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

India

Sify Technologies is an Indian information and communications technology (ICT) company that provides a comprehensive portfolio of services including telecom, data center, cloud, managed, and digital transformation services. They offer network connectivity, co-location, managed hosting, and application integration services to enterprises. The company is headquartered in Chennai, India, and was founded in 1995.

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Sify Technologies (SIFY US)

Sify Technologies - Exploring INR3,000 Crore Data Center IPO

Sify Technologies planning a INR3,000 crore IPO of its data center business. We expect the IPO to unlock value for shareholders.

GSBR Research

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

The potential IPO of Sify Infinite Spaces is likely to have a positive impact on Sify Technologies. There will be some investors who will question...

Douglas Kim

Sify Technologies: Unlocking Value with Data Centre IPO

Sify Technologies plans Rs. 3,000 crore IPO for data centre subsidiary, aiming to unlock hidden value and capitalize on India's growing data...

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sify Technologies - Exploring INR3,000 Crore Data Center IPO

​Sify Technologies planning a INR3,000 crore IPO of its data center business. We expect the IPO to unlock value for shareholders.

GSBR Research

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

The potential IPO of Sify Infinite Spaces is likely to have a positive impact on Sify Technologies. There will be some investors who will question...

Douglas Kim

Sify Technologies: Unlocking Value with Data Centre IPO

​Sify Technologies plans Rs. 3,000 crore IPO for data centre subsidiary, aiming to unlock hidden value and capitalize on India's growing data...

Sudarshan Bhandari

Sify Technologies planning a INR3,000 crore IPO of its data center business. We expect the IPO to unlock value for shareholders.

Sify Technologies plans Rs. 3,000 crore IPO for data centre subsidiary, aiming to unlock hidden value and capitalize on India's growing data...