India now has over 500 GW capacity and near-zero shortages, but structural weaknesses persist
Political pricing, delayed orders and welfare tariffs have left discom debt above ₹7.1 trillion
Indexed, automatic tariff revisions aim to restore cash flow discipline and reduce bailouts
High industrial tariffs hurt competitiveness; gradual subsidy reduction is long overdue
Rising renewables require storage, flexible thermal power and stronger grid planning
Multiple suppliers and PPPs promise efficiency, but politics may slow implementation