[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LongYield [@LongYield](/creator/twitter/LongYield) on x 4477 followers Created: 2025-07-20 16:44:09 UTC $SIFY Sify Technologies Limited Earnings Call Key Highlights: (1/2) 💼 Business Segment Revenue Breakdown Q1 FY2026 revenue totaled INR XXXXXX million, a XX% year-over-year increase, with contributions from Network Services (41%), Data Center Colocation (37%), and Digital IT Services (22%). EBITDA for the quarter was INR XXXXX million, up XX% YoY, with margin pressure from planned investments in manpower and infrastructure. Loss before tax stood at INR XXX million, and loss after tax at INR XXX million, reflecting higher depreciation and interest costs associated with growth-oriented capex. Capex for the quarter reached INR XXXXX million, consistent with the company’s infrastructure expansion and long-term value creation strategy. 🏢 Data Center Expansion and Capacity Build-Out Commissioned XXX megawatts of additional data center capacity in Q1 FY2026, bringing total operational capacity to XXX megawatts. Two new greenfield data centers in Chennai and the Delhi-NCR region went live recently, each with a design capacity of XX megawatts. Additional data centers under construction in Mumbai with a combined design capacity of XXX megawatts are expected to go live later in FY2026. Management remains committed to phased capacity operationalization, synchronized with customer demand and contractual wins. 📈 Network Services Performance and Infrastructure Growth Network services continue to be a stable revenue contributor at XX% of the business, with SD-WAN service points expanding to XXXXX nationwide. Fiber node deployments saw a XX% increase quarter-over-quarter, enhancing Sify’s geographic reach and connectivity offerings. Segment EBITDA margin remains strong at approximately 18%, supported by consistent core customer growth and controlled cost structures. Emphasis remains on maintaining high service reliability, scalability, and national infrastructure to support growing enterprise demands. 🧠 AI Enablement and NVIDIA-Certified Colocation Offering Launched a pay-per-use AI-ready colocation model across data centers in Chennai, Mumbai, and Noida, all NVIDIA-certified for liquid cooling at 130kW per rack. The model allows clients to deploy their own GPUs and benefit from a consumption-based colocation offering tailored to AI training and inference workloads. Positioned as a unique service differentiator in the Indian market, enabling flexible, GPU-agnostic colocation services for global and domestic AI workloads. Management confirmed early market traction and expressed confidence in broader demand as global AI deployment expands. 🌐 Digital IT Services Transition and Strategy Digital IT Services remained flat YoY in top-line terms and continued to report operating losses due to ongoing investments in talent and capability development. Strategic shift toward annuity-based revenue model from previous project-based model resulted in a slower revenue ramp but improved visibility and predictability. Investment focus includes building managed services, automation, and cloud orchestration capabilities for Indian enterprises. Management guided to potential performance improvement over the next XX to XX months as customer onboarding and recurring billing stabilize.  XXX engagements  **Related Topics** [data center](/topic/data-center) [indian rupee](/topic/indian-rupee) [quarterly earnings](/topic/quarterly-earnings) [$sify](/topic/$sify) [Post Link](https://x.com/LongYield/status/1946974422218186908)
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LongYield @LongYield on x 4477 followers
Created: 2025-07-20 16:44:09 UTC
$SIFY Sify Technologies Limited Earnings Call Key Highlights: (1/2)
💼 Business Segment Revenue Breakdown
Q1 FY2026 revenue totaled INR XXXXXX million, a XX% year-over-year increase, with contributions from Network Services (41%), Data Center Colocation (37%), and Digital IT Services (22%).
EBITDA for the quarter was INR XXXXX million, up XX% YoY, with margin pressure from planned investments in manpower and infrastructure.
Loss before tax stood at INR XXX million, and loss after tax at INR XXX million, reflecting higher depreciation and interest costs associated with growth-oriented capex.
Capex for the quarter reached INR XXXXX million, consistent with the company’s infrastructure expansion and long-term value creation strategy.
🏢 Data Center Expansion and Capacity Build-Out
Commissioned XXX megawatts of additional data center capacity in Q1 FY2026, bringing total operational capacity to XXX megawatts.
Two new greenfield data centers in Chennai and the Delhi-NCR region went live recently, each with a design capacity of XX megawatts.
Additional data centers under construction in Mumbai with a combined design capacity of XXX megawatts are expected to go live later in FY2026.
Management remains committed to phased capacity operationalization, synchronized with customer demand and contractual wins.
📈 Network Services Performance and Infrastructure Growth
Network services continue to be a stable revenue contributor at XX% of the business, with SD-WAN service points expanding to XXXXX nationwide.
Fiber node deployments saw a XX% increase quarter-over-quarter, enhancing Sify’s geographic reach and connectivity offerings.
Segment EBITDA margin remains strong at approximately 18%, supported by consistent core customer growth and controlled cost structures.
Emphasis remains on maintaining high service reliability, scalability, and national infrastructure to support growing enterprise demands.
🧠 AI Enablement and NVIDIA-Certified Colocation Offering
Launched a pay-per-use AI-ready colocation model across data centers in Chennai, Mumbai, and Noida, all NVIDIA-certified for liquid cooling at 130kW per rack.
The model allows clients to deploy their own GPUs and benefit from a consumption-based colocation offering tailored to AI training and inference workloads.
Positioned as a unique service differentiator in the Indian market, enabling flexible, GPU-agnostic colocation services for global and domestic AI workloads.
Management confirmed early market traction and expressed confidence in broader demand as global AI deployment expands.
🌐 Digital IT Services Transition and Strategy
Digital IT Services remained flat YoY in top-line terms and continued to report operating losses due to ongoing investments in talent and capability development.
Strategic shift toward annuity-based revenue model from previous project-based model resulted in a slower revenue ramp but improved visibility and predictability.
Investment focus includes building managed services, automation, and cloud orchestration capabilities for Indian enterprises.
Management guided to potential performance improvement over the next XX to XX months as customer onboarding and recurring billing stabilize.
XXX engagements
Related Topics data center indian rupee quarterly earnings $sify