AI data-centre & fibre build-out
In focusA ~$700bn global hyperscaler capex wave is re-rating India's fibre and compute suppliers; optical-fibre and AI-server names are guiding to data-centre-led demand visibility that didn't exist a year ago.
Avg read 7.18 covered · scores as of Q2 FY27 · 1 provisional
CompanyQ · G · V · Read
Theme 01Since Q1 FY27
AI data-centre & fibre build-out
In focus
A ~$700bn global hyperscaler capex wave is re-rating India's fibre and compute suppliers; optical-fibre and AI-server names are guiding to data-centre-led demand visibility that didn't exist a year ago.
Hyperscaler capex
$805bn
CY26 estimate, raised from ~$700bn
India DC capacity
1.6 GW
→ 10 GW by 2031 (7×)
DC fibre demand
+63%
CY26 growth (CRU)
The board · every name on the leaderboard's four scores
8 coveredScores as of Q2 FY27 · 1 provisional
- 1HFCL LimitedBest readUnofficialQ8.0G8.0V5.2Read7.7
- 2MTAR Technologies LimitedQ8.0G8.3V2.8Read7.5
- 3E2E Networks LimitedQ6.6G9.0V3.9Read7.3
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- 4Sterlite Technologies LimitedQ7.6G8.0V3.1Read7.3
- 5KRN Heat Exchanger and Refrigeration Limited6.4Neutral / Balanced8.7Exceptional4.6Fair7.2Outlook-led5KRN Heat Exchanger and Refrigeration LimitedQ6.4G8.7V4.6Read7.2
- 6TD Power Systems LimitedQ8.0G7.3V0.0Read6.7
- 7Aeroflex Industries LimitedQ7.3G7.7V0.5Read6.7
- 8Netweb Technologies India LimitedQ6.9G7.6V1.2Read6.5