Our clients would like to speak with experts who understand the data centre business in India.
a. Who are the major operators; major locations of data centres in India; major customers
b. Overall demand and supply of data centres in India; how has the market grown over the last few years
c. India vs. SE Asia / other regional markets – are there any major trends of customers wanting to move data centres into / out of India?
2. Discuss trends in data centre needs in India across
a. In-house; colocation; public cloud; dedicated hosting; private cloud offerings
b. Impact of Amazon AWS, MS Azure, Google etc. on the market and potential impact on the sector
3. Discuss economics of a typical data centre business
a. Real estate cost; cost of construction; opex; typical rental rates (anchor vs. incremental tenants) and escalation
b. Typical lifecycle to construct (nature of contracts), time taken to fill-up a data centre
c. Understand breakeven utilization and return on capital for the business
