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Anant Raj Partners with Submer for AI-Ready Datacenters; Targets 307 MW Capacity by FY32
Anant Raj Limited's subsidiary, Anant Raj Cloud, has entered into a strategic collaboration with Spain-based Submer Technologies to develop AI-ready datacenters across India. The partnership will deploy high-density, liquid-cooled infrastructure at Anant Raj's existing campuses in Manesar and Panchkula to support GPU-intensive AI workloads. This move is part of the company's broader strategy to reach a total datacenter capacity of 307 MW by FY32. By integrating Submer's InferX platform, Anant Raj aims to provide sovereign and sustainable AI compute services to enterprise and public-sector customers.
Key Highlights
Strategic partnership with Submer Technologies for modular, liquid-cooled AI infrastructure.
Focus on high-density GPU workloads at Manesar and Panchkula campuses in Haryana.
Anant Raj Cloud targets a total capacity of 307 MW by FY32.
Collaboration leverages Submer’s InferX platform for sovereign AI and inference services.
Aligned with Union Budget 2026-27 incentives for AI datacenter and semiconductor ecosystems.
💼 Action for Investors
Investors should view this as a significant move into the high-growth AI infrastructure space, diversifying the company's real estate portfolio. Monitor the progress of the 307 MW capacity rollout as a key driver for long-term valuation re-rating.
Anant Raj Q3 FY26 PAT Grows 31% YoY to ₹144 Cr; Data Center Capacity Reaches 28 MW
Anant Raj Limited reported a strong Q3 FY26 with PAT rising 30.68% YoY to ₹144.23 Cr and Revenue from Operations up 20% to ₹641.59 Cr. The company is aggressively pivoting towards the Data Center segment, having raised ₹1,100 Cr via QIP to fund this expansion. Operational Data Center capacity currently stands at 28 MW, with a long-term roadmap to reach 357 MW, including a new ₹4,500 Cr investment plan in Andhra Pradesh. Real estate operations remain robust with significant luxury launches like 'The Estate One' planned for Q4 FY26.
Key Highlights
Q3 FY26 PAT increased 30.68% YoY to ₹144.23 Cr with PAT margins expanding by 155 bps to 21.84%.
Successfully raised ₹1,100 Cr through QIP to scale the high-growth Data Center and Cloud Infrastructure business.
Data Center revenue for 9M FY26 reached ₹101.99 Cr with total planned capacity revised upwards to 357 MW.
Announced a ₹4,500 Cr investment in Andhra Pradesh for a 50 MW Data Center, IT Park, and Cloud Services.
Real estate segment pipeline includes the 1.09 msf 'The Estate One' launch in Q4 FY26 and a 83-acre low-cost land bank.
💼 Action for Investors
The company is successfully transitioning into a high-margin Data Center infrastructure provider, which could lead to significant valuation re-rating. Investors should monitor the execution timelines of the 357 MW capacity roadmap and the scaling of 'Ashok Cloud' services.
Anant Raj Reports Credit Upgrade, 357 MW Data Center Plan, and New Project Launches
Anant Raj Limited has received a credit rating upgrade from Infomerics for its Rs 351 crore bank facilities, with the long-term rating moving to IVR A-/Stable. The company is aggressively expanding its data center footprint, signing an MOU with the Andhra Pradesh government for 50 MW, bringing its total planned capacity to 357 MW. In the real estate segment, the luxury project 'The Estate One' (1.09 million sq. ft.) is slated for a Q4 FY 2026 launch. Additionally, the company has secured the Occupancy Certificate for Phase 2 of Project Navya, its joint venture with Birla Estate.
Key Highlights
Credit rating upgraded to IVR A- (Long Term) and IVR A2+ (Short Term) for Rs 351 crore bank facilities.
Total planned Data Center capacity reached 357 MW IT Load, with 117 MW targeted for commencement by FY 2028.
Signed MOU with Government of Andhra Pradesh for a new 50 MW IT Load data center facility.
Luxury residential project 'The Estate One' with 1.09 million sq. ft. saleable area to launch in Q4 FY 2026.
Received Occupancy Certificate for Project Navya Phase 2; delivery scheduled to begin in Q4 FY 2026.
💼 Action for Investors
Investors should view the credit rating upgrade and the massive 357 MW data center pipeline as strong indicators of improving financial health and long-term growth potential. Monitor the timely execution of the 'Ashok Cloud' expansion in Q4 FY 2026 as a key near-term milestone.
Anant Raj Limited Credit Rating Upgraded to 'IVR A-' for ₹351 Crore Bank Facilities
Infomerics Valuation and Rating Limited (IVR) has upgraded Anant Raj Limited's long-term credit rating from 'IVR BBB' to 'IVR A-' and its short-term rating from 'IVR A3+' to 'IVR A2+'. The upgrade covers bank facilities totaling ₹351 crore, including a significant ₹257 crore term loan from State Bank of India. This revision is based on the company's improved operational and financial performance for the audited FY25 period. A higher credit rating typically indicates a lower risk of default and can lead to reduced borrowing costs for the company.
Key Highlights
Long-term bank facilities of ₹272 crore upgraded from IVR BBB/Stable to IVR A-/Stable
Short-term bank facilities of ₹79 crore upgraded from IVR A3+ to IVR A2+
Total bank facilities covered under the rating revision amount to ₹351.00 crore
The upgrade follows a review of audited FY25 financial and operational performance
Major facility includes a ₹257 crore SBI Term Loan with maturity scheduled for July 2033
💼 Action for Investors
The rating upgrade is a positive indicator of the company's strengthening balance sheet and creditworthiness. Investors should monitor if this leads to a reduction in finance costs and improved net margins in upcoming quarterly results.