Q2 2026 Sify Technologies Ltd Earnings Call Transcript
Key Points
- Sify Technologies Ltd (SIFY) reported a 3% increase in revenue over the same quarter last year, reaching INR10,533 million.
- EBITDA increased by 20% compared to the same quarter last year, amounting to INR2,361 million.
- The company sold an additional 3-megawatt data center capacity, indicating growth in its data center services.
- Sify Technologies Ltd (SIFY) has a robust liquidity position, supported by prudent cash flow management and operational efficiency.
- The company is strategically investing in AI integration and data center expansion, aligning with India's digital transformation and positioning itself as a leader in the AI-led economy.
- Sify Technologies Ltd (SIFY) reported a loss before tax of INR194 million and a loss after tax of INR275 million for the quarter.
- The IT services business continues to incur losses, reflecting ongoing investments to prepare for future opportunities.
- The digital services segment experienced a decline, with operating margins eroding from previous levels, contributing to overall financial losses.
- The network services business has seen a decline in operating margins over the past decade, although recent improvements have been noted.
- The proposed IPO of Infinite Spaces may not directly benefit existing Sify Technologies Ltd (SIFY) shareholders, as they may not be able to participate directly in the valuation upside of the data center business.
Greetings, and welcome to the Sify Technologies Financial Results for second-quarter financial year 2025, 2026 conference call. (Operator Instructions) And please note, this conference is being recorded. I will now turn the conference over to your host, Mr. Praveen Krishna. Sir, you may begin.
Thank you, Ali. I'd like to extend a warm welcome to all our participants on behalf of 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 results, there will be an opportunity for questions. If you do not have a copy of our press release, please call Luri Group at 1 (646) 824-2856, 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 www.sifytechnologies.convestors. A replay of
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