I have alreqdy mentionedy rational for investment in techno electric here
Apart from that, techno is a debt free ( 1500 cash on books ) company and data centre requires big early stage investment. So that was one of my reason for investment as well, as Balancesheet for techno should not deteriorate even after large investments.
Also please find article below which is helpful in understanding data centre.
Some points from this article…
● 5000 MW of data centre – investment of 1.5 lakh cr. expected in In next 6 years
● Predicted to grow at $ 10.09 BN in 27’ from $ 4.35 BN in ’21
● Goverment providing all possible help to the sector
I havent studied Anant Raj well ( started tracking it recently ). However they also do have big plans for Data centre business.
There is enough room for growth for many companies in data centre sector in india.
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