Higher coal supplies and rail loading have slowed stock depletion at power plants, but inventories are yet to recover and more stations are in the critical-stock category
In the past six months, the stock price of BHEL outperformed the market by surging 82% as compared to a 2% decline in the BSE Sensex.
Thermal power plants had 21.8 million tonnes of coal stocks, around 37 per cent of the normative requirement, as the number of plants with critical stocks rose to 82
Overall coal stocks are sufficient for just seven days and stand at 37 per cent of the requirement, while experts see the situation as a temporary logistics issue
Coal stocks at thermal power stations fell to 22.9 million tonnes on September 19, providing seven days of fuel cover, while 74 plants had critically low inventories
The country needs a more flexible and resilient system
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
Coal stocks at thermal power plants fall as critical-stock plants rise, even as Coal India holds record-high pithead inventories
The strong capex cycle in the thermal power sector propelled the company's order book and execution. In addition, the management has focused on structurally favourable terms in the orders, says Ind-RA
As of June 2026, KBL's domestic industrial order book stood at over ₹2,300 crore, while the international industrial order book was around ₹1,500 crore
The engineering major's improving execution, expanding order book and healthy margin recovery support growth prospects, but much of the optimism appears priced into the stock
State-run Oil and Natural Gas Corporation (ONGC) has completed drilling its second geothermal well in Ladakh's Puga Valley, marking another step towards developing India's first pilot geothermal power plant. The company's research and development arm, ONGC Energy Centre, drilled the well to a depth of 1,000 metres at an altitude of more than 14,000 feet in about a month, improving on the timeline and cost of its first geothermal drilling campaign, ONGC said in a social media post. The latest well builds on the success of ONGC's first geothermal well in Puga, which produced steam at temperatures above the boiling point of water, demonstrating the area's geothermal resource potential, the company said. ONGC said the second well would support the development of India's first 1-megawatt electric (MWe) pilot geothermal power plant and could pave the way for commercial exploitation of geothermal energy in the country. The project's next phase includes plans to set up a 1-megawatt electri
The company plans to add 23,720 MW of thermal power capacity by FY32 through brownfield and greenfield projects, while Adani Energy Solutions outlined its expansion pipeline
Ministry of Power extends validity of directions for the 4,150 MW Gujarat-based thermal plant by three months to ensure adequate electricity supply
State-run NTPC seeks technology providers and EPC partners to develop flexible thermal power units capable of supporting renewable energy integration and grid stability
Odisha's move to cut low-cost power entitlement from future private thermal projects has drawn criticism from experts over long-term energy security risks
Apart from ramping up thermal power, the state government is also boosting its solar and renewable energy portfolio
Focus on overhauling and diversifying operations: CMD
Rating agency ICRA on Thursday said power demand will rise by 5.0-5.5 per cent in 2026-27 as against a tepid one per cent growth in 2025-26, supported by continued momentum in industrial and commercial activity. The country's power demand growth in 2026-27 is likely to be supported by agricultural and household sectors given the expectation of sub-par rainfall amidst a potential El Nino, along with demand from industries as well as from emerging sources like electric vehicles and data centres, ICRA said in a statement. The all-India thermal plant load factor (PLF or capacity utilisation) level fell to 65-66 per cent in 2025-26 amid demand moderation and is likely to remain around 65 per cent in 2026-27, given the healthy growth in generation expected from the renewable sources and 6-GW capacity addition likely in the thermal segment. Ankit Jain, Vice President & Co-Group Head - Corporate Ratings, ICRA, said in the statement that the thermal power sector in India is witnessing a ...
India curtailed 31 GW of renewable energy in Q4 FY26 due to inadequate transmission capacity and system flexibility, even as peak power demand hit a record 256 GW