Forget Data Centre Stocks, Focus on Data Centre Cooling solution theme, noone is focusing.
India’s Data Centre Cooling Revolution: A ₹64,000 Crore Market by 2030 — Key Stocks Driving Growth
India’s data centre landscape is transforming. Capacity is projected to surge from 1.3 GW in 2025 to 4.5 GW by 2030, driven by investments of ₹1.6–2 trillion across hyperscale and edge facilities.
The cooling market, currently valued at ₹20,000 crore, is expected to surpass ₹64,000 crore by 2030, growing at a 26% CAGR. Precision air conditioning is forecast to grow from ₹4,400 crore to ₹15,000 crore by 2032, with a 14.5% CAGR.
🔥 Why Cooling is Mission-Critical:
• Data centres are heat-generating powerhouses, demanding precise thermal control.
Cooling consumes 30–50% of total power, prevents server throttling, ensures 99.99% uptime, and drives operational economics.
• AI/ML workloads generate 5–6× more heat than traditional computing, making advanced cooling non-negotiable for modern facilities.
Market Structure & Opportunities:
•The ecosystem covers equipment manufacturing, system integration, installation services, and lifecycle maintenance
•Hyperscale facilities represent 42.6% market share with a projected 26.5% CAGR through 2030
•Government digital initiatives and data localization mandates add +5.2% to long-term CAGR; carbon pricing boosts adoption of efficient cooling by +2.8% CAGR
International players like Vertiv, Stulz, and Daikin dominate high-end precision cooling, but Indian companies have significant opportunities in installation, components, maintenance, and localized manufacturing. The PLI scheme for IT hardware supports domestic production.
Cooling infrastructure is a cornerstone of India’s digital economy, powering AI, cloud services, and data localization
•The sector’s migration from basic air conditioning to sophisticated liquid cooling signals India’s tech transformation
•Investment spans the ecosystem — from precision equipment and automation, to services and predictive maintenance
As India rises as a global data centre hub, cooling infrastructure becomes fundamental to competitiveness, sustainability, and economic growth.
Data centre HVAC & Cooling Solutions
▪️Blue Star – Precision cooling, liquid cooling for DCs
▪️Voltas – IoT-enabled chillers, predictive cooling
▪️Thermax – Absorption chillers, industrial cooling
▪️Kirloskar Pneumatic – Compressors, chillers
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Disclaimer : This video is for educational purposes only. Not a buy or sell recommendation.
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