Program Overview
This one-day masterclass, delivered by industry experts with 25+ years of experience, provides an in-depth understanding of the Indian data center industry. It covers key trends, market dynamics, major players, regulatory landscape, and investment opportunities. Designed for investment analysts, real estate and PE/VC investors, the course focuses on practical insights, real-world case studies, and hands-on learning to help participants make informed investment decisions.
Features
- Gain a comprehensive understanding of data centers and their role in India’s digital economy
- Analyze the key players, market trends, and operational models
- Evaluate regulatory, environmental, and technical considerations for investments
- Identify growth opportunities and assess financial risks in the data center sector
Target audiences
- Real Estate Professionals
- Private Equity and Venture Capital Professionals
- Strategic Investors and Consultants
- Investment Analysts
- Financial Analysts exploring tech infrastructure markets
Curriculum
- 6 Sections
- 28 Lessons
- 1 Day
Expand all sectionsCollapse all sections
- Introduction to Data Centers as an Investment Class and Market Overview8
- 1.1Overview: Global and Indian data center market
- 1.2Role of real estate investors & PE funds in the data center ecosystem
- 1.3Introduction to Data Centers: Types, architecture, and key components (power, cooling, connectivity, security)
- 1.4Tier Classification of Data Centers (Tier I, II, III, IV)
- 1.5Data Center Ecosystem in India: Growth drivers, demand from sectors like BFSI, telecom, IT, and OTT platforms
- 1.6Trends in Data Center Infrastructure: Edge computing, cloud services, and emerging technologies
- 1.7Investment thesis: Comparing data centers with other real estate asset classes (commercial, industrial, logistics)
- 1.8Case Study: Successful data center developments in India
- Market Landscape and Key Players5
- 2.0Market Segmentation: Colocation, cloud-based, enterprise, and hyperscale data centers
- 2.1Profiles of Major Players: Leading companies like Yotta, STT GDC India, Nxtra by Airtel, CtrlS, and global entrants like Equinix and AWS
- 2.2Investment Trends: Key mergers, acquisitions, and partnerships shaping the sector
- 2.3Understanding Site Selection: Factors influencing location choices (power availability, connectivity, disaster recovery zones)
- 2.4Panel Discussion: Expert perspectives on competitive dynamics and innovation strategies
- Investment Opportunities6
- 3.1Growth Potential: Expansion plans, infrastructure investment needs, and untapped market opportunities in Tier 2/3 cities
- 3.2Financial Modeling: Understanding CAPEX and OPEX in data center projects
- 3.3Revenue streams: Lease models, managed services, power-based pricing
- 3.4ROI analysis: Cost per MW, leasing revenue potential, breakeven analysis
- 3.5Sensitivity analysis: Power costs, occupancy rates, and market demand fluctuations
- 3.7Exit Strategies: Investment lifecycle and exit considerations
- Risk Mitigation & Insurance5
- 4.0Risk Analysis: Power and cooling challenges, cybersecurity concerns, environmental factors, and geopolitical risks
- 4.1BCP-DR: Business Continuity and Disaster Recovery planning for power failures and climate risks
- 4.2Cyber insurance for data security breaches
- 4.3Operational risk coverage for equipment failure and downtime
- 4.4Legal frameworks for contract enforcement in data center leases
- Regulatory & Compliance Landscape4
- Closing Insights: Industry expert Q&A and discussion on the future outlook for data centers in India0
Instructor
