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⚡️Data Centers: The New Oil of the Digital Era
⚡️9 Companies engaged in pioneering the evolution of modern data center solutions and infrastructure
[A thread.....]🧵👇

🔶Netweb Technologies India Ltd:
🔹One of India‘s leading HCS providers with full design & manufacturing capabilities
🔹Specializes in designing & manufacturing data center servers, catering to a wide range of customer needs from entry-level to high-end mission-critical servers.

🔶Key Metrics:
🔹M Cap: ₹9,199 Cr
🔹CMP: ₹1,632
🔹P/E Ratio: 162
🔹ROCE: 64.4%
🔹OPM: 13.3%
🔹3 Years Sales Growth: 41.8%

🔶ITI Ltd.:
🔹It manufactures, trades, and services telecommunication equipment and provides associated ancillary services.
🔹Co operates a Tier 3 data center in Bengaluru with Trimax Data Centre Services and is expanding to a Tier 3 plus facility with a capacity for 1,000 racks.

🔶Key Metrics:
🔹M Cap: ₹30,292 Cr
🔹CMP: ₹315
🔹ROCE: -3.60%
🔹OPM: -10.5%
🔹3 Years Sales Growth: -12.2%

🔶Railtel Corporation of India Ltd.:
🔹Co provides telecommunication services & network infrastructure to Indian Railways & others.
🔹Co owns Tier-III certified data centers in Secunderabad & Gurugram, offering complete solutions including systems management & secure hosting.

🔶Key Metrics:
🔹M Cap: ₹15,081 Cr
🔹CMP: ₹470
🔹P/E Ratio: 69.3
🔹ROCE: 16.0%
🔹OPM: 16.7%
🔹3 Years Sales Growth: 21.7%

🔶ADC India Communications Ltd.:
🔹Engaged in providing data networking solutions & fibre physical connectivity in the telecom sector.
🔹Co offers data center solutions in India, including cabling, racks, cooling, power, and management systems.

🔶Key Metrics:
🔹M Cap: ₹492 Cr
🔹CMP: ₹1,069
🔹P/E Ratio: 38.1
🔹ROCE: 21.8%
🔹OPM: 9.58%
🔹3 Years Sales Growth: 22.3%

🔶Aurionpro Solutions Ltd.:
🔹Co offers software products and consulting services to banking industry in India and abroad.
🔹Aurionpro partnered with Webwerks to operationalize Tier 3 data centers in Navi Mumbai, Hyderabad, and Bangalore.

🔶Key Metrics:
🔹M Cap: ₹5,555 Cr
🔹CMP: ₹2,238
🔹P/E Ratio: 43.6
🔹ROCE: 24.9%
🔹OPM: 21.8%
🔹3 Years Sales Growth: 12.0%

🔶Power Grid Corporation of India Ltd.:
🔹It is a India's largest electric power transmission company.
🔹Co ventured into the data center business with CERC approving POWERGRID Teleservices Limited to utilize ISTS substation land in Manesar for such operations.

🔶Key Metrics:
🔹M Cap: ₹2,72,090 Cr
🔹CMP: ₹292
🔹P/E Ratio: 17.3
🔹ROCE: 13.1%
🔹OPM: 86.8%
🔹3 Years Sales Growth: 6.49%

🔶Black Box Ltd.:
🔹Co provides various solutions, including unified communications, customer experience, borderless networks, data centers, clouds, and data security.
🔹Co wins a $6.6 million order for Data Center solutions from a short-form video hosting service provider.

🔶Key Metrics:
🔹M Cap: ₹4,653 Cr
🔹CMP: ₹276
🔹P/E Ratio: 28.0
🔹ROCE: 20.3%
🔹OPM: 6.12%
🔹3 Years Sales Growth: 7.98%

🔶Techno Electric & Engineering Company Ltd.:
🔹The company entered the Data Centre industry to establish multiple ultra-scalable, hyperdensity Data Centres.
🔹Techno plans to develop 250 MW of Data Centers with a capex exceeding USD 1.3 billion in the next 5-6 years.

🔶Key Metrics:
🔹M Cap: ₹7,949 Cr
🔹CMP: ₹738
🔹P/E Ratio: 40.0
🔹ROCE: 8.18%
🔹OPM: 11.8%
🔹3 Years Sales Growth: -1.63%

🔶Varanium Cloud Ltd.:
🔹The company develops edge data centers in non-urban areas using Containerized Data Centers (CDC) housed in 20 ft shipping containers
🔹It commissioned its first data center in Panjim, Goa, followed by installations in Kudal, Sindhudurg district & Mumbai.

🔶Key Metrics:
🔹M Cap: ₹312 Cr
🔹CMP: ₹77.5
🔹P/E Ratio: 3.78
🔹OPM: 30.3%

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

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