Optical fibre and telecom/DC networking equipment (OFC, routers)
Price
₹231.00
snapshot 30 Oct 2026
Strengths
Vertically integrated from fibre to telecom/networking equipment, with a growing defence-electronics and export order book that diversifies it beyond cyclical OFC pricing
Risks
OFC pricing is cyclical - telecom capex timing drives demand more than DC capex specifically
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
Connects the campus to the fibre backbone and other data centres for low-latency interconnect - the layer that makes a data centre useful beyond its own four walls.
Why it matters
Compute is only valuable if it can reach users and other systems quickly; interconnect quality determines latency-sensitive workload viability.
Where the value pool sits
Fibre and networking-equipment makers sell both backbone-capacity buildout and ongoing capacity upgrades as traffic grows.