I don’t know, it may be just a investor meeting they have a call option on the screener I thought it was for concall my bad
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CEO interview.
This is on TARC. Not Anant raj.
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Thanks for sharing. From their AR and this, looks the Co is planning to go heavy on cloud which has 4-5X more potential than co-location (see table below) . Anyone from a tech background here - Can you shed light on how they stack up against hyperscalers? Is this the right capital allocation? Likes of AWS, etc are far ahead in the game offering entire spectrum and using AI; whereas Anant Raj is a late entrant. From my research, I understand that Anant Cloud is compliant with Indian regulations/privacy norms. Trying to understand why would someone opt for Anant cloud over the hyperscalers? Thanks in advance
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Real Estate entity going into Cloud serivces , in my opinion management bandwidth is a serious problem.
Disclosure: Invested 2 years back and exited recently.
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Anyone planning to attend the investor meet?
Can the updates please be shared here as I dont think we will get transcripts since this isnt concall
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I went through all the concalls and ppts. The management was guiding that 307 MW dc would be completed by 2028-29 and there were some minor delays of 1 month or so due to procurement delays of equipment but nothing substantial. the 28MW is on track but in the lastest PPT, management has delayed the completion timeline to 2031. Is this related to the cloud business requiring a lot more capital upfront and they not having enough internal accruals or something related to other delays? Has the management commented anything?
Disc: not invested
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I recollect 2 reasons - 1) overall construction halt in NCR which delayed by a quarter/half year and 2) shelved off QIP post price drop - funding is now from internal accruals and promoter warrants
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Ohk. makes sense.
However, has the management discussed about this in some announcement or somewhere? The last concall was in Nov. Does anyone know why the management is irregular for concalls?
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@karanshah137 please try to post messages in single post ..
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These are standalone numbers and may not reflect the groups performance.
This is for data centre per se ?
they dont provide separate data center numbers. And this is for the standalone. the data center numbers would be part of consolidated
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Update on the operational data center capacity.
New Incremental Capacity of 22 MW IT Load at Panchkula & Manesar, ready to be operationalized from 1st August.
Disc- invested
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Any idea why the company has stopped arranging concalls since last 1 year?..
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