Aurionpro Solutions has received a follow-on order worth Rs 150 crore from an unnamed global hyperscaler to supply, install, test and commission an AI-ready data centre facility in Navi Mumbai, to be completed in nine months. It is the company's first use of skid-based modular systems, which it makes in-house, and its third project for the same customer in under a year.
Why it matters for listed companies
The finance angle is where AI capital spending reaches Indian suppliers: Rs 150 crore for this order and close to Rs 300 crore from this one hyperscaler in under a year, paid to an Indian contractor for building and fitting out capacity rather than for chips or software. The same spending is the order book for listed makers of power, cooling and electrical equipment for data centres. For Aurionpro the amount is modest and concentrated in one customer, and the customer was not named. The shares were down 0.4% at Rs 605.60 on the day.
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