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Shareholders might have noticed that Sify Technologies Limited (NASDAQ:SIFY) filed its full-year result this time last week. The early response was not positive, with shares down 4.5% to US$4.04 in the past week. It was a weak result overall, with Sify Technologies reporting ₹40b in revenues, which was 27% less than what the analyst had expected. Earnings are an important time for investors, as they can track a company's performance, look at what the analyst is forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimate to see what could be in store for next year.
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Taking into account the latest results, the most recent consensus for Sify Technologies from sole analyst is for revenues of ₹58.5b in 2026. If met, it would imply a sizeable 47% increase on its revenue over the past 12 months. In the lead-up to this report, the analyst had been modelling revenues of ₹61.4b and earnings per share (EPS) of ₹5.11 in 2026. So we can see that while the consensus made a small dip in revenue estimates, it no longer provides an earnings per share estimate. This suggests that the market is now more focused on revenue after the latest result.
Check out our latest analysis for Sify Technologies
Intriguingly,the analyst has cut their price target 22% to US$14.00 showing a clear decline in sentiment around Sify Technologies' valuation.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analyst is definitely expecting Sify Technologies' growth to accelerate, with the forecast 47% annualised growth to the end of 2026 ranking favourably alongside historical growth of 12% per annum over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 2.8% annually. It seems obvious that, while the growth outlook is brighter than the recent past, the analyst also expect Sify Technologies to grow faster than the wider industry.
The Bottom Line
The most important thing to take away is that the analyst downgraded their revenue estimates for next year. They also downgraded Sify Technologies' revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. The consensus price target fell measurably, with the analyst seemingly not reassured by the latest results, leading to a lower estimate of Sify Technologies' future valuation.