Why India’s AC Companies Are Betting Big on Data Centres | Markets by Zerodha Hindi

India’s data centre sector is growing rapidly, with players like Google, AWS, Reliance and Adani aggressively expanding capacity. As data centres consume massive amounts of electricity, cooling systems are becoming a huge business opportunity. In this video, we deep-dive into India’s AC industry and analyse whether Indian AC companies can capitalise on the fast-growing data centre cooling market. PART 1: Understanding India’s AC Industry We break down: • RAC vs commercial AC markets • Major growth drivers behind rising AC demand • OEMs, component suppliers & AC brands • Seasonality, import dependency & margin pressures PART 2: The Data Centre Cooling Opportunity We explain: • Air-based cooling vs liquid cooling • Why AI-driven data centres need advanced cooling systems • How Indian AC companies are entering this market • Competition from global players and specialty chemical companies Can Indian AC companies build a strong position in data centre cooling, or will global giants dominate the opportunity? Chapters: 0:00 – Introduction: India's data center boom & AC sector opportunity 1:42 – AC demand growth: RAC market & 4 demand drivers 2:09 – Driver 1: Rising heat & cooling degree days 2:55 – Driver 2 & 3: Urbanization, nuclear families & rising income 4:19 – AC supply chain: Component suppliers, OEMs & brands 6:20 – AC component costs: Heat exchanger, PCB, compressor, copper 9:34 – BEE regulations & energy efficiency standards 11:19 – Backward integration: Voltas cuts import dependency 12:20 – PLI scheme for white goods: 85 companies selected 14:06 – Part 2: Data center boom in India 16:12 – Air-based cooling: How it works & equipment 19:03 – Competition in liquid cooling: Vertiv, Schneider, Stulz, Eaton 20:05 – Conclusion & closing thoughts Reference Video: •⁠ ⁠Why are India's real estate companies getting into data centers? -    • Why are India's real estate companies gett...   •⁠ ⁠Everything you need to know about India’s Chemical Sector    • Everything you need to know about India’s ...   Sources: https://www.ibef.org/news/india-s-dat... https://rakesh-jhunjhunwala.in/wp-con... https://ftp.motilaloswal.com/emailer/... https://www.worldbank.org/en/news/opi... https://epackdurable.com/wp-content/u... https://www.outlookbusiness.com/news/... https://www.bseindia.com/xml-data/cor... https://www.axiscapital.co.in/content... https://duzycfafl38re.cloudfront.net/... https://duzycfafl38re.cloudfront.net/... https://economictimes.indiatimes.com/... https://duzycfafl38re.cloudfront.net/... https://www.pib.gov.in/PressReleasePa... https://ftp.motilaloswal.com/emailer/... https://www.bseindia.com/xml-data/cor... https://www.ibef.org/news/india-s-dat... https://www.iea.org/reports/energy-an... https://www.mordorintelligence.com/in... https://www.icicidirect.com/mailconte... https://www.datacenters.com/news/why-... https://www.bloomenergy.com/blog/data... https://duzycfafl38re.cloudfront.net/... https://www.bluestarindia.com/annual-... https://www.ifbindustries.com/assets/... https://www.business-standard.com/mar... Open a free demat and trading account online at Zerodha: https://zerodha.com/open-account/?c=A...