Pratik Bagadia
Feb 27, 2026Private Post
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15+ years in stock markets | Holds Guinness World Record | Decoding Micro-caps and Small-caps companies | IPO analysis | Fortunate to be invited on Podcasts to share market views | Not SEBI registered or affiliated to any other global advisory body | Views personal, no Buy/Sell recommendation
AI and hyperscaler demand will drive India’s next infrastructure boom Data centres. Massive capex cycle underway in India
The full value chain powering India’s digital + AI boom
Server / IT Infra
Netweb Technologies, Black Box, STL, HCL Tech, Redington
Physical Infra
AnantRaj, DLF, Brigade Enterprises, L&T, TLA Hinjawadi
EPC
Orient Technologies, Unified Data-Tech
MV Power Distribution GE Vernova, ABB, Hitachi Energy, Siemens, Schneider Electric
Backup Power
Kirloskar Pneumatic, Greaves Cotton
Cloud Services
TCS, Tata Communications, Sify Technologies
Power & Grid
Adani Energy Solutions, Tata Power, Techno Electric
LV Wires & Cables
KEI Industries, Polycab India, Schneider, Havells India
Connectivity
Bharti Airtel, Reliance Jio, RailTel Corporation
Security Systems
Quick Heal, SecurKCO, SecureKnight, Unified Data-Tech
HVAC Solutions
Kirloskar Pneumatic, Voltas, Blue Star, Trane Technologies, Exide Industries
Building Automation
Honeywell, Johnson Controls, Hitachi
UPS Systems
Amara Raja Energy, HBL Power, Exid