Trade Brains Smallcase Picks: 4 AI and Data Center Stocks to keep on your radar

Synopsis: This smallcase highlights four Indian AI and data center-focused stocks, combining infrastructure and analytics leaders. It aims to capture growth from rising AI adoption, cloud computing demand, and expanding data center investments in India.

The global data center market is projected to reach approximately USD 699.13 billion by 2034 from USD 300.64 billion in 2026, growing at a CAGR of 11.10%. This expansion is primarily fueled by the structural demand for high-density computing environments and the rapid integration of artificial intelligence. As organisations adopt generative AI and deep learning, the need for robust computational power and facility modernisation is driving massive investments in new infrastructure.

A significant shift is occurring toward hyperscale cloud providers and colocation platforms, which are increasingly dominating the market share. To manage the extreme thermal loads of AI clusters, operators are adopting advanced liquid cooling and high-density rack configurations. Additionally, modular and prefabricated data center solutions are gaining popularity, offering faster deployment and better capital discipline to overcome labor shortages and construction delays.

Sustainability is now a mandatory requirement, with growth tethered to renewable energy integration and power usage effectiveness (PUE) optimization. While the industry faces challenges like grid interconnection delays and energy cost volatility, the expansion into emerging markets specifically Asia-Pacific and Latin America which presents a major opportunity for operators who can deliver low-carbon, high-performance hosting environments. 

Datacenter Smallcase

Amid a strong global data center market which is projected to reach approximately USD 699.13 billion by 2034, this smallcase by Trade Brains provides focused exposure to high-growth sectors in India, combining established leaders with emerging players in AI and data centers. It aligns with India’s broader vision of technological self-reliance and economic transformation, aiming to benefit from the country’s evolution into a global AI-driven manufacturing hub. 

Click the link below to explore this smallcase and discover curated investment opportunities in India’s growing AI & Data Center sector. 
https://tradebrainsportal.smallcase.com/smallcase/TDBNNM_0015

E2E Networks Ltd

E2E Networks Ltd is an Indian technology company focused on cloud computing and AI-driven infrastructure. It provides high-performance cloud GPU solutions, enabling businesses, startups, and government organizations to run intensive workloads such as artificial intelligence and machine learning applications. The company operates data centers across India and plays a growing role in the country’s AI ecosystem by offering scalable, cost-efficient cloud platforms. With a market capitalisation of Rs. 5,755 cr, the shares of E2E Networks Ltd closed at Rs. 2,800 per share, up from its previous close of Rs. 2,711.40 per share. 

Sales of this company significantly increased from Rs. 43.80 cr in Q2FY26 to Rs. 70.02 cr in Q3FY26. Operating profit also rose to Rs. 39.65 cr from Rs. 18.01 cr. Net loss decreased from Rs. 13.46 cr to Rs. 5.70 cr over the same period.

The compounded profit growth over the last 10 years is 50%, while over 5 years it is 45%, and over 3 years it is 95%. The compounded sales growth over the last 10 years is 32%, over 5 years it is 46%, and over 3 years it is 47%.

Netweb Technologies India Ltd

Netweb Technologies India Ltd is a leading provider of high-end computing solutions, including high-performance computing (HPC) systems, AI platforms, private cloud infrastructure, and enterprise servers. The company is a key player in India’s digital and AI infrastructure space, supported by partnerships with global chipmakers like NVIDIA, Intel, and AMD. Its strong growth is driven by rising demand for AI systems and data center technologies.

With a market capitalisation of Rs. 21,696 cr, the shares of Netweb Technologies India Ltd closed at Rs. 3810.35 per share, up from its previous close of Rs. 3707.05 per share. 

Sales of this company significantly increased from Rs. 304 cr in Q2FY26 to Rs. 805 cr in Q3FY26. Operating profit also rose to Rs. 98 cr from Rs. 45 cr. Net profit rose from Rs. 31 cr to Rs. 73 cr over the same period.

The compounded profit growth over the last 5 years is 96%, and over the last 3 years it is 72%. The compounded sales growth over the last 5 years is 49%, and over the last 3 years it is 67%.

Fractal Analytics Ltd

Fractal Analytics Ltd is a global artificial intelligence and advanced analytics company. It helps large enterprises improve decision-making using AI, machine learning, and data science solutions. Through platforms like Fractal AI and Cogentiq, the company serves major global clients such as Citi, Nestle, and Costco, positioning itself as a key player in enterprise AI transformation. With a market capitalisation of Rs. 15,120 cr, the shares of Fractal Analytics Ltd closed at Rs. 879.30 per share, up from its previous close of Rs. 874.45 per share. 

Sales of this company increased from Rs. 798 cr in Q2FY26 to Rs. 854 cr in Q3FY26. Operating profit also rose to Rs. 110 cr from Rs. 75 cr. Net profit rose from Rs. 33 cr to Rs. 100 cr over the same period. The compounded profit growth over the last 3 years is 47%. The compounded sales growth over the last 3 years is 29%.

Anant Raj Ltd

Anant Raj Ltd is traditionally a real estate developer that has expanded into the fast-growing data center and cloud services business. The company operates and is scaling AI-ready data center infrastructure, particularly in North India (NCR region), with facilities in Manesar, Panchkula, and Rai. It aims to become a major digital infrastructure provider by combining real estate expertise with cloud and colocation services. With a market capitalisation of Rs. 18,468 cr, the shares of Anant Raj Ltd closed at Rs. 513.20 per share, up from its previous close of Rs. 509.65 per share.  

Sales of this company increased from Rs. 631 cr in Q2FY26 to Rs. 642 cr in Q3FY26. Operating profit also rose to Rs. 170 cr from Rs. 168 cr. Net profit rose from Rs. 138 cr to Rs. 144 cr over the same period. 

The compounded profit growth over the last 10 years is 12%, over the last 5 years it is 74%, and over the last 3 years it is 98%. The compounded sales growth over the last 10 years is 16%, over the last 5 years it is 49%, and over the last 3 years it is 65%.

For any updates, new model portfolios, or changes in investment themes, you can keep an eye on Smallcase. Smallcase regularly curates and refreshes thematic baskets based on evolving market trends, research insights, and sector developments, so following it helps you stay informed about new ideas and rebalancing across different strategies and themes. 

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