Sify Technologies (SIFY) investor relations material

Executive summary

• Q2 FY2027 revenue rose 31% YoY to INR 13,798M; adjusted EBITDA increased 33% to INR 3,131M, while profit for the period was INR 40M.

• Investment in data centers, networks and digital capabilities supported growth, with management emphasizing cost control, cash-flow management and financial flexibility.

Financial highlights

• Q2 revenue was INR 13,798M vs INR 10,533M in Q2 FY26; gross profit was INR 5,003M vs INR 4,239M.

• Operating profit was INR 1,184M vs INR 709M; profit before tax was INR 117M vs a loss of INR 194M.

• Profit for the period was INR 40M vs a loss of INR 275M in Q2 FY26; H1 FY27 profit was INR 105M vs a loss of INR 664M.

• H1 FY27 revenue was INR 26,150M vs INR 21,256M; adjusted EBITDA was INR 6,136M vs INR 4,472M.

Outlook and guidance

• Contracted data center capacity of 113 MW is scheduled for delivery over the next three quarters; the 81 MW targeted for FY2027 remains on track.

• Management expects network services to grow with data center expansion and connectivity demand, while noting revenue may not scale with volume because of different unit economics.

• Digital services EBITDA turned positive; management expects performance to improve and sees an AI-led portfolio supporting sustainability.

• Investment priorities include data center capacity, network modernization, cloud interconnect, operational platforms and workforce capabilities; no numerical outlook was stated.