Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
|---|
| So we have a great opportunity across India |
| So we are in a very good position to take the AI ML uptick either coming from a hyperscaler or even in Indian enterprises market |
| So I think it's good for Sify for both our Digital Services and even network infrastructure point of view, and then also our data center expansion |
| So to make it all three independent businesses especially can grow, growing fast |
| Revenue was INR 8,791 million, an increase of 11% over the same quarter last year |
| And lastly, the Digital Services was up 25% in the quarter |
| Sify now provide services via 952 fiber nodes across the country, a 14% increase over the same quarter last year |
| What was the primary driver of that growth? Raju Vegesna Like I said, we - once we separated our Digital Services, and we are putting a lot of focus, and we have - the way I'll describe the Digital Services, if you take our two infrastructure investments, network and Data Center Colo, our network managed services, our cloud, our application, digital managed services, all three, we are seeing a growth |
| Second, the AI/ML, what we are seeing is the - because the growth of the AI/ML, what we see the capacity required for the data centers also, we are seeing the uptick in the market |
| This will give a shape and clarity of our data localization and formalization regulations around the data security, which will help accelerate investments in India's data center land |
| EBITDA was INR 1,519 million, a nominal increase of 1% over the same quarter last year |
| Overall, we see the growth, and we are putting a lot of effort to make that business to grow enough |
| is actively pursuing |
| This will also lead to India being viewed as a more viable interconnect point between Asia and Middle East by international connectivity players |
| We are also actively scaling up on our sustainable measures across all businesses, especially our data centers |
| Good morning, everyone |
| Gregory Burns Good morning |
| Jonathan Atkin Thanks very much |
| Good morning, and thank you for joining us on the call |
| That's the reason why our SG&A is high |
| Jonathan Atkin Thank you |
| Thank you |
| Thank you |
| Our infrastructure investments and services portfolio are fundamentally aligned to meet the customer goals |
| Statement |
|---|
| Profit after tax was INR 15 million, a decrease of 87% versus the same quarter last year |
| Profit before tax was INR 52 million, a decrease of 76% versus the same quarter last year |
| So could you just talk about what's driving that growth in SG&A? Is that a good level to model off of going forward? And I guess the EBITDA margin was down because of it this quarter |
| EBITDA was a little bit lower, and I was looking for this quarter, I guess SG&A rose a little bit more than expected |
| These risks include a variety of factors, including competitive developments and risk factors listed from time to time in the company's SEC reports and public releases |
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