Data-centre bet makes ESDS one of India’s best new listings
AI Summary
The explosive growth of ESDS Software Solutions Ltd. highlights a burgeoning interest in data-center and AI infrastructure investments in India, signaling a potential shift in investor focus towards these sectors. With limited options available, the success of ESDS could pave the way for other companies like Sify and Yotta to capitalize on this momentum, making them attractive prospects for retail investors looking to tap into the tech-driven growth narrative. As the market continues to recognize the value of data infrastructure, investors should keep an eye on related sectors, particularly fiber-optic companies like Sterlite Technologies and HFCL, which have also seen significant gains this year.
India’s hunt for listed data-center and AI plays has a new favorite, and investors are already looking for what comes next.
ESDS Software Solution Ltd. has surged over 300% since its trading debut on Sept. 4, putting it on course to rank among India’s best-performing new listings. The rally may burnish the prospects for offerings from data-center operator Sify Infinit Spaces Ltd., Yotta Data Services Pvt., which runs India’s largest cluster of Nvidia Corp. AI chips, and STT Global Data Centres India Pvt.
Original Article
Published on Hindu BusinessLine
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This is a market news update from Hindu BusinessLine, published on 23 September 2026.
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