Sify Technologies (SIFY) Q4 2025 earnings summary

Executive summary

• Revenue for the year reached INR 39,886 million, up 12% year-over-year, with EBITDA also increasing 12% to INR 7,562 million.

• Loss before tax was INR 286 million, and loss after tax was INR 785 million, reflecting significant investments and increased expenses.

• Management emphasized India's rapid economic growth, digital transformation, and strategic investments in technology and infrastructure.

Financial highlights

• Revenue increased to INR 39,886 million from INR 35,634 million year-over-year.

• EBITDA rose to INR 7,562 million from INR 6,756 million year-over-year.

• Gross profit improved to INR 14,969 million from INR 13,256 million year-over-year.

• Data center services contributed 38% of revenue, network services 41%, and digital services 21%.

• Capital expenditure for the year was INR 12,745 million, with a year-end cash balance of INR 6,836 million.

Outlook and guidance

• CapEx for fiscal 2026 is expected to be marginally higher than fiscal 2025.

• Operating leverage is anticipated to improve, especially in network infrastructure as capacity utilization increases.

• Demand for data center capacity is expected to remain strong, driven by cloud consumption and AI-led requirements.

• Management remains focused on cost efficiency, fiscal discipline, and investing for future readiness despite headwinds from depreciation, interest, and rising manpower costs.

• India’s economic outlook is strong, with projected annual growth of 6.7% and significant opportunities in digital infrastructure and technology.