Sify Technologies Q3 Earnings Call Highlights

Sify Technologies (NASDAQ:SIFY) reported third-quarter fiscal 2025-26 results and outlined ongoing investments successful information centers, web infrastructure, and integer platforms, arsenic executives pointed to rising endeavor and authorities request successful India for “secure and high-performance and sovereign integer infrastructure” tied to unreality and AI adoption.

Chairman Raju Vegesna said India’s “growth communicative has moved decisively from promising to performance,” citing beardown economical fundamentals, argumentation continuity, and accelerating integer adoption. He described India’s IT assemblage arsenic entering a caller signifier focused connected enactment successful integer infrastructure, cloud, and AI-led innovations.

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Vegesna said Sify’s strategy is aligned with that displacement done sustained investments successful “hyperscaler information centers, resilient networks, and AI-driven platforms,” positioning the institution to enactment endeavor translation successful India implicit the coming decade.

Executive Director and Group CFO M.P. Vijay Kumar said Sify continued to stress fiscal subject portion making “measured investments” crossed information centers, networks, and radical to enactment semipermanent worth creation.

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For the quarter, absorption described the gross divided as:

• Network services: 37%

• Data halfway colocation services: 40%

• Digital services: 23%

Vijay Kumar said 9.1 megawatts (MW) of information halfway colocation capableness was sold during the quarter. As of Dec. 31, 2025, the company’s web services operated via 1,214 fibre nodes, up 9% twelvemonth implicit year, and Sify had deployed 9,695 SD-WAN work points crossed India.

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For the 3rd 4th of fiscal 2025-26, Sify reported gross of INR 11,596 million, up 11% from the aforesaid 4th past year. EBITDA was INR 2,470 million, up 29% twelvemonth implicit year.

The institution reported a nonaccomplishment earlier taxation of INR 2,570 cardinal and a nonaccomplishment aft taxation of INR 3,290 million. Capital expenditure during the 4th totaled INR 3,452 million, and the currency equilibrium astatine the extremity of the 4th (Dec. 31, 2025) was INR 3,627 million.

In effect to expert questions, absorption provided further item connected existent capableness and the operation roadmap. The institution said full plan capableness is 188 MW. Of that, capableness “ready for service” is 130 MW, and full sold capableness is astir 127 MW.