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TRANSMISSION
Adani Energy Solutions vs Power Grid Corp: Which stock is Jefferies betting on?Jefferies remains bullish on both Adani Energy Solutions and Power Grid Corp but sees significantly stronger growth in AESL, driven by tran...
Edelweiss Alternatives’ Subahoo Chordia quits, likely to launch own fundSubahoo Chordia, a key figure at Edelweiss Alternatives, has departed to launch his own infrastructure fund. He was instrumental in buildin...
Russian military satellites, designed to detect nuclear explosions are jamming GPS signals across Europe; incidents go back to 2019, new study warnsMysterious GPS disruptions across Europe, affecting vast areas for years, are now linked to a Russian military satellite network. A new stu...
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
Two Trades for Today: A defence electronics player for an 8.35% rise, a mid-cap transmission equipment stock for a 7% gainOur technical analysts identify select stocks every trading day that may gain momentum even in volatile markets. Here are the technical cal...
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...
These large- and mid-cap stocks may give more than 25% return in 1 year, according to analystsFor the last few earnings seasons, the message has been: “Show me growth, I have the money.” Stocks with better-than-expected earnings saw ...
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 ...
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...
RBI’s Swaminathan warns banks on rising risks beyond balance sheetsIndian banks face a new era of resilience. RBI Deputy Governor Swaminathan J highlighted the need to manage complex uncertainties from geop...
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...
Kalpataru Projects International bags orders worth Rs 2,002 croreKalpataru Projects International has secured new orders valued at approximately Rs 2,002 crore. These orders span across Power Transmission...
Centre targets nearly 300 GW power generation capacity by next year: Manohar Lal KhattarIndia is boosting its power generation capacity, focusing on nuclear energy. The nation aims to reach nearly 300 GW next year. Nuclear powe...
Triveni Engineering Q4 profit falls to Rs 167.4 crore; FY26 profit rises 12.8%Triveni Engineering & Industries reported a consolidated net profit of Rs 167.4 crore for Q4 FY26, a decrease from Rs 187.1 crore in the pr...
India's power transmission infra set for Rs 9 trillion upgrade as renewable push accelerates: ReportIndia is set for a massive power transmission investment of nearly Rs 9 trillion by 2032, according to a Kotak Neo report. This will suppor...