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ELECTRICAL TRANSMISSION ECOSYSTEM
Delhivery expands green fleet with 1,500 Bajaj electric cargo vehiclesDelhivery is accelerating its eco-friendly logistics by partnering with Bajaj Auto to deploy approximately 1,500 electric cargo three-wheel...
Railways showed the way. What should India electrify next?If railway electrification was one of the defining infrastructure decisions of the twentieth century, the electrification and redesign of I...
ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcardIndia's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...
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...
Why India’s green transition must move beyond large-scale renewable projectsAs India pursues ambitious climate and renewable energy goals, decentralised clean energy solutions are emerging as a critical driver of ru...
Adani Energy to buy IntelliSmart for ₹3,050 croreAdani Energy Solutions (AESL) is set to acquire smart metering company IntelliSmart Infrastructure for ₹3,050 crore, bolstering its positio...
Make in India efforts showing results as import dependence falls in key sectors despite global shocks: Bank of BarodaIndia's manufacturing sector is becoming more self-reliant. Import dependence is falling in electricals, chemicals, and capital goods. This...
Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...
Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
India’s solar crisis has been failure of planning, coordination and infrastructure: Swaminathan AiyarIndia’s rapid solar expansion is creating an unusual crisis where electricity prices on the Indian Energy Exchange briefly fell to zero in ...
Time to think of the repair cycle? 8 engineering stocks from India’s capital goods ecosystem with upside potential of up to 26%At a time when the markets are focused on war, crude oil, inflation, and supply disruption, it is easy to miss a quieter shift. India’s eng...
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunitiesDipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging ...
ET Prime Special Series: Multibagger or Bankrupt - Part 58: The ICE veteran that quietly became an EV lightweighting storyMost auto ancillary investors think linear. Company makes Component X. EV disrupts Component X. Stock goes down. Every story does not fit t...
The power turnaround of Uttar Pradesh: Infrastructure, reform and energy securityUttar Pradesh has transformed from a state plagued by prolonged blackouts to one meeting record electricity demand with near round-the-cloc...
Ather Energy quarterly revenue goes past Rs 1,000 crore in Q4, riding on family scooter RiztaAther Energy achieved its best financial year in FY26. The electric two-wheeler maker sold 2.63 lakh units, a 69% jump. Revenue grew 63% to...
Eternal Q4 pops; Snabbit's new war chestZomato and Blinkit parent Eternal reported strong numbers for the March quarter. This and more in today's ETtech Top 5.
AI may be written in code, but it runs on electricity and India has structural advantage: Jeet AdaniIndia's AI future hinges on infrastructure and energy, with Visakhapatnam emerging as a key digital gateway. Jeet Adani highlighted India's...
The right mix: Annuity income, domestic focus and fresh demand. 6 power sector stocks with upside potential of up to 40%The failure of the US and Iran to arrive at an agreement to end the Gulf war will only rattle global markets further. But even in the midst...