Power Sector

It proposed ramping down to MTL and minimum load operation during solar hours and ramping up in the evening when solar generation declines

Power regulation is failing India and needs to be overhauled

The NCRTC has signed a power purchase agreement for a 110 MW solar power plant expected to meet nearly 60 per cent of the electricity requirement for the Delhi-Meerut Namo Bharat corridor, according to a statement on Saturday. The solar plant, estimated to cost around Rs 450 crore, will be developed in Jaulan, Uttar Pradesh, and is expected to be commissioned within the next 24 months, it said. The plant will supply power through the Uttar Pradesh state grid to National Capital Region Transport Corporation (NCRTC's) substations in Uttar Pradesh and Delhi, and distribute it across the Namo Bharat corridor, it mentioned. Under the agreement, NCRTC said it will procure electricity from the plant at a fixed tariff for 25 years. The arrangement aims to provide greater predictability in energy costs and reduce the corridor's dependence on conventionally generated power. Electricity accounts for around 30-35 per cent of the operational cost of the Namo Bharat corridor. The NCRTC said the

As cyber and supply-chain risks grow, India is accelerating efforts to build domestic SCADA technology for its increasingly digitised power network

UP targets ₹10,000 crore investment as power demand rises; UPPCL, MP Power Management Company sign MoU for 2,000 MW peak power procurement and power banking

Morgan Stanley downgraded PFC and REC to equal weight from overweight and slashed targets by 20 per cent and 16 per cent, respectively to Rs 410 and Rs 360.

Three decades of reforms have taken India's power sector from chronic shortages to near-universal access and surplus capacity, but discom finances remain a key challenge

Small modular reactors are becoming an important part of India's nuclear power plans as the country looks to expand capacity

PM Surya Ghar has received 7.77 million applications since February 2024, with 4.19 million rooftop solar systems installed, covering 5.04 million households

In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.

The apex court says the challenge is premature as regulations are yet to be notified, while allowing IEX to raise objections after the framework is finalised.

Higher plant load factors, expanding regulated equity and an ambitious capacity addition plan leave NTPC well positioned to benefit from steady growth in power demand

The proposed framework seeks to enable competition in electricity supply by allowing new distribution licensees to use existing networks without duplication

Ambit Capital sees the BESS market entering a reset phase, citing rising costs, aggressive bids, project delays, and battery life-cycle uncertainties as key challenges for utilities.

Equirus Securities has assigned a target price of ₹653 for JSW Energy, implying an upside of 15 per cent. Similarly, Torrent Power received a target price of ₹1,515, suggesting over 5 per cent upside

Tata Power targets Rs 1 lakh crore in revenue and Rs 10,000 crore in PAT by 2030, while expanding into nuclear power, battery storage and solar manufacturing in Odisha

India's hydropower generation fell by 6.3 GW year-on-year in June 2026 as El Niño affected rainfall, with higher coal-fired generation offsetting much of the shortfall, S&P Global said

Even after matching CEA targets with current capacity and factoring in demand from data centres, automobiles and railways, demand will still far exceed supply

Improved domestic coal supplies helped reduce import dependence, with power sector imports falling nearly 25 per cent even as coking coal purchases edged higher

Antique said that it prefers companies with exposure to firm power generation and transmission-linked opportunities. It has maintained a 'Buy' rating on NTPC, Adani Power, and ACME Solar.