Data Center & AI Infrastructure

16 companies Updated 30 Mar 2026

NSE-listed companies building India's data center ecosystem — from colocation developers and server manufacturers to power equipment suppliers and cloud GPU providers.

Sectors represented: Capital Goods, Metals & Mining, Media Entertainment & Publication, Realty

Companies with exposure to data center & ai infrastructure

UHTL

United Heat Transfer Limited

Capital Goods
annual report · 2026

Current-generation AI accelerator racks built around densely packed GPU platforms. dissipate of the order of 120 to 140 kW per rack, and publicly disclosed silicon roadmaps point. towards rack-level densities of 250 kW and beyond within the next product cycles. ate of the order of 120 to 140 kW per rack, and publicly disclosed silicon roadmaps point.

MTARTECH

Mtar Technologies Limited

Capital Goods
annual report · 2026

AI rack could increase to more than 1.5. MW by the end of 2030, nearly 100 times. the power consumption of a. conventional rack. ding to Bank of America estimates. cited by Reuters, power consumption per. AI rack could increase to more than 1.5. MW by the end of 2030, nearly 100 times. the power consumption of a. conventional rack. As power density. increases, the corresponding.

AEROFLEX

Aeroflex Industries Limited

Metals & Mining
investor presentation · 2026

PAT (Rs. Cr) & Margins. ROCE (%)ROE (%). #. EBITDA and EBITDA margin are calculated based on revenue from operations. Financials are on Consolidated Basis. 15%19%20%19%21%4%11%11%13%14%. 22.3. 46.7. 52.9. 61.8. 79.1. 99.7 ) & Margins. ROCE (%)ROE (%). #. EBITDA and EBITDA margin are calculated based on revenue from operations. Financials are on Consolidated Basis. 15%19%20%19%21%4%11%11%13%14%.

TCC

TCC Concept Limited

Media Entertainment & Publication
investor presentation · 2026

Indian Cloud Computing Market. . (USD Bn). Rising Adoption of Edge & Decentralized. Computing. Demand for localized & decentralized storage to. reduce latency & dependency on hyperscalers. Growth in edge computing driving need for arket. . (USD Bn). Rising Adoption of Edge & Decentralized. Computing. Demand for localized & decentralized storage to. reduce latency & dependency on hyperscalers.

POWERINDIA

Hitachi Energy India Limited

Capital Goods
annual report · 2026

In parallel, IT load capacity is. expected to increase sharply from ~4.5 GW in 2025 to. ~12.5 GW by 2030, reflecting a robust ~22.7% CAGR. over the period. This growth is translating into substantial power demand. expansion. capacity is. expected to increase sharply from ~4.5 GW in 2025 to. ~12.5 GW by 2030, reflecting a robust ~22.7% CAGR. over the period.

ANANTRAJ

Anant Raj Limited

Realty
investor presentation · 2025

India’s Data Center Boom: Delhi NCR to Witness Significant Growth. Source: Cushman & Wakefield Research. 977 MW. Total Colo capacity. as of 2023. 2.32 GW. . Additional Colo. capacity. (U/C & Planned) %. 15%. 2%. India’s Data Center Boom: Delhi NCR to Witness Significant Growth. Source: Cushman & Wakefield Research. 977 MW. Total Colo capacity. as of 2023. 2.32 GW. . Additional Colo. capacity.

TANLA Tanla Platforms Limited Information Technology
annual report · 2026

Virtualisation has also. contributed to the same indirect productivity benefit, with. fewer physical servers to maintain, the volume of hands-on. intervention required from the infrastructure team has declined, sation has also. contributed to the same indirect productivity benefit, with. fewer physical servers to maintain, the volume of hands-on.

BHARTIARTL Bharti Airtel Limited Telecommunication
annual report · 2026

Our data centre business plays a critical role in driving. energy efficiency at scale while supporting the growing. demand for digital infrastructure. Anchoring this capability. is ‘Nxtra by Airtel’, which operates India’s largest network. with 14 hyperscale/core facilities and 120+ edge data. centres. ng the growing. demand for digital infrastructure. Anchoring this capability.

RPTECH Rashi Peripherals Limited Information Technology
annual report · 2026

Worldwide spending on data-centre systems is projected. to reach approximately USD788 billion in 2026, registering growth of. 55.8% over 2025, as hyperscalers scale investments in AI-optimised. servers, processors, accelerators and enabling technologies. ed. to reach approximately USD788 billion in 2026, registering growth of. 55.8% over 2025, as hyperscalers scale investments in AI-optimised.

AEROENTER Aeroflex Enterprises Limited Metals & Mining
annual report · 2026

Policy Support and. Institutional Enablers. 3. Innovation in Business Models. and Customer Engagement. 4. Challenges and Risks. 5. Outlook: The Road Ahead. 6. Global Data Centre Liquid Cooling Market. The build-out of AI and high-performance computing 3. Innovation in Business Models. and Customer Engagement. 4. Challenges and Risks. 5. Outlook: The Road Ahead. 6.

AURIONPRO Aurionpro Solutions Limited Information Technology
annual report · 2026

Driving the future of digital infrastructure, the organization has established itself as a trusted partner in. data center consulting, design, engineering, construction, certification, and operations across hyperscale,. colocation, enterprise, government, and institutional sectors. self as a trusted partner in.

TECHNOE Techno Electric & Engineering Company Limited Construction
annual report · 2025

Colocation capacity. leased to hyperscalers has quadrupled over. the past five years. e. Hyperscalers and enterprises are expanding. rapidly, attracted by reliable connectivity and. lower capex and opex. Colocation capacity. leased to hyperscalers has quadrupled over. the past five years. Policy support, including. RBI and SEBI data localisation requirements.

MARINE Marine Electricals (India) Limited Capital Goods
annual report · 2026

India has emerged as one of the fastest-growing data center markets in the Asia-Pacific region, supported by. increasing internet penetration, data localization requirements, favorable government policies and rising investments. by hyper scale cloud service providers. in the Asia-Pacific region, supported by.

NETWEB Netweb Technologies India Limited Information Technology
investor presentation · 2025

Indian Data Centre Capacity (in Megawatts). CAGR : 53.4%. CAGR : 35.1%. The company’s current server models are typically. designed and built with the dual processor configuration. that enables multiple operations simultaneously, leading to atts). CAGR : 53.4%. CAGR : 35.1%. The company’s current server models are typically. designed and built with the dual processor configuration.

DSSL Dynacons Systems & Solutions Limited Information Technology
investor presentation · 2026

Revenue Contribution. (1). 21%37%13%29%. (1) For the year ending Mar’25. 6. 60. 125. 195. 308. 471. FY21FY22FY23FY24FY25. Data Centre and Cloud Infrastructure. Dynacons provides a robust portfolio of data centre and cloud infrastructure solutions. Private Cloud Solutions. Hybrid Cloud Solutions 08. 471. FY21FY22FY23FY24FY25. Data Centre and Cloud Infrastructure.

ADANIENSOL Adani Energy Solutions Limited Power
annual report · 2026

Statements. Business Synergies. ƒRising cooling demand drives higher energy. needs, requiring additional generation and. T&D capacity, while centralised cooling and. DCS solutions help reduce power consumption, nts. Business Synergies. ƒRising cooling demand drives higher energy. needs, requiring additional generation and. T&D capacity, while centralised cooling and.

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