Sify Technologies (SIFY) investor relations material

Executive summary

• Revenue grew 14% year-over-year to INR 10,723 million, with EBITDA up 18% to INR 2,111 million, but the quarter ended with a loss after tax of INR 389 million due to depreciation, interest, and increased manpower costs.

• Strategic investments focused on expanding data center capacity and building future-ready digital IT services, with a disciplined approach to cost and risk management.

• Sustainability is a core business tenet, with a shift toward annuity-based digital services and continued investment in talent and infrastructure.

• Business split: Network Services 41%, Data Center Services 37%, Digital Services 22%.

• 8.6 MW of new Data Center capacity commissioned; 10% increase in fibre nodes year-over-year.

Financial highlights

• Revenue for the quarter was INR 10,723 million, up 14% year-over-year.

• EBITDA reached INR 2,111 million, an 18% increase over the same quarter last year.

• Loss before tax was INR 322 million; loss after tax was INR 389 million, impacted by tax on profits from the data center subsidiary.

• Capital expenditure for the quarter totaled INR 2,874 million.

• Gross profit for the quarter was INR 4,149 million, up from INR 3,460 million year-over-year.

Outlook and guidance

• Management expects operating leverage and improved profitability in 12–18 months as investments in digital IT services mature.

• Data center and network businesses are expected to continue strong performance, with digital IT services transitioning to annuity revenue models.

• Double-digit growth across segments is an aspirational goal for the remainder of the year.

• Management emphasizes long-term value creation, cost efficiency, and disciplined investment amid rising depreciation, interest, and manpower costs.

• India is positioned as a global growth engine for digital infrastructure, driven by government policy and private investment.