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BERNSTEIN REPORT ON SOLAR
Rooftop solar, KUSUM account for 40% of India's solar capacity additions in FY27 till July: BernsteinRooftop solar and KUSUM scheme are driving India's solar capacity growth. These initiatives accounted for forty percent of additions in the...- Adani Green shares tumble 5% after Q1 results. Here’s why Bernstein has an Underperform ratingAdani Green Energy shares fell on Thursday despite reporting a strong Q1 FY27 performance, with consolidated net profit rising 19% year-on-...
- AI's hidden thirst: Why India must align AI and renewable energy policyIndia's AI ambitions face a critical water challenge, with data centre expansion demanding significant resources. While on-site cooling has...
- India's power sector to see recovery without demand surge in FY27: Bernstein ReportIndia's power sector is expected to see a year of recovery without a sharp rebound in demand, according to a report on India Power Outlook ...
- Will Reliance shares deliver bumper returns for 48 lakh shareholders? 3 game-changing triggers aheadDespite recent investor disappointment with Q1 results, Reliance Industries (RIL) is poised for significant growth, according to major brok...
- Gensol Engineering shares plunge 28% in 2 days after CARE Ratings downgradeGensol Engineering shares plunged 10% to a 52-week low of Rs 372.60 on the BSE, extending a 28% fall over two sessions. The drop followed C...
- Adani CFO says bribery allegations linked to single business contractAdani Group's CFO, Jugeshinder Robbie Singh, defended the conglomerate against US bribery allegations, stating that they involve a single c...
- Donald Trump's return will slow, not stop, US clean energy boomDonald Trump's energy policy will prioritize oil and gas production, but the renewable energy boom is likely to continue due to the Inflati...
- Why power stocks are a healthy combination of high growth and reasonable valuationsGovernment initiatives and rising energy demand are transforming the Indian power sector, offering investment opportunities with high growt...
- Reliance Industries Ltd rides PLI schemes to close in on $1-1.5/kg Green H2 targetReliance is making progress towards its goal of producing green hydrogen at a cost of $1-1.5 per kilogram. The company has secured product-...
- RIL's green energy biz to supply equipment for India: AnalystsReliance Industries (RIL) is planning to invest Rs 75,000 crore in a new energy business over the next three years, with a focus on solar, ...
- RIL AGM: Concurrent priority is to set up battery giga factory by 2026, Mukesh Ambani saysReliance Industries' Chairman Mukesh Ambani at the company's 46th annual general meeting (AGM) said that its concurrent priority is to set ...
- Ahead of AGM: Will Mukesh Ambani increase reliance on new energy business?At Reliance Industries’ Annual General Meeting (AGM) in June 2021, chairman Mukesh Ambani informed his investors that the company will be i...
- Reliance Industries may earn $10-15 bn revenue from new energy biz by 2030: Report"We expect EV penetration will reach 5 per cent for passenger and commercial vehicles and 21 per cent for two-wheelers. Clean energy could ...
- Four-quarter earnings downgrade cycle set to reverse for RIL, says Morgan StanleyMorgan Stanley and Bernstein are both optimistic about the growth prospects of Reliance Industries Ltd. Morgan Stanley sees both refining a...
- RIL’s new energy business revenue set to hit $10 billion mark by 2030: BernsteinBernstein estimates revenue from Reliance Industries' clean energy vertical to hit $10bn by 2030, and sees potential for 60% of the overall...
- 4 renewable energy stocks that are good long-term betsIndia’s climate targets, favourable government policies, rising demand for non-conventional energy sources and strong investment flows are ...
- Reliance's green energy business taking shape, may contribute 10% of EBITDA in 5 yearsBillionaire Mukesh Ambani's Reliance Industries Ltd has made a wave of partnerships to give shape to its green energy business that spans s...
- 8 technocrats to help Reliance transform into renewable energy giantMukesh Ambani has enlisted eight global technocrats, many of whom are advisers to governments, as part of a nine-member New Energy Council ...
- Reliance's O2C, new energy business may be valued over $100 billion: ReportReliance currently has three verticals -- oil-to-chemical (O2C) business that houses its oil refineries, petrochemical plants and fuel reta...
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