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Why three official reports converge on discom reform, and why privatisation may no longer be optional
Execution delays and time taken on claims settlement are a drag on profitability
Hydro pumped storage projects use more components made in India compared to battery energy storage systems
Shares of Power Finance Corporation and REC rallied over 4% each after the finance minister proposed restructuring the two state-run lenders.
After two decades of capacity expansion, India’s power challenge has shifted to fixing tariffs, discom finances, and market design
Government should step up policy support for hydro and nuclear power capacity additions
Bocca said India has a “very ambitious plan” and is already achieving some of the key milestones “even earlier than planned,” pointing to India’s progress in building renewable capacity and expanding electricity infrastructure.
Budget 2026 must prioritise finance, grids, and certainty over headline capacity numbers
The American involvement with the India-headquartered ISA was materially limited
Investors would do well to focus on execution of order backlog at BHEL
Budget 2026 should address refinancing for legacy discom debt. Subsidies must be paid directly to consumers. Reform attempts such as Electricity Bill, 2025 must be pushed to avoid losing incremental progress to structural issues
El Nino conditions can pose growth challenges for agrochemicals industry for the second consecutive year
The Union Budget 2026–27 holds immense potential to accelerate India’s renewable energy goals, particularly solar power, by strengthening domestic manufacturing, enhancing financial incentives, and supporting climate-focused initiatives for sustainable growth
Plain vanilla solar power is no longer in demand
Following the steep correction in 2025, Suzlon Energy and Inox Wind are now available at more palatable valuations
While technology giants and large conglomerates dominate headlines, some of the most consistent AI-linked opportunities lie with the providers of critical infrastructure and enablers
Minerals are now often sourced through re-export hubs like Hong Kong. India is therefore indirectly tethered not only to China’s dominance but also to the political and trade dynamics of the intermediary state
A higher efficiency threshold for solar module manufacturing is likely to favour vertically integrated players
Changes to the liability and damage legislation are essential to truly open up India’s nuclear energy sector
Renewable energy project awards slowed sharply this year
New Delhi steps up power generation from coal-fired plants even as it remains committed to emissions control
Supplies are exceeding demand even during non-peak solar power generation hours
Ministry of New and Renewable Energy (MNRE) will cut the pace of renewable energy auctions in FY26-27 amid surplus supply and connectivity hurdles. However, India is still on track to achieve its 500 GW non-fossil fuel-based power generation target by 2030, MNRE Secretary Santosh Kumar Sarangi told Moneycontrol.
Electricity demand saw a notable reduction in October 2025
India has come a long way in galvanising green power generation capacity additions
