Q3 2025 Sify Technologies Ltd Earnings Call Transcript
Key Points
- Revenue increased by 21% over the same quarter last year, indicating strong growth.
- Sify commissioned 5 megawatts of additional data center capacity, expanding their infrastructure.
- Network infrastructure services saw a 14% increase in fiber nodes, enhancing service reach.
- The company is focusing on AI opportunities, positioning itself for future growth in this sector.
- Strong demand in network services driven by investments in wired line infrastructure over the past two years.
- The company reported a loss before tax of INR119 million and a loss after tax of INR258 million.
- Digital services posted a loss this quarter due to revenue mix changes and investment in leadership.
- Significant growth in SG&A expenses, which are expected to remain high in the forthcoming period.
- Current results are weighed down by investments in people and interest payouts for expansion financing.
- The market for GPU as a service is still in a nascent stage, with uncertain growth predictions.
Good morning, everyone and welcome to the Sify Technologies financial results for third quarter, fiscal year 2024 to 2025. (Operator Instructions) Please note this conference is being recorded.
I will now turn the conference over to your host, Praveen Krishna. Praveen, the floor is yours.
Thank you, Jen. I'd like to extend a warm welcome to all of our partners on behalf of Sify Technologies Limited. I'm joined on the call today by Raju Vegesna, Chairman; and Mr. M. P. Vijay Kumar, Executive Director and Group CFO.
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 Weber Shandwick at +1-212 546-8260 and we'll have one sent to you. Alternatively, you may obtain a copy of the release of the investor information section on the company's corporate website at www.sifytechnologies.com/investors.
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