Data centre boom lifts network solutions firms in FY26
India’s expanding data centre ecosystem is driving strong growth in the network solutions sector in FY26, benefiting companies like HFCL Limited, Sterlite Technologies Limited, and Tejas Networks Limited. After a muted FY25, these firms are witnessing improved order books and profitability, supported by rising demand for digital infrastructure and AI-driven networks. The momentum is being fuelled by large-scale data centre investments, including projects linked to global hyperscalers like Google Cloud.