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.
Energy giant shifts focus from thermal power to solar, wind
NTPC Green Energy chief says the Rs 1.85 lakh crore project will spur demand for electrical equipment, while CEA flags grid stability and equipment lead times
L&T said it will execute the design, engineering, supply, erection and commissioning of the plant and associated civil, mechanical and electrical works.
The company is targeting 30 GW of nuclear capacity by 2047 as it steps a push into nuclear power, with its eyes set on capacity of about 6 GW by 2037
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
State-owned power giant NTPC on Friday posted a nearly 13 per cent rise in its consolidated net profit to Rs 6,896.44 crore for the April-June quarter compared to the year-ago period mainly on the back of higher revenues. The consolidated net profit was Rs 6,108.46 crore in the quarter ended on June 30, 2025, an exchange filing stated. Total income rose to Rs 51,141.51 crore in the quarter from Rs 47,821.11 crore in the same period a year ago.
Q1FY27 results updates: Firms including Tata Consumer Products, SBI Life Insurance Company, Hindustan Zinc, Bank of India, and Dr Lal PathLabs are also to release their April-June earnings today
ASHVINI has invited bids for a Rs 28,000 crore nuclear island EPC package for four 700 MW reactors at the Mahi Banswara project, the largest such tender under India's PHWR programme
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.
State-run power giant NTPC board has approved Rs 20,456.70-crore investment for 1,600 MW Lara Super Thermal Power Project Stage-III in Chhattisgarh. "The Board of Directors of NTPC Limited in its meeting held today, i.e. 11th July 2026 has, inter-alia, approved investment proposal for Lara Super Thermal Power Project, Stage-III (2x800 MW) at current estimated cost of Rs 20,456.70 crore," the company said in an exchange filing on Saturday. On June 5, the NTPC had sought bids from technology solutions players to help its sub-critical thermal power units operate at lower load and ensure flexibility for the electricity distribution network to use both thermal and renewable energy more efficiently. The project will require providing technical support to sub-critical thermal units ranging between 150 MW and 250 MW, enabling them to operate in two shifts and at a minimum technical load of 25 per cent, NTPC had said in a statement. Sub-critical thermal units can offer greater flexibility .
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.
he brokerage has picked NTPC as its top bet in the sector, followed by JSW Energy and Power Grid, while Adani Green, Adani Power, and Adani Energy Solutions are placed lower in its pecking order
The state-run power producer is set to invite bids for the nuclear island package as work gathers pace on its 2.8-GW Mahi Banswara project in Rajasthan
State-run NTPC seeks technology providers and EPC partners to develop flexible thermal power units capable of supporting renewable energy integration and grid stability
The state will deploy three hydrogen fuel cell buses under a ₹53.55-crore pilot project aimed at promoting clean mobility and advancing green hydrogen adoption
Q4FY26 company results: Firms including Rainbow Children's Medicare, Anupam Rasayan India, Dollar Industries, Polyplex, and Precision Wires are also to release their January-March earnings today
A US nuclear delegation held discussions with NTPC and NPUNL officials on technology partnerships and opportunities in India's civil nuclear sector
Most of India's existing fleet uses locally designed reactors, while the 2-gigawatt Kudankulam plant in the country's south that's powered by Russian reactors, is the only one using foreign technology
The country must remain watchful of becoming over-dependent on any single supplier or country for nuclear technology as it moves ahead with the ambitious 100 GW nuclear power plan, an industry executive has cautioned. Gurdeep Singh, the Chairman of India's largest power generation company NTPC, has asserted that the country should prioritise control over technology and resources, even if domestic options are 5-10 per cent costlier at the initial stage, to avoid the supply chain vulnerabilities currently seen globally. Singh, at a workshop organised by Central Electricity Authority on India's nuclear power roadmap, urged stakeholders to move beyond legislative intent and focus on the immediate formulation of rules and guidelines, arguing that clarity in implementation is the only way to convert policy into actual investment, accoding to the minutes of the workshop released by the CEA at the weekend. The workshop on "Shanti Act, 2025: Enabling India's 100 GW Nuclear Power Roadmap ...