Sify Technologies ADR

Sify posted Q2 FY26 revenue of INR 10,533 million (+3% YoY) and EBITDA of INR 2,361 million (+20% YoY), with a loss after tax of INR 275 million. The company invested INR 3,064 million in capex, ended the quarter with INR 4,149 million cash, and sold 3 MW of additional data center capacity; it has 188 MW design capacity (about 130 MW built). Management filed a draft prospectus for listing the data-center arm Infinite Spaces, plans to retain a substantial stake, and will convert Kotak debentures into Infinite Spaces equity. Network services contributed 41% of revenue, data center 13% and digital services 20%; digital services remain loss-making as Sify continues investing to reposition that business for cloud and AI demand. » Altro su finance.yahoo.com

Sify Technologies delivered Q3 revenue of INR 11,596 million (+11% YoY) and EBITDA of INR 2,470 million (+29% YoY) but posted a loss after tax of INR 3,290 million; quarterly capex was INR 3,452 million and cash stood at INR 3,627 million. The company has a design data‑center capacity of 188 MW (130 MW ready, ~127 MW sold) and expects about 125 MW from four upcoming facilities, with typical data‑center EBITDA margins around 44–45%. Management filed a draft prospectus for Sify Infinite Spaces aiming for a INR 3,700 crore issue (INR 2,500 crore primary + INR 1,200 crore OFS) to fund expansion and refinance debt, and highlighted a strategic partnership with Google for a cable landing station in Vishakhapatnam. Digital services remain loss-making but are targeted to reach break‑even in late fiscal 2026‑27 as the company focuses on core managed and AI‑driven offerings. » Altro su finance.yahoo.com

Sify Technologies' ADRs dropped sharply after Q2 results showed revenue of about 10.5 billion INR (≈$119m) — up just 3% year‑over‑year — while EBITDA climbed roughly 20% to about 2.36 billion INR (≈$26.7m). Shares fell as much as 9.2% intraday and were down about 5.5% at midday despite the stock being up ~298% year‑to‑date. Management is investing heavily in new data centers for AI workloads, but many facilities are not yet operational, making near‑term sales growth uncertain and increasing volatility. » Altro su finance.yahoo.com