Wonder what would be on the agenda. I know in Finland they are using Data center to heat up the water. :)
1 Like
Finland is the world leader in waste heat recovery. They use data centers that act as giant radiators that heat up the local water supply. Anant Raj is likely looking to replicate this at its massive campuses in Manesar and Panchkula.
Plus, Anant Raj recently partnered with Submer, as you mentioned in the above post. It makes it much easier to trap and transfer heat compared to traditional air cooling. The Finnish delegation is likely providing the blueprint for how to integrate this into India’s urban grid.
Also, Finland may want to be India’s primary partner for green data centers.
It’s a clever move tbh by Anant Raj, who provides the real estate and power; Submer, who provides the cooling; and the Finns, who provide the circular economy expertise to make sure that extra heat doesn’t go to waste.
7 Likes
hey @Naval, did you get chance to visit their DC again?
Amit Sarin discussing the rapid expansion and future of India’s data center industry
1 Like
Negative news
5 Likes
Let’s Wait and Watch and See What they have to say on this over the weekend when they Reply to the exchange when it is submitted.
1 Like
Nevertheless trust is eroded, doing no concalls for multiple quarters + missing out on DC execution timelines + this ed raid = untrustworthy management
Will book loss and exit.
2 Likes
Source: Press Release
I’m not convinced by the explanation; they need to have an urgent conference call on this matter, as already there have been many questions about management credibility on this thread around the same topic of disposal/sale of investment in many associate companies in the past.
6 Likes
These guys are not doing concall I have no trust on this let’s see how it goes but as of now won’t be investing
2 Likes
1e24eb68-445f-48e9-9564-696c64ab3416.pdf (797.4 KB)
1 Like
Any update on management regarding ED RAIDS?
This shows which all active mutual funds are holding Anant Raj. Anant Raj Limited is currently held by 9 active mutual funds (excluding ETFs and Index funds) with a total exposure of ₹403.65 Cr. This month 3 funds exited. ITI Focused Fund - Direct Plan - Growth has the highest allocation at 2.35%, followed by Tata Small Cap Fund-Direct Plan-Growth at 1.73%. Does this sort of news help in analysing the stock.
1 Like
Looking forward to the May 11 results. They guided ₹200 crore FY26 topline from the DC business; they’ve already done ₹100 crore, so I’m closely watching whether they can deliver ₹100 crore this quarter (implying a ₹40–45 crore PAT addition) to meet their target. They need to scale DC revenues significantly now to trigger a rally.
Their FY27 ₹1,200 crore target also seems far-fetched to me. In FY27, they won’t generate any revenue outside of the current 28 MW capacity. The maximum revenue potential from this 28 MW is ₹950 crore though if they can achieve that, it would still be a strong outcome.
1 Like
Their last 3 qtrs, DC reveneue scale up looks like this 23 → 35 → 42. my guess is they won’t meet 100 cr this qtr.
Not hard at all if they booked the capacity. FY32 numbers evaluate 1MW able to generate 30 cr per year so 7.5 cr per month. Peak revenue per quarter from 28 MW is around 205 cr, so as long as they have utlization of 50% they can achieve
yeah, It’s achievable but I am not optimistic, their execution has been slow till now.
Out of 28, existing 6 will generate 35Crore, from remaining 22 , 4 MW cloud will be in advanced operationalised state i.e. no revenue. Rest out of 18MW colocation, if they rented out 15MW successfully in last qtr then 15**0.9* 3 = 40.5 Crore will come from it.
40.5 + 35 =75.5 crore
My guess is they will do anywhere between 60-70CR topline and 20-25cr bottomline from DC this qtr.
Let’s see what happens.
4 Likes