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Power supply advisory to states, utilities likely soon
The power ministry will issue an advisory to states and utilities. This advisory focuses on strengthening preparedness for erratic weather conditions. Utilities will be directed to maintain adequate coal and water supplies. Preventive maintenance will also be completed to minimise power outages. Peak demand is projected to remain high over the next three months.
Coal India's SECL strengthens monsoon measures for uninterrupted supply
SECL, a Coal India subsidiary, has implemented robust monsoon preparedness to ensure uninterrupted coal supplies crucial for India's energy security. The company achieved its best-ever first-quarter performance in production and offtake, with a significant portion directed to power utilities. SECL's extensive operations across Chhattisgarh and Madhya Pradesh underscore its vital role in meeting national energy demands.
GVK Power & Infrastructure Ltd Falls 1.77%
GVK Power & Infrastructure Ltd has lost 12.06% over last one month compared to 0.14% gain in BSE Utilities index and 2.31% rise in the SENSEX

Jefferies’ top power & utilities stock pick for 2026 By Investing.com - Investing.com India
Jefferies’ top power & utilities stock pick for 2026 By Investing.comInvesting.com India

Nifty 50 target cut by Citi to 26,000 - Key risk factors, top picks explained
Citi has highlighted Financials, Telecom, Healthcare, Defence and Utilities as their key "overweights", while IT Services, Staples, Metals are their top "underweights." It has also added Hitachi Energy into its list of top picks having initiated coverage on the stock recently.

Buy or sell: Gift Nifty saignals gap-down start, Vaishali Parekh recommends three stocks to buy today — 29 May 2026
Buy or sell: Vaishali Parekh recommends three stocks to buy today — GMR Power, Pine Labs, and BF Utilities
Motilal Oswal sector of the week: Power; Acme Solar, JSW Energy top bets
While valuations across several utilities have rerated sharply and now trade above historical averages, the sector's structural growth drivers continue to support a favourable long-term outlook
Regulator in India's top solar state again blocks 3.2 GW coal power project
Rajasthan's power regulator has again rejected a proposed 3.2 gigawatt coal power project. The regulator wants state utilities to first reassess demand and capacity needs. This decision comes as other Indian states increase coal power purchases to meet rising demand for round-the-clock electricity. India aims for significant non-fossil fuel power capacity by 2030.
Tata Power Company Ltd Falls 4.77%
Tata Power Company Ltd has lost 2.69% over last one month compared to 4.62% gain in BSE Utilities index and 2.86% drop in the SENSEX
Citi bets on power utilities; picks NTPC, Tata Power amid capex upcycle
Citi has recommended a 'Buy' rating on NTPC for a target price of ₹485, Tata Power for a target of ₹525, Power Grid for a target of ₹380, and JSW Energy for a target of ₹650.
Coal India, CESC and other power stocks: JM Financial analyst explains impact of Bengal elections
JM Financial views the West Bengal election outcome as a potential boost for power sector governance, driven by expectations of reform under a BJP-led government. While this could create headwinds for CESC, it may benefit Coal India and other central utilities

Utilities rally looks stretched, says Bernstein; NTPC, REC still offer selective value
Bernstein’s Nikhil Nigania sees limited upside in utilities, prefers NTPC on dips, REC for value, and favours integrated players like Tata Power in renewables.