Energy Sector

Suzlon, Inox: Waiting for the wind to turn

Following the steep correction in 2025, Suzlon Energy and Inox Wind are now available at more palatable valuations

Reliance Industries share price rises nearly 2% today; brokerages bullish on O2C rebound, new energy scale-up

The strength in Reliance Industries stock follows fresh optimistic commentary from multiple brokerages on the company’s oil-to-chemicals (O2C) and new energy businesses.

IEX: A leader in power trading with strong growth potential

IEX continues to reinforce its market leadership with an 83-84 percent share in electricity trading, benefiting from India's increasing power demand and regulatory support. The company is expanding into new trading platforms, including the Indian Gas Exchange (IGX), international carbon exchange, and coal exchange, further strengthening its moat. The anticipated 25% volume growth in FY25, coupled with supportive regulatory environment and a robust balance sheet, IEX offers good growth visibility. Despite regulatory risks, IEX's diversification into newer markets ensures continued competitiveness and earnings visibility.

Can energy-focused mutual funds power up your investment portfolio?

India’s growing energy demand makes the power sector a potential investment theme. But be mindful of the market dynamics before committing your monies.

Breaking the energy barrier: How women leaders are powering the sector

Despite making up about 39% of the global labor force, women account for just 16% of the energy sector workforce, according to International Energy Agency.

Weekly Numerics | A million coal jobs under threat, compliance cost burden, and the persistent issue of hunger

Latest estimates show that more than a million coal mine workers could be laid off by 2050, and most of them will be from India and China. Meanwhile, despite a marginal improvement, hunger remains a serious issue in India.

India-Saudi Arabia power grid pact to accelerate shift towards renewable energy

This sharing of power resources across regions via subsea cables can prove critical to India’s long-term economic and energy security goals

No Fed pivot until mid-2024 as global risks still present: Nilesh Shah, MD, Kotak AMC

Nilesh Shah stressed the importance of observing the global markets and maintaining cash to deploy during market corrections.