Anant Raj Ltd. surged nearly 9.4% on 19 September, making it one of the top three gainers in the Nifty 500. The rally was fueled by a combination of strong earnings and policy buzz. In Q1 FY26, the company reported a 38% jump in profit and 25% revenue growth, backed by robust performance in its real estate business and expanding data centre capacity in Haryana. Investors were already eyeing its ambitious target of scaling capacity to over 300 MW in the coming years. The bigger trigger came from news reports that the government is drafting a National Data Centre Policy, which may offer up to 20 years of tax exemptions and GST input tax credits on infrastructure. For Anant Raj, already investing heavily in this segment, such incentives could sharply improve profitability. High trading volumes on the day confirmed strong institutional and retail interest, turning sentiment sharply bullish. While the policy is still at draft stage, the prospect of regulatory tailwinds combined with proven earnings growth pushed Anant Raj into the spotlight.

ANANTRAJ

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