Investor Day Outlines Demerger Into Ashok Cloud And 357 MW Data Center Target

Analyst Day Multiyear TargetsCfo Debt Reduction RoadmapMgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF Explain this filing

ANANTRAJ · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

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AI summary

Anant Raj held an Analyst and Investor Day unveiling a demerger of its Data Center and Cloud business into a separately listed entity, Ashok Cloud. Shareholders to receive 1 Ashok Cloud share for every Anant Raj share held. Q1 FY27 revenue rose 6.58 percent YoY to Rs.631 Cr, with PAT up 18.5 percent at Rs.149 Cr. FY26 revenue stood at Rs.2,512 Cr and PAT at Rs.557 Cr. Company is net debt-free as of March 2026. Data Center roadmap targets 357 MW IT load by FY32, backed by MoUs with Haryana (Rs.25,000 Cr investment) and Andhra Pradesh governments.

Likely market impact

Demerger may unlock value via separate listing of cloud business; net debt-free status, rating upgrade and strong growth pipeline are positive signals.