Sify Technologies Limited (SIFY) Earnings Call Transcripts

Sify Technologies Limited's Latest Earnings Call - April 13, 2026

In the fiscal year 2025-26, Sify Technologies Limited reported a revenue of INR 4,487 million, reflecting a 13% increase year-over-year, while EBITDA rose by 31% to INR 9,871 million. However, the company recorded a loss before tax of INR 941 million and a loss after tax of INR 1,366 million. Management indicated a significant increase in capital expenditure for the upcoming year, driven by plans to nearly double revenue-generating capacity in data centers, which could positively influence future revenue growth.

Reported metrics

Guidance from management

Management expects capital expenditures to significantly increase in the upcoming year as they plan to double their revenue-generating capacity in data centers. They are optimistic about growth in network services and data center segments.

What management said

Yes, that is the backlog. That is for new facilities, which are currently under construction, which will go live in the early part of the second quarter, and will be delivered in a phased manner to the customer.

At present, we aren't seeing anything here. There's very good support from the union government as well as the state governments for the data center infrastructure creation in India. And in fact, as the Chairman mentioned in his remarks, the government has also gone forward with committing a 20-year tax holiday for foreign cloud service providers who host their capacity in India for serving the global market. And the...

What analysts pressed on

Analysts expressed concerns regarding the ongoing losses in the digital services segment and the timeline for achieving profitability. There were also questions about potential bottlenecks in energy availability impacting expansion plans.

Main topics on the call

• Revenue Growth — Sify's revenue increased by 13% year-over-year to INR 4,487 million. Management emphasized that 'our businesses continued to deliver focused growth with each unit capitalizing on its distinct market opportunities.'
• Data Center Expansion — The company plans to nearly double its revenue-generating capacity, with an additional 81 megawatts contracted for delivery this financial year. M.P. Vijay Kumar stated, 'the CapEx will be higher for this year, given tha...
• Digital Services Decline — Digital Services revenue decreased marginally by 2%. This decline raises concerns about the segment's performance amidst overall growth in other areas. Management noted, 'we continue to invest in people to build capabili...
• Government Support — The Indian government is providing strong support for data center infrastructure, including a 20-year tax holiday for foreign cloud service providers. This regulatory environment is expected to enhance growth opportuniti...

Read the full Sify Technologies Limited transcript (April 13, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Sify Technologies Limited earnings call transcripts on record, spanning January 24, 2020 to July 15, 2026. Based on this history, Sify Technologies Limited reports quarterly. The most recent call on file is dated July 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SIFY

Exchange

NasdaqCM

Country

US

Sector

Communication Services

Industry

Diversified Telecommunication Services

Calls on record

27

First call

January 24, 2020

Most recent

July 15, 2026

Reporting cadence

quarterly