Data Centre Sector Updates

🇮🇳 India’s Data Centre Boom = Massive Wealth Creation Opportunity 🔥 India is expected to attract nearly ₹1, 90, 000 Crore investment in Data Centres by 2030 🚀 📈 India’s data centre capacity could grow 3X by 2030 📊 Expected CAGR: 26% for the next 5 years With AI adoption accelerating rapidly, this theme could create several future multibaggers 👇🏻 🤖 1) IT Hardware / AI Servers 💰 Opportunity Size: ₹66, 500–85, 500 Cr • Netweb Technologies • Syrma SGS • HFCL ⚡ 2) Power Infrastructure 💰 Opportunity Size: ₹38, 000–47, 500 Cr • Hitachi Energy India • Siemens India • ABB India • CG Power • Cummins India • Kirloskar Oil Engines • Schneider Electric Infrastructure 🌬️ 3) Cooling Systems 💰 Opportunity Size: ₹28, 500–38, 000 Cr • KRN Heat Exchangers • Amber Enterprises India • Thermax • Kirloskar Brothers 🏗️ 4) Building & Civil Infrastructure 💰 Opportunity Size: ₹19, 000–28, 500 Cr • KEC International • Kalpataru Projects International • Capacite Infraprojects • PSP Projects • Man Infraconstruction 🚡 5) Wires & Cables 💰 Opportunity Size: ₹7, 500–11, 500 Cr • Polycab India • KEI Industries • RR Kabel • Universal Cables • Sterlite Technologies 🔥 Rising AI adoption could drive deployment of 6.5–7 lakh GPUs in India’s data centres over the next 5 years, according to Avendus Capital. This could become one of India’s biggest infra + digital transformation stories of the decade. ⚠️ Disclaimer: This is not a buy/sell recommendation. Please do your own research before investing.