Realty · ARCP
Data Centre
from 603 today
Anant Raj plans to demerge its data center and cloud business into Ashok Cloud Ltd., utilizing strong real estate cash flows from its Rs 55bn residential launch pipeline to fund data center expansion through FY32.
Profitability improves with the scale-up of data centers while real estate remains a steady cash generator. We maintain our revenue CAGR of 18% over FY26-28, reaching INR35b, driven by strong performance in the data center segment and robust project launches.
Ratings and target prices as published by each firm. Each summary condenses that firm's stated view in its own note and is attributed to it; no report text is reproduced.
