Sify Technologies Ltd (FRA:IWY)

Q1 2026 Sify Technologies Ltd Earnings Call Transcript

Jul 18, 2025 / 12:30PM GMT

Release Date Price: €4.5 (-3.02%)

Transcript

Key Points

Positve

Sify Technologies Ltd (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 (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

Sify Technologies Ltd (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.

Operator

Good morning, everyone, and welcome to Sify Technologies financial results for the first quarter fiscal year 2025 to 2026.

(Operator Instructions) Please note, this conference is being recorded.

I will now turn the conference over to your host, Praveen Krishna of Sify Technologies. Parveen, the floor issues.

Praveen Krishna

Sify Technologies Ltd - Head-Investor & Public Relations

Thank you, Jenny. I'd like to extend a warm welcome to all our participants on behalf of the Sify Technologies Limited. I'm joined on the call today by sir Raju Vegesna, Chairman; and Mr. M.P. Vijay Kumar, Executive Director and Group CFO of Sify Technologies.

Following our comments on the shelves, there will be an opportunity for questions. If you do not have a copy of our press release, please call Weber Shandwick at 1-212-546-8260, and we'll have one sent to you. Alternatively, you may obtain a copy of the release at the Investor Information section on the company's corporate website at

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