Sri Kant's questions to SIFY TECHNOLOGIES (SIFY) leadership • Q1 2026
Question
Asked about revenue contribution from the new Chennai data center, the reasons for stagnant consolidated EBITDA margins, the company's growth outlook, and the long-term strategy and margin targets for the business segments.
Answer
The company confirmed the new Chennai DC is contributing to revenue. They explained that consolidated EBITDA margins are a blend of three distinct businesses: high-margin Data Centers (45%), stable-margin Networks (18%), and the currently loss-making Digital IT Services. They did not provide specific growth or margin guidance but stated that the Digital Services business is a key part of the growth strategy, with its model shifting to annuity revenue.