Anant Raj Limited

Below article highlights how data centre industry is gathering new investment in India.

1. PDG to invest $1 Billion in India in Data centre with 230 MW capacity.
2. AI created surge in data consumption in last 18 months.
3. Data centres will be in Mumbai and Chennai.

Industry is gathering steam.
For Anant Raj, without co-location service OPM is projected 85%.
As current OPM is 23%, it will see significant expansion in margins.
Projected Rental income for 300 MW of IT load is 2800cr/year. This assumption without cloud services.

Disclosure: Invested and biased.