• Sydney AI factory: The 8,200-GPU facility in partnership with Australia's Sharan AI is set to enter the testing stage within 4 to 6 weeks and is targeted to go live for billing around 1 December.
• AI factory profitability: Operating with a spread of $1 to $1.25 per hour, the Sydney facility is expected to generate a 16% to 18% PAT margin, delivering ₹500 to ₹700 crore in PAT against an annual commitment of about ₹2,500 crore.
• Quarterly performance dynamics: Management attributed sequential drops in Q1 revenue and EBITDA to the lead time required for AI facilities to go live, noting the business model differs from quarterly linear IT staffing.
• Proprietary cloud infrastructure: The company utilizes patented technology across India, the US, and the UK that enables automatic hardware switching and scaling to ensure continuous 100% uptime for mission-critical enterprise applications.