Sify Technologies（SIFY）株式概要Sify Technologies Limitedは、情報通信技術ソリューションとサービスをインド国内および国際的に提供しています。 詳細SIFY ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績0/6財務の健全性0/6配当金0/6報酬収益は年間125.46%増加すると予測されています リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見るSIFY Community Fair Values Create NarrativeSee what 9 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN31.7% undervaluedAnalystConsensusTarget•8mo agoExpanding Wired Infrastructure Across 17 Cities Will Support Future AI Needs23709Top Analyst NarrativesSify TechnologiesANAnalystConsensusTargetBased on Analyst Price TargetsExpanding Wired Infrastructure Across 17 Cities Will Support Future AI NeedsKey Takeaways Investment in AI and expanding data center capacity are expected to drive demand and boost future revenue from digital and network services. Strategic leadership enhancement and network infrastructure development position Sify for long-term growth despite current losses.View narrativeUS$22FV31.7% 割安 内在価値ディスカウントSet Fair ValueView237users have viewed this narrative0users have liked this narrative0users have commented on this narrative9users have followed this narrative8 months ago author updated this narrativeView all narrativesSify Technologies Limited 競合他社Liberty Latin AmericaSymbol: NasdaqGS:LILAMarket cap: US$1.5bITGSymbol: NasdaqGS:ITGMarket cap: US$1.7bCogent Communications HoldingsSymbol: NasdaqGS:CCOIMarket cap: US$602.4mBandwidthSymbol: NasdaqGS:BANDMarket cap: US$2.4b価格と性能株価の高値、安値、推移の概要Sify Technologies過去の株価現在の株価US$15.0352週高値US$17.8552週安値US$4.64ベータ1.311ヶ月の変化-6.36%3ヶ月変化16.02%1年変化213.78%3年間の変化-18.93%5年間の変化-17.60%IPOからの変化-92.94%最新ニュースお知らせ • Jul 08Sify Technologies Limited to Report Q1, 2027 Results on Jul 15, 2026Sify Technologies Limited announced that they will report Q1, 2027 results Pre-Market on Jul 15, 2026ライブニュース • Jun 26IFC Invests $371 Million in Sify Technologies for New AI-Ready Data Centers in IndiaThe International Finance Corporation, part of the World Bank Group, has committed a total of $371 million to Sify Technologies to fund two “AI-ready” data centers in Navi Mumbai and Chennai, with a combined planned capacity of 103 MW, including a $71 million sustainability-linked loan tied to Indian Green Building Council Platinum efficiency standards. IFC also plans to mobilize up to $300 million in total funding to support further expansion of Sify Infinit Spaces Limited’s data center footprint across India, aligning the projects with green energy and resilient digital infrastructure objectives. Sify Technologies’ stock last traded at $14.99, with the share price up 22.0% year to date. This IFC package signals strong external validation of Sify Technologies’ data center build-out. The sustainability-linked structure adds execution conditions that could affect timelines and costs if efficiency targets are not met.ライブニュース • Jun 19Sify Technologies Stock in Focus as IFC Commits $371 Million for New Data CentresThe International Finance Corporation (IFC) plans to invest $371 million in Sify Technologies to support development of two new data centres in Navi Mumbai and Chennai. These facilities are described as AI-ready and energy efficient, targeting Indian Green Building Council Platinum rating standards. The investment is aligned with the World Bank Group’s focus on digital transformation and resilient infrastructure in India. IFC’s commitment signals institutional backing for Sify Technologies as it expands its data centre footprint in key Indian metros and focuses on higher-spec, energy efficient facilities. Investors may want to watch how efficiently this capital is deployed, the timeline for bringing the new centres into operation and any impact on Sify’s balance sheet and capital structure.Reported Earnings • Apr 14Full year 2026 earnings releasedFull year 2026 results: Revenue: ₹44.9b (up 13% from FY 2025). Net loss: ₹1.36b (loss widened 73% from FY 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Telecom industry in the US.New Risk • Apr 13New major risk - Revenue and earnings growthEarnings have declined by 75% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Earnings have declined by 75% per year over the past 5 years.お知らせ • Apr 06Sify Technologies Limited to Report Fiscal Year 2026 Results on Apr 13, 2026Sify Technologies Limited announced that they will report fiscal year 2026 results at 9:30 AM, US Eastern Standard Time on Apr 13, 2026最新情報をもっと見るRecent updatesお知らせ • Jul 08Sify Technologies Limited to Report Q1, 2027 Results on Jul 15, 2026Sify Technologies Limited announced that they will report Q1, 2027 results Pre-Market on Jul 15, 2026ライブニュース • Jun 26IFC Invests $371 Million in Sify Technologies for New AI-Ready Data Centers in IndiaThe International Finance Corporation, part of the World Bank Group, has committed a total of $371 million to Sify Technologies to fund two “AI-ready” data centers in Navi Mumbai and Chennai, with a combined planned capacity of 103 MW, including a $71 million sustainability-linked loan tied to Indian Green Building Council Platinum efficiency standards. IFC also plans to mobilize up to $300 million in total funding to support further expansion of Sify Infinit Spaces Limited’s data center footprint across India, aligning the projects with green energy and resilient digital infrastructure objectives. Sify Technologies’ stock last traded at $14.99, with the share price up 22.0% year to date. This IFC package signals strong external validation of Sify Technologies’ data center build-out. The sustainability-linked structure adds execution conditions that could affect timelines and costs if efficiency targets are not met.ライブニュース • Jun 19Sify Technologies Stock in Focus as IFC Commits $371 Million for New Data CentresThe International Finance Corporation (IFC) plans to invest $371 million in Sify Technologies to support development of two new data centres in Navi Mumbai and Chennai. These facilities are described as AI-ready and energy efficient, targeting Indian Green Building Council Platinum rating standards. The investment is aligned with the World Bank Group’s focus on digital transformation and resilient infrastructure in India. IFC’s commitment signals institutional backing for Sify Technologies as it expands its data centre footprint in key Indian metros and focuses on higher-spec, energy efficient facilities. Investors may want to watch how efficiently this capital is deployed, the timeline for bringing the new centres into operation and any impact on Sify’s balance sheet and capital structure.Reported Earnings • Apr 14Full year 2026 earnings releasedFull year 2026 results: Revenue: ₹44.9b (up 13% from FY 2025). Net loss: ₹1.36b (loss widened 73% from FY 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Telecom industry in the US.New Risk • Apr 13New major risk - Revenue and earnings growthEarnings have declined by 75% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Earnings have declined by 75% per year over the past 5 years.お知らせ • Apr 06Sify Technologies Limited to Report Fiscal Year 2026 Results on Apr 13, 2026Sify Technologies Limited announced that they will report fiscal year 2026 results at 9:30 AM, US Eastern Standard Time on Apr 13, 2026Reported Earnings • Jan 13Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: ₹11.6b (up 11% from 3Q 2025). Net loss: ₹329.0m (loss widened 28% from 3Q 2025). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Telecom industry in the US.分析記事 • Jan 09Sify Technologies Limited's (NASDAQ:SIFY) 32% Share Price Surge Not Quite Adding UpThose holding Sify Technologies Limited ( NASDAQ:SIFY ) shares would be relieved that the share price has rebounded 32...お知らせ • Jan 05Sify Technologies Limited to Report Q3, 2026 Results on Jan 12, 2026Sify Technologies Limited announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Jan 12, 2026ナラティブ更新 • Nov 12SIFY: Future Profits Will Be Driven by Expanding MarginsAnalysts have revised Sify Technologies’ price target modestly upward, increasing it from $22 to $22.00. This change is based on updates to key valuation metrics and adjustments in financial forecasts.分析記事 • Nov 07Risks Still Elevated At These Prices As Sify Technologies Limited (NASDAQ:SIFY) Shares Dive 27%The Sify Technologies Limited ( NASDAQ:SIFY ) share price has softened a substantial 27% over the previous 30 days...Reported Earnings • Oct 26Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: ₹10.5b (up 2.5% from 2Q 2025). Net loss: ₹275.0m (down 370% from profit in 2Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 135 percentage points per year, which is a significant difference in performance.お知らせ • Oct 20Sify Technologies Limited to Report Q2, 2026 Results on Oct 25, 2025Sify Technologies Limited announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on Oct 25, 2025ナラティブ更新 • Oct 18Expanding Wired Infrastructure Across 17 Cities Will Support Future AI NeedsAnalysts have maintained their price target for Sify Technologies at $22.00. They cite stable growth expectations and consistent profitability margins as the basis for their unchanged valuation.ナラティブ更新 • Oct 04Expanding Wired Infrastructure Across 17 Cities Will Support Future AI NeedsAnalysts have raised their price target for Sify Technologies from $14 to $22, citing expectations of stronger revenue growth and improved valuation metrics. Valuation Changes Fair Value: Increased from $14 to $22, reflecting a higher projected valuation.分析記事 • Sep 27Sify Technologies (NASDAQ:SIFY) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...分析記事 • Aug 27Here's Why Sify Technologies (NASDAQ:SIFY) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Aug 11New major risk - Revenue and earnings growthEarnings have declined by 51% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Earnings have declined by 51% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).Seeking Alpha • Jul 22Sify Technologies: An Execution RiskSummary Sify Technologies always adapted well to technological trends. However, its aggressive expansion plan with high invested capital put it in a difficult position. In 2024 and 2025, revenue growth slowed because assets under construction were not yet generating revenue. After the peak, in 2022, its net income started to suffer a continuous large drop, resulting in a negative net income in 2025. Read the full article on Seeking AlphaReported Earnings • Jul 20First quarter 2026 earnings released: ₹5.38 loss per share (vs ₹1.02 loss in 1Q 2025)First quarter 2026 results: ₹5.38 loss per share (further deteriorated from ₹1.02 loss in 1Q 2025). Revenue: ₹10.7b (up 14% from 1Q 2025). Net loss: ₹389.0m (loss widened ₹336.8m from 1Q 2025). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.New Risk • Jul 18New major risk - Revenue and earnings growthEarnings have declined by 46% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 46% per year over the past 5 years.分析記事 • Jul 17Sify Technologies Limited's (NASDAQ:SIFY) 31% Price Boost Is Out Of Tune With RevenuesThe Sify Technologies Limited ( NASDAQ:SIFY ) share price has done very well over the last month, posting an excellent...お知らせ • Jul 11Sify Technologies Limited to Report Q1, 2026 Results on Jul 18, 2025Sify Technologies Limited announced that they will report Q1, 2026 results Pre-Market on Jul 18, 2025Board Change • Jul 01Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Padmaja Chunduru was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jun 24Sify Technologies Appoints Dr. Ram Sewak Sharma as Director on the BoardSify Technologies Limited has announced the appointment of Dr. Ram Sewak Sharma as a new Director on its Board. Dr. Sharma, a member of the Indian Administrative Service (IAS 1978, Jharkhand cadre), has a distinguished service record of over four decades, contributing significantly to India's policies in Information and Communication Technologies (ICTs). He was the founding Director General and Mission Director of the Unique Identification Authority of India (UIDAI), where he helped launch Aadhaar, the world's largest biometric identity system. Dr. Sharma has also served as Chairman of the Telecom Regulatory Authority of India (TRAI) and Secretary of the Department of Electronics and Information Technology. Dr. Sharma holds a master’s degree in mathematics from the Indian Institute of Technology (IIT), Kanpur, a master’s in computer science from University of California, Riverside, and a PhD from IIT, Delhi.Reported Earnings • Jun 13Full year 2025 earnings released: ₹12.62 loss per share (vs ₹5.54 profit in FY 2024)Full year 2025 results: ₹12.62 loss per share (down from ₹5.54 profit in FY 2024). Revenue: ₹39.9b (up 12% from FY 2024). Net loss: ₹785.0m (down ₹953.9m from profit in FY 2024). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Jun 10Sify Technologies Ltd. Announces Resignation of Ajay Kumar from Board of DirectorsSify Technologies Ltd. notified the Nasdaq Stock Market (Nasdaq) on May 21, 2025 that, consequent to the resignation of Dr. Ajay Kumar from the company’s Board of Directors (the “Board”), the company was in non-compliance with Nasdaq Listing Rule 5605(b)(1), requiring that the majority of the Board be composed of independent directors, and Nasdaq Listing Rule 5605(c)(2), requiring that there be at least three members of the Board’s audit committee. Dr. Kumar resigned to take charge of a constitutional responsibility pursuant to the order of the Hon'ble President of India. Further on June 5, 2025, the Company received a letter from the Listing Qualifications Department of Nasdaq indicating that, due to Dr. Kumar’s resignation, the Company no longer complies with Nasdaq’s independent director and audit committee requirements as set forth in Listing Rule 5605. The notice states that, consistent with Listing Rules 5605(b)(1)(A) and 5605(c)(4), the Company would be provided with a cure period to regain compliance. Such cure period will last until the earlier of the Company’s next annual shareholders’ meeting, or May 15, 2026; provided that, if the next annual shareholders’ meeting is held before November 11, 2025, then the Company must evidence compliance no later than November 11, 2025. The Company is actively engaged in identifying and evaluating the appointment of another independent director to the Board to fill the vacancies created by Dr. Kumar’s resignation and to regain compliance with the Nasdaq Listing Rules within the specified cure period.分析記事 • May 23Sify Technologies Limited's (NASDAQ:SIFY) Shares Leap 33% Yet They're Still Not Telling The Full StorySify Technologies Limited ( NASDAQ:SIFY ) shares have had a really impressive month, gaining 33% after a shaky period...お知らせ • May 20Sify Technologies Limited Announces Pay-Per-Use Colocation Pricing At All Nvidia-Certified Ai-Ready Hyperscale Data Center Campuses Across IndiaSify Technologies Limited announced the launch of its unique Pay-per-use model to support the burgeoning requirements for AI Cloud Services. This follows the recent expansion of Sify's portfolio of DGX-Ready Data Centers, certified for up to 130 KW/rack capacity under NVIDIA's DGX-Ready Data Center program - Sify's latest hyperscale data centers in Chennai andoida have now been certified by NVIDIA, joining Sify's Navi Mumbai data center which was certified in 2024. Sify will offer this innovative, colocation pricing program at all three of these campus locations. The hourly pricing model is inclusive of hosting, power and infrastructure costs. By pricing its services on an hourly basis, Sify is removing the entry-cost barrier and fixed-cost infrastructure risk, enabling its GPU Cloud partners to set up and respond quickly to the growing AI market. Sify's converged ICT ecosystem will also offer an extensive array of services like Global connectivity, White Glove IT infrastructure and Managed Services. Initially, Sify will support the NVIDIA H100, H200, B200, GB200 NVL72, and GB300 NVL72 platforms, including liquid-cooled variants.分析記事 • Apr 23Analysts Have Been Trimming Their Sify Technologies Limited (NASDAQ:SIFY) Price Target After Its Latest ReportLast week, you might have seen that Sify Technologies Limited ( NASDAQ:SIFY ) released its yearly result to the market...Reported Earnings • Apr 21Full year 2025 earnings releasedFull year 2025 results: Revenue: ₹39.9b (up 12% from FY 2024). Net loss: ₹785.0m (down ₹833.9m from profit in FY 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Telecom industry in the US.New Risk • Apr 20New major risk - Revenue and earnings growthEarnings have declined by 36% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 36% per year over the past 5 years. Shareholders have been substantially diluted in the past year (137% increase in shares outstanding).New Risk • Apr 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 137% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Shareholders have been substantially diluted in the past year (137% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).お知らせ • Apr 11Sify Technologies Limited to Report Q4, 2025 Results on Apr 18, 2025Sify Technologies Limited announced that they will report Q4, 2025 results on Apr 18, 2025新しいナラティブ • Feb 10Investing In AI Infrastructure And Leadership To Capitalize On Future Opportunities Strategic focus on AI workloads and data center expansion could drive revenue growth, with potential economies of scale benefits.分析記事 • Feb 08Further Upside For Sify Technologies Limited (NASDAQ:SIFY) Shares Could Introduce Price Risks After 28% BounceSify Technologies Limited ( NASDAQ:SIFY ) shareholders would be excited to see that the share price has had a great...Reported Earnings • Jan 17Second quarter 2025 earnings released: EPS: ₹1.99 (vs ₹0.74 loss in 2Q 2024)Second quarter 2025 results: EPS: ₹1.99 (up from ₹0.74 loss in 2Q 2024). Revenue: ₹10.3b (up 17% from 2Q 2024). Net income: ₹101.9m (up ₹124.6m from 2Q 2024). Profit margin: 1.0% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.お知らせ • Jan 10Sify Technologies Limited to Report Q3, 2025 Results on Jan 17, 2025Sify Technologies Limited announced that they will report Q3, 2025 results Pre-Market on Jan 17, 2025分析記事 • Dec 17Should You Think About Buying Sify Technologies Limited (NASDAQ:SIFY) Now?Sify Technologies Limited ( NASDAQ:SIFY ), might not be a large cap stock, but it received a lot of attention from a...Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$2.63, the stock trades at a forward P/E ratio of 18x. Average trailing P/E is 19x in the Telecom industry in the US. Total loss to shareholders of 89% over the past three years.Reported Earnings • Oct 23Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (up ₹40.0m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.New Risk • Oct 22New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Share price has been highly volatile over the past 3 months (32% average weekly change). Earnings have declined by 22% per year over the past 5 years.お知らせ • Oct 22Sify Technologies Regains Compliance with Nasdaq Minimum Bid Price RequirementSify Technologies Ltd. (the ‘Company’) received a letter (the ‘Notification Letter’) from the Listing Qualifications Department of the Nasdaq Stock Market (‘Nasdaq’) on October 18, 2024, informing the Company that it has regained compliance with the minimum bid price requirement for continued listing set forth in Nasdaq Listing Rule 5550(a)(2) (the ‘Minimum Bid Price Requirement’) and the matter is closed. As announced in July 2024, the Company was notified by Nasdaq that it was not in compliance with the Minimum Bid Price Requirement, as the closing bid price of the Company's American Depositary Shares (‘ADSs’) had been below $1.00 for 30 consecutive business days. Effective October 4, 2024, the Company effected a 1-for-6 ratio change of its ADSs. The Notification Letter confirmed that the Company evidenced a closing bid price of the Company’s ADSs on Nasdaq at or greater than the $1.00 per ADS minimum requirement for 10 consecutive business days from October 4, 2024 to October 17, 2024 and that the Company has regained compliance with the Minimum Bid Price Requirement.お知らせ • Oct 15Sify Technologies Limited to Report Q2, 2025 Results on Oct 22, 2024Sify Technologies Limited announced that they will report Q2, 2025 results Pre-Market on Oct 22, 2024お知らせ • Oct 14Sify Technologies Appoints Ms. Padmaja Chunduru as Director on the BoardSify Technologies Limited appointed Ms. Padmaja Chunduru as Director on the Board of the company. A Career Banker with a Reputation for Quiet, Efficient Disruption, Ms. Chunduru, Previously Led Important Functions At India’S Largest Bank, State Bank of India, Both in India and the United States. Post Sbi, as Md & CEO At Indian Bank, She Was Tasked with Its Merger with Allahabad Bank. the Seamless Execution Between Two Diametrically Opposite Indian Banking Institutions, Is Today an Essential Reference Point in M&A Studies and Is Chronicled as A Case Study "Merger of Equals" by Harvard Business School Publishing. These Gender-Defying Roles Led Her to the Corner Office of the National Securities Depository Limited (Nsdl) as the Md & Ceo, Where She Was Instrumental in Developing A Pioneering Dlt Blockchain Based Platform for Security and Covenant Monitoring of Corporate Debt. A Staunch Evangelist of Technology in Business, She Tapped into the Emerging Comfort Among Women with Fintech to Bring More of Them into the World of Securities While Simultaneously Laying the Roadmap for the Market Listing of Nsdl. Until Recently, She Was A Director on the Boards of Lic (Life Insurance Corporation of India), Npci (National Payments Corporation of India), Issa (International Securities Services Association) and Acg (Asia Pacific Central Depository Group), Institute of International Bankers and Asia Society, New York and Non-Executive Chairperson Nominee Director of Universal Sompo General Insurance Company Limited. She Is Currently A Member of the Insurance Advisory Committee of Irdai Insurance Regulatory and Development Authority of India and the Centre for Corporate Governance and Sustainability, Iim, Bangalore. Ms. Chunduru Is Also A Certified Associate of Indian Institute of Bankers. She Has Been Awarded Best CEO (Bfsi) for 2021 by Business Today and Best CEO 2021 for Women Leadership by Economic Times. She Has Been Acknowledged as One of the Most Powerful Women (Mpw) in Business by Fortune India and Business Today, for 2022 and 2023. This Wide Breadth of Transformative Knowledge Is Extremely Important in an Evolving Digital-Aware Market Like India. by Taking on This Responsibility, I Hope to Translate My Experience into Productive Mentoring, While Ensuring That Stakeholder Interests Are Safeguarded, and Corporate Governance Is Adhered to in Letter and Spirit.” About Sify Technologies A Multiple Times Golden Peacock Award Winner for Corporate Governance, Sify Technologies Is India’S Most Comprehensive Ict Service & Solution Provider. with Cloud At the Core of Our Solutions Portfolio, Sify Is Focussed on the Changing Ict Requirements of the Emerging Digital Economy and the Resultant Demands from Large, Medium and Small Businesses. Sify’S Infrastructure Comprising State-Of-The-Art Data Centers, the Largest Mpls Network, Partnership with Global Technology Majors and Deep Expertise in Business Transformation Solutions Modelled on the Cloud, Make It the First Choice of Start-Ups, Smes and Even Large Enterprises on the Verge of A Revamp. More Than 10000 Businesses Across Multiple Verticals Have Taken Advantage of Our Unassailable Trinity of Data Centers, Networks and Digital Services and Conduct Their Business Seamlessly from More Than 1600 Cities in India. Internationally, Sify Has Presence Across North America, the United Kingdom, Uae and Singapore.分析記事 • Oct 12Further Upside For Sify Technologies Limited (NASDAQ:SIFY) Shares Could Introduce Price Risks After 31% BounceDespite an already strong run, Sify Technologies Limited ( NASDAQ:SIFY ) shares have been powering on, with a gain of...分析記事 • Sep 20Returns On Capital At Sify Technologies (NASDAQ:SIFY) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Aug 15Benign Growth For Sify Technologies Limited (NASDAQ:SIFY) Underpins Stock's 27% PlummetTo the annoyance of some shareholders, Sify Technologies Limited ( NASDAQ:SIFY ) shares are down a considerable 27% in...お知らせ • Jul 26Sify Technologies Ltd. Receives Nasdaq Notification Regarding Minimum Bid Price DeficiencySify Technologies Limited received a letter from the Listing Qualifications Department of the Nasdaq Stock Market (“Nasdaq”) indicating that, based upon the closing bid price of the Company’s American Depositary Shares (“ADSs”) for the last 31 consecutive business days, the Company did not meet the minimum bid price of $1.00 per share required for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2). The letter also indicated that, in accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company will be provided with a compliance period of 180 calendar days, or until January 15, 2025, to regain compliance with the bid price requirement. If at any time before January 15, 2025, the bid price of the ADSs closes at or above $1.00 per ADS for a minimum of ten consecutive trading days, Nasdaq will provide written notification that the Company has achieved compliance with the bid price requirement, and the matter will be closed. The notice has no immediate effect on the listing of the ADSs, which continue to trade on the Nasdaq Capital Market under the symbol “SIFY”. In the event the Company does not regain compliance by January 15, 2025, the Company may be eligible for additional time to regain compliance. To qualify, the Company would be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, except for the bid price requirement. The Company would also be required to provide written notice to Nasdaq of its intent to cure the deficiency during this second compliance period. If it appears to the Nasdaq staff that the Company will not be able to cure the deficiency or if the Company is otherwise not eligible, Nasdaq would provide notice to the Company that its ADSs would be subject to delisting. At that time, the Company may appeal the Nasdaq staff’s delisting determination to a Nasdaq Hearings Panel. The Company intends to actively monitor the closing bid price of its ADSs and will evaluate available options to regain compliance with the bid price requirement. However, there can be no assurance that the Company will be able to regain compliance with the bid price requirement or maintain compliance with any of the other Nasdaq continued listing requirements.Reported Earnings • Jul 22First quarter 2025 earnings released: ₹0.57 loss per share (vs ₹0.35 profit in 1Q 2024)First quarter 2025 results: ₹0.57 loss per share (down from ₹0.35 profit in 1Q 2024). Revenue: ₹9.42b (up 10% from 1Q 2024). Net loss: ₹105.0m (down 262% from profit in 1Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.お知らせ • Jul 13Sify Technologies Limited to Report Q1, 2025 Results on Jul 19, 2024Sify Technologies Limited announced that they will report Q1, 2025 results Pre-Market on Jul 19, 2024お知らせ • Jul 08Sify Technologies Limited Appoints Tom Bradicich to Its Board of DirectorsSify Technologies Limited announced the appointment of Dr. Tom Bradicich as the incoming Director on the board of the company. Dr. Bradicich previously served on several boards, including that of Aspen Technology (AZPN) and the Advisory Boards of SparkCognition. Dr. Bradicich’s professional career was spent in global leadership roles at Fortune 500 IT companies such as IBM and HPE where he and his team developed and launched dozens of software and systems products, received many patents, and conceived the trademarks HPE Edgeline™ Systems, IBM xArchitecture™ Systems, IBM MXT™ Memory, and National Instruments Big Analog Data™ Solutions. He was three times named CRN’s Top 100 Executives and Top 25 Disrupters, elected to the IBM Academy of Technology, honored as a Life Member of the IEEE, and inducted into the North Carolina State University Alumni Hall of Fame. Active in charity work, he served as executive sponsor to The Salvation Army, and founded sockrelief.com, serving the homeless and children in need. A globally feted technologist, Dr. Bradicich is a recipient of many awards, including the IBM Chairman’s Award, CRN Product of the Year, Frost & Sullivan Best Practice, Gartner Magic Quadrant Leader, Network World Product of the Year, Mobile World Congress Best of Show and Automation World Leadership Award. He is currently writing a book, The 1st Mover, a collection of his vast experience in business leadership, creating new product categories and technical innovation.お知らせ • Jul 04Sify Technologies Limited Appoints Ajay Kumar as Director on the BoardSify Technologies Limited announced the appointment of Dr. Ajay Kumar as the incoming Director on the Board of the company. An Indian Administrative Service officer of the 1985 batch, Dr. Ajay Kumar last served as the Defence Secretary for the Government of India and has deep expertise in the technology and policy domains. Previously, as head of several government enterprises, he has scripted major successes in defence industry ecosystem including defence startup ecosystem through iDEX between 2017-2022, Digital India initiatives including Aadhaar, UPI, Jeevan Pramaan between 2014-2017 among others. Dr. Kumar has been instrumental in boosting performance of Defence PSUs during 2018-2022 and promoting startups in the drone and space sector between 2020-2021. Dr. Kumar holds a B.Tech in electrical engineering, a Master's degree in applied economics from the University of Minnesota and a PhD in business administration from the Carlson School of Management at the University of Minnesota.New Risk • Jun 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$81.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (US$81.6m market cap).New Risk • May 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.1% net profit margin).分析記事 • May 29Revenues Tell The Story For Sify Technologies Limited (NASDAQ:SIFY) As Its Stock Soars 41%Sify Technologies Limited ( NASDAQ:SIFY ) shareholders would be excited to see that the share price has had a great...分析記事 • May 23Here's What's Concerning About Sify Technologies' (NASDAQ:SIFY) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Apr 25Sify Technologies Limited (NASDAQ:SIFY) Just Reported, And Analysts Assigned A US$3.00 Price TargetSify Technologies Limited ( NASDAQ:SIFY ) shareholders are probably feeling a little disappointed, since its shares...Reported Earnings • Apr 23Full year 2024 earnings releasedFull year 2024 results: Revenue: ₹35.6b (up 6.7% from FY 2023). Net income: ₹49.0m (down 93% from FY 2023). Profit margin: 0.1% (down from 2.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Telecom industry in the US.Major Estimate Revision • Apr 23Consensus forecasts updatedThe consensus outlook for fiscal year 2025 has been updated. Telecom industry in the US expected to see average net income growth of 25% next year. Consensus price target down from US$7.00 to US$3.00. Share price fell 4.0% to US$1.19 over the past week.お知らせ • Apr 16Sify Technologies Limited to Report Fiscal Year 2024 Results on Apr 22, 2024Sify Technologies Limited announced that they will report fiscal year 2024 results Pre-Market on Apr 22, 2024お知らせ • Mar 23Sify Technologies Limited has filed a Follow-on Equity Offering in the amount of $30 million.Sify Technologies Limited has filed a Follow-on Equity Offering in the amount of $30 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 250,000,000 Price\Range: $0.12 Transaction Features: Rights Offering分析記事 • Feb 06Not Many Are Piling Into Sify Technologies Limited (NASDAQ:SIFY) Stock Yet As It Plummets 28%Sify Technologies Limited ( NASDAQ:SIFY ) shareholders won't be pleased to see that the share price has had a very...Reported Earnings • Jan 18Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ₹8.66b (down 2.7% from 3Q 2023). Net loss: ₹14.0m (down 105% from profit in 3Q 2023). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US.お知らせ • Jan 12Sify Technologies Limited to Report Q3, 2024 Results on Jan 18, 2024Sify Technologies Limited announced that they will report Q3, 2024 results Pre-Market on Jan 18, 2024Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$1.87, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 9x in the Telecom industry in the US. Total returns to shareholders of 72% over the past three years.Reported Earnings • Nov 22Second quarter 2024 earnings released: EPS: ₹0.082 (vs ₹0.61 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.082 (down from ₹0.61 in 2Q 2023). Revenue: ₹8.79b (up 11% from 2Q 2023). Net income: ₹15.0m (down 87% from 2Q 2023). Profit margin: 0.2% (down from 1.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Major Estimate Revision • Oct 27Consensus EPS estimates fall by 67%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹2.49 to ₹0.831 per share. Revenue forecast steady at ₹46.8b. Net income forecast to grow 24% next year vs 60% decline forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price fell 9.1% to US$1.49 over the past week.Reported Earnings • Oct 20Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ₹8.79b (up 11% from 2Q 2023). Net income: ₹15.0m (down 87% from 2Q 2023). Profit margin: 0.2% (down from 1.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Oct 14Sify Technologies Limited to Report Q2, 2024 Results on Oct 20, 2023Sify Technologies Limited announced that they will report Q2, 2024 results Pre-Market on Oct 20, 2023分析記事 • Sep 19Should You Investigate Sify Technologies Limited (NASDAQ:SIFY) At US$1.89?While Sify Technologies Limited ( NASDAQ:SIFY ) might not be the most widely known stock at the moment, it received a...分析記事 • Aug 07These 4 Measures Indicate That Sify Technologies (NASDAQ:SIFY) Is Using Debt In A Risky WayWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1.99, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 32x in the Telecom industry in the US. Total returns to shareholders of 66% over the past three years.Major Estimate Revision • Jul 27Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹3.28 to ₹2.46 per share. Revenue forecast steady at ₹46.3b. Net income forecast to grow 19% next year vs 34% decline forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price fell 13% to US$2.05 over the past week.Reported Earnings • Jul 20First quarter 2024 earnings released: EPS: ₹0.52 (vs ₹1.48 in 1Q 2023)First quarter 2024 results: EPS: ₹0.52 (down from ₹1.48 in 1Q 2023). Revenue: ₹8.55b (up 11% from 1Q 2023). Net income: ₹95.0m (down 65% from 1Q 2023). Profit margin: 1.1% (down from 3.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jul 14Sify Technologies Limited to Report Q1, 2024 Results on Jul 20, 2023Sify Technologies Limited announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 20, 2023New Risk • Jul 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (2.0% net profit margin).Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 41%After last week's 41% share price gain to US$2.75, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 50x in the Telecom industry in the US. Total returns to shareholders of 164% over the past three years.分析記事 • Jun 23Sify Technologies (NASDAQ:SIFY) Is Reinvesting At Lower Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$1.75, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 37x in the Telecom industry in the US. Total returns to shareholders of 123% over the past three years.分析記事 • May 24Why Sify Technologies Limited (NASDAQ:SIFY) Could Be Worth WatchingSify Technologies Limited ( NASDAQ:SIFY ), is not the largest company out there, but it saw a double-digit share price...Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$1.33, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 33x in the Telecom industry in the US. Total returns to shareholders of 43% over the past three years.Reported Earnings • Apr 25Full year 2023 earnings releasedFull year 2023 results: Revenue: ₹33.4b (up 24% from FY 2022). Net income: ₹674.0m (down 46% from FY 2022). Profit margin: 2.0% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US.Major Estimate Revision • Apr 23Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₹6.57 to ₹5.74 per share. Revenue forecast steady at ₹41.4b. Net income forecast to grow 20% next year vs 55% decline forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price fell 2.8% to US$1.40 over the past week.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$1.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Telecom industry in the US. Total returns to shareholders of 92% over the past three years.Reported Earnings • Jan 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ₹8.90b (up 31% from 3Q 2022). Net income: ₹258.0m (down 25% from 3Q 2022). Profit margin: 2.9% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Telecom industry in the US.お知らせ • Jan 19Sify Technologies Limited to Report Q3, 2023 Results on Jan 25, 2023Sify Technologies Limited announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 25, 2023分析記事 • Jan 08What Is Sify Technologies Limited's (NASDAQ:SIFY) Share Price Doing?Sify Technologies Limited ( NASDAQ:SIFY ), is not the largest company out there, but it led the NASDAQCM gainers with a...Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$1.32, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Telecom industry in the US. Total returns to shareholders of 6.5% over the past three years.分析記事 • Dec 17Return Trends At Sify Technologies (NASDAQ:SIFY) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Reported Earnings • Nov 19Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ₹7.94b (up 14% from 2Q 2022). Net income: ₹112.0m (down 69% from 2Q 2022). Profit margin: 1.4% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 1.7% growth forecast for the Telecom industry in the US.Price Target Changed • Nov 17Price target increased to US$7.00Up from US$6.00, the current price target is provided by 1 analyst. New target price is 358% above last closing price of US$1.53. Stock is down 61% over the past year. The company is forecast to post earnings per share of ₹6.62 for next year compared to ₹6.89 last year.Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Arun Seth was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from ₹8.28 to ₹6.62 per share. Revenue forecast steady at ₹41.7b. Net income forecast to grow 38% next year vs 6.5% growth forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price was steady at US$1.61 over the past week.Reported Earnings • Oct 22Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ₹7.94b (up 14% from 2Q 2022). Net income: ₹112.0m (down 69% from 2Q 2022). Profit margin: 1.4% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 29Is It Too Late To Consider Buying Sify Technologies Limited (NASDAQ:SIFY)?Sify Technologies Limited ( NASDAQ:SIFY ), is not the largest company out there, but it saw significant share price...Seeking Alpha • Sep 13Sify leverages Aquila Clouds FinOps on its Cloudinfinit platformSify Technologies (NASDAQ:SIFY) and a leader in cloud financial management solutions Aquila Clouds announced a strategic partnership that has added FinOps capabilities to Sify's industry-leading cloud management platform, Cloudinfinit. FinOps platform provides cloud asset management, performance, and cost trend analysis, cloud cost optimization and automation, budget control, chargeback, security and compliance management, and more. Besides FinOps, Aquila Clouds also powers Sify's billing operations with its BillOps platform.Major Estimate Revision • Jul 29Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹39.4b to ₹39.9b. EPS estimate increased from ₹7.18 to ₹7.98 per share. Net income forecast to grow 20% next year vs 3.8% growth forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price rose 2.7% to US$2.27 over the past week.株主還元SIFYUS TelecomUS 市場7D-1.4%-7.7%0.1%1Y213.8%-11.0%20.3%株主還元を見る業界別リターン: SIFY過去 1 年間で-11 % の収益を上げたUS Telecom業界を上回りました。リターン対市場: SIFY過去 1 年間で20.3 % の収益を上げたUS市場を上回りました。価格変動Is SIFY's price volatile compared to industry and market?SIFY volatilitySIFY Average Weekly Movement9.4%Telecom Industry Average Movement8.7%Market Average Movement7.3%10% most volatile stocks in US Market16.7%10% least volatile stocks in US Market3.2%安定した株価: SIFY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SIFYの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19951,047Ananta Koti Vegesnawww.sifytechnologies.comSify Technologies Limitedは、インドおよび海外で情報通信技術（ICT）ソリューションおよびサービスを提供しています。同社は、ネットワーク中心サービス、データセンターサービス、デジタルサービスの各セグメントを通じて事業を展開しています。ネットワーク中心サービスセグメントでは、中小規模および大企業の顧客双方に対し、インターネットプロトコル（IP）ベースの仮想プライベートネットワーク（VPN）、イントラネット、エクストラネット、およびリモートアクセスアプリケーションを提供しています。 データセンターサービス部門は、コロケーションサービス、クロスコネクト、およびその他の関連マネージドサービスを提供しています。デジタルサービス部門は、オンデマンドホスティングサービス、リモートおよびオンサイトのインフラ管理サービス、ネットワークオペレーションセンター（NOC）サービス、マネージドSD-WAN、マネージドWi-Fiソリューション、データセンター構築、ネットワーク統合、情報セキュリティ、エンドユーザーコンピューティング、 セールスフォースオートメーション、サプライチェーン管理、イントラネット、エクストラネット、ワークフローエンジン、ナレッジマネジメントシステムなどのWebアプリケーションを提供しています。 また、クラウドセキュリティ、データセキュリティ、ネットワークセキュリティ、脆弱性評価および侵入テスト、ホストセキュリティ、マネージド検知・対応（MDR）などのサイバーセキュリティサービス、ならびにアプリケーションの近代化、エンタープライズアプリケーション、デジタルXRおよび学習、InfinitAIZEN/ML、InfinitOT、InfinitFSO、デジタル資産管理、デジタル評価サービスも提供しています。 同社は以前はSify Limitedという名称でしたが、2007年10月にSify Technologies Limitedに社名を変更しました。Sify Technologies Limitedは1995年に設立され、インドのチェンナイに本社を置いています。Sify Technologies Limitedは、Ramanand Core Investment Company Private Limitedの子会社です。もっと見るSify Technologies Limited 基礎のまとめSify Technologies の収益と売上を時価総額と比較するとどうか。SIFY 基礎統計学時価総額US$1.14b収益（TTM）-US$14.26m売上高(TTM)US$468.45m2.3xP/Sレシオ-76.3xPER（株価収益率SIFY は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SIFY 損益計算書（TTM）収益₹44.88b売上原価₹26.05b売上総利益₹18.83bその他の費用₹20.19b収益-₹1.37b直近の収益報告Mar 31, 2026次回決算日Jul 15, 2026一株当たり利益（EPS）-18.86グロス・マージン41.95%純利益率-3.04%有利子負債／自己資本比率235.8%SIFY の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/13 23:41終値2026/07/13 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sify Technologies Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Gregory BurnsSidoti & Company, LLC
お知らせ • Jul 08Sify Technologies Limited to Report Q1, 2027 Results on Jul 15, 2026Sify Technologies Limited announced that they will report Q1, 2027 results Pre-Market on Jul 15, 2026
ライブニュース • Jun 26IFC Invests $371 Million in Sify Technologies for New AI-Ready Data Centers in IndiaThe International Finance Corporation, part of the World Bank Group, has committed a total of $371 million to Sify Technologies to fund two “AI-ready” data centers in Navi Mumbai and Chennai, with a combined planned capacity of 103 MW, including a $71 million sustainability-linked loan tied to Indian Green Building Council Platinum efficiency standards. IFC also plans to mobilize up to $300 million in total funding to support further expansion of Sify Infinit Spaces Limited’s data center footprint across India, aligning the projects with green energy and resilient digital infrastructure objectives. Sify Technologies’ stock last traded at $14.99, with the share price up 22.0% year to date. This IFC package signals strong external validation of Sify Technologies’ data center build-out. The sustainability-linked structure adds execution conditions that could affect timelines and costs if efficiency targets are not met.
ライブニュース • Jun 19Sify Technologies Stock in Focus as IFC Commits $371 Million for New Data CentresThe International Finance Corporation (IFC) plans to invest $371 million in Sify Technologies to support development of two new data centres in Navi Mumbai and Chennai. These facilities are described as AI-ready and energy efficient, targeting Indian Green Building Council Platinum rating standards. The investment is aligned with the World Bank Group’s focus on digital transformation and resilient infrastructure in India. IFC’s commitment signals institutional backing for Sify Technologies as it expands its data centre footprint in key Indian metros and focuses on higher-spec, energy efficient facilities. Investors may want to watch how efficiently this capital is deployed, the timeline for bringing the new centres into operation and any impact on Sify’s balance sheet and capital structure.
Reported Earnings • Apr 14Full year 2026 earnings releasedFull year 2026 results: Revenue: ₹44.9b (up 13% from FY 2025). Net loss: ₹1.36b (loss widened 73% from FY 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Telecom industry in the US.
New Risk • Apr 13New major risk - Revenue and earnings growthEarnings have declined by 75% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Earnings have declined by 75% per year over the past 5 years.
お知らせ • Apr 06Sify Technologies Limited to Report Fiscal Year 2026 Results on Apr 13, 2026Sify Technologies Limited announced that they will report fiscal year 2026 results at 9:30 AM, US Eastern Standard Time on Apr 13, 2026
お知らせ • Jul 08Sify Technologies Limited to Report Q1, 2027 Results on Jul 15, 2026Sify Technologies Limited announced that they will report Q1, 2027 results Pre-Market on Jul 15, 2026
ライブニュース • Jun 26IFC Invests $371 Million in Sify Technologies for New AI-Ready Data Centers in IndiaThe International Finance Corporation, part of the World Bank Group, has committed a total of $371 million to Sify Technologies to fund two “AI-ready” data centers in Navi Mumbai and Chennai, with a combined planned capacity of 103 MW, including a $71 million sustainability-linked loan tied to Indian Green Building Council Platinum efficiency standards. IFC also plans to mobilize up to $300 million in total funding to support further expansion of Sify Infinit Spaces Limited’s data center footprint across India, aligning the projects with green energy and resilient digital infrastructure objectives. Sify Technologies’ stock last traded at $14.99, with the share price up 22.0% year to date. This IFC package signals strong external validation of Sify Technologies’ data center build-out. The sustainability-linked structure adds execution conditions that could affect timelines and costs if efficiency targets are not met.
ライブニュース • Jun 19Sify Technologies Stock in Focus as IFC Commits $371 Million for New Data CentresThe International Finance Corporation (IFC) plans to invest $371 million in Sify Technologies to support development of two new data centres in Navi Mumbai and Chennai. These facilities are described as AI-ready and energy efficient, targeting Indian Green Building Council Platinum rating standards. The investment is aligned with the World Bank Group’s focus on digital transformation and resilient infrastructure in India. IFC’s commitment signals institutional backing for Sify Technologies as it expands its data centre footprint in key Indian metros and focuses on higher-spec, energy efficient facilities. Investors may want to watch how efficiently this capital is deployed, the timeline for bringing the new centres into operation and any impact on Sify’s balance sheet and capital structure.
Reported Earnings • Apr 14Full year 2026 earnings releasedFull year 2026 results: Revenue: ₹44.9b (up 13% from FY 2025). Net loss: ₹1.36b (loss widened 73% from FY 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Telecom industry in the US.
New Risk • Apr 13New major risk - Revenue and earnings growthEarnings have declined by 75% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Earnings have declined by 75% per year over the past 5 years.
お知らせ • Apr 06Sify Technologies Limited to Report Fiscal Year 2026 Results on Apr 13, 2026Sify Technologies Limited announced that they will report fiscal year 2026 results at 9:30 AM, US Eastern Standard Time on Apr 13, 2026
Reported Earnings • Jan 13Third quarter 2026 earnings releasedThird quarter 2026 results: Revenue: ₹11.6b (up 11% from 3Q 2025). Net loss: ₹329.0m (loss widened 28% from 3Q 2025). Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Telecom industry in the US.
分析記事 • Jan 09Sify Technologies Limited's (NASDAQ:SIFY) 32% Share Price Surge Not Quite Adding UpThose holding Sify Technologies Limited ( NASDAQ:SIFY ) shares would be relieved that the share price has rebounded 32...
お知らせ • Jan 05Sify Technologies Limited to Report Q3, 2026 Results on Jan 12, 2026Sify Technologies Limited announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Jan 12, 2026
ナラティブ更新 • Nov 12SIFY: Future Profits Will Be Driven by Expanding MarginsAnalysts have revised Sify Technologies’ price target modestly upward, increasing it from $22 to $22.00. This change is based on updates to key valuation metrics and adjustments in financial forecasts.
分析記事 • Nov 07Risks Still Elevated At These Prices As Sify Technologies Limited (NASDAQ:SIFY) Shares Dive 27%The Sify Technologies Limited ( NASDAQ:SIFY ) share price has softened a substantial 27% over the previous 30 days...
Reported Earnings • Oct 26Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: ₹10.5b (up 2.5% from 2Q 2025). Net loss: ₹275.0m (down 370% from profit in 2Q 2025). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 5.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 135 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 20Sify Technologies Limited to Report Q2, 2026 Results on Oct 25, 2025Sify Technologies Limited announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on Oct 25, 2025
ナラティブ更新 • Oct 18Expanding Wired Infrastructure Across 17 Cities Will Support Future AI NeedsAnalysts have maintained their price target for Sify Technologies at $22.00. They cite stable growth expectations and consistent profitability margins as the basis for their unchanged valuation.
ナラティブ更新 • Oct 04Expanding Wired Infrastructure Across 17 Cities Will Support Future AI NeedsAnalysts have raised their price target for Sify Technologies from $14 to $22, citing expectations of stronger revenue growth and improved valuation metrics. Valuation Changes Fair Value: Increased from $14 to $22, reflecting a higher projected valuation.
分析記事 • Sep 27Sify Technologies (NASDAQ:SIFY) Will Want To Turn Around Its Return TrendsTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
分析記事 • Aug 27Here's Why Sify Technologies (NASDAQ:SIFY) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Aug 11New major risk - Revenue and earnings growthEarnings have declined by 51% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Earnings have declined by 51% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
Seeking Alpha • Jul 22Sify Technologies: An Execution RiskSummary Sify Technologies always adapted well to technological trends. However, its aggressive expansion plan with high invested capital put it in a difficult position. In 2024 and 2025, revenue growth slowed because assets under construction were not yet generating revenue. After the peak, in 2022, its net income started to suffer a continuous large drop, resulting in a negative net income in 2025. Read the full article on Seeking Alpha
Reported Earnings • Jul 20First quarter 2026 earnings released: ₹5.38 loss per share (vs ₹1.02 loss in 1Q 2025)First quarter 2026 results: ₹5.38 loss per share (further deteriorated from ₹1.02 loss in 1Q 2025). Revenue: ₹10.7b (up 14% from 1Q 2025). Net loss: ₹389.0m (loss widened ₹336.8m from 1Q 2025). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance.
New Risk • Jul 18New major risk - Revenue and earnings growthEarnings have declined by 46% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.9x net interest cover). Earnings have declined by 46% per year over the past 5 years.
分析記事 • Jul 17Sify Technologies Limited's (NASDAQ:SIFY) 31% Price Boost Is Out Of Tune With RevenuesThe Sify Technologies Limited ( NASDAQ:SIFY ) share price has done very well over the last month, posting an excellent...
お知らせ • Jul 11Sify Technologies Limited to Report Q1, 2026 Results on Jul 18, 2025Sify Technologies Limited announced that they will report Q1, 2026 results Pre-Market on Jul 18, 2025
Board Change • Jul 01Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Padmaja Chunduru was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 24Sify Technologies Appoints Dr. Ram Sewak Sharma as Director on the BoardSify Technologies Limited has announced the appointment of Dr. Ram Sewak Sharma as a new Director on its Board. Dr. Sharma, a member of the Indian Administrative Service (IAS 1978, Jharkhand cadre), has a distinguished service record of over four decades, contributing significantly to India's policies in Information and Communication Technologies (ICTs). He was the founding Director General and Mission Director of the Unique Identification Authority of India (UIDAI), where he helped launch Aadhaar, the world's largest biometric identity system. Dr. Sharma has also served as Chairman of the Telecom Regulatory Authority of India (TRAI) and Secretary of the Department of Electronics and Information Technology. Dr. Sharma holds a master’s degree in mathematics from the Indian Institute of Technology (IIT), Kanpur, a master’s in computer science from University of California, Riverside, and a PhD from IIT, Delhi.
Reported Earnings • Jun 13Full year 2025 earnings released: ₹12.62 loss per share (vs ₹5.54 profit in FY 2024)Full year 2025 results: ₹12.62 loss per share (down from ₹5.54 profit in FY 2024). Revenue: ₹39.9b (up 12% from FY 2024). Net loss: ₹785.0m (down ₹953.9m from profit in FY 2024). Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 10Sify Technologies Ltd. Announces Resignation of Ajay Kumar from Board of DirectorsSify Technologies Ltd. notified the Nasdaq Stock Market (Nasdaq) on May 21, 2025 that, consequent to the resignation of Dr. Ajay Kumar from the company’s Board of Directors (the “Board”), the company was in non-compliance with Nasdaq Listing Rule 5605(b)(1), requiring that the majority of the Board be composed of independent directors, and Nasdaq Listing Rule 5605(c)(2), requiring that there be at least three members of the Board’s audit committee. Dr. Kumar resigned to take charge of a constitutional responsibility pursuant to the order of the Hon'ble President of India. Further on June 5, 2025, the Company received a letter from the Listing Qualifications Department of Nasdaq indicating that, due to Dr. Kumar’s resignation, the Company no longer complies with Nasdaq’s independent director and audit committee requirements as set forth in Listing Rule 5605. The notice states that, consistent with Listing Rules 5605(b)(1)(A) and 5605(c)(4), the Company would be provided with a cure period to regain compliance. Such cure period will last until the earlier of the Company’s next annual shareholders’ meeting, or May 15, 2026; provided that, if the next annual shareholders’ meeting is held before November 11, 2025, then the Company must evidence compliance no later than November 11, 2025. The Company is actively engaged in identifying and evaluating the appointment of another independent director to the Board to fill the vacancies created by Dr. Kumar’s resignation and to regain compliance with the Nasdaq Listing Rules within the specified cure period.
分析記事 • May 23Sify Technologies Limited's (NASDAQ:SIFY) Shares Leap 33% Yet They're Still Not Telling The Full StorySify Technologies Limited ( NASDAQ:SIFY ) shares have had a really impressive month, gaining 33% after a shaky period...
お知らせ • May 20Sify Technologies Limited Announces Pay-Per-Use Colocation Pricing At All Nvidia-Certified Ai-Ready Hyperscale Data Center Campuses Across IndiaSify Technologies Limited announced the launch of its unique Pay-per-use model to support the burgeoning requirements for AI Cloud Services. This follows the recent expansion of Sify's portfolio of DGX-Ready Data Centers, certified for up to 130 KW/rack capacity under NVIDIA's DGX-Ready Data Center program - Sify's latest hyperscale data centers in Chennai andoida have now been certified by NVIDIA, joining Sify's Navi Mumbai data center which was certified in 2024. Sify will offer this innovative, colocation pricing program at all three of these campus locations. The hourly pricing model is inclusive of hosting, power and infrastructure costs. By pricing its services on an hourly basis, Sify is removing the entry-cost barrier and fixed-cost infrastructure risk, enabling its GPU Cloud partners to set up and respond quickly to the growing AI market. Sify's converged ICT ecosystem will also offer an extensive array of services like Global connectivity, White Glove IT infrastructure and Managed Services. Initially, Sify will support the NVIDIA H100, H200, B200, GB200 NVL72, and GB300 NVL72 platforms, including liquid-cooled variants.
分析記事 • Apr 23Analysts Have Been Trimming Their Sify Technologies Limited (NASDAQ:SIFY) Price Target After Its Latest ReportLast week, you might have seen that Sify Technologies Limited ( NASDAQ:SIFY ) released its yearly result to the market...
Reported Earnings • Apr 21Full year 2025 earnings releasedFull year 2025 results: Revenue: ₹39.9b (up 12% from FY 2024). Net loss: ₹785.0m (down ₹833.9m from profit in FY 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 2.9% growth forecast for the Telecom industry in the US.
New Risk • Apr 20New major risk - Revenue and earnings growthEarnings have declined by 36% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Earnings have declined by 36% per year over the past 5 years. Shareholders have been substantially diluted in the past year (137% increase in shares outstanding).
New Risk • Apr 11New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 137% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Shareholders have been substantially diluted in the past year (137% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
お知らせ • Apr 11Sify Technologies Limited to Report Q4, 2025 Results on Apr 18, 2025Sify Technologies Limited announced that they will report Q4, 2025 results on Apr 18, 2025
新しいナラティブ • Feb 10Investing In AI Infrastructure And Leadership To Capitalize On Future Opportunities Strategic focus on AI workloads and data center expansion could drive revenue growth, with potential economies of scale benefits.
分析記事 • Feb 08Further Upside For Sify Technologies Limited (NASDAQ:SIFY) Shares Could Introduce Price Risks After 28% BounceSify Technologies Limited ( NASDAQ:SIFY ) shareholders would be excited to see that the share price has had a great...
Reported Earnings • Jan 17Second quarter 2025 earnings released: EPS: ₹1.99 (vs ₹0.74 loss in 2Q 2024)Second quarter 2025 results: EPS: ₹1.99 (up from ₹0.74 loss in 2Q 2024). Revenue: ₹10.3b (up 17% from 2Q 2024). Net income: ₹101.9m (up ₹124.6m from 2Q 2024). Profit margin: 1.0% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 2.7% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 42 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 10Sify Technologies Limited to Report Q3, 2025 Results on Jan 17, 2025Sify Technologies Limited announced that they will report Q3, 2025 results Pre-Market on Jan 17, 2025
分析記事 • Dec 17Should You Think About Buying Sify Technologies Limited (NASDAQ:SIFY) Now?Sify Technologies Limited ( NASDAQ:SIFY ), might not be a large cap stock, but it received a lot of attention from a...
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to US$2.63, the stock trades at a forward P/E ratio of 18x. Average trailing P/E is 19x in the Telecom industry in the US. Total loss to shareholders of 89% over the past three years.
Reported Earnings • Oct 23Second quarter 2025 earnings releasedSecond quarter 2025 results: Net income: (up ₹40.0m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
New Risk • Oct 22New major risk - Revenue and earnings growthEarnings have declined by 22% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Share price has been highly volatile over the past 3 months (32% average weekly change). Earnings have declined by 22% per year over the past 5 years.
お知らせ • Oct 22Sify Technologies Regains Compliance with Nasdaq Minimum Bid Price RequirementSify Technologies Ltd. (the ‘Company’) received a letter (the ‘Notification Letter’) from the Listing Qualifications Department of the Nasdaq Stock Market (‘Nasdaq’) on October 18, 2024, informing the Company that it has regained compliance with the minimum bid price requirement for continued listing set forth in Nasdaq Listing Rule 5550(a)(2) (the ‘Minimum Bid Price Requirement’) and the matter is closed. As announced in July 2024, the Company was notified by Nasdaq that it was not in compliance with the Minimum Bid Price Requirement, as the closing bid price of the Company's American Depositary Shares (‘ADSs’) had been below $1.00 for 30 consecutive business days. Effective October 4, 2024, the Company effected a 1-for-6 ratio change of its ADSs. The Notification Letter confirmed that the Company evidenced a closing bid price of the Company’s ADSs on Nasdaq at or greater than the $1.00 per ADS minimum requirement for 10 consecutive business days from October 4, 2024 to October 17, 2024 and that the Company has regained compliance with the Minimum Bid Price Requirement.
お知らせ • Oct 15Sify Technologies Limited to Report Q2, 2025 Results on Oct 22, 2024Sify Technologies Limited announced that they will report Q2, 2025 results Pre-Market on Oct 22, 2024
お知らせ • Oct 14Sify Technologies Appoints Ms. Padmaja Chunduru as Director on the BoardSify Technologies Limited appointed Ms. Padmaja Chunduru as Director on the Board of the company. A Career Banker with a Reputation for Quiet, Efficient Disruption, Ms. Chunduru, Previously Led Important Functions At India’S Largest Bank, State Bank of India, Both in India and the United States. Post Sbi, as Md & CEO At Indian Bank, She Was Tasked with Its Merger with Allahabad Bank. the Seamless Execution Between Two Diametrically Opposite Indian Banking Institutions, Is Today an Essential Reference Point in M&A Studies and Is Chronicled as A Case Study "Merger of Equals" by Harvard Business School Publishing. These Gender-Defying Roles Led Her to the Corner Office of the National Securities Depository Limited (Nsdl) as the Md & Ceo, Where She Was Instrumental in Developing A Pioneering Dlt Blockchain Based Platform for Security and Covenant Monitoring of Corporate Debt. A Staunch Evangelist of Technology in Business, She Tapped into the Emerging Comfort Among Women with Fintech to Bring More of Them into the World of Securities While Simultaneously Laying the Roadmap for the Market Listing of Nsdl. Until Recently, She Was A Director on the Boards of Lic (Life Insurance Corporation of India), Npci (National Payments Corporation of India), Issa (International Securities Services Association) and Acg (Asia Pacific Central Depository Group), Institute of International Bankers and Asia Society, New York and Non-Executive Chairperson Nominee Director of Universal Sompo General Insurance Company Limited. She Is Currently A Member of the Insurance Advisory Committee of Irdai Insurance Regulatory and Development Authority of India and the Centre for Corporate Governance and Sustainability, Iim, Bangalore. Ms. Chunduru Is Also A Certified Associate of Indian Institute of Bankers. She Has Been Awarded Best CEO (Bfsi) for 2021 by Business Today and Best CEO 2021 for Women Leadership by Economic Times. She Has Been Acknowledged as One of the Most Powerful Women (Mpw) in Business by Fortune India and Business Today, for 2022 and 2023. This Wide Breadth of Transformative Knowledge Is Extremely Important in an Evolving Digital-Aware Market Like India. by Taking on This Responsibility, I Hope to Translate My Experience into Productive Mentoring, While Ensuring That Stakeholder Interests Are Safeguarded, and Corporate Governance Is Adhered to in Letter and Spirit.” About Sify Technologies A Multiple Times Golden Peacock Award Winner for Corporate Governance, Sify Technologies Is India’S Most Comprehensive Ict Service & Solution Provider. with Cloud At the Core of Our Solutions Portfolio, Sify Is Focussed on the Changing Ict Requirements of the Emerging Digital Economy and the Resultant Demands from Large, Medium and Small Businesses. Sify’S Infrastructure Comprising State-Of-The-Art Data Centers, the Largest Mpls Network, Partnership with Global Technology Majors and Deep Expertise in Business Transformation Solutions Modelled on the Cloud, Make It the First Choice of Start-Ups, Smes and Even Large Enterprises on the Verge of A Revamp. More Than 10000 Businesses Across Multiple Verticals Have Taken Advantage of Our Unassailable Trinity of Data Centers, Networks and Digital Services and Conduct Their Business Seamlessly from More Than 1600 Cities in India. Internationally, Sify Has Presence Across North America, the United Kingdom, Uae and Singapore.
分析記事 • Oct 12Further Upside For Sify Technologies Limited (NASDAQ:SIFY) Shares Could Introduce Price Risks After 31% BounceDespite an already strong run, Sify Technologies Limited ( NASDAQ:SIFY ) shares have been powering on, with a gain of...
分析記事 • Sep 20Returns On Capital At Sify Technologies (NASDAQ:SIFY) Paint A Concerning PictureWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Aug 15Benign Growth For Sify Technologies Limited (NASDAQ:SIFY) Underpins Stock's 27% PlummetTo the annoyance of some shareholders, Sify Technologies Limited ( NASDAQ:SIFY ) shares are down a considerable 27% in...
お知らせ • Jul 26Sify Technologies Ltd. Receives Nasdaq Notification Regarding Minimum Bid Price DeficiencySify Technologies Limited received a letter from the Listing Qualifications Department of the Nasdaq Stock Market (“Nasdaq”) indicating that, based upon the closing bid price of the Company’s American Depositary Shares (“ADSs”) for the last 31 consecutive business days, the Company did not meet the minimum bid price of $1.00 per share required for continued listing on The Nasdaq Capital Market pursuant to Nasdaq Listing Rule 5550(a)(2). The letter also indicated that, in accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company will be provided with a compliance period of 180 calendar days, or until January 15, 2025, to regain compliance with the bid price requirement. If at any time before January 15, 2025, the bid price of the ADSs closes at or above $1.00 per ADS for a minimum of ten consecutive trading days, Nasdaq will provide written notification that the Company has achieved compliance with the bid price requirement, and the matter will be closed. The notice has no immediate effect on the listing of the ADSs, which continue to trade on the Nasdaq Capital Market under the symbol “SIFY”. In the event the Company does not regain compliance by January 15, 2025, the Company may be eligible for additional time to regain compliance. To qualify, the Company would be required to meet the continued listing requirement for market value of publicly held shares and all other initial listing standards for The Nasdaq Capital Market, except for the bid price requirement. The Company would also be required to provide written notice to Nasdaq of its intent to cure the deficiency during this second compliance period. If it appears to the Nasdaq staff that the Company will not be able to cure the deficiency or if the Company is otherwise not eligible, Nasdaq would provide notice to the Company that its ADSs would be subject to delisting. At that time, the Company may appeal the Nasdaq staff’s delisting determination to a Nasdaq Hearings Panel. The Company intends to actively monitor the closing bid price of its ADSs and will evaluate available options to regain compliance with the bid price requirement. However, there can be no assurance that the Company will be able to regain compliance with the bid price requirement or maintain compliance with any of the other Nasdaq continued listing requirements.
Reported Earnings • Jul 22First quarter 2025 earnings released: ₹0.57 loss per share (vs ₹0.35 profit in 1Q 2024)First quarter 2025 results: ₹0.57 loss per share (down from ₹0.35 profit in 1Q 2024). Revenue: ₹9.42b (up 10% from 1Q 2024). Net loss: ₹105.0m (down 262% from profit in 1Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 2.2% growth forecast for the Telecom industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 13Sify Technologies Limited to Report Q1, 2025 Results on Jul 19, 2024Sify Technologies Limited announced that they will report Q1, 2025 results Pre-Market on Jul 19, 2024
お知らせ • Jul 08Sify Technologies Limited Appoints Tom Bradicich to Its Board of DirectorsSify Technologies Limited announced the appointment of Dr. Tom Bradicich as the incoming Director on the board of the company. Dr. Bradicich previously served on several boards, including that of Aspen Technology (AZPN) and the Advisory Boards of SparkCognition. Dr. Bradicich’s professional career was spent in global leadership roles at Fortune 500 IT companies such as IBM and HPE where he and his team developed and launched dozens of software and systems products, received many patents, and conceived the trademarks HPE Edgeline™ Systems, IBM xArchitecture™ Systems, IBM MXT™ Memory, and National Instruments Big Analog Data™ Solutions. He was three times named CRN’s Top 100 Executives and Top 25 Disrupters, elected to the IBM Academy of Technology, honored as a Life Member of the IEEE, and inducted into the North Carolina State University Alumni Hall of Fame. Active in charity work, he served as executive sponsor to The Salvation Army, and founded sockrelief.com, serving the homeless and children in need. A globally feted technologist, Dr. Bradicich is a recipient of many awards, including the IBM Chairman’s Award, CRN Product of the Year, Frost & Sullivan Best Practice, Gartner Magic Quadrant Leader, Network World Product of the Year, Mobile World Congress Best of Show and Automation World Leadership Award. He is currently writing a book, The 1st Mover, a collection of his vast experience in business leadership, creating new product categories and technical innovation.
お知らせ • Jul 04Sify Technologies Limited Appoints Ajay Kumar as Director on the BoardSify Technologies Limited announced the appointment of Dr. Ajay Kumar as the incoming Director on the Board of the company. An Indian Administrative Service officer of the 1985 batch, Dr. Ajay Kumar last served as the Defence Secretary for the Government of India and has deep expertise in the technology and policy domains. Previously, as head of several government enterprises, he has scripted major successes in defence industry ecosystem including defence startup ecosystem through iDEX between 2017-2022, Digital India initiatives including Aadhaar, UPI, Jeevan Pramaan between 2014-2017 among others. Dr. Kumar has been instrumental in boosting performance of Defence PSUs during 2018-2022 and promoting startups in the drone and space sector between 2020-2021. Dr. Kumar holds a B.Tech in electrical engineering, a Master's degree in applied economics from the University of Minnesota and a PhD in business administration from the Carlson School of Management at the University of Minnesota.
New Risk • Jun 12New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$81.6m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.2x net interest cover). Share price has been highly volatile over the past 3 months (17% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.1% net profit margin). Market cap is less than US$100m (US$81.6m market cap).
New Risk • May 31New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Profit margins are more than 30% lower than last year (0.1% net profit margin).
分析記事 • May 29Revenues Tell The Story For Sify Technologies Limited (NASDAQ:SIFY) As Its Stock Soars 41%Sify Technologies Limited ( NASDAQ:SIFY ) shareholders would be excited to see that the share price has had a great...
分析記事 • May 23Here's What's Concerning About Sify Technologies' (NASDAQ:SIFY) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • Apr 25Sify Technologies Limited (NASDAQ:SIFY) Just Reported, And Analysts Assigned A US$3.00 Price TargetSify Technologies Limited ( NASDAQ:SIFY ) shareholders are probably feeling a little disappointed, since its shares...
Reported Earnings • Apr 23Full year 2024 earnings releasedFull year 2024 results: Revenue: ₹35.6b (up 6.7% from FY 2023). Net income: ₹49.0m (down 93% from FY 2023). Profit margin: 0.1% (down from 2.0% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Telecom industry in the US.
Major Estimate Revision • Apr 23Consensus forecasts updatedThe consensus outlook for fiscal year 2025 has been updated. Telecom industry in the US expected to see average net income growth of 25% next year. Consensus price target down from US$7.00 to US$3.00. Share price fell 4.0% to US$1.19 over the past week.
お知らせ • Apr 16Sify Technologies Limited to Report Fiscal Year 2024 Results on Apr 22, 2024Sify Technologies Limited announced that they will report fiscal year 2024 results Pre-Market on Apr 22, 2024
お知らせ • Mar 23Sify Technologies Limited has filed a Follow-on Equity Offering in the amount of $30 million.Sify Technologies Limited has filed a Follow-on Equity Offering in the amount of $30 million. Security Name: American Depositary Shares Security Type: Depositary Receipt (Common Stock) Securities Offered: 250,000,000 Price\Range: $0.12 Transaction Features: Rights Offering
分析記事 • Feb 06Not Many Are Piling Into Sify Technologies Limited (NASDAQ:SIFY) Stock Yet As It Plummets 28%Sify Technologies Limited ( NASDAQ:SIFY ) shareholders won't be pleased to see that the share price has had a very...
Reported Earnings • Jan 18Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: ₹8.66b (down 2.7% from 3Q 2023). Net loss: ₹14.0m (down 105% from profit in 3Q 2023). Revenue is forecast to grow 32% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US.
お知らせ • Jan 12Sify Technologies Limited to Report Q3, 2024 Results on Jan 18, 2024Sify Technologies Limited announced that they will report Q3, 2024 results Pre-Market on Jan 18, 2024
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$1.87, the stock trades at a forward P/E ratio of 62x. Average forward P/E is 9x in the Telecom industry in the US. Total returns to shareholders of 72% over the past three years.
Reported Earnings • Nov 22Second quarter 2024 earnings released: EPS: ₹0.082 (vs ₹0.61 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.082 (down from ₹0.61 in 2Q 2023). Revenue: ₹8.79b (up 11% from 2Q 2023). Net income: ₹15.0m (down 87% from 2Q 2023). Profit margin: 0.2% (down from 1.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 2.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Major Estimate Revision • Oct 27Consensus EPS estimates fall by 67%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹2.49 to ₹0.831 per share. Revenue forecast steady at ₹46.8b. Net income forecast to grow 24% next year vs 60% decline forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price fell 9.1% to US$1.49 over the past week.
Reported Earnings • Oct 20Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: ₹8.79b (up 11% from 2Q 2023). Net income: ₹15.0m (down 87% from 2Q 2023). Profit margin: 0.2% (down from 1.4% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Oct 14Sify Technologies Limited to Report Q2, 2024 Results on Oct 20, 2023Sify Technologies Limited announced that they will report Q2, 2024 results Pre-Market on Oct 20, 2023
分析記事 • Sep 19Should You Investigate Sify Technologies Limited (NASDAQ:SIFY) At US$1.89?While Sify Technologies Limited ( NASDAQ:SIFY ) might not be the most widely known stock at the moment, it received a...
分析記事 • Aug 07These 4 Measures Indicate That Sify Technologies (NASDAQ:SIFY) Is Using Debt In A Risky WayWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1.99, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 32x in the Telecom industry in the US. Total returns to shareholders of 66% over the past three years.
Major Estimate Revision • Jul 27Consensus EPS estimates fall by 25%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from ₹3.28 to ₹2.46 per share. Revenue forecast steady at ₹46.3b. Net income forecast to grow 19% next year vs 34% decline forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price fell 13% to US$2.05 over the past week.
Reported Earnings • Jul 20First quarter 2024 earnings released: EPS: ₹0.52 (vs ₹1.48 in 1Q 2023)First quarter 2024 results: EPS: ₹0.52 (down from ₹1.48 in 1Q 2023). Revenue: ₹8.55b (up 11% from 1Q 2023). Net income: ₹95.0m (down 65% from 1Q 2023). Profit margin: 1.1% (down from 3.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 27% p.a. on average during the next 2 years, compared to a 1.8% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jul 14Sify Technologies Limited to Report Q1, 2024 Results on Jul 20, 2023Sify Technologies Limited announced that they will report Q1, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 20, 2023
New Risk • Jul 14New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (2.0% net profit margin).
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improves as stock rises 41%After last week's 41% share price gain to US$2.75, the stock trades at a forward P/E ratio of 69x. Average forward P/E is 50x in the Telecom industry in the US. Total returns to shareholders of 164% over the past three years.
分析記事 • Jun 23Sify Technologies (NASDAQ:SIFY) Is Reinvesting At Lower Rates Of ReturnThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 24%After last week's 24% share price gain to US$1.75, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 37x in the Telecom industry in the US. Total returns to shareholders of 123% over the past three years.
分析記事 • May 24Why Sify Technologies Limited (NASDAQ:SIFY) Could Be Worth WatchingSify Technologies Limited ( NASDAQ:SIFY ), is not the largest company out there, but it saw a double-digit share price...
Valuation Update With 7 Day Price Move • May 24Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$1.33, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 33x in the Telecom industry in the US. Total returns to shareholders of 43% over the past three years.
Reported Earnings • Apr 25Full year 2023 earnings releasedFull year 2023 results: Revenue: ₹33.4b (up 24% from FY 2022). Net income: ₹674.0m (down 46% from FY 2022). Profit margin: 2.0% (down from 4.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 24% p.a. on average during the next 2 years, compared to a 2.1% growth forecast for the Telecom industry in the US.
Major Estimate Revision • Apr 23Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from ₹6.57 to ₹5.74 per share. Revenue forecast steady at ₹41.4b. Net income forecast to grow 20% next year vs 55% decline forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price fell 2.8% to US$1.40 over the past week.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 21%After last week's 21% share price gain to US$1.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 15x in the Telecom industry in the US. Total returns to shareholders of 92% over the past three years.
Reported Earnings • Jan 27Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ₹8.90b (up 31% from 3Q 2022). Net income: ₹258.0m (down 25% from 3Q 2022). Profit margin: 2.9% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 28% p.a. on average during the next 2 years, compared to a 2.0% growth forecast for the Telecom industry in the US.
お知らせ • Jan 19Sify Technologies Limited to Report Q3, 2023 Results on Jan 25, 2023Sify Technologies Limited announced that they will report Q3, 2023 results at 9:30 AM, US Eastern Standard Time on Jan 25, 2023
分析記事 • Jan 08What Is Sify Technologies Limited's (NASDAQ:SIFY) Share Price Doing?Sify Technologies Limited ( NASDAQ:SIFY ), is not the largest company out there, but it led the NASDAQCM gainers with a...
Valuation Update With 7 Day Price Move • Jan 04Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$1.32, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Telecom industry in the US. Total returns to shareholders of 6.5% over the past three years.
分析記事 • Dec 17Return Trends At Sify Technologies (NASDAQ:SIFY) Aren't AppealingThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Reported Earnings • Nov 19Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ₹7.94b (up 14% from 2Q 2022). Net income: ₹112.0m (down 69% from 2Q 2022). Profit margin: 1.4% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 1.7% growth forecast for the Telecom industry in the US.
Price Target Changed • Nov 17Price target increased to US$7.00Up from US$6.00, the current price target is provided by 1 analyst. New target price is 358% above last closing price of US$1.53. Stock is down 61% over the past year. The company is forecast to post earnings per share of ₹6.62 for next year compared to ₹6.89 last year.
Board Change • Nov 17Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 5 highly experienced directors. Independent Director Arun Seth was the last director to join the board, commencing their role in 2018. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from ₹8.28 to ₹6.62 per share. Revenue forecast steady at ₹41.7b. Net income forecast to grow 38% next year vs 6.5% growth forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price was steady at US$1.61 over the past week.
Reported Earnings • Oct 22Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: ₹7.94b (up 14% from 2Q 2022). Net income: ₹112.0m (down 69% from 2Q 2022). Profit margin: 1.4% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Telecom industry in the US. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 29Is It Too Late To Consider Buying Sify Technologies Limited (NASDAQ:SIFY)?Sify Technologies Limited ( NASDAQ:SIFY ), is not the largest company out there, but it saw significant share price...
Seeking Alpha • Sep 13Sify leverages Aquila Clouds FinOps on its Cloudinfinit platformSify Technologies (NASDAQ:SIFY) and a leader in cloud financial management solutions Aquila Clouds announced a strategic partnership that has added FinOps capabilities to Sify's industry-leading cloud management platform, Cloudinfinit. FinOps platform provides cloud asset management, performance, and cost trend analysis, cloud cost optimization and automation, budget control, chargeback, security and compliance management, and more. Besides FinOps, Aquila Clouds also powers Sify's billing operations with its BillOps platform.
Major Estimate Revision • Jul 29Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from ₹39.4b to ₹39.9b. EPS estimate increased from ₹7.18 to ₹7.98 per share. Net income forecast to grow 20% next year vs 3.8% growth forecast for Telecom industry in the US. Consensus price target of US$7.00 unchanged from last update. Share price rose 2.7% to US$2.27 over the past week.
