Whalesbook
SEBI di manzoori milan de bawajood, bankers ne Sify Infinit Spaces nu market di sthirta di kami karan IPO vichal rakhan da salah ditti hai. Company de kol is saal lai secured project funding maujood hai, jide karke turant paison di kami nahi. Haal hi vich India de primary market vich kai IPOs ne issue price ton thalle khulde hoye niveshakon di savdhani dikhai hai.
Sify Technologies ne March 2026 nu khatam hon wali chauthi timaahi (Q4 FY26) vich ₹37 crore da net loss riport kita hai, jo pichle saal de ₹58 crore ton ghat hai. Is dauran revenue 24% vadh ke ₹1,202 crore ho gaya. Par, poore vittiya saal 2026 (FY26) lai, net loss ₹78.5 crore ton vadh ke ₹136 crore ho gaya, jadon ke revenue 12.5% vadh ke ₹4,487.7 crore raha. Saalaana nuksan vich izafa ik-vaari ₹40 crore de kharch (jihadon Kotak da convertible debt equity vich badlya gaya) te karmchariyan di training vageire vich vadiyan niveshan karan hai. Company di net debt $399.46 million hai aur isda P/E ratio lagatar negative raha hai. October 2024 vich 1:6 da reverse stock split vi kita gaya si.
West Asia vich rajnitik tanav ne India de data center sector nu vadda fayda pahunchaya hai. Hyperscalers jang alan ton bahar sthir jagahan di talash vich ne, jide karke India dian data centers di mang vadh rahi hai. Yeh trend India de data center market nu 2030 tak $22 billion tak pahunchan da anuman hai, jiddha karan cloud, AI, te 5G services di mang hai. Sify Infinit Spaces ne FY26-27 vich delivery lai 81 MW da addional capacity license hasil kita hai.
Sify Infinit Spaces lai market vich competition boht vadha hai. NTT, ST Telemedia, CtrlS, AdaniConneX, te Reliance Jio vadiyan investment kar rahe han. Sify da vadhda saalaana nuksan te negative P/E ratio valuation lai chunautiyan paida kar rahe han. Company di vadi net debt hon karke financial flexibility kam hai.
India vich IT spending 2026 tak $176 billion nu paar karan di ummeed hai. Data center sector vich AI di mang karan 20.5% di growth di ummeed hai. Analyst Sify Technologies lai sakaratmak hain, ik analyst ne ise "Strong Buy" rating diti hai te 12-month da target price $22.44 rakha hai, jihda matlab hai 60% ton vadhda potential upside.