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Waaree Renewable's Data Centre Bet Raises Stakes for Investors

Solar EPC Waaree Renewable's twin AI-ready data centre subsidiaries signal a big infra pivot β€” but execution and capex pressure are now front and centre.

Why it matters

Investors now price a broader capex story beyond EPC, balancing a 6 GW India DC runway against WRTL's Rs 31,500 crore pipeline and stretched execution bandwidth.