Power Sector

CIL says it supplied 97 million tonnes of coal to NTPC and its joint ventures in H1FY27, exceeding contractual commitments despite critically low stocks at several power plants

RoW disputes have been a constraint on transmission-line construction, particularly projects meant to evacuate renewable energy

Power-sector coal despatches rose 10.6 per cent year-on-year in September, while daily supplies remained robust in early October as CIL drew down pithead inventories

India needs a more flexible power system

Supplies to the power sector rose 10.63 per cent to 48.9 million tonnes in September, while coal production increased 9.18 per cent to 53.5 million tonnes, CIL said

Rising demand and power shortages underscore the need for stronger grids, better planning and reliable electricity supply

Nighttime power shortfalls have reached 7.7 GW this month, while hydropower generation fell 12 per cent in September, pushing coal plants to run harder to meet demand

Oriana Power has secured two projects totalling 900 MW/1,800 MWh from MSEDCL, with the battery storage systems to operate under 15-year purchase agreements

India wants its semiconductor capabilities to reach into everyday products such as cars, televisions and refrigerators, as well as critical power infrastructure in the coming years, Electronics and IT Minister Ashwini Vaishnaw has said, outlining the sheer breadth of chip-making prowess the country aims to build going forward. The minister's vision comes as India steps up efforts to establish a larger presence in the global semiconductor value chain, with the government seeking to move beyond chip assembly and testing, and build capabilities spanning design, fabrication, equipment and materials. Under the second phase of the semiconductor programme, the government has committed Rs 1.27 lakh crore to expand the domestic ecosystem and attract global investments. The government recently said it received about Rs 1 lakh crore in investor interest under the second phase of the semiconductor scheme, and this week saw a slew of big-ticket announcements, including Applied Materials' USD ...

Non-fossil sources in India now account for 54.18 per cent of installed electricity capacity, surpassing the 2030 target of 50 per cent, Environment Minister Bhupender Yadav said on Saturday. The minister also said India ranks third globally in renewable energy-installed capacity and is the world's second-largest solar-growth market, demonstrating that economic growth and climate action can advance together. Yadav made these comments during the inauguration of the National Green Tribunal's (NGT) two-day international conference here on "The Future of Environment and Climate Dynamics". In his address, the minister noted that India's approach to environmental responsibility is rooted in its civilisational ethos, which views the Earth as a shared inheritance and a sacred trust, and reaffirmed the country's commitment to collective action towards a sustainable, resilient and just future. Yadav also emphasised that the choice before the world is not between development and environment,

States awarded 18.2 GW of fresh thermal capacity in FY25 and FY26, entailing an estimated Rs 2.3-2.4 lakh crore in committed capital, according to a CIPP report

Power producers imported 5.52 million tonnes of coal during the month, up 85.6 per cent year-on-year, as heat-wave conditions and lower hydropower output lifted electricity demand

The market is pricing NTPC and Bhel differently and that has got Sanjeev Prasad, managing director (MD) and co-head, and his colleagues at KIE questioning the valuation thesis of these two stocks

According to ACE Equity data, BHEL stock has added 63 per cent in the last six months and significantly outperformed NTPC, which has lost 13 per cent.

India's capex cycle gains momentum, creating opportunities across power, data centres, semiconductors and defence

Adani Power share: The brokerage assigned a target price of ₹250 to Adani Power shares, valuing the company at 16x FY29E Ebitda, investments add ₹1 per share.

Technical analyst advised investors to avoid fresh long positions for now and wait for a clear breakout above 1,400 before considering fresh buying.

Maharashtra has a substantial agricultural load from around 48 lakh agriculture consumers, accounting for almost 30 percent of the total electricity consumption

Power investments, steady government infrastructure spending and overseas opportunities are expected to strengthen order books, though commodity inflation may pressure margins

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