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.
Stocks to Watch today: IndiGo, SpiceJet, Afcons infra, JSW Infra, Bharti Hexacom, NTPC Green Energy, NTPC, NLC India, FirstCry, JW Steel, HDFC Bank, among others, will in focus today.
Stocks to buy today: Jatin Gedia of Teji Mandi Investment Technologies suggests buying NTPC Green, Balrampur Chini and trent; check target
Over the past four trading sessions, NTPC Green Energy has gained 15 per cent. From its 52-week low of ₹84, hit on March 2, 2026, it has recovered about 33 per cent.
Investors are betting big on the power sector companies, expecting a rise in electricity demand ahead of the peak summer season.
Heatwave alert: Rising temperatures could drive a surge in power demand. Analysts see opportunities in select power stocks like NTPC, Tata Power, JSW Energy, and Adani Power.
At 12:22 PM, ACME Solar shares were trading 4.67 per cent higher at ₹260.1 per share, and NTPC Green Energy's share price was up 2.27 per cent at ₹100.09 per share
The optimism stems from the company's aggressive capacity addition plans, supported by NTPC's established execution capabilities, which are expected to help it capitalise on rapidly growing demand
Stocks to buy today: Osho Krishan of Angel One recommends buying these two power shares today; check target, stop-loss and other key details
NTPC Green Energy's share price has been moving northward for the last three trading sessions and has gained around 21 per cent since its March 10 closing price of ₹86.71 per share on the NSE
At 12:12 PM on Thursday; the BSE Power index was up 2.3 per cent at 7,043.98, as compared to 0.54 per cent decline in the BSE Sensex at 76,447.51.