Anant Raj Shares in Focus; Budget 2026 Push for Data Centres and Cloud Services

Shares of Anant Raj came into focus after the Union Budget 2026 introduced a long-term tax holiday aimed at making India a global hub for cloud and data centre services. 

Finance Minister Nirmala Sitharaman proposed extending tax benefits until 2047 for foreign companies offering global cloud services from data centres located in India, provided services to domestic customers are routed through Indian resellers.

The measure aims to attract global hyperscalers and cloud infrastructure players to operate from India, strengthening the country’s position in global digital infrastructure and encouraging large-scale investments in data centres.

Anant Raj Emerges as Key Beneficiary

Anant Raj, which has been actively expanding its data centre footprint in the Delhi-NCR region, emerged as a potential beneficiary of the policy announcement. The company already operates multiple data centre facilities and continues to expand capacity to cater to rising enterprise and cloud demand.

Stock Performance After Budget Announcement

Anant Raj shares touched a high of ₹570.55 on the NSE. As of mid-session, the stock traded at ₹541.65, up 2% from the previous close of ₹531.05.

Also Read: Union Budget 2026 Highlights: Your 5-Minute Guide to Fiscal, Tax and Sectoral Measures!

Q3 FY26 Financial Performance Highlights

The company reported strong financial performance in Q3 FY26, with Revenue from Operations, including income from data centres, rising 20% year-on-year to ₹641.59 crore. Revenue from Data Center, Infrastructure and Allied Services contributed ₹43.57 crore during the quarter. 

EBITDA grew 31.96% YoY to ₹188.55 crore, while EBITDA margins improved to 28.55%, expanding 229 basis points compared to 26.27% a year earlier. 

Profit before tax increased 30.38% YoY to ₹171.78 crore, and profit after tax rose 30.68% YoY to ₹144.23 crore, reflecting improved operational efficiency and continued business momentum.

Conclusion

With policy clarity extending to 2047 and growing demand for cloud infrastructure, Anant Raj stands well placed to benefit from India’s push to become a global data centre and digital services hub.

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