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Hitachi Energy jumps 7% after Q1 results. Here's why Nomura initiated coverage on stockHitachi Energy India shares jumped over 7% after the company reported a 123.5% YoY rise in Q1 FY26 profit. Nomura initiated coverage with a...- How Adani’s $125 billion capex boom is creating new winners on Dalal StreetAdani Group's massive investments in infrastructure are proving advantageous for various publicly traded companies. These affiliates are no...
- ETMarkets Smart Talk| Large caps offer stability, but alpha lies in selective mid- and small-caps: Rakesh VyasWhile the near-term outlook remains clouded by inflation concerns and margin pressures, Rakesh Vyas, CIO & Portfolio Manager at Quest Inves...
- AI Powerplay! Proxy power stocks give up to 100% returns in India's hottest trade this yearIndia's power and electrical equipment stocks have emerged as key AI proxy plays, with names like Hitachi Energy, Kirloskar Oil Engines and...
- Owning an ecosystem is sometimes the better approach: 21 stocks from the energy ecosystem, 9 with upside potential of over 13%Faced with a rising sector, the instinct is to find the best stock in it. The single name that will best ride the wave. In an ecosystem lik...
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
- Nuvama initiates coverage on SG Mart, Siemens Energy India with Buy; sees up to 21% upsideNuvama Institutional Equities has initiated coverage on SG Mart and Siemens Energy India with ‘Buy’ ratings, citing strong earnings growth,...
- GE Vernova, Atlanta Electricals among top beneficiaries of India's transmission expansionIndia's power transmission sector anticipates growth, with new policies supporting domestic manufacturing. Chinese firms can participate, b...
- Hitachi Energy, GE Vernova, Siemens rise up to 6% as Nomura calls recent correction an ‘overreaction’. 4 reasons whyIndian electrical equipment stocks rebounded, gaining up to 6% after global brokerage Nomura labelled the recent sell-off an "overreaction....
- India allows 4 China-linked firms to bid for power projectsIndia has granted a two-year exemption to four China-linked power equipment manufacturers with local factories, allowing them to bid on cri...
- Adani Group targets 10 GW nuclear power capacity by 2035Adani Group is venturing into nuclear power, aiming for 10 GW capacity by 2035 to bolster India's energy security amidst global uncertainti...
- Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocksJefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...
- Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
- These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 27%As the market seems to be in comeback mode, it helps to be aware that the best (and probably biggest) wealth creator of the last couple of ...
- Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
- India sets transmission project deadlines to speed up renewable energy expansionIndia has introduced standardized timelines for power transmission projects to accelerate renewable energy integration. The Central Electri...
- Green power push gets grid backingIndia is setting standard timelines for power transmission projects. This aims to match infrastructure development with new electricity gen...
- Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...
- Transrail Lighting bags new orders worth Rs 575 croreTransrail Lighting has secured new orders totaling Rs 575 crore. These orders are primarily in transmission and distribution, civil constru...
- Electrification, renewable energy and data centres growth drivers: HitachiHitachi Energy India is set to inject Rs 2,000 crore into expanding its manufacturing capabilities, driven by the surging demand for power ...
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