India Datacenter WeeklyIssue 1Week to 1 October 2026

Maharashtra widens green datacenter parks to the whole state

Twenty parks, a 51% green floor and a new price on banking. Uttar Pradesh has a policy in force. Record demand in Telangana.

AISIGINT Research

Maharashtra: three moves on power

A state industries department decision of 9 June opens the green datacenter park scheme to the whole of Maharashtra, where it had covered only the Mumbai region. Eligible parks rise from 3 to 20 and the green power requirement falls from 100% to 51%. Reported benefits include a tariff concession of ₹1 per unit for 10 years at ₹30,000 crore of investment, or 20 years at ₹60,000 crore or more, and an industrial promotion subsidy of up to 75%. The changes were notified through a Government Resolution of that date. The figures here are as reported; the resolution itself has not been read for this issue.

The state regulator has put numbers on its draft open access and banking rules (seven drafts, press release of 21 September). Banking of energy would be replaced by charges. A working estimate from the drafts, not a figure the regulator has published, is about ₹139 per kW per month fixed, plus a tentative ₹3-4 per unit variable. Consumers above 5 MW of contracted green power would be capped at banking 10% of use per time slot, and new rooftop or on-site solar above 100 kW would need storage of 50% for two hours. Comments close on 12 October.

The state is also buying storage at scale. The distribution company awarded 2,000 MW / 4,000 MWh at about ₹2.38-2.40 lakh per MW per month, and on 24 September tendered another 1,000 MW / 4,000 MWh for evening and night supply. A 765 kV substation at Kandalgaon, Raigad, planned to carry about 4,000 MW of pumped storage power towards Mumbai, passed to Apraava Energy on 28 September.

Uttar Pradesh: a policy in force, a grid node behind

The Uttar Pradesh Data Centre Policy 2026 was notified on 9 July. Headline incentives in the notification: up to ₹50 crore interest subsidy for parks, up to ₹20 crore capital subsidy for units, full stamp duty relief, ten years of electricity duty relief, transmission and wheeling exemption up to 100%, and a 50% green power target by 2030.

The five-year state transmission plan was approved on 16 September: 137 substations and ₹38,520 crore. Noida works include a Knowledge Park 400 kV substation (₹630 crore) and a Sector-148 765 kV substation (₹800 crore). The plan places the Sector-28 400 kV substation in the Yamuna Expressway authority (YEIDA) area (3x500 MVA, ₹629 crore) in FY 2028-29. The 400/220 kV Jewar substation near the airport, on an 18-month clock from March 2024, has asked the regulator for more time.

The Greater Noida distributor was allowed on 30 September to tender 300 MW of round-the-clock green power for 25 years.

Telangana, Tamil Nadu and Karnataka

Telangana set a record state peak of 19,543 MW on 9 September, then passed it with 19,892 MW on 30 September. The southern distribution company is developing dual-source supply for datacenters and new substation plans for the Kandukur corridor, and a fresh 187.5 MW / 750 MWh storage tender is out at the Maheswaram 400 kV substation (bids 23 October). The state targets 5 GW of datacenter capacity by 2029. Its incentive policy expires on 31 December.

Tamil Nadu's regulator, without members since June, was reconstituted on 18 September. Its backlog includes a proposed additional surcharge of ₹0.63 per unit for October to March. The state datacenter policy has lapsed.

Karnataka's policy incentives were reported for the first time on 30 September: up to ₹20 crore one-time support for a PUE of 1.00 to 1.20 and water charge refunds of up to ₹30 lakh a year. No government order exists yet. The regulator granted the state's first two privately bid 400 kV transmission licences, at Mekhali, Belagavi (₹331 crore) and Hampapura, Mandya (₹403 crore), each on a 24-month build. At Ekarajapura, Hoskote, transformers are being upgraded from 2x100 to 2x150 MVA (bids 21 October).

Gujarat

The regulator order dated 10 September confirms an additional surcharge of ₹0.99 per unit from 1 October, up about 30%. The ₹225 crore Dholera-II 400 kV substation tender has slipped 47 days to 7 October, and the backup 220 kV supply to Dholera (about 150-200 MW) is now expected in December 2026. Adani Green added 481.9 MW of renewables at Khavda and Mundra and 3,081 MWh of storage at Khavda on 1 October.

Slip watch

Jewar 400/220 kV substation
State
Uttar Pradesh
Was due
September 2025
Now
Not published (more time sought from the regulator)
Slip
Over 12 months
Dholera-II 400 kV substation tender
State
Gujarat
Was due
Close on 21 August
Now
Close on 7 October
Slip
47 days
Backup 220 kV supply to Dholera
State
Gujarat
Was due
Not published
Now
December 2026
Slip
Not published

Market snapshot

Mumbai
Operational capacity, H1 2026
890 MW
Chennai
Operational capacity, H1 2026
214 MW
Delhi NCR
Operational capacity, H1 2026
183 MW
Hyderabad
Operational capacity, H1 2026
151 MW
Top seven markets
Operational capacity, H1 2026
1,789 MW, vacancy 14.9%

Source: Cushman and Wakefield. India now has 32 active internet exchanges with 939 members, up from 31 and 928 in June. Odisha cleared three datacenter projects totalling 1.24 GW on 23 September; the next issue covers them in detail.

Dates ahead

7 October
Dholera-II 400 kV tender closes
Gujarat
12 October
MERC draft comments close
Maharashtra
16 October
Hearing on a Noida datacenter park licence
Uttar Pradesh
21 October
Ekarajapura upgrade tender closes
Karnataka
23 October
Maheswaram storage bids due
Telangana
27 October
Mirzapur 765 kV line bids due
Uttar Pradesh

AISIGINT tracks grid, regulation, land and operator moves across Indian datacenter markets, and uses that evidence in site-level power and delivery assessments. This note is general market information, not advice on a specific site or transaction. Corrections and additions are welcome at info@aisigint.com.

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