# data center revenue — X 热门讨论 (2026-09-26 08:36 UTC)
## @UremO_24 (UremO 👑) · 09-26 03:37 · ♥43 ↻2 💬0 A HIDDEN GEM 💎
IN DATA CENTRE THEME 💰✅🚀
Summary of analyst meet :
XTRANET TECHNOLOGIES
🟢 Strong growth visibility: ₹400+ Cr order book and ~₹1,800 Cr active bids, with 60–65% linked to data centers. Management targets 25–30% annual revenue growth and aims for ₹1,000 Cr revenue in ~3 years.
🟢 Business mix improving: Services have increased from ~46% to 60%+ of revenue, driving margin expansion. Management targets 17–18% EBITDA margin and 10–11% PAT margin.
🟢 Data center + AI is the key growth engine: Existing DC/IT business contributes ~40–48% revenue. Company is moving from smaller 50KW–2.5MW facilities toward 5–10MW data centers, cloud, sovereign cloud and AI/GPU infrastructure.
🟢 High-margin proprietary businesses scaling: Synergy (AI/low-code platform) and XtraTrust (PKI/e-sign/digital signatures) currently contribute ~10% each and are expected to grow. XtraTrust has ~1 million subscribers and 10,000+ resellers.
🟢 Cybersecurity opportunity expanding: ~60 banks are existing customers, with new POCs and ~24 opportunities emerging recently. DPDP compliance, DLP, consent management and data security could provide additional growth.
🟢 Overall: Xtranet is transitioning from a product-heavy IT business toward recurring, higher-margin services, data centers, AI and proprietary platforms. The combination of ₹400+ Cr order book + ₹1,800 Cr pipeline + improving margins is the key growth thesis.
#Xtranet https://x.com/UremO_24/status/2103690507746689402