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Business Standard - Markets 15d ago

Bluspring Enterprises bags O&M contract worth Rs 406 crore from Vedanta Power

Bluspring Enterprises said that its wholly-owned step-down subsidiary STEAG Energy Services (India) has received an extension of contract for operations and maintenance of a 600 MW thermal power plant from Vedanta Power.

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Anti-dumping duty on electrical steel may push transformer costs, impact grid expansion: GTRI
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ET Markets - Industry 15d ago

Anti-dumping duty on electrical steel may push transformer costs, impact grid expansion: GTRI

A potential anti-dumping duty on crucial cold-rolled grain-oriented electrical steel (CRGO) imports could significantly hike transformer manufacturing costs and impede India's ambitious power grid expansion plans. With domestic production meeting less than 10% of demand, imposing duties might raise prices without reducing import reliance, impacting vital infrastructure development and renewable energy integration. The probe follows a complaint by JSW JFE Electrical Steel Nashik Pvt Ltd.

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Adani Group to build 10 GW nuclear power capacity by 2035, Chairman Gautam Adani says will expand energy portfolio
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LiveMint - Companies 16d ago

Adani Group to build 10 GW nuclear power capacity by 2035, Chairman Gautam Adani says will expand energy portfolio

The Gautam Adani-led Adani Group plans to build 10 GW of nuclear power capacity by 2035. Expansion includes various energy sectors and significant investments amidst rising electricity demand and geopolitical uncertainty.

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Adani Group to enter nuclear power, targets 10 GW by 2035
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ET Markets - Industry 16d ago

Adani Group to enter nuclear power, targets 10 GW by 2035

Gautam Adani revealed ambitious expansion plans, including a 10 GW nuclear power venture by 2035 under Adani Atomic Energy. The conglomerate also boosted its thermal power target to 45 GW by FY32 and data centre capacity to 3 GW by 2030. These moves signal a significant push into energy, AI-driven computing, and defence, alongside new partnerships in aircraft manufacturing and hydropower.

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Adani Group AGM 2026: Top 10 highlights from Gautam Adani's address
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CNBC TV18 - Markets 17d ago

Adani Group AGM 2026: Top 10 highlights from Gautam Adani's address

Gautam Adani used the group's AGM to lay out an expansive vision spanning AI, nuclear energy, data centres, airports, power and defence, while highlighting record investments, strong financial performance and long-term infrastructure ambitions.

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Adani Group targets 10 GW nuclear power capacity by 2035
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ET Markets - Industry 17d ago

Adani Group targets 10 GW nuclear power capacity by 2035

Adani Group is venturing into nuclear power, aiming for 10 GW capacity by 2035 to bolster India's energy security amidst global uncertainties. Chairman Gautam Adani announced land acquisition for Adani Atomic Energy, a significant addition to the conglomerate's integrated power platform. This move aligns with accelerated investments across the energy value chain, from mining to clean energy technologies, underscoring a commitment to reliable, affordable, and round-the-clock power for the nation.

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Power and IT set to remain dominant industries as pvt sector leads India's investment landscape in post-Covid era: Report
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ET Markets - Industry 22d ago

Power and IT set to remain dominant industries as pvt sector leads India's investment landscape in post-Covid era: Report

Power and IT sectors are set to lead India's economic growth. New investment announcements show a strong focus on electricity and technology. This trend is driven by digital infrastructure and renewable energy needs. The private sector is now a major investor. Transport, chemicals, and metals also see substantial capital allocation. Consumer segments hold smaller shares.

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'Expensive' valuations may not necessarily lead to underperformance, Jefferies explains
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CNBC TV18 - Markets 23d ago

'Expensive' valuations may not necessarily lead to underperformance, Jefferies explains

Jefferies has highlighted JSW Energy, Adani Energy Solutions, Premier Energies and Siemens Energy as their top picks within the power theme.

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JSW Energy, Adani Energy In Focus: Jefferies Sees Opportunity In Power Stocks Despite Rich Valuations
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NDTV Profit 23d ago

JSW Energy, Adani Energy In Focus: Jefferies Sees Opportunity In Power Stocks Despite Rich Valuations

On the supply side, Jefferies pointed to ongoing capacity expansion plans among private-sector companies.

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Stocks to Watch for June 15: Vedanta, Aurobindo Pharma, JSW Energy, Dr Reddy's and more
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CNBC TV18 - Markets 27d ago

Stocks to Watch for June 15: Vedanta, Aurobindo Pharma, JSW Energy, Dr Reddy's and more

From Vedanta's demerged entities market debut to JSW Energy's wholly owned subsidiary JSW Neo Energy Ltd commissioning the full 150 MW capacity of the Tidong Power Generation Private Ltd hydroelectric project in Himachal Pradesh, here are some stocks to track ahead of Monday's trading session.

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Adani Green to commission 14 GWh battery storage at Khavda by fiscal year-end to cut clean energy wastage
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ET Markets - Industry 27d ago

Adani Green to commission 14 GWh battery storage at Khavda by fiscal year-end to cut clean energy wastage

Adani Green Energy is building a massive 14 gigawatt-hour battery storage system in Khavda, Gujarat. This project aims to prevent the wastage of clean energy. India has already lost significant clean power due to a lack of storage. The company plans to expand this storage capacity significantly over the next five years.

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Macquarie sees power upcycle; prefers NTPC, JSW Energy amid demand boom
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Business Standard - Markets 29d ago

Macquarie sees power upcycle; prefers NTPC, JSW Energy amid demand boom

he brokerage has picked NTPC as its top bet in the sector, followed by JSW Energy and Power Grid, while Adani Green, Adani Power, and Adani Energy Solutions are placed lower in its pecking order

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