ScoutQuest4 Nov 2026
Belding India513307Investor deck

Belding India: The Growth Inflection — FY26 to FY27

No revenue or profit figures printed; slides chart FY26 as foundation, Q1 FY27 capability proven and Q2 FY27 order book building.

By ScoutQuest · · 1 min read

Greenfield build timeline
land acquisition to an operational campus in 11 months
Manufacturing facility area
170,000 sq. ft. manufacturing facility and 30,000 sq. ft. administrative building inside a 200,000+ sq. ft. campus
India data centre capacity
1,900 MW in FY26
Period
FY26 to FY27
Positioning
The presentation describes Belding as an OEM/ODM and advanced manufacturing platform focused on EDGE Data Centre, Battery Energy Storage Systems and global contract manufacturing, with a 100% acquisition of Evolve IT Solutions adding securi

📋 These slides print no revenue, EBITDA, profit or order-book value for Belding itself; they describe Q2 FY27 as 'Conversion begins' with the order book building, and management labels Q3 FY27 and beyond 'The Inflection', when revenue starts scaling meaningfully.

📌 The company sets out a three-part route to market: an established OEM/ODM and advanced manufacturing platform combining precision engineering and contract manufacturing, a stated focus on EDGE Data Centre and Battery Energy Storage Systems, and an extension of commercial outreach beyond India into the United States and Middle East.

🏭 The presentation says the greenfield site went from land acquisition to an operational campus in 11 months, with 64,000+ m³ excavated and reused on-site, a 170,000 sq. ft. manufacturing facility and 30,000 sq. ft. administrative building inside a 200,000+ sq. ft. campus, plus 2 MW solar infrastructure and 1,548 plantations.

🏭 The market backdrop the company cites is large: India's installed data centre capacity is put at 1,900 MW in FY26 and a USD 90 Bn FY35 value-chain opportunity, while the India BESS market is forecast at USD 8.6bn by 2031 at a 33.2% CAGR against a 47 GW storage need versus under 1 GW installed, all sourced to third-party research on the slides.

More numbers
  • India installed data centre capacity, FY261,900 MW
  • FY35 India data-centre value-chain opportunityUSD 90 Bn
  • India BESS market by 2031USD 8.6bn
  • India BESS market CAGR, 2026-3133.2%
  • PLI pool for domestic cell manufacturingINR 18,100 crore
  • FY27 defence capital outlay₹2.19 lakh cr
  • FY26 defence production₹1.78 lakh cr
  • FY26 defence exports₹38,424 cr
  • Integrated campus completed200,000+ sq. ft.
  • Manufacturing facility developed170,000 sq. ft.
  • Time from greenfield site to operational facility11 Months
Source: BSE · 4 Nov 2026

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