India, Aug. 14 -- The US data center boom is creating an unusual opportunity in the power generation market. With gas-turbine lead times stretching to around four years, customers are exploring alternative and combined-cycle solutions to meet their immediate power needs. Triveni Turbine is seeing rising inquiries for steam turbines and expects some of these opportunities could convert into orders in FY27. While the company's US data center opportunity remains at the inquiry stage, its growing export and aftermarket businesses could strengthen its position in the market.

With a market cap of Rs 18,800 crore, the shares of Triveni Turbine Ltd are trading at Rs 592 and are trading at a PE of 54 compared to their industry's PE of 33. The sh...