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Macquarie bets on $85 billion grid capex opportunity; Check out its top picks
Macquarie said India's power sector is entering a multi-year investment cycle as the country expands its transmission infrastructure to accommodate growing electricity consumption and renewable energy capacity.
UltraTech Cement buys stake in renewable energy firm to cut power costs
UltraTech Cement Ltd has entered into an Energy Supply Agreement and a Share Subscription and Shareholders Agreement to acquire a 13.99% equity stake in FPEL Services Pvt. Ltd., a company engaged in the generation and transmission of renewable energy through wind power.
Marsons jumps 12% on bagging ₹9.48 crore order from West Bengal utility
The stock was in demand after Marsons received an order from West Bengal State Electricity Transmission Company for the repairing, 50 MVA, 132/33 KV power transformers
Marsons spurts after securing transformer repair order from WBSETCL
Marsons zoomed 8.14% to Rs 131.50 after it has secured an order worth Rs 9.48 crore from West Bengal State Electricity Transmission Company (WBSETCL) for the repair, inspection and testing of power transformers.
Why CG Power may command a premium over ABB India and Siemens
Transmission capex and data centre boom provide strong revenue visibility for extant business of CG Power even as it is working on a new growth engine.
Adani Energy Solutions vs Power Grid Corp: Which stock is Jefferies betting on?
Jefferies remains bullish on both Adani Energy Solutions and Power Grid Corp but sees significantly stronger growth in AESL, driven by transmission expansion and smart metering. The brokerage expects AESL’s earnings growth to outpace Power Grid and believes improving valuations and execution momentum could support a potential re-rating.
Jefferies met the management of four Adani Group companies; check key triggers and targets
Transmission opportunities worth ₹1.5 lakh crore, renewable capacity expansion to 50 GW, thermal power growth and a turnaround in the cement business are among the key themes highlighted by Jefferies after meeting the management of four Adani Group companies.
Five Stocks To Buy: Adani Energy, Adani Green, Gland Pharma And More | June 08, 2026
Top picks include power transmission major Adani Energy Solutions, renewable energy giant Adani Green Energy, pharma player Gland Pharma, automotive major Ashok Leyland, and carbon materials manufacturer Himadri Speciality Chemical.
Hitachi Energy, GVTD to CG Power: Citi is bullish on these electric equipment stocks. Should you buy?
Citi estimates HVDC projects alone could represent an opportunity of around ₹1.6 trillion for equipment manufacturers. The brokerage also expects global transmission and distribution capital expenditure to exceed $15 trillion between CY25 and CY50.
Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?
Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating HVDC adoption as key growth drivers. The firm issued 'Buy' ratings on Hitachi Energy India, GE Vernova T&D India, and CG Power and Industrial Solutions, with a 'Neutral' call on Siemens Energy, citing significant OEM opportunities and export potential.
India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says Bernstein
India’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to Bernstein. The brokerage sees Adani Group and Reliance Industries as best positioned to benefit, citing their access to land, power infrastructure and transmission networks.
Atlanta Electricals rises after bagging Rs 285 crore order from PSTCL
Atlanta Electricals rose 4.61% to Rs 2,147 after the company received a LoA from Punjab State Transmission Corporation (PSTCL) for the supply of 23 units of 160 MVA, 220/66 kV power transformers along with NIFPES and optional spares.