Founder, CEO, GSBR Research

Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

Equity Bottom-Up

<ul>
<li>Sify Technologies Ltd is planning to tap into the burgeoning demand for data centers in the India via a INR3,000 crore IPO</li>
<li>Sify has aggressive expansion plans in place with the aim to triple its data center capacity to more than 350 MW in the coming years.</li>
<li>We expect the value of standalone data center business to be more than the current market cap of Sify. In our view, IPO will unlock value for existing Sify shareholders.</li>
</ul>


Sify Technologies Ltd is planning to tap into the burgeoning demand for data centers in the India via a INR3,000 crore IPO
Sify has aggressive expansion plans in place with the aim to triple its data center capacity to more than 350 MW in the coming years.
We expect the value of standalone data center business to be more than the current market cap of Sify. In our view, IPO will unlock value for existing Sify shareholders.


Sify Technologies - Exploring INR3,000 Crore Data Center IPO

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Capital Markets

Sify Technologies  / Equity Capital Markets

<ul>
<li>The potential IPO of Sify Infinite Spaces is likely to have a positive impact on Sify Technologies. </li>
<li>The overall market size of data centers in India is huge and Sify Infinite Spaces certainly has the experience and capability to become one of the leaders in this segment.</li>
<li>Despite attractive market opportunity, there will be some investors that will question the overall valuation levels of Sify Infinite Spaces to justify seeking nearly 30 billion INR in the IPO. </li>
</ul>


The potential IPO of Sify Infinite Spaces is likely to have a positive impact on Sify Technologies. 
The overall market size of data centers in India is huge and Sify Infinite Spaces certainly has the experience and capability to become one of the leaders in this segment.
Despite attractive market opportunity, there will be some investors that will question the overall valuation levels of Sify Infinite Spaces to justify seeking nearly 30 billion INR in the IPO. 


Sify Technologies: Positive Beneficiary of the Potential IPO of Sify Infinit Spaces

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sify-technologies-ltd" target="_blank" data-smartkarma-citation="entities:37436:1" rel="noopener">Sify Technologies (SIFY US)</a> is planning a Rs. 3,000 crore IPO for its data centre subsidiary, Sify Infinite Spaces, aiming to unlock significant hidden value and realign its market valuation.</li>
<li>The IPO underscores rapid growth in India's data centre market, driven by Digital India and 5G, offering a strategic edge with lower capital costs versus global peers.</li>
<li>Investors can capitalize on a notable valuation arbitrage, as Sify’s data centre arm is vastly undervalued compared to the parent’s market cap, promising long-term upside.</li>
</ul>



Sify Technologies (SIFY US) is planning a Rs. 3,000 crore IPO for its data centre subsidiary, Sify Infinite Spaces, aiming to unlock significant hidden value and realign its market valuation.
The IPO underscores rapid growth in India's data centre market, driven by Digital India and 5G, offering a strategic edge with lower capital costs versus global peers.
Investors can capitalize on a notable valuation arbitrage, as Sify’s data centre arm is vastly undervalued compared to the parent’s market cap, promising long-term upside.


Sify Technologies: Unlocking Value with Data Centre IPO

Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Thematic (Sector/Industry)

<ul>
<li>India's data center market currently holds an approximately 3% share globally, despite generating 20% of the world's data which signifies the scope of opportunity.</li>
<li>ICRA projects India's data center operational capacity to more than 2x with an estimated investment of Rs. 50k-55k Crs fueled by the increasing demand for colocation services.</li>
<li>Management of key players like <a href="https://www.smartkarma.com/entities/tata-communications-ltd" target="_blank" data-smartkarma-citation="entities:20892:1" rel="noopener">Tata Communications (TCOM IN)</a> and <a href="https://www.smartkarma.com/entities/anant-raj-ltd" target="_blank" data-smartkarma-citation="entities:15878:1" rel="noopener">Anant Raj Ltd (ARCP IN)</a> highlight the immense growth potential of the Indian data center market.</li>
</ul>


India's data center market currently holds an approximately 3% share globally, despite generating 20% of the world's data which signifies the scope of opportunity.
ICRA projects India's data center operational capacity to more than 2x with an estimated investment of Rs. 50k-55k Crs fueled by the increasing demand for colocation services.
Management of key players like Tata Communications (TCOM IN) and Anant Raj Ltd (ARCP IN) highlight the immense growth potential of the Indian data center market.


Data Center: How Indian Companies Are Capitalizing on the Digital Boom?

India

Sify Technologies Limited provides information technology solutions. The Company offers data connectivity, cloud interconnect, managed network, security, integration, and edge services. Sify Technologies serves customers worldwide.

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