An exclusive event for clients
FinTech BizNews Service
Mumbai, 9 March 2026 — JM Financial Services hosted an exclusive, invitation-only Data Centre Day – a Data Centre sector showcase for its esteemed clients. The event brought together some of India’s leading data centre and digital infrastructure companies to present sector insights, growth strategies, and a compelling investment thesis behind one of India’s fastest-growing asset classes
This event stood testament to JM Financial Services’ focus on adding tangible value to clients, from
identifying emerging themes ahead of the curve, to consistently going beyond conventional advisory
to ensure its clients are equipped with the knowledge, context, and access they need to invest with
confidence.
The Data Centre Day was an interactive platform where leading companies presented their
strategies, assets, and growth outlook directly to a curated audience of JM Financial Services’ valued
clients. Attendees gained first-hand insight into the dynamics reshaping India's digital infrastructure
— including hyperscaler demand, government policy tailwinds, and the explosion of AI-driven
compute requirements.
The presenting companies were carefully curated to represent the full spectrum of the data centre
value chain and included Mapletree Investments, iValue Infosolutions, Blackbox Ltd, Sterlite
Technologies Ltd and HFCL Ltd.
The Data Centre Sector: A Compelling Investment Opportunity
India's data centre industry is at an inflection point. JM Financial Services identified this sector as a
suitable investment theme for its clients given the scale and durability of its structural tailwinds:
• Explosive Growth in Digital Consumption: An internet user base of over 850 million users,
boosts consumption by about 30% annually, creating sustained demand for storage and
computing capacity
• AI & Cloud Demand Surge: Hyperscalers including Microsoft, Google, and AWS are
committing billions of dollars to Indian data centre capacity. The rise of AI workloads is
surging power and computing requirements, significantly expanding the market
• Government Support & Policy Impetus: India's Data Centre Policy, the National Digital
Infrastructure initiative, and the designation of data centres as critical infrastructure have
created a highly supportive regulatory environment
• Favourable Demand-Supply Dynamics: With current capacity at approximately 1,000 MW,
industry projections indicate capacity needs to more than triple to 3,000+ MW by 2027,
creating a significant supply gap and investment opportunity
• Strong Investor Returns: Data centres globally have delivered some of the most resilient and
high-yielding returns, combining long-term contracted income with asset appreciation
• Strategic Location Advantage: India's geographic position, young population, and growing
enterprise digitisation make it a primary destination for regional and global data centre
investment
• Energy Transition Opportunities: Green and renewable-powered data centres are attracting
ESG-focused capital, creating additional avenues for investment alongside operational
infrastructure
Mr. Krishna Rao, MD Equity Broking at JM Financial Services said “We believe that the quality of
information and access you provide to clients is as important as the quality of advice. The data
centre sector is a defining investment opportunity of this era, and it is our privilege to bring our
clients face-to-face with the companies driving it. This is how we find the opportunities that matter
and we bring them to our clients.”
For decades, JM Financial Services has built its reputation on one core principle — that clients
deserve not just financial services, but genuine partnership in building and protecting their wealth.
This means consistently delivering insights that matter, facilitating access to opportunities others
may not see, and ensuring that every interaction adds meaningful value to the client's investment
journey.
