Gopal Bajaj's questions to Sify Technologies Ltd (SIFY) leadership • Q2 2025
Question
Gopal Bajaj from HiFi Advisory Services questioned the current colocation capacity and future plans, the company's strategy regarding its debt position, the average revenue realization per megawatt, and plans to improve margins in the lower-margin networking and IT services businesses.
Answer
CFO M.P. Vijay Kumar confirmed 120 MW of built capacity is operational and stated that debt remains an integral part of the expansion strategy, typically funding two-thirds of project costs. He declined to provide specific realization per megawatt but acknowledged the low margins in IT services, affirming the company's belief in the long-term opportunity and its commitment to stay invested in the business as India digitalizes.