2 Data Center Stocks to Announce Q4 Results on Monday; Here Are the Estimates

Synopsis: Two data center-focused businesses are set to announce Q4 and FY26 results on Monday, with brokerages expecting continued growth across core segments. While strong execution and expansion remain key themes, profitability trends, margin performance, and progress in digital infrastructure businesses will remain closely watched. 

As the Q4FY26 earnings season progresses, two data center-linked companies, Anant Raj and Aurionpro Solutions, are scheduled to announce their quarter-ended and year-ended March 31, 2026 results on Monday, May 11. Both companies’ boards will meet to approve their financial results, with the upcoming announcements expected to provide updates on business performance across their core segments, including real estate, banking technology, transit systems, cloud, and data center expansion. Here are the estimates from various brokerages. 

What Are The Expectations For Aurionpro Solutions? 

According to estimates from Ventura and Axis Direct, Aurionpro Solutions is expected to deliver strong long-term growth, supported by its presence across banking technology, transit systems, smart mobility, and data center infrastructure. Brokerages remain positive on its IP-led business model, recurring revenue streams, and growing global presence, which are expected to drive scalable expansion while supporting margin improvement through operating leverage and proprietary product growth.

Ventura believes Aurionpro is well positioned to benefit from structural opportunities across transaction banking, automatic fare collection, and India’s fast-growing data center market. Growth is expected to be driven by cross-selling banking platforms, metro and smart mobility expansion, and capital-light data center consulting projects. Strong order visibility across these segments, along with rising execution scale, is expected to support healthy revenue growth and gradual profitability improvement.

Axis Direct also highlights Aurionpro’s expanding order book, strong banking and fintech platform portfolio, and growing international footprint as key long-term strengths. The brokerage sees continued investments in global expansion, digital payments, and proprietary solutions supporting future growth across both core verticals. Overall, brokerages expect Aurionpro’s diversified business model and strong execution pipeline to support sustained growth and margin expansion.

What Are The Estimates For Aurionpro Solutions? 

On the financial front, Ventura expects Aurionpro Solutions to report revenue of Rs. 414.4 crore in Q4FY26, reflecting a growth of 11.7 percent quarter-on-quarter and 26.7 percent year-on-year. EBITDA is estimated at Rs. 86.8 crore, up 15.1 percent sequentially and 31.7 percent year-on-year, with margins at 20.94 percent. Net profit is expected at Rs. 67 crore, rising 52.6 percent quarter-on-quarter and 32.7 percent year-on-year, with PAT margins at 16 percent.

Axis Direct estimates revenue at Rs. 403.5 crore, implying a growth of 8.8 percent quarter-on-quarter and 23.4 percent year-on-year. EBITDA is projected at Rs. 86.4 crore, up 14.6 percent QoQ and 31.1 percent YoY, with margins at 21.41 percent. Net profit is expected at Rs. 74.5 crore, indicating a sharp increase of 69.7 percent sequentially and 47.5 percent year-on-year, with PAT margins at 18.46 percent. 

What Are The Expectations For Anant Raj? 

According to estimates from Motilal Oswal, Anant Raj is expected to maintain strong growth momentum across both its real estate and data center businesses, supported by an expanding launch pipeline, faster project execution, and rising digital infrastructure investments. The brokerage remains positive on the company’s dual growth strategy, with residential, commercial, and cloud infrastructure expected to drive long-term expansion. However, while revenue growth is expected to remain healthy, near-term margins could stay under pressure due to utilization ramp-up and fixed cost absorption in the data center segment.

Motilal Oswal highlights that Anant Raj’s real estate business is progressing steadily, with multiple key launches, approvals, and deliveries expected in Gurugram over the coming quarters. Premium residential projects such as The Estate One, expansion within Anant Raj Estate, and additional group housing developments are expected to strengthen future sales visibility. Deliveries across ongoing projects, including Navya Phase-2 and Ashok Estate, are also likely to support stronger revenue recognition. Alongside residential growth, new commercial developments are expected to further enhance monetization opportunities across its integrated township portfolio.

In data centers, Motilal Oswal believes Anant Raj is scaling its cloud and colocation business aggressively through capacity additions across Manesar, Panchkula, and Andhra Pradesh. Expanding infrastructure under Ashok Cloud and Anant Raj Cloud is expected to significantly increase long-term digital infrastructure capacity and strengthen its position in India’s growing data center market. While the brokerage has raised revenue estimates due to faster project recognition, it has moderated margin expectations as newer facilities are still ramping up utilization, with fixed operating costs likely to weigh on profitability in the near term. Overall, Motilal Oswal expects Anant Raj’s diversified growth across real estate and digital infrastructure to support sustained long-term expansion.

What Are The Estimates For Anant Raj? 

On the financial front, Motilal Oswal expects Anant Raj to report revenue of Rs. 571.8 crore in Q4FY26, reflecting a decline of 10.9 percent quarter-on-quarter but a growth of 5.8 percent year-on-year. EBITDA is estimated at Rs. 223 crore, rising 31.3 percent sequentially and 56.6 percent year-on-year, with margins at 38.99 percent. Net profit is expected at Rs. 177.5 crore, increasing 24.8 percent quarter-on-quarter and 50.3 percent year-on-year, with margins at 31 percent. 

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