 52 megawatts, are under construction and expected to go live later this financial year. Q: Can you explain the pay-per-use colocation AI model and the expected returns? A: Raju Vegesna, CEO, explained that Sify offers a pay-per-use colocation model for GPUs, certified by NVIDIA, at their data centers in Mumbai, Chennai, and Noida. Customers can bring their own GPUs and use Sify's facilities on a per-use basis. This model is unique and has garnered global interest, although specific numbers are not yet available. Q: When might we see more leverage in the business model given the current investments? A: M. P. Vijay Kumar, CFO, indicated that while the network and data center businesses are performing well, the digital IT services segment is still in an investment phase. He expects to see results from these investments in 12 to 18 months, leading to improved leverage. Q: What are the plans for the digital services business given its flat top line and increased losses? A: M. P. Vijay Kumar, CFO, explained that the digital services business is transitioning from project-based to annuity-based revenues, which results in smaller but more consistent income streams. The focus is on building capabilities, with an expected turnaround in 12 to 18 months. Q: Why are EBITDA margins not expanding despite the growth in data centers? A: M. P. Vijay Kumar, CFO, noted that the data center business has high EBITDA margins of about 45%, while the network business is at 18%. The IT services segment is still developing. The company aims for gradual improvement in consolidated margins as the IT services business gains traction. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-07-2025
- Business
- Yahoo
Sify Technologies to announce Financial Results for First Quarter FY 2025-26 on Friday, July 18, 2025
CHENNAI, India, July 11, 2025 (GLOBE NEWSWIRE) -- Sify Technologies Limited (NASDAQ: SIFY), India's leading Digital ICT solutions provider with global service capabilities spanning Data Center, Cloud, Networks, Security and Digital services, today announced that it will report its unaudited IFRS financial results for the First quarter ended June 30, 2025 on Friday, July 18, 2025 before the market opens. In conjunction with the announcement, Sify will host a conference call at 8:30 AM ET with Mr. Raju Vegesna, Chairman of the Board and Mr. M P Vijay Kumar, Executive Director & Group CFO. Interested parties may participate by dialling +1-888-506-0062 (Toll Free in the U.S. or Canada) or +1-973-528-0011 (International), which will also be simultaneously broadcast live over the Internet at or Please allow extra time prior to the call to visit the site and download the streaming media software required to listen to the Internet broadcast. The online archive of the Webcast will be available shortly after the conference call. Investors can also listen to the replay by dialling +1-877-481-4010 (Toll Free in the U.S. or Canada) or +1-919-882-2331 (International) and entering the replay passcode 52733. Please allow for some time post conference call to access the archive of the Webcast. The replay is available until July 25, 2025. About Sify Technologies A multiple times Golden Peacock award winner for Corporate Governance, Sify Technologies is India's most comprehensive ICT service & solution provider. With Cloud at the core of our solutions portfolio, Sify is focussed on the changing ICT requirements of the emerging Digital economy and the resultant demands from large, mid and small-sized businesses. Sify's infrastructure comprising state-of-the-art data centers, the largest MPLS network, partnership with global technology majors and deep expertise in business transformation solutions modelled on the cloud, make it the first choice of start-ups, SMEs and even large Enterprises on the verge of a revamp. More than 10000 businesses across multiple verticals have taken advantage of our unassailable trinity of Data Centers, Networks and Security services and conduct their business seamlessly from more than 1700 cities in India. Internationally, Sify has presence across North America, the United Kingdom and Singapore. Sify, Sify Technologies, Sify Infinit Spaces, and are registered trademarks of Sify Technologies Limited. Forward Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The forward-looking statements contained herein are subject to risks and uncertainties that could cause actual results to differ materially from those reflected in the forward-looking statements. Sify undertakes no duty to update any forward-looking statements. For a discussion of the risks associated with Sify's business, please see the discussion under the caption 'Risk Factors' in the company's Annual Report on Form 20-F for the year ended March 31, 2025, which has been filed with the United States Securities and Exchange Commission and is available by accessing the database maintained by the SEC at and Sify's other reports filed with the SEC. For further information, please contact: Sify Technologies LimitedMr. Praveen KrishnaInvestor Relations & Public Relations+91 20:20 Media Nikhila Kesavan+91 Weber ShandwickLucia Domville+1-212 546-8260LDomville@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
