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CAPACITY 19 GW
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- AI, data centre boom powers these 9 stocks up to 477% in 2026. Can you still join the party?India's data centre industry is experiencing a multi-year growth phase, fueled by digitalization, cloud adoption, and AI demand. This surge...
- Digital infrastructure demand drives new wave of strategic land buyingIndia's data centre sector is experiencing rapid growth. This expansion is leading to substantial land acquisitions across new markets. Maj...
- Adani Group cos post record $16 bn capex, all-time high EBITDA of Rs 94,834 cr in FY26Adani Group companies achieved a record capital expenditure of Rs 1.53 lakh crore and an all-time high EBITDA of Rs 94,834 crore in FY26, f...
- Nomura names GE Vernova, CG Power, 4 others among top plays on India’s decadal data centre opportunityIndia's data centre industry is entering a rapid growth phase, driven by digitalisation, cloud adoption and AI demand, according to Nomura....
- Adani says US legal issues behind it, bets on AI-driven infrastructure boomGautam Adani announced the Adani Group has overcome US legal challenges and is accelerating investments in energy, transport, and digital i...
- Coal India dismisses shortage fears; says 168 MT buffer available to meet rising demandCoal India has built a substantial buffer of 168 million tonnes to meet rising summer power demand. Stocks at power plants and mine heads a...
- Premier Energies shares gain 4% after Nomura, Quant, others purchase stake in Rs 2,289 crore bulk dealPremier Energies shares climbed 4% following a large bulk deal. The promoter family divested shares worth approximately Rs 2,289 crore. Sev...
- Premier Energies bulk deal: Promoters sell stake worth Rs 2,289 crore; Quant, Nomura among top buyersPremier Energies' promoters divested shares worth nearly Rs 2,289 crore to institutional investors, including Smallcap World Fund and Quant...
- Nifty Pharma, 4 others hit 52-week high since Iran war while Nifty fell 7%. Will the form continue?Despite a challenging market backdrop fueled by geopolitical tensions and foreign fund outflows, five Indian sectors—Pharma, Energy, Defenc...
- West Asia conflict fails to slow oil PSUs' capex pushIndian oil companies are pushing ahead with major expansion and clean energy projects. Indian Oil Corporation plans significant investments...
- Green hydrogen to cut LPG dependence for cooking: PSA Ajay SoodIndia is exploring green hydrogen as a cooking fuel to cut reliance on imported LPG. This initiative aims for energy stability and savings....
- With 50% rally in 2026, Adani Power now most valued power company in India: What's working in its favourA nearly 50% rally in 2026 has made Adani Power India’s most valuable listed power firm, surpassing NTPC. Strong earnings, rising demand, h...
- India’s fuel resilience amid global oil turmoilThe article describes India’s economy as “resilient” amid the West Asia crisis, highlighting the country’s ability to maintain stable fuel ...
- Vikram Solar shares slide 5% as Q4 margins take a hit; profit jumps 21% YoYVikram Solar shares fell sharply on Friday as Q4 margins contracted sharply, even though profit rose 21% year-on-year. Revenue grew 22% and...
- Tata Power, Bhutan's DGPC expand hydropower partnership to over 5,000 MWTata Power and Bhutan's Druk Green Power Corporation (DGPC) have expanded their clean energy partnership with the addition of the 404 MW Ny...
- India's power demand to rise by 5 to 5.5 percent in FY27: ICRAIndia's power demand is set for a significant rise of 5.0-5.5 percent in 2026-27. This growth will be fueled by industrial, commercial, agr...
- Adani Power, Ports & Enterprises: Why Jefferies just raised their target prices on 3 Adani group stocksJefferies has raised target prices on Adani Power, Adani Ports and Adani Enterprises, maintaining ‘Buy’ ratings on strong operational perfo...
- Power prices hit regulatory ceiling as heatwave drives demandIndia's power market saw prices surge in late April. High demand, driven by heatwaves, pushed tariffs to the ₹20 per unit ceiling in non-so...
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