Why Is India’s Data Centre Capacity Poised To Surge 5x By 2030?
Jefferies has published a detailed outlook on India’s data centre industry, projecting a fivefold increase in capacity to 8GW by 2030. This expansion will be driven by accelerating digital adoption, enterprise cloud migration, and the rapid scaling of AI-driven workloads. The brokerage sees significant opportunities for telecom operators, infrastructure companies, and power providers.
About Jefferies’ India Data Centre Report
The note highlights that India’s data centre sector will require a cumulative capital expenditure of $30 billion to meet rising demand. Leasing revenues are expected to multiply five times, reaching $8 billion by the end of the decade.
Capacity And Revenue Outlook
India’s data centre capacity is projected to rise from the current 1.6GW to 8GW by 2030, marking a 5x jump. Leasing revenues, which stand near $1.5 billion, are expected to surge to $8 billion, offering long-term visibility for developers and investors.
- Total industry capex: $30 billion by 2030.
- Leasing revenues to grow 5x to $8 billion.
- Capacity led by large operators and strategic global partnerships.
Key Beneficiaries
Jefferies expects telecom majors Bharti Airtel, Reliance, and Adani Enterprises (ADE) to collectively account for 35–40% of India’s total data centre capacity. Beyond them, infrastructure developers, power suppliers, and advanced cooling solution providers will see multi-year growth tailwinds.
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Infrastructure And Power Angle
The massive scale-up will put heavy demands on power availability and cooling infrastructure. Energy efficiency and renewable integration will become core to cost competitiveness and sustainability. Companies offering green power, liquid cooling, and modular design solutions will benefit disproportionately.
Investor Takeaway
India’s data centre ecosystem is on the cusp of a structural transformation. Telecom players like Bharti Airtel, Reliance, and Adani Enterprises will lead capacity creation, while infrastructure, power, and cooling solution firms will capture adjacent value. With $30 billion in projected capex and a 5x leasing revenue jump, the sector offers multi-year growth opportunities.
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SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services
