Anant Raj Stock Witnesses Record 12% Surge Driven by Data Centre Expansion and Policy Expectations

Market analysts report that the company's shares experienced their largest intraday jump in 13 months

Industry observers noted that shares of Anant Raj Ltd witnessed a remarkable 12% intraday surge, marking what market experts described as the stock's most significant single-day movement in over 13 months. The sudden spike in investor confidence appears to be linked to the company's strategic entry into India's rapidly growing data centre sector and mounting speculation around supportive government policies for the industry.

Market participants highlighted that this surge coincides with broader industry developments, including the USD 1.7-billion data centre revolution being witnessed across India.

Key Factors Behind Market Enthusiasm

Financial analysts identified several crucial developments that appear to have driven the bullish sentiment among investors:

Potential Government Tax Incentives on Horizon

Market sources indicated that there is growing anticipation that the Indian government may introduce comprehensive tax holidays—potentially extending up to 20 years—for data centre developers. Industry experts suggested that such measures would substantially reduce operational costs and enhance the financial viability of capital-intensive data infrastructure projects.

Company Unveils Ambitious ₹10,000 Crore Investment Blueprint

Corporate announcements revealed that the company has disclosed substantial expansion plans involving ₹10,000 crore investment in data centre development over the coming years. Strategic analysts noted that this positions Anant Raj to capitalize directly on any future government incentives introduced for the sector, similar to recent Microsoft's data centre investments in Hyderabad.

Systematic Capacity Expansion Timeline

Company documentation revealed that the organization is implementing its data centre footprint expansion through a structured phased approach:

Market observers noted that this aggressive scaling strategy reflects long-term confidence in India's digital infrastructure growth trajectory.

Industry Dynamics Supporting Data Infrastructure Growth

Sector analysts highlighted that the broader data centre industry in India is experiencing significant positive momentum driven by multiple factors:

• Accelerated growth in cloud services, artificial intelligence workloads, and data localization compliance requirements
• Enhanced enterprise demand for secure and scalable data storage solutions
• Government emphasis on digital economy infrastructure, including data parks and edge computing facilities

Investment experts suggested that these trends are accelerating capital flows into the space, with companies demonstrating early-mover advantages attracting heightened investor attention. This trend is evident in other major developments such as Equinix's data centre investments in Mumbai.

Investment Implications and Strategic Positioning

Financial advisors indicated that with its high-growth roadmap, Anant Raj appears to be positioning itself as a significant player in India's digital infrastructure expansion. Market strategists suggested that if tax incentives are introduced as widely expected, the company's data centre vertical could emerge as a powerful value creation driver.

Equity research analysts emphasized that execution on upcoming capacity targets will be closely monitored, as it will determine the pace at which revenues and profitability can scale. This development mirrors broader trends in the Indian realty stocks comeback story.

Industry commentators noted that this marks a strategic transformation for the company—transitioning from primarily real estate-focused operations to a hybrid model that incorporates high-yield, long-lease digital infrastructure assets, similar to successful diversification strategies seen in other major real estate players.