Demand

According to Hotelivate’s Trends and Opportunity Report, demand is expected to grow at a CAGR of 9.7 percent through FY28, whereas supply will grow at a slower pace.

India’s power transmission supply chain witnessing annual inflation of up to 20%: PowerGrid CMD

As a result, at least 50% cost of every transmission project is going on component procurement, said RK Tyagi, CMD of PowerGrid, a PSU with an effective executable order book of Rs 1.9 lakh crore.

From zero to record high stocks, how India turned around coal supplies to its power sector

Power plants are well equipped with coal for the monsoon months, according to ministry officials.

Rural demand picks up as consumer optimism holds steady, RBI’s bulletin says

High-frequency indicators of aggregate demand for May suggested a pick-up in rural demand, especially given the strong performance of the agricultural sector, RBI bulletin says

Is the consumption growth story firmly on the runway?

The final quarter of FY25 saw a sequential pick-up in sales, indicating improving consumer sentiment

72% of Bengaluru Cantt railway station’s energy demand to be met through solar: SWR

South Western Railway officials say 70 percent of the south-side Cantonment station building and 29 percent of the north-side building have been completed.

India’s non-fossil power generation capacity to touch 50% by December

The milestone will put India in the league of countries like China, Iceland, Norway, Brazil, New Zealand and Denmark, where clean energy capacity is 50 percent or more.

Centre looking to cut turnaround time to set up nuclear power plants by five years

The government is also planning to set up one nuclear power plant in every state that does not fall under the Seismic Zone 5 and may consider the 'fleet mode' in order to ramp up capacity addition.

Record domestic production cuts India's coal import by 8% in FY25, saving $7.93 billion in forex

The lower coal import for FY25 has also resulted in foreign exchange savings of approximately $7.93 billion or Rs 60,681.67 crore for the fiscal.

Asian Paints Q4: Growth slows as competitive intensity tightens grip

Though Asian Paints is a quality business, the competitive intensity in the sector has started show-ing its colours

Union Cabinet approves revamped coal allocation policy as India plans to expand its thermal power capacity

The revised policy will offer an opportunity to a number of private companies who have won commercial and captive coal mines in the government's auctions to set up thermal power plants in the future.

NTPC begins getting coal delivered directly at plants, private miners get bigger play

NTPC’s new fuel sourcing strategy is a shift to a more market-driven approach and could be emulated by state and private companies to mitigate risks of supply chain disruptions

NTPC to add 30 GW coal-fired power by FY32

In FY25, the company awarded works totalling 8 GW of thermal capacity and it plans to award a similar quantum in FY26. A senior NTPC executive said thermal power plants are in a good position this year to meet the summer demand as coal stocks are adequate.

AI sparks SaaS revival as enterprises unlock budgets in 2025

In conversations with Moneycontrol, top industry executives said customer sentiment has improved markedly since the beginning of 2025 as AI is expanding their TAM.

Power Watch | Officials say enough power to meet Delhi's summer demand, but overload and local failures a key risk

Delhi’s peak power demand is expected to cross last year's record this summer, and the state government is preparing for network overload and other local factors. A Tata Power-DDL spokesperson said dedicated round-the-clock teams have been set up to attend breakdown and for supply restoration.

Govt may involve Central Electricity Regulator to ensure renewable purchase compliance: Pralhad Joshi

As India’s energy demand is expected to double by 2032, the Union minister highlighted the need of even higher RE financing to meet 50 percent of the expected rise in demand through renewable energy.

MC Exclusive: Lara to be India's biggest thermal power plant as NTPC plans expansion

NTPC plans to expand Lara project’s capacity by another 1,600 MW, taking the total to 4,800 MW, making it the biggest thermal plant in India

2024: A landmark year for green energy in India with record renewable addition and policy momentum

Between January and November this year, the country added at least 24 GW of renewable capacity, double that of 2023, crossing the 200 GW mark. However, industry estimates show that nearly 40 GW of green projects have no takers.

India's service sector spare capacity in 11-14% range post-pandemic, similar to global norms: RBI bulletin

As per calculations by RBI researchers, India’s spare capacity had declined to a 10-quarter low of 11.3 percent in Q4FY24 compared with 11.7 percent in the previous quarter

New realty LTCG regime may dampen prices, demand; return of cash may be limited: Experts

The removal of indexation may not only impact secondary transactions but also primary ones. They may also trigger a decline in demand for homes in the affordable or mid-range ticket sizes.

UltraTech Cement expects double-digit volume growth in FY25, industry volumes to grow 7-8%

UltraTech reported domestic grey cement volumes of 30.29 million tonnes for April-June, with demand during the quarter being affected by the General Elections, as well as extreme heat conditions

86% of CFOs anticipate demand revival in next six months: Moneycontrol CFO sentiment survey

Nearly 82% CFOs anticipate an increase in private capital expenditure in the latter half of FY25, showed the survey.

MC Exclusive | ReNew to take up green hydrogen projects in India first, overseas plans may have to wait: Sumant Sinha

The company's CEO says that this means plans for an $8-bn, 22,000-tonne green hydrogen plant in Egypt's Suez Canal Economic Zone will be put on the back burner.

Increasing nuclear power capacity key to meet 2070 net zero target: Govt report

The study also found that despite India's net zero ambitions and initiatives toward achieving the goal, coal will continue to be the backbone of Indian energy system for the next two decades.

Is India ready to meet this year’s summer power demand?

Railways is also likely to increase its rakes to the power sector by about seven percent, but if the power demand continues to surge at a CAGR of 8-10 percent or more, then even an increase in coal production will not help due to logistical constraints. Besides, rising night-time peak demand remains a major concern in the absence of renewable energy with storage.