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Two Indian Companies Target Different Layers of Data-Centre Boom
India is building more data centres to support cloud services, AI and other digital activities.
The article says the country had about 1.75 gigawatts of data-centre capacity by the end of H1 2026.
Tata Communications helps data centres connect to each other and to cloud providers.
Marine Electricals makes equipment that helps deliver and manage electricity in facilities such as data centres.
Tata reported higher revenue in Q1FY27, but its net profit declined.
Marine Electricals reported growth in revenue, operating profit and net profit in that quarter.
Its order book also grew, with some new orders linked to data centres.
The article says both companies’ prospects depend on how well they carry out their plans and projects.
India had about 1.75 GW of operational data-centre capacity by the end of H1 2026, while investment commitments since 2021 reached $173 billion.
Tata Communications connects data centres and cloud providers through its fibre network, connectivity services and interconnection platforms.
Tata Communications reported Q1FY27 revenue of ₹6,583 crore, up 10.5%, but net profit fell to ₹130 crore.
Marine Electricals supplies power-distribution and energy-management equipment for data centres and other infrastructure projects.
Marine Electricals’ order book exceeded ₹3,000 crore by late September 2026, including at least ₹622 crore in identifiable data-centre orders.
- Who
- Tata Communications and Marine Electricals
- What
- The companies are positioned to serve different needs in India’s expanding data-centre industry: connectivity and power infrastructure.
- Where
- India
- When
- Capacity figures are for the end of H1 2026; company financial results are for Q1FY27, and order updates run through October 5, 2026.
- Why
- Cloud adoption, AI workloads and digital services are driving demand for data-centre capacity and related infrastructure.
Key facts
- Operational data-centre capacity
- About 1.75 GW by the end of H1 2026, according to CBRE estimates cited in the article.
- Investment commitments
- $173 billion (around ₹16 lakh crore) since 2021.
- Tata Communications Q1FY27 revenue
- ₹6,583 crore, up 10.5% year-on-year.
- Tata Communications Q1FY27 net profit
- ₹130 crore, down from ₹190 crore in Q1FY26.
- Marine Electricals Q1FY27 revenue
- ₹259 crore, up 55.1% year-on-year.
- Marine Electricals order book
- More than ₹3,000 crore by late September 2026, including at least ₹622 crore in identifiable data-centre orders secured after Q1FY27.
- Marine Electricals October 5 order announcement
- ₹393.5 crore in power-distribution orders from four companies.
Sources
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