Green power push gets grid backingIndia is setting standard timelines for power transmission projects. This aims to match infrastructure development with new electricity gen...
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...
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 ...
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...
Hitachi Energy India eyes bigger slice of data centre boom with 'grid-to-rack' pushHitachi Energy India aims for a significant share of the booming Indian data centre market. The company plans to capture 30% of the industr...
Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
Electrification, renewable energy and data centres growth drivers: HitachiHitachi Energy India is set to inject Rs 2,000 crore into expanding its manufacturing capabilities, driven by the surging demand for power ...
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 ...
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...
GE Vernova T&D emerges as top BSE Power multibagger with 164% returns; should investors buy now?GE Vernova T&D India has emerged as the top multibagger in the BSE Power index, with its shares surging 164% over the past year amid strong...
GE Vernova T&D India shares jump 8% after Q4 profit surges 89% YoY to Rs 352 croreGE Vernova T&D India shares jumped after the company posted a strong Q4FY26 performance. Net profit surged 89% year-on-year to Rs 352 crore...
Crude@$100+: The Rs 3 lakh crore power boom you might be missingThe US-Israel-Iran conflict has significantly boosted India's power and energy stocks, with Nifty Energy's market cap rising by Rs 3 lakh c...
Oil market enters tight supply phase after years of underinvestment: Nikhil BhandariGlobal energy markets are entering a structurally tighter phase due to years of underinvestment in crude oil and refining. While renewables...
KEC International bags new orders worth Rs 1,002 croreRPG Group firm KEC International announced new orders totaling Rs 1,002 crore. These orders span transmission and distribution, renewable e...
India eases HVDC localisation rules, sets timeline to reach 60% local content by 2035The Ministry of Power has updated its 'Make in India' rules for the power sector. A new plan will gradually increase local content in HVDC ...
Crude at $125, FIIs selling $20 billion, and yet Alchemy Capital's Alok Agarwal says India is a buyIndian equities present a compelling opportunity for patient investors. Recent underperformance has already factored in negative news. Alok...
Adani Energy share price dips over 3% despite Q4 net profit rising 6% to Rs 684 croreAdani Energy Solutions shares fell despite steady Q4 performance. The company posted a 6% YoY rise in net profit to Rs 684 crore and a 17% ...