Sify flags continued data‑centre demand

Sify Technologies told investors on April 13 that demand for its data-centre business is still rising, and it is adding more capacity to meet it. (finance.yahoo.com) The India-based company said fiscal 2025-26 revenue rose 13% to 44,877 million rupees and earnings before interest, taxes, depreciation and amortization rose 31% to 9,871 million rupees, while loss after tax widened to 1,366 million rupees. Capital spending for the year was 13,282 million rupees. (finance.yahoo.com) Sify’s data-centre unit sold 17 megawatts of capacity during the year, taking cumulative sold capacity to 129 megawatts, and it has another 81 megawatts under contract for delivery in fiscal 2026-27. The company said it now has 14 live facilities with 188 megawatts of design capacity, of which 129 megawatts are revenue-generating. (markets.financialcontent.com) (finance.yahoo.com) A data centre is the warehouse behind cloud computing: rows of servers, power systems and cooling equipment that companies rent instead of housing machines themselves. Sify sells that space alongside network links, so new data-centre customers can also pull through demand for connectivity. (www.sifytechnologies.com) (www.fool.com) That helps explain why management kept talking about infrastructure rather than software. On the earnings call, finance chief M. P. Vijay Kumar said customer wins in colocation were also feeding the network business, and management signaled materially higher capital spending as revenue-generating capacity expands. (www.fool.com) (finance.yahoo.com) The backdrop is a fast-growing Indian market. Jones Lang LaSalle said India’s data-centre inventory reached 1,123 megawatts of information-technology load by the first half of 2025, with net take-up of 97.9 megawatts in that half alone, up 48% from a year earlier. (jll.com) Other property advisers have sketched a similar buildout. Savills said India added 162 megawatts of new supply and absorbed 212 megawatts in the first half of 2025, while Cushman & Wakefield said about 2.9 gigawatts of supply was under construction or planned. (pdf.savills.asia) (assets.cushmanwakefield.com) Sify is trying to fund that buildout while keeping losses from widening further. The company said the Securities and Exchange Board of India has issued final observations on the draft prospectus for a planned listing of data-centre subsidiary Sify Infinit Spaces, with a proposed 37 billion rupee issue split between 25 billion rupees of new shares and 12 billion rupees of offer for sale. (finance.yahoo.com) (www.fool.com) The bet is straightforward: keep building server capacity, fill it with cloud and enterprise tenants, and use the attached network business to lift returns over time. For now, Sify’s own numbers show the demand is arriving faster than the profits. (markets.financialcontent.com) (finance.yahoo.com)