SIFYNasdaqServices-Computer Programming, Data Processing, Etc.US GAAP · USD

Sify Technologies Limited - American Depository Shares

Sify Technologies Limited is an India-focused information and communications technology company providing network services, data center services, cloud and managed digital services. Its platform combines nationwide fiber connectivity, data center infrastructure, cloud integration, cybersecurity, and application services for enterprises, public-sector organizations, and service providers.

Liikevaihto44,9mrd USD
+12,5 %v/v
Liikevoitto (EBIT)3 013milj. USD
+33,5 %v/v
EBIT-marginaali6,7%
+1,1 %-yks.v/v
Nettotulos−1 366milj. USD
−74,0 %v/v
Vapaa kassavirta−4 780milj. USD
−95,4 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

01020304050mrd USD2021: 24,3 mrd USD2021: EBIT 2,4 mrd USD20212022: 27,0 mrd USD2022: EBIT 2,9 mrd USD20222023: 33,4 mrd USD2023: EBIT 2,5 mrd USD20232024: 35,6 mrd USD2024: EBIT 2,2 mrd USD20242025: 39,9 mrd USD2025: EBIT 2,3 mrd USD20252026: 44,9 mrd USD2026: EBIT 3,0 mrd USD202644,93,0
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Sify Technologies Limited - American Depository Shares

Liiketoiminta

Osuus liikevaihdosta
Network Services39 %

Fiber connectivity, WAN, SD-WAN, cloud interconnect and network integration services.

Data Center Services39 %

Colocation, migration, disaster recovery and infrastructure hosting across Sify data centers.

Digital Services22 %

Cloud, managed IT, cybersecurity and business application services.

Asiakkaat

Sify serves more than 10,000 Indian customers, ranging from large corporations and small and medium businesses to public-sector organizations and governments. Core end markets include banking, financial services and insurance, manufacturing, retail, pharmaceuticals, media, telecommunications, utilities and information technology-enabled services. Wholesale customers such as carriers also purchase data, voice and data center services, while enterprise customers use Sify to connect branches, host critical workloads, migrate infrastructure and manage security.

Banking, Financial Services and Insurance

Banks, insurers and capital-market firms buy secure connectivity, data center hosting, cloud integration and disaster recovery.

Large Corporations

Large enterprises use network integration, colocation, cloud migration, cybersecurity and managed IT services.

Retail, E-commerce and Distribution

Distributed retailers and e-commerce operators use wide-area networks to connect stores, dark stores and supply chains.

Government and Public Sector

Government departments and public-sector entities purchase data repositories, managed services and resilient infrastructure.

Wholesale Carriers and Technology Providers

Fellow carriers and technology companies purchase wholesale connectivity, voice and data center capacity.

Strategia

Sify's strategy centers on expanding integrated network, data center and digital services around enterprise workloads in India. The company is adding fiber reach and capacity where demand exists, while using cloud interconnect, colocation, cybersecurity and managed services to increase the breadth of each customer relationship. Its Onnet platform and workload migration capabilities support more responsive provisioning and infrastructure transitions.

Scale network infrastructureKeskipitkä aikaväli

More fiber reach and capacity improve coverage and support enterprise connectivity demand.

Grow integrated data center servicesKeskipitkä aikaväli

Combining colocation, cloud and recovery services increases infrastructure relevance to customers.

Develop on-demand service orchestrationLyhyt aikaväli

Faster provisioning can improve customer responsiveness and simplify network purchasing.

Target AI and cloud infrastructure workloadsKeskipitkä aikaväli

High-capacity, low-latency infrastructure supports data-intensive enterprise applications.

Maantiede

India accounts for 93.00% of revenue, while the rest of the world contributes 7.00% based on fiscal 2026 reporting. Sify operates a nationwide network with 1,238 fiber nodes and serves customers through data centers and network infrastructure across India. Its international exposure primarily reflects cross-border enterprise, carrier and technology relationships rather than a geographically balanced operating footprint.

Riskit

Sify is exposed to concentration risk because one customer generated more than 10% of group revenue from data center and network services in fiscal 2026. Its infrastructure-heavy model also requires continued investment, reliable operations and compliance with changing Indian and U.S. regulations. Competition, cybersecurity incidents, technology shifts, customer migrations and demand volatility could pressure utilization, pricing or service continuity.

Järjestetty vakavuuden mukaan
Customer concentrationKorkea

One data center and network services customer exceeded 10% of group revenue.

Kohdistuu: Revenue loss or pricing pressure if the customer reduces usage or leaves.

Network and data center disruptionKorkea

Customers depend on Sify for connectivity, hosting, cloud access and recovery infrastructure.

Kohdistuu: Outages, capacity failures or physical incidents could trigger service credits and customer losses.

Cybersecurity incidentKorkea

Sify manages customer networks, cloud environments and security operations.

KohdistuuA breach could create remediation costsLiabilityReputational damage
Regulatory and compliance changeKeskitaso

The group operates under Indian and U.S. legal, corporate and disclosure requirements.

Kohdistuu: New rules may increase compliance costs or constrain service delivery.

Technology and competitive pressureKeskitaso

Cloud, networking and cybersecurity markets evolve rapidly and contain larger competitors.

KohdistuuFailure to refresh capabilities could reduce win ratesPricing powerUtilization
Kysy Clarifolta: Sify Technologies Limited - American Depository Shares

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition across service segments

Network, data center and digital contracts may have different service periods, implementation elements and delivery obligations.

Vaikutus: Timing of recognized revenue and contract balances can affect quarter-to-quarter comparability.

Goodwill and cash-generating unit impairment

Recoverable amounts use discounted future cash flows or fair value less costs to sell.

Vaikutus: Changes in forecasts, discount rates or expected synergies can create material impairment charges.

Inventory valuation

Traded hardware and software are measured using FIFO at the lower of cost and net realizable value.

Vaikutus: Obsolescence, selling prices and completion costs can affect inventory write-downs.

Performance and financial guarantees

Sify provides guarantees for subsidiary companies to banks and non-bank financial companies.

Vaikutus: Guarantee exposures may create contingent obligations and require disclosure or provisions.

Lease accounting

Network and data center operations may involve leased property, equipment or infrastructure.

Vaikutus: Lease terms and discount rates affect right-of-use assets, liabilities and depreciation.

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 8.9.2026