Investors can expect decent return in following stocks in vikram samvat 2082 & can concentrate on Mahurat day 21-10-2025 Tuesday.
1) Alembic BSE code 506235 & NSE symbol alembicltd CMP Rs.101
2) Bright Brothers BSE code 526731 CMP Rs.332
3) Duroply Industries BSE code 516003 CMP Rs.184
4) KLRFM BSE code 507598 CMP Rs.118
5) Shri Bajrang Alliance BSE code 526981 CMP Rs.194
6) Somi Conveyor Beltings BSE code 533001 & NSE symbol somiconvey CMP Rs.148
7) TNPETRO BSE code 500777 & NSE symbol – TNPETRO CMP Rs.107
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By Azhar
DATA CENTER — India’s Digital Infrastructure Boom
A new-age sector that deserves attention is the Data Center industry. India’s data centers are expected to grow 5x by 2030 → reaching 8GW capacity, US$30bn capex, and US$8bn revenue opportunity.
India’s Data Centers to 5x by 2030 → 8GW Capacity, US$30bn Capex & US$8bn Revenue Opportunity
1/ India’s data center market is on a hypergrowth path → expected to grow 5x to 8GW by 2030 → driven by surging data traffic, AI adoption, data localization, and low latency needs.
2/ This growth will require ~US$30bn in capex → creating a massive downstream opportunity for the entire ecosystem.
3/ Leasing revenues for data centers are projected to rise 5x → from US$1.7bn today → to ~US$8bn by 2030.
4/ The data center value chain → Physical infrastructure, fiber connectivity, power supply, cooling systems → all essential for enterprise computing and cloud workloads.
5/ Enterprises typically have captive data centers → but cloud adoption is driving strong demand for leased colocation data centers.
6/ Data center operators provide infrastructure → fiber connectivity, power, and cooling → on rent to enterprises and cloud service providers (CSPs).
7/ Data center capacity is expected to grow 5x → reaching 8GW by 2030 → based on commitments from major players.
8/ Setting up 1MW of data center capacity costs ~US$4–5mn → implying US$30bn capex for 6.4GW incremental capacity by 2030.
9/ Downstream opportunities from this capex → Real Estate US$6bn, Electrical & Power Systems US$10bn, Racks/Fitouts US$7bn, Cooling US$4bn, Network Infrastructure US$1bn.
10/ Telcos are better placed to capture this opportunity → due to their experience in capex-heavy, long-term projects and enterprise relationships.
11/ Top players like Bharti, Reliance, and Adani may account for 35–40% of India’s total data center capacity by 2030 → dominating the market.
Our pick for this sector is Anant Raj
Anant Raj Data Centers are a division of the Indian real estate company Anant Raj Limited, operated under its subsidiary Anant Raj Cloud. The company is developing a large data center portfolio, with locations in Manesar, Panchkula, and Rai in Haryana. It offers colocation, managed hosting, and connectivity solutions, aiming to expand capacity to 307 MW by FY32 to support India’s digital growth.
India is a key market for cloud service providers, attracting several global and domestic players to enhance their operations in the region. To capitalize on this opportunity, Anant Raj Cloud partnered with Orange Business, a trusted collaborator, to expand its data center business and venture into cloud services. This partnership enables Anant Raj Cloud to strengthen its cloud offerings while ensuring compliance with local data privacy and security regulations. Orange Business is committed to supporting Anant Raj Cloud’s growth and helping build robust infrastructure that caters to the evolving needs of Indian enterprises. Together, they aim to provide innovative, homegrown cloud solutions that meet regulatory standards and enhance service quality and reliability across the country.
“The economic upturn in India underscores enterprises’ increasing reliance on digital infrastructure. Together with our trusted partner, Orange Business, we are addressing this critical demand for flexible, secure, and scalable cloud services and robust data center capabilities to process ever-growing amounts of data, driven by digital adoption and generative AI,” said Gagan Singh, Chief Business Officer, Anant Raj Cloud.
Data Center Locations and Capacity
Manesar: A 3 MW facility is operational, with plans for expansion.
Panchkula: Work has begun on a site expected to add 7 MW by the end of FY2024-25.
Rai: A third location is planned for development.
Total Target Capacity: 307 MW by FY32, with a substantial portion of this capacity being developed in Panchkula and Rai.
Financials
Shareholding Pattern (Equity Capital: Rs.69 crore)
A. Promoter Holding – 60.12%
B. FIIs – 10.72%
C. DIIs – 5.82%
D. Public Holding – 16.63%
E. Others – 6.7%
Revenue
Revenue growth over the last 5 years stands at 33.52%, Operating Profit grew 32.74%, and Net Profit grew 45%.
Cash Flow
Cash flow is positive – Rs.25 crore in FY25 vs -Rs.25 crore in FY24.
Operating Profit is Rs.96 crore in FY25.
Investing activities – Rs.72 crore in FY25 vs Rs.180 crore in FY24, showing ongoing investments to fuel future growth.
Ratios
Net Profit Margin – 20.46% vs 17.83% (FY24)
Operating Margin – 24.34% vs 23.81% (FY24)
Gross Profit Margin – 25.82% vs 25.02% (FY24)
Debtor Days – 22 vs 25
Cash Conversion Cycle – 22 vs 25
Working Capital – Rs.323 crore vs Rs.480 crore
ROCE – 11% vs 9%
All parameters appear strong, and the company is well-positioned for growth in both data center and real estate segments.
Buy around Rs.660 and on 10% dips if available. Target Rs.1000–1100 by next Diwali.
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