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North Star: UK’s BII, Denmark’s CIP unveil $300 million green energy platform in India
British International Investment and Copenhagen Infrastructure Partners launch North Star, a $300 million dollar platform to fund renewable projects in India and cut emissions
Nifty could hit 27,000 once geopolitical tensions ease: Bajaj Finserv AMC CIO
Bajaj Finserv AMC CIO Nimesh Chandan projects 15% earnings growth for Nifty in FY28, with EPS rising to the ₹1,420–1,440 range, making valuations look attractive. He backs metals, construction, and cement as long-term plays on a global supply chain shift, holds gold and silver in the multi-asset portfolio, and flags El Niño and elevated US yields as key risks keeping Indian interest rates high in the near term.
HSBC highlights two Indian 'forgotten gems' beyond the AI trade for up to 68% upside
Godrej Properties’ aggressive focus on building future projects positions it well for market share gains, with strong deliveries expected to improve profitability, collections and cash flows. HSBC added that the stock trades at a 14% discount to its June 2026 NAV estimate.
Power Grid shares have underperformed over the last month, but 60% analysts say 'buy'
Power Grid beat capex and capitalization guidance for FY26 and has guided for upcoming beat of its FY27 guidance as well. It also sees new opportunities from intra-state transmission projects and BESS, which can increase TAM.
Telge Projects consolidated net profit declines 19.36% in the March 2026 quarter
Sales rise 13.75% to Rs 14.39 crore
India, US companies hold talks on nuclear energy cooperation
India and US nuclear industry leaders met to boost collaboration. Discussions focused on reducing costs and construction times for nuclear power projects. India aims for 100 GW nuclear capacity by 2047. The US delegation represents advanced reactor technologies and fuel cycle innovation. New opportunities for partnerships in project development and manufacturing are being explored.
GE Vernova T&D India Q4 profit rises 89% as margin expands; dividend declared
GE Vernova T&D India reported a strong March quarter performance with profit rising nearly 89% year-on-year, driven by robust revenue growth, improved operating margins and healthy execution across projects.
Block deal: JSW Energy sells Rs 3,150 crore JSW Steel stake to GQG, SBI Mutual Fund
JSW Energy has divested a portion of its JSW Steel stake for Rs 3,150 crore to fund its aggressive power generation expansion. The company aims to reach 30 GW capacity by 2030, bolstered by both renewable and thermal power projects. This strategic move enhances capital allocation and supports long-term growth initiatives.
NTPC chief against reliance on one source for nuclear technology
India must avoid depending on one country for nuclear technology. NTPC chairman Gurdeep Singh stresses domestic control for nuclear projects. The company aims for 30 GW nuclear capacity by 2047. Large reactors are preferred over small modular ones. Repurposing old thermal plant sites is also suggested. Public outreach on nuclear safety is crucial for expansion.
Bengal government gives nod for handover of seven national highway stretches to NHAI, NHIDCL
West Bengal has given in-principle approval to transfer seven national highway stretches to central agencies. This move clears the way for long-pending infrastructure development works. The National Highways Authority of India and the National Highways and Infrastructure Development Corporation Ltd will now undertake these projects. These developments will significantly improve connectivity to neighbouring states and countries.
Skipper secures orders worth Rs 1,265 cr
Skipper has secured fresh new order of Rs 1,265 crore for several Domestic & International T&D projects.
Hindustan Copper Q4 profit more than doubles on strong margin, revenue surge
Hindustan Copper reported a sharp rise in fourth-quarter earnings as revenue and operating margins expanded significantly, while the state-run miner also announced dividend and fundraising plans for expansion projects.