macro

Black Box sees data centres reaching 30% of revenue and eyes acquisitions

Black Box expects data centres to supply up to 30% of revenue and is exploring deals. Q2 FY27 net profit rose 30.4% year on year, per TradingView.

the same feed is available to bots and dashboards through the api. connect the api →

what happened

According to TradingView, India's Black Box Ltd expects its data centre business to make up as much as 30% of total revenue over the next couple of years, compared with 17-18% today. CEO Sanjeev Verma said demand for AI infrastructure has not slowed and expects hyperscale operators to keep spending. The company is also looking at acquisitions to reach $2 billion in annual revenue by FY30. In Q2 FY27, net profit climbed 30.4% year on year to Rs 73 crore, while revenue rose 22.1% to Rs 1,936 crore. The shares gained 1.8% to Rs 900 on Friday and are up 65.8% so far in 2026.

why it matters

Strong revenue and profit growth, together with a maintained FY27 outlook, suggests steady demand for the company's services. A backlog above $1 billion gives investors more visibility on growth in the coming years. The gain stands out against the Nifty 50, which has fallen about 4% so far this year.

market impact

Black Box Ltd: strong results and orders support the shares

  • Black Box Ltd shares pressure up — strong quarterly profit growth and a record order backlog support the stock

tags

instruments

Black Box LtdNifty 50AI infrastructure stocks

sources

  1. Black Box sees data centre revenue share rising to 30%, explores acquisitions amid strong AI demand — TradingView, 13 November 2026 at 08:08 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

alerts on your topics, the morning digest and the api — in your account.

get stories in real time ↗