The Stockists Research

Major Investors in the Indian Data Center (DC) Sector

1. Adani: Committed ~₹33,200 crore (USD 4 billion).
2. STT GDC: Committed ~₹26,560 crore (USD 3.2 billion).
3. Amazon Web Services: Committed ~₹16,600 crore (USD 2 billion) in Telangana.
4. Colt DCS and RMZ: Joint commitment of ~₹14,110 crore (USD 1.7 billion).
5. CapitaLand: Committed ~₹9,545 crore (USD 1.15 billion).
6. CtrlS: Committed ~₹8,300 crore (USD 1 billion).
7. Sify: Committed ~₹9,130 crore (USD 1.1 billion).
8. Princeton Digital Group: Committed ~₹8,300 crore (USD 1 billion).
9. Equinix: Committed ~₹540 crore (USD 65 million) in Tamil Nadu.

Total Investment in Indian Data Center 15.215 billion USD ~₹1,26,385 crore

Data Centre Market in India

Pre-2016: Limited Data Centre (DC) activity and development in India before dedicated state-level policies.
2016: Telangana becomes an early adopter with a dedicated DC policy, indicating initial focus on the sector.
2019 - 2024: Significant investment in Indian DC market. Estimated at USD 60 billion.
2020: Draft Data Centre Policy formulated by the Indian government, creating a favorable environment. Good Governance Index recognizes the states that are most business-friendly.
2021: Several states including Uttar Pradesh, Tamil Nadu, and West Bengal introduce their own DC policies.
2022: Haryana and Karnataka implement state-specific DC policies.
2023: The Digital Personal Data Protection Act (DPDPA) implemented, boosting cross-border data trade. Maharashtra releases its IT policy, including Data Center incentives.

2023-2030: Generative AI sector in India projected to grow at a CAGR of 28%, significantly increasing demand for data centres.
Jan-Sep 2024 (9M 2024): Total DC capacity in India reaches approximately 1,255 MW (~19 million sq. ft). Mumbai accounts for 49% of the total DC stock in India. Overall DC occupancy in India is at 75-80%.

May 2024: Microsoft-LinkedIn release the 2024 Work Trend Index Annual Report. EY publishes report on the potential of Gen AI in India.
End of 2024: Total DC capacity in India is projected to reach approximately 1,600 MW (~24 million sq. ft.).
2025: DC capacity is projected to increase to ~2,070 MW (~31 million sq. ft.). Mumbai, Chennai, and Delhi-NCR expected to lead new supply additions. BFSI and Technology sectors expected to drive demand.
2027: Cumulative investment in the Indian DC sector is anticipated to exceed USD 100 billion.
Key Trends and Developments:

Growth Drivers: Digital transformation, increased internet penetration, policy enablers, rising data consumption, 5G deployment, and AI adoption are fuelling market growth.

Sustainability: Growing focus on renewable energy and energy efficiency in data centres to reduce carbon footprint.

AI Impact: Rise of AI and HPC is driving demand for higher power densities and advanced cooling solutions. GenAI is expected to create demand similar to cloud computing.

Investment: Significant investments from global operators, real estate developers and private equity funds, with Maharashtra and Tamil Nadu leading in investment commitments.

State Policies: Several states have introduced dedicated policies and incentives to attract investments.

Market Leaders: Mumbai and Chennai are the dominant DC markets in India. Other emerging markets include Delhi-NCR, Hyderabad, Bengaluru, and Pune.

Occupiers: Technology companies, BFSI firms, OTT platforms, social media, hyperscalers, and public sector undertakings are primary DC occupiers.

Future Trends: Shift to colocation DCs, rise of hyperconverged infrastructure (HCI), liquid immersion cooling, and a growing focus on sustainability are expected.

Government Support: Government initiatives like the IndiaAI mission are bolstering the AI sector and data centre growth.
Cast of Characters (Principle People Mentioned):

Still supply near at 430

SWIGGY

LOOKING GOOD ABOVE 603

Yesterday Cause of Market pressure gone down but again up.

Stock lists at 22% premium
Fundamental to aap sab ne pad leya hoga no need to say about this gem 💎 😁

Few good IPOs
Dam capital
Transrail
Concord

Ongoing Mainboard IPOs and live GMPs:

🔹Sanathan Textiles
Live GMP: 12.50%

🔹 Concord Enviro Systems
Live GMP: 10%

🔹 Mamata Machinery
Live GMP: 82.3%

🔹 DAM Capital Advisors
Live GMP: 53.71%

🔹 Transrail Lightning
Live GMP: 40.97%

We captured this stock from ₹219 to ₹370. Today, the stock hit lower circuit, and I currently hold 30% position, 70% lock profit.

EIEL Strong Q2FY25 Performance 🚀

- Revenue: ₹213 crore, +78% YoY, +4% QoQ 🔥

- EBITDA: ₹55.6 crore, +149% YoY, +8% QoQ 🌟

- Net Profit: ₹36.36 crore, +200% YoY, +21% QoQ 💰

- Margins: 26.1% vs 18.63% YoY, 24.98% QoQ 📈

A stellar YoY for EIEL.

Till it's holding 10 ema

Ola looking good

#MyStockMyStory
My Stock Story with Himadri Specialty Chemical Ltd (HSCL)
I invested in Himadri Specialty Chemical Ltd on 25th January 2022 when it was trading at ** level. My process was straightforward—I started with technical analysis and noticed a strong potential entry point. When the stock doubled, I delved deeper into its fundamentals. Himadri stood out due to its turnaround story and entry into high-growth segments like battery anode materials.
Himadri’s leadership in coal tar pitch and specialty chemicals gave it a strong foundation. What else boost my confidence was the promoter buying activity—a sign of their belief in the company’s growth potential.
Himadri is positioned to capitalize on India’s renewable energy and electric vehicle revolution. Investments in anode materials for lithium-ion batteries and expansion of its carbon black line underline its commitment to forward-looking sectors.
My strategy is simple: I avoid target price and focus on tracking the company’s performance. If it posts three poor quarters without valid reasons, I exit partially. Otherwise, I stay invested and monitor its growth trajectory.
Additional Details
The Good
Turnaround Performance: The company rebounded strongly after a weaker quarter.
Market Leadership: Himadri leads in coal tar pitch and specialty chemicals.
Carbon black capacity will drive future growth.
Promoter Confidence: Promoter buying reflects strong belief in long-term growth.
The Risks
Core Segment Slowdown: Any challenges in coal tar pitch or carbon black execution could affect growth.
External Factors: Raw material price volatility and government policies could impact profitability.
Future Outlook
Himadri’s entry into the lithium-ion battery segment is a game-changer, positioning it in one of the decade’s hottest sectors. The company’s new 70,000 MTPA carbon black line (Q3FY26) and the upcoming LFP cathode active material plant (Q3FY27) highlight its focus on growth-centric industries.
Exit Strategy
3 Consecutive Poor Quarters: Exit 75% of holdings if no valid reason is found.
Reversal Opportunity: Hold the remaining 25% if signs of recovery appear.
Himadri remains a strong long-term bet for me, balancing fundamentals, innovation, and strategic vision.
Disclaimer: This is my personal story and not financial advice.

Follow my market views on https://front.page/@narayant