In Short : Power stocks may see a rebound as electricity demand recovers and valuations remain attractive. Analysts point to improving consumption trends, stable fuel supplies, and supportive regulations as key drivers for utility earnings growth. The sector’s relatively undervalued stock prices are expected to draw investor interest, presenting potential opportunities for gains as the […]
In Short : India recorded the world’s third-highest growth in power generation over the past five years, after the US and China, according to the IEA. Driven by rising demand and renewable investments—especially in solar—India nearly doubled its wind and solar output. Despite growth in clean energy, coal remains dominant, though renewables now account for […]
In Short : India’s power generation rose 8% year-on-year in March 2025 to 161 billion units, driven by strong industrial demand and rising temperatures, according to a Crisil report. Coal-based power remained dominant at 75%, while renewable energy grew 15.4%, boosting its share to 14%. Peak demand touched 235 GW, with record volumes traded on […]
In Short : India’s power sector is set for strong growth in 2025, backed by rising electricity demand and government support. Key beneficiaries include NTPC, expanding into nuclear and renewables; Power Grid, essential to national transmission infrastructure; and Tata Power, scaling both conventional and green energy projects. These companies are well-positioned to gain as India […]