Schneider Electric InfrastructureDirect supplier · MediumListed
Hitachi Energy IndiaDirect supplier · MediumListed
ABB IndiaDirect supplier · MediumListed
ABB India (ABB)
Electrical equipment, UPS, drives and automation for DC power and cooling systems
Price
₹6,413
snapshot 30 Oct 2026
Strengths
Parent ABB's global automation and electrification technology base lets it bid across power, drives and UPS systems within a single DC project rather than competing on one product line alone
Risks
Order book spans utility, industrial and DC customers - DC-specific share is undisclosed
Note: Reports Jan-Dec fiscal year: the FY22-FY26 columns hold CY2021-CY2025
Market cap, ratios, CAGR and revenue: company table snapshot as of 30 Oct 2026 (the same figures on every page). Price: snapshot as of 30 Oct 2026. Not investment advice.
Where it fits
Steps grid power down to usable voltages and distributes it safely across the facility - the first stop for incoming electricity before it reaches any other system.
Why it matters
Every watt the data centre uses passes through this layer first; undersized or unreliable transformer capacity caps the whole site's growth.
Where the value pool sits
Transformer and switchgear makers sell large-ticket equipment with long replacement cycles, plus substation/interconnect project revenue as campuses scale.
Key drivers
New campus and capacity buildout
Grid-connection upgrades for larger power draws
Renewable/PPA interconnection projects
Potential bottlenecks
Grid interconnection approvals and timelines
Transformer manufacturing lead times during a capex upcycle
Copper/core-steel input cost volatility
Investor metrics to watch
Order book growth and execution timelines
Export mix - some names serve global hyperscaler capex, not just India