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By now, everyone probably knows what data centres are, digital warehouses. But this story goes beyond that. We're talking about the critical power infrastructure that keeps these facilities running 24/7 and that's exactly where Kirloskar has won.
The stock hit a 20% upper circuit after winning one of its biggest-ever orders to supply power systems for AI-focused data centres.
The company will supply the critical backup power systems that keep AI and cloud data centres running 24/7.
The deets: the order came from HyperNext, a company building large-scale AI-ready data centres. Kirloskar will supply 96 high-capacity power systems with a combined capacity of 192 MW, making it one of the largest deployments of its kind in India.
Why this matters: data centres cannot afford downtime. Even a few minutes of disruption can affect businesses, cloud platforms and AI services. That's why operators invest heavily in reliable power infrastructure.
Brokerage firm JM Financial believes this order is a major breakthrough for Kirloskar. Until now, the high-end data centre power market was largely dominated by Cummins.
Big picture: India's data centre market is expected to grow from $10 billion in 2025 to $22 billion by 2030, driven by rising cloud usage and the rapid adoption of AI.
India's installed data centre capacity is also projected to cross 3 GW by 2030, up from around 1 GW today, requiring billions of dollars of investment in power, cooling and backup infrastructure.
