Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...
11 Jun, 2026, 11.59 AM IST
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 ...
10 Jun, 2026, 10.01 AM IST
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...
10 Jun, 2026, 01.10 AM IST
CRISIL's Dharmakirti Joshi gives India a 7 out of 10 on growth durability; says private capex has the money but not the willIndia's economic growth remains strong and durable. Corporate India possesses robust financial health but lacks the confidence to invest. N...
09 Jun, 2026, 07.15 PM IST
Defence Ministry clears 250 MW solar project with battery storage in Uttar Pradesh's SitapurThe Indian Defence Ministry has taken a pivotal step in renewable energy by sanctioning a 250 MW solar power project featuring integrated b...
09 Jun, 2026, 01.37 PM IST
India turns to nuclear power as Gulf risks riseIndia is boosting its energy security. Investments are growing in solar, wind, and nuclear power. Recent geopolitical events highlight nucl...
09 Jun, 2026, 08.35 AM IST
Cost benefit in the long run: India needs right energy, at the right place and at the right timeCritics question the market viability of Small Modular Reactors (SMRs) due to high costs compared to renewable energy. However, a full syst...
08 Jun, 2026, 11.44 PM IST
Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...
08 Jun, 2026, 01.53 PM IST
Clean energy sector to add over 44 lakh jobs by 2030: StudyIndia's clean energy sector is set to generate over 44 lakh jobs by 2030. Rooftop solar will be the biggest job creator, accounting for nea...
05 Jun, 2026, 01.07 AM IST
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 ...
04 Jun, 2026, 09.43 PM IST
Growing role of SMRs for defence manufacturing and data centre operationIndia's growing defence and data centre sectors face a critical need for reliable power. A recent policy dialogue explored Small Modular Re...
04 Jun, 2026, 10.49 AM IST
India's tougher grid rules unsettle investors, test clean energy ambitionsIndia's new power grid rules are causing concern among clean energy investors, who say stricter penalties for solar and wind projects would...
04 Jun, 2026, 09.50 AM IST
Experts highlight growing role of SMRs for defence manufacturing and data centre operationIndia's defense production and data center sectors face a critical power supply constraint. A recent policy dialogue highlighted Small Modu...
04 Jun, 2026, 08.12 AM IST
EU plans energy standards for data centres amid concerns over soaring power useThe European Union is set to introduce minimum energy efficiency standards for data centres. This move comes as data centre power consumpti...
03 Jun, 2026, 06.51 PM IST
Defence, power and import substitution are emerging as long-term winners: Prateek AgarwalIndian corporate earnings are meeting expectations, but market sentiment is subdued due to broader economic concerns, not company performan...
03 Jun, 2026, 12.29 PM IST
India industrial output grows 4.9% in April as new IIP series shows manufacturing-led recoveryApril marked a significant milestone for India's industrial landscape, showcasing a 4.9% increase in production. The manufacturing sector w...
02 Jun, 2026, 12.39 AM IST
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...
31 May, 2026, 09.51 PM IST