India's data centre market, valued at $5.55 billion in 2025, is projected to reach $13.11 billion by 2034, driven by digital transformation, cloud adoption and escalating AI workloads
Strong order book, rising transmission investments and opportunities in renewables, data centres and HVDC projects underpin the company's long-term growth outlook
Siemens Energy, CG Power and Industrial Solutions, GE Vernova T&D India, Thermax, ABB India, Hitachi Energy India, Siemens and Adani Green Energy were up in the range of 4-8% in Wednesday's trade.
Q4FY26 company results: Firms including Amara Raja Energy & Mobility, Awfis Space Solutions, Campus Activewear, and Chemplast Sanmar are also to release their January-March earnings today
The T&D value chain, particularly segments focused on high voltage transformers, continues to benefit from a robust capex outlay, say analysts at Motilal Oswal.
Jyoti CNC, Apar Ind, BHEL, Thermax, Kirloskar Oil Engines, Siemens Energy, ABB, CG Power and Hitachi Energy were up 2 per cent to 5 per cent on the BSE in Monday's intra-day trade.
Hitachi Energy India's stock has jumped 54% in a month on strong Q3 results, robust order flows and rising margin visibility, though analysts warn high valuations could amplify downside risks
The brokerage has set a target price of ₹28,500 for Hitachi Energy India in its coverage initiation report, which implies an upside potential of 12.4 per cent
According to Hitachi Energy, the Union Budget lays out a strong roadmap for technology-led growth with higher public capital expenditure and a clear push for AI data centers and advanced manufacturing
Navin Fluorine, Hitachi Energy India and Nykaa shares show strong bullish breakouts. Kunal Kamble of Bonanza recommends 'Buy' as he sees up to 26 per cent upside in stocks in near-term
In the past one week, the stock price of BHEL, Hitachi Energy India, Siemens Energy India and Cummins India have declined between 7 per cent and 12 per cent.
Power equipment stocks plunged for a second day amid reports the government may ease curbs on Chinese firms bidding for contracts. Hitachi Energy, GE Vernova, CG Power fall
Hitachi Energy India posted strong Q2FY26 margins and revenue on a solid order book and export demand, but HVDC's long gestation and rich valuations may cap gains despite an upbeat outlook
BSE, Hitachi Energy, GE Vernova, Syrma SGS, Force Motors, HBL Engineering and Laurus Labs have gained more than 50% each after these companies reported over 50% growth in profit in Q1 and Q2 of FY26.