Precision air conditioning, chillers and cooling towers that remove the heat dense racks generate.
VoltasDirect supplier · MediumListed
Blue StarDirect supplier · MediumListed
Blue Star (BLUESTARCO)
Precision air conditioning and cooling for data-centre halls
Price
₹1,628
snapshot 30 Oct 2026
Strengths
Strong project-execution track record in large commercial and industrial MEP/cooling contracts positions it well for bigger-ticket data-centre cooling orders
Risks
Data centres are one of several end-markets alongside residential/commercial AC - DC-specific revenue isn't separately disclosed
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
Removes the heat that dense compute racks generate - without it, servers throttle or fail regardless of how much power or compute capacity exists.
Why it matters
Cooling capacity is often the binding constraint on how much compute a facility can actually run, especially as rack densities rise with AI workloads.
Where the value pool sits
Precision air-conditioning and chiller makers earn both equipment sales and long-dated service/maintenance revenue across a facility's operating life.
Key drivers
Rising rack power density from AI accelerators
New data-centre capacity additions
Energy-efficiency (PUE) targets
Potential bottlenecks
Water availability for evaporative cooling in water-stressed regions
Transition to liquid cooling for high-density AI racks
Long equipment lead times versus fast-moving capacity plans
Investor metrics to watch
Order inflow from the data-centre segment specifically, often undisclosed/blended
Share of revenue from cooling vs. other HVAC end-markets