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Battery Storage Win Powers Acme Solar’s Stock Surge
Equities, Market News - July 8, 2025

Battery Storage Win Powers Acme Solar’s Stock Surge

Battery Storage Win Powers Acme Solar’s Stock Surge

India’s renewable energy leader secures over 3.1 GWh of advanced battery storage, setting new benchmarks for grid stability and project execution

Introduction
Acme Solar Holdings, a prominent name in India’s renewable energy landscape, has made headlines with its announcement of a massive BESS procurement. The order, exceeding 3.1 GWh, not only marks a milestone for the company but also signals a major leap forward for India’s energy storage ambitions. The announcement triggered a sharp intraday rise of over 6% in Acme Solar’s share price, highlighting market optimism around its future trajectory and execution.

The Strategic Importance of Battery Storage
Why Battery Storage Matters
As renewable energy use expands, battery storage is becoming essential for grid stability and reliability. These systems store excess energy generated during periods of high production and release it when demand peaks or generation dips, thereby ensuring a stable and reliable power supply. For India, where the push for clean energy is intensifying, robust storage solutions are essential for balancing intermittent solar and wind generation.
Acme Solar’s Vision
Acme Solar’s battery procurement is aimed at powering its FDRE developments and other energy storage-linked projects slated for rollout in the coming 12 to 18 months. The company’s strategy is to deploy these storage systems across multiple states, enhancing both project flexibility and grid resilience.
Details of the Order
• Suppliers: Trina Energy and Zhejiang Narada are trusted worldwide for their high-efficiency and modular energy storage systems.
• Deployment: Phased deliveries are planned throughout the current fiscal year, with installations aligned to upcoming project timelines.
• Standards: All equipment adheres to international IEC and UL standards, ensuring top-tier safety, reliability, and performance.
The procurement fits within Acme Solar’s budgeted capital expenditure, balancing cost efficiency with high technical standards and supplier reliability. Ordering ahead of schedule should help expedite deployment and enhance cash flow timing.

Market Impact and Stock Performance
The announcement of the BESS order had an immediate effect on Acme Solar’s stock, which surged over 6% intraday and closed with a notable gain after a period of declines. Investors responded positively to the company’s proactive approach to securing critical infrastructure, which is expected to:
• Accelerate project commissioning
• Enhance operational margins through improved capacity utilization
• Reinforce Acme Solar’s leadership in the accelerating green energy market

Broader Implications for India’s Clean Energy Transition
Scaling Up Renewable Integration
India’s renewable energy sector is expanding rapidly, but integrating large volumes of variable solar and wind power remains a challenge. Acme Solar’s large-scale adoption of advanced battery storage is a template for the industry, demonstrating how storage can unlock new levels of grid flexibility and reliability.
Supporting National Goals
This order aligns with India’s broader ambitions to increase renewable energy’s share in the national grid, reduce dependence on fossil fuels, and meet climate commitments. By investing in state-of-the-art storage, Acme Solar is helping pave the way for a more resilient and sustainable energy future.
Acme Solar’s Operational Strength
Holding 6,970 MW in renewables and 550 MWh in storage capacity, Acme Solar is primed to support India’s journey toward a sustainable energy future. Its in-house engineering, procurement, and construction (EPC) as well as operations and maintenance (O&M) teams ensure efficient project delivery and strong performance metrics, such as industry-leading capacity utilization factors and operating margins

Conclusion
Acme Solar’s record-setting battery storage order is a watershed moment for India’s renewable energy sector. By securing advanced, large-scale storage solutions, the company is not only boosting its own growth prospects but also setting new standards for project execution and grid stability. This bold move is likely to inspire similar investments across the industry, accelerating India’s journey toward a cleaner, more reliable energy future.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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BlackRock’s Strategic Leap: The ElmTree Funds Acquisition and the Future of Real Estate Investing

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Nila Spaces Jumps 10% as Wellness Housing Project Gets RERA Clearance
Equities, Market News - July 5, 2025

Stock Jumps as KP Green Engineering Bags ₹52.31 Crore Orders Across Five Divisions

Stock Jumps as KP Green Engineering Bags ₹52.31 Crore Orders Across Five Divisions

Diversified order wins across solar, transmission, and heavy engineering segments spark investor optimism and underscore the company’s expanding role in India’s green energy drive.

Introduction
The Indian renewable energy sector continues to attract attention with its rapid expansion and innovation. Riding the industry upswing, KP Green Engineering Limited has carved out a strong position for itself. The company’s recent announcement of new orders totaling ₹52.31 crore across five segments has not only reinforced its market leadership but also sparked a notable rally in its stock price. As India accelerates its transition to clean energy, KPGEL’s diversified wins signal both sectoral confidence and the company’s operational agility.

Order Details and Segmental Breakdown
Diverse Portfolio of Wins
KPGEL’s latest orders span a spectrum of critical infrastructure and energy segments, reflecting its ability to cater to varied client needs and industry requirements. New orders totaling ₹52.31 crore cover the following areas:
• Solar Module Mounting Structures: Supplying fixed tilt and tracker-type mounting systems for large-scale solar projects, a core area of KPGEL’s expertise.
• Transmission Towers and Substation Structures: Providing materials and engineering for 220 kV to 400 kV transmission lines, substation equipment, and related hardware, supporting grid expansion and reliability.
• Isolators: Delivering isolator equipment for high-voltage applications, reinforcing the company’s presence in power transmission.
• Railway Crash Barriers: Manufacturing and installing safety barriers for railway infrastructure, contributing to public safety and infrastructure modernization.
• Rooftop Solar Projects: Supplying and installing rooftop solar solutions, supporting decentralized energy generation and sustainability goals.
Entry into Heavy Engineering
A standout aspect of this order cycle is KPGEL’s entry into the heavy engineering segment, marking a strategic diversification. This move positions the company to tap into new markets and respond to the growing demand for industrial-scale engineering solutions.
Market Reaction and Stock Performance
The announcement of these orders has had an immediate and positive impact on KPGEL’s stock. Investors responded enthusiastically, driving the share price higher on the back of expectations for improved revenue visibility and operational growth23. The company’s ability to secure orders from a diverse client base across multiple high-growth sectors is viewed as a testament to its execution capabilities and trusted brand reputation.

Strategic Significance for KP Green Engineering
Strengthening Sectoral Presence
The company’s ability to secure contracts in multiple sectors—including solar, transmission, heavy engineering, and infrastructure—demonstrates its wide-ranging technical proficiency and strategic agility. The company’s growing order book not only enhances its financial outlook but also strengthens its standing as a preferred partner for large-scale, complex projects in India’s green energy and infrastructure ecosystem.
Supporting India’s Clean Energy Goals
By supplying critical components for solar and transmission projects, KPGEL is directly contributing to India’s ambitious renewable energy targets. The company’s work in rooftop solar and railway safety also aligns with national priorities for sustainable urbanization and safer public transport.
Recent Track Record and Growth Trajectory
This latest win builds on a series of significant orders secured by KPGEL in recent months. Earlier in 2025, the company secured deals worth more than ₹756 crore across solar, substations, transmission, and isolator segments. These cumulative wins highlight KPGEL’s consistent growth, operational reliability, and expanding influence in the green engineering space.

Looking Ahead: Execution and Expansion
The company’s focus remains on timely delivery, technological innovation, and expanding its manufacturing capabilities to meet rising demand. Its recent expansion into heavy engineering and pre-engineered building solutions further signals a commitment to diversification and long-term value creation.

Conclusion
KP Green Engineering’s ability to consistently win sizable and diversified orders is a strong indicator of its operational strength and market relevance. The latest ₹52.31 crore order haul, coupled with its entry into new industry segments, has not only energized its stock but also reinforced its reputation as a key enabler of India’s green energy ambitions. As the company continues to execute on its robust order book and pursue new opportunities, it stands well-positioned to capitalize on the next phase of India’s sustainable infrastructure growth.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Tata Power Renewable Achieves Record Green Energy!

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HFCL Shares Zoom 5% as Firm Secures 1,000 Acres for Defence Facilities
Equities, Market News - July 5, 2025

Tata Power Renewable Achieves Record Green Energy!

Tata Power Renewable Achieves Record Green Energy!

Strategic investments and integrated solar manufacturing drive Tata Power Renewable Energy Limited’s strongest quarterly results yet.

Summary:
Tata Power Renewable Energy Limited (TPREL), a subsidiary of The Tata Power Company Limited, has posted a record-breaking performance in the first quarter of FY26, powered by its strategic growth across the solar energy value chain. The company’s results underline its commitment to India’s clean energy transition and a greener, self-reliant future.

India’s renewable energy sector is witnessing unprecedented momentum, and Tata Power Renewable Energy Limited (TPREL) has emerged as a key driver of this transformational journey. In a landmark announcement, TPREL declared its record-breaking performance in the first quarter of fiscal year 2025–26 (Q1 FY26), reflecting robust execution of its integrated renewable strategy. As a wholly owned subsidiary of The Tata Power Company Limited, TPREL has enhanced its status as one of the nation’s leading and most reliable green energy providers through its dedication to operational excellence and strategic planning.
TPREL’s Q1 FY26 performance is notable for several reasons. The company not only expanded its installed capacity but also advanced its solar cell and module manufacturing capabilities, addressing India’s growing demand for renewable solutions and supporting the government’s “Atmanirbhar Bharat” (self-reliant India) vision. According to official figures, TPREL added significant renewable capacity during the quarter, including new solar and hybrid projects commissioned across multiple states.

Strategic Solar Manufacturing Push
A key factor in TPREL’s growth narrative is its bold investment in the local solar value chain. As global supply chains face challenges and geopolitical uncertainties threaten energy security, TPREL has proactively invested in local solar cell and module manufacturing. This vertical integration approach gives the company a vital competitive edge while boosting India’s domestic solar ecosystem.
In the first quarter of FY26, TPREL enhanced production at its advanced solar module and cell manufacturing plants, reaching unparalleled levels of capacity utilisation. This has helped the company not only meet its captive project needs but also serve the growing external demand for high-efficiency solar modules in India’s rapidly expanding solar market.
By aligning manufacturing with project execution, TPREL has effectively created a resilient green energy supply chain, minimising costs and mitigating risks associated with import dependencies. This action also supports India’s aim to reach 500 GW of renewable energy capacity by 2030, with solar power expected to take a leading role.

Operational Excellence and New Milestones
TPREL’s record-breaking Q1 FY26 was also driven by outstanding operational performance. The company reported historically high plant load factors (PLFs) across its operating wind, solar, and hybrid projects, thanks to advanced predictive maintenance and digital monitoring systems. Moreover, the commissioning of new hybrid renewable projects in Rajasthan, Gujarat, and Karnataka added considerable generation capacity, enhancing grid stability and renewable energy supply for commercial and industrial customers.
A significant highlight of the quarter was the successful synchronisation of a 300 MW solar park in Rajasthan, which is anticipated to produce enough clean energy to power more than 200,000 homes each year. These efforts have led to significant carbon emissions savings, reinforcing Tata Power Renewable’s commitment to environmental sustainability and climate action.

Industry Leadership and Partnerships
The company’s Q1 performance also underscores its growing leadership in forging strategic partnerships. In recent months, TPREL has signed several power purchase agreements (PPAs) with large commercial clients and state utilities, including new contracts with corporate buyers looking to reduce their carbon footprint and comply with sustainability mandates.
Additionally, TPREL is working closely with international technology providers to incorporate the latest solar innovations, such as bifacial modules and battery energy storage systems. This focus on technological advancement positions the company to offer cutting-edge, bankable solutions to its customers, further enhancing investor confidence in the renewables sector.

Vision for the Future
Tata Power Renewable is on an upward trajectory, setting a new standard in Q1 FY26 and showing no indications of slowing down. The company is reportedly planning an ambitious pipeline of over 4 GW in renewable energy projects slated for development over the next 24 months. These include utility-scale solar farms, hybrid renewable projects combining wind and solar, and even floating solar plants in key water bodies across India.
Further, TPREL has expressed its commitment to community upliftment by integrating CSR initiatives with its renewable projects, such as providing local employment, education, and health initiatives in project regions. This integrated approach ensures that the clean energy transition brings equitable social and economic benefits to local communities.
Tata Power Renewable’s performance in Q1 FY26 reinforces its goal of becoming the top renewable energy company in India. By combining technological innovation, strategic investments in manufacturing, and a strong focus on sustainability, the company is well-positioned to power India’s energy transition and become a global green energy powerhouse.
As India continues its journey towards a net-zero future, the role of major players like Tata Power Renewable will be indispensable. Their demonstrated ability to deliver record-breaking growth while contributing to national development goals represents a win-win scenario for the company, its stakeholders, and the planet at large.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Adani Group Emerges as Leading Contender for Jaiprakash Associates: A Game-Changing Bid in India’s Infrastructure Sector

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Adani Group Emerges as Leading Contender for Jaiprakash Associates: A Game-Changing Bid in India’s Infrastructure Sector
Business, Market News - June 24, 2025

Adani Deploys India’s First Standalone 5 MW Green Hydrogen Plant in Gujarat

Adani Deploys India’s First Standalone 5 MW Green Hydrogen Plant in Gujarat

Adani Group has achieved a major breakthrough by setting up India’s first standalone 5 MW green hydrogen facility in Kutch, Gujarat. This innovative facility, developed by Adani New Industries Limited (ANIL), signals a major breakthrough in India’s renewable energy efforts and highlights Adani’s commitment to clean fuel alternatives.

Pioneering India’s Green Hydrogen Future

The newly commissioned green hydrogen plant operates completely off-grid, drawing its power solely from solar energy. Supported by an integrated Battery Energy Storage System (BESS), the facility ensures smooth and continuous operations despite the fluctuating nature of solar power. This pioneering setup demonstrates how green hydrogen can be produced efficiently without relying on the traditional electricity grid, making it possible to deploy such plants in remote or less connected regions.

The plant is equipped with an advanced closed-loop electrolyzer system, which automatically regulates its functions based on real-time solar energy availability .In this method, water is split into hydrogen and oxygen using renewable energy, guaranteeing the production of completely green hydrogen without any carbon emissions. This method not only meets the growing demand for cleaner fuels but also serves as a model for future decentralized green hydrogen projects across India.

A Step Towards National Energy Goals

Adani’s green hydrogen plant strongly supports the Indian government’s National Green Hydrogen Mission, which is focused on positioning India as a key global hub for green hydrogen production and export. This mission is essential for India’s long-term energy security and for achieving net-zero carbon emissions by the year 2070.

Green hydrogen is crucial for cutting emissions in hard-to-decarbonize sectors such as steel, cement, refining, fertilizers, and heavy transportation. Adani’s project provides practical evidence that decentralized hydrogen generation is possible, especially in areas with limited access to reliable electricity. The plant sets a new direction for future green hydrogen initiatives that can be established even in challenging terrains.

Adani’s Long-Term Expansion Plans

The 5 MW plant in Kutch is part of Adani’s larger vision to build an extensive green hydrogen ecosystem in India. Adani New Industries Limited has already started working on a massive green hydrogen hub in Mundra, Gujarat. The plant is expected to manufacture green hydrogen along with green ammonia, methanol, and sustainable aviation fuel (SAF), aiming to cater to both local industries and global demand.

Adani aims to achieve an annual green hydrogen production capacity of one million metric tonnes by the year 2030 as part of its long-term vision. This ambitious target will not only reduce India’s dependence on imported fossil fuels but also position India as a significant player in the global green hydrogen economy.

Advanced Technology and Environmental Benefits

The integration of solar power with a BESS at Adani’s Kutch plant ensures continuous green hydrogen production, even when sunlight levels change throughout the day. The plant’s fully automated system can dynamically adjust electrolyzer operations according to solar power availability, maximizing efficiency and maintaining operational safety.

By using renewable energy as its sole power source, this plant significantly reduces greenhouse gas emissions. Currently, much of the hydrogen used in industries is produced from fossil fuels, known as grey hydrogen, which contributes heavily to carbon emissions. The green hydrogen produced by Adani’s plant offers a sustainable alternative that can support India’s transition to cleaner industrial processes.

Strengthening India’s Clean Energy Leadership

This new achievement further reinforces Adani’s strong position in driving India’s renewable energy progress. The company has already made substantial progress in solar and wind energy, and its expansion into green hydrogen is a natural step in its clean energy strategy.

The off-grid model demonstrated by the Kutch plant is particularly important for India, where certain regions still lack stable grid infrastructure. This approach offers a flexible and scalable solution that can be replicated across various parts of the country, enabling green hydrogen production even in remote or challenging environments.

Conclusion

Adani’s commissioning of India’s first standalone 5 MW green hydrogen plant in Gujarat is a significant achievement that supports both national and global clean energy goals. The project not only showcases cutting-edge technology but also provides a practical pathway for decentralized green hydrogen generation. By leading this transformation, Adani is setting the foundation for a greener, more energy-secure future for India.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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ACME Solar Arranges ₹1,072 Crore Funding for Rajasthan Solar Project

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GAIL's ₹844 Crore Investment Boosts Gas Pipeline Capacity!
Economy, Market News - June 24, 2025

GAIL's ₹844 Crore Investment Boosts Gas Pipeline Capacity!

GAIL’s ₹844 Crore Investment Boosts Gas Pipeline Capacity!

India’s top gas utility pushes forward with key infrastructure upgrades while facing delays in Mumbai-Nagpur-Jharsuguda and Srikakulam-Angul pipeline projects.

Summary:
GAIL (India) Ltd, the state-owned natural gas transmission giant, has committed ₹844 crore to enhance the capacity of its Dahej-Uran-Dabhol-Panvel pipeline to 22.5 million metric standard cubic meters per day (mmscmd). The company is currently handling rising costs and delays in the schedules of two significant projects: the Mumbai-Nagpur-Jharsuguda pipeline and the Srikakulam-Angul pipeline. These developments reflect both the challenges and urgency in meeting India’s growing demand for cleaner fuel infrastructure.

GAIL (India) Ltd, the country’s leading natural gas transmission and marketing company, has announced a significant investment of ₹844 crore aimed at expanding the capacity of its Dahej-Uran-Dabhol-Panvel (DUDP) natural gas pipeline network. This strategic move will enhance the pipeline’s carrying capacity from its current levels to 22.5 million metric standard cubic meters per day (mmscmd), reinforcing GAIL’s role in India’s transition to a cleaner energy future.
The expansion comes at a time when India’s energy sector is experiencing a paradigm shift—from coal-based power and liquid fuels to natural gas and renewables. As industrial and urban gas demand rises, GAIL’s infrastructure upgrades are crucial for maintaining supply reliability and preparing for future consumption spikes.

DUDP Expansion: Boosting Western India’s Gas Infrastructure
The Dahej-Uran-Dabhol-Panvel pipeline, strategically located along India’s western coastline, plays a pivotal role in transporting imported liquefied natural gas (LNG) from the Dahej and Dabhol terminals to key industrial and urban hubs in Maharashtra and Gujarat. With the demand for piped natural gas (PNG) and compressed natural gas (CNG) increasing in urban centres, particularly Mumbai, Navi Mumbai, and Pune, the decision to expand this pipeline is both timely and essential.
The upgraded pipeline will:
Improve gas flow and reduce pressure drops
Serve growing demand in sectors like power, city gas distribution, refineries, and fertilizer
Enhance grid stability and reduce dependence on spot LNG shipments
Support India’s long-term vision of achieving 15% natural gas share in the energy mix by 2030
This capacity addition is aligned with the government’s goals under the National Gas Grid and the One Nation One Gas Grid initiative, aiming for an integrated and connected gas infrastructure nationwide.

Delays in Other Key Pipeline Projects
Despite the progress on the DUDP front, GAIL is also facing significant delays and cost overruns in two other critical pipeline projects, which are vital for expanding gas access to central, western, and eastern India.
1. Mumbai-Nagpur-Jharsuguda Pipeline
Originally expected to be completed sooner, the significant trunk pipeline linking Maharashtra to Odisha will now be postponed until September 2025. The revised project timeline has also resulted in a cost escalation of ₹411.12 crore, taking the total projected cost substantially higher.
The Mumbai-Nagpur-Jharsuguda corridor is essential for improving gas access in interior regions of Maharashtra, Chhattisgarh, and Odisha—areas that have been traditionally underserved by gas infrastructure. Once operational, it will help bridge the regional energy divide and support industrial development in Tier-2 and Tier-3 cities.
2. Srikakulam-Angul Pipeline
The Srikakulam-Angul pipeline, which is a significant project designed to connect Andhra Pradesh and Odisha, is now anticipated to be finished by December 2025. The delay is attributed primarily to pending forest clearances, a common challenge in infrastructure projects involving eco-sensitive zones.
This pipeline will play a vital role in gasifying eastern India, especially for cities like Vishakhapatnam, Berhampur, and Bhubaneswar, while also facilitating smoother connectivity between LNG terminals and consumption centers.

Investment Outlook and Strategic Vision
GAIL’s commitment to investing ₹844 crore in the DUDP expansion and managing ongoing project delays reflects its strategic balancing act—pushing forward on high-priority projects while mitigating bottlenecks in others. Over the next five years, GAIL is expected to deploy multi-thousand crore investments across pipeline infrastructure, LNG terminals, and renewable energy to support the government’s energy diversification strategy.
Despite operational challenges, the broader outlook for GAIL remains positive:
Strong domestic demand for natural gas, particularly from industrial sectors and city gas suppliers
Increasing policy support, including tax benefits and regulatory reforms, for natural gas adoption
High potential for cross-border pipeline connectivity and LNG re-export
GAIL’s diversification into green hydrogen, solar, and bio-energy aligns with India’s net-zero goals

Market and Policy Reactions
Energy analysts have welcomed GAIL’s announcement, noting that the ₹844 crore investment demonstrates the company’s long-term commitment to infrastructure resilience.
Ankit Shah, Senior Energy Analyst at Nomura India, stated:
“The DUDP pipeline is crucial for meeting the incremental demand in western India. GAIL’s proactive capacity enhancement will help reduce supply volatility and dependence on imported fuels in the region.”
Government agencies have also acknowledged the need for faster regulatory clearances in delayed projects like Srikakulam-Angul, signalling the possibility of policy reforms to accelerate energy infrastructure development.

Conclusion
GAIL’s recent investment of ₹844 crore to expand the DUDP pipeline highlights its crucial role in India’s energy transition. Although setbacks in the Mumbai-Nagpur-Jharsuguda and Srikakulam-Angul projects emphasize the challenges of large-scale infrastructure projects, GAIL’s ongoing efforts to enhance pipeline connectivity and capacity establish it as a key contributor to India’s gas-driven economy.
As India marches towards cleaner energy goals, such projects will not only improve regional gas accessibility but also power industries, reduce emissions, and elevate the country’s energy security profile.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Waaree Renewable Technologies: Order Book Surges to ₹1,480 Crore as Growth Accelerates

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India’s Power Capacity Expands Significantly: From 305 GW to 476 GW Over Ten Years
business update, Market News - June 24, 2025

India’s Power Capacity Expands Significantly: From 305 GW to 476 GW Over Ten Years

India’s Power Capacity Expands Significantly: From 305 GW to 476 GW Over Ten Years

India’s electricity sector has evolved dramatically over the last decade. In 2014, India’s installed electricity capacity was approximately 305 gigawatts (GW). By 2024, this capacity expanded to nearly 476 GW, reflecting a remarkable increase of about 56% over ten years.

Coal’s Central Role in Power Supply
Despite the global push for clean energy, coal continues to be a primary contributor to India’s electricity generation. The country’s coal-based power capacity rose from approximately 139.6 GW in 2014 to nearly 211 GW by 2024. This steady rise shows India’s ongoing dependence on coal to meet its growing electricity needs.
Authorities have also laid out plans to further develop coal capacity by adding about 80 GW by 2032. This future addition is expected to help stabilize power supply as demand continues to increase across the country.

Steady Growth in Renewable Energy Sources
While coal remains dominant, renewable energy in India has witnessed substantial growth. In 2014, the total capacity from renewable and non-fossil sources, including solar, wind, hydro, and nuclear, was roughly 75 GW. By 2024, this figure reached approximately 235 GW, showing a strong commitment to diversifying the energy mix.
Currently, nearly half of India’s total power capacity is derived from renewable and non-fossil sources. Solar power, in particular, has made significant progress, with the country achieving over 100 GW of installed solar capacity by early 2025. Wind, hydro, biomass, and nuclear energy have also made steady contributions to the sector’s growth.
During the financial year 2024-25, India added around 15 GW of renewable energy capacity, further strengthening its clean energy portfolio. This surge is supported by government incentives, falling solar equipment costs, and increasing investments from the private sector.

Expansion of Transmission Networks
India’s power sector progress extends beyond electricity generation. The country has also made considerable progress in improving its transmission and distribution systems. Over the last ten years, approximately 1.95 lakh circuit kilometers of new transmission lines have been installed, significantly improving power connectivity across the country.
Along with this, nearly 2,927 new substations were commissioned, while many older ones were modernized to handle increased loads. The country’s inter-regional power transfer capacity has now reached around 82,790 MW, enabling better power distribution across states.
These upgrades have resulted in improved electricity access. At present, rural regions generally have access to electricity for close to 22 hours each day, whereas urban centers typically benefit from about 23.4 hours of power availability daily. This marks a significant advancement compared to the levels of service available ten years ago.

Policy Measures Supporting Growth
India’s power sector expansion has been strongly influenced by supportive government policies. India has set a goal to develop 500 GW of non-fossil fuel energy capacity by the year 2030 as part of its broader strategy to meet international climate objectives.
Programs like the National Solar Mission, launched in 2010, have been central to boosting solar capacity. Other major initiatives include the Production-Linked Incentive (PLI) scheme for encouraging domestic solar manufacturing, policies promoting offshore wind development, and the National Green Hydrogen Mission aimed at fostering the next generation of clean energy technologies.
Recent energy market reforms, such as more competitive dispatch systems and integrated power trading platforms, aim to increase grid efficiency and reduce consumer costs.

Coal’s Continuing Importance
Even with the rapid expansion of renewable installations, coal still accounts for about 75% of the electricity actually generated in India. This underscores coal’s continuing relevance despite its decreasing share in installed capacity.
Some challenges persist, including high grid emission levels, financial strain on electricity distribution companies, funding hurdles, and regulatory complexities. Nevertheless, the growing investment by private companies in renewable energy suggests a gradual shift towards a more sustainable energy future.

Outlook for India’s Power Sector
Looking ahead, India plans to further modernize its power sector by focusing on large-scale battery storage, smart grids, and energy efficiency improvements to effectively manage the increasing role of renewable energy.
By 2032, India aims to surpass 900 GW of total installed capacity, with a significant share expected from clean energy sources. These developments are crucial to support the country’s expanding economy, ensure wider electricity access, and contribute meaningfully to global efforts to lower carbon emissions.

Conclusion
Over the last ten years, India’s power sector has made remarkable progress, with its total installed capacity almost doubling during this period. The combined growth of both coal and renewable energy sources, along with major transmission improvements, has strengthened the country’s energy framework. Despite some ongoing challenges, India is on a promising path to building a more sustainable, efficient, and diversified energy system.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Premier Energies Plans 10 GW Solar Expansion by FY28 Backed by Robust Indian Market

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Alpex Solar Q1 FY26: Stellar Growth Pushes Company to New Peaks
Equities, Market News - June 24, 2025

Premier Energies Plans 10 GW Solar Expansion by FY28 Backed by Robust Indian Market

Premier Energies Plans 10 GW Solar Expansion by FY28 Backed by Robust Indian Market

Premier Energies, a key player in India’s renewable energy sector, has laid out an ambitious roadmap to scale its solar manufacturing capacity to 10 gigawatts (GW) by the fiscal year 2027-28. This aggressive expansion plan is powered by increasing domestic demand for solar energy solutions and aligns with India’s broader push toward self-reliance in renewable energy production.

Targeting 10 GW Capacity to Meet India’s Growing Solar Needs

As India moves rapidly towards its renewable energy goals, Premier Energies is positioning itself to meet the country’s rising solar power demand. The company plans to scale up its solar cell and module manufacturing capacity to 10 GW over the next few years. Currently, Premier Energies operates with a significantly smaller production base, but the company has outlined a clear expansion strategy that will gradually elevate its capacity to meet domestic consumption and future export opportunities.

India’s solar sector is witnessing a strong surge, driven by favorable government policies, rising energy needs, and the global transition toward green energy sources. The Indian government’s support for local manufacturing through initiatives like the Atmanirbhar Bharat campaign and the Approved List of Models and Manufacturers (ALMM) policy is creating a fertile environment for domestic solar companies like Premier Energies to thrive.

Phased Expansion Strategy and Future Growth Plans

Premier Energies has outlined a well-planned, step-by-step strategy to expand its production capacity over multiple phases. By March 2025, the company aims to commission a 1 GW production line focused on the latest TopCon (Tunnel Oxide Passivated Contact) module technology. This will be followed by a major ramp-up of both solar cell and module manufacturing capacities, which are expected to reach around 7 GW and 9 GW respectively by the first quarter of FY 2026-27.

Additionally, Premier Energies is investing heavily in developing backward integration within its supply chain. The company plans to build facilities for key solar components such as wafers, ingots, inverters, and aluminum frames. There are also indications that battery storage solutions may be part of the company’s future diversification plans. These integrated capabilities are being developed under a substantial capital investment program estimated at around ₹12,500 crore, which is expected to be deployed in phases up to FY28.

Robust Financial Performance and Positive Market Outlook

Premier Energies’ strong financial results have boosted investor confidence in the company’s current growth plans. In the third quarter of FY25, the company reported a substantial year-on-year jump in net profit, which increased nearly six times to ₹255 crore. Revenue for the quarter stood at ₹1,713 crore, while the company’s EBITDA margin was recorded at an impressive 30%, reflecting sound operational efficiency.

The company’s order book remains healthy, with confirmed orders totaling around 4.54 GW, valued at approximately ₹6,946 crore. Including pending contracts and future commitments, Premier’s overall order pipeline stands at about 5.3 GW, amounting to ₹8,400 crore. These numbers indicate sustained demand for its products and provide a solid foundation for its planned capacity additions.

ICICI Securities has maintained a positive view on Premier Energies, reiterating its ‘Buy’ recommendation with a 12-month price target of ₹1,320 per share. Analysts believe the company’s strategy of vertical integration and capacity expansion is well-timed to capture the growing domestic solar market.

Global Expansion on Hold Amid Policy Uncertainty

Premier Energies had earlier explored opportunities to enter global markets, especially through a possible joint venture in the United States, but these plans have been temporarily put on hold. The company decided to hold back due to policy uncertainties surrounding the Inflation Reduction Act and other evolving trade regulations in the US.

Instead, Premier Energies is now focusing on consolidating its position within the Indian market, where demand is steadily rising. There are also plans to selectively explore manufacturing opportunities in countries like Malaysia, particularly for wafers, which could provide the company with strategic supply chain advantages in the future.

Riding India’s Solar Growth Wave

India has crossed the 110 GW mark in solar installations as of mid-2025 and is working towards reaching 500 GW of renewable energy capacity by 2030, with solar expected to lead the charge. Domestic module manufacturing is also growing rapidly, with capacity increasing from 39.5 GW to over 60 GW between FY23 and FY24.

Premier Energies’ expansion aligns well with India’s national energy goals, as the government continues to encourage local manufacturing to reduce import dependency. The strong growth in domestic solar installations and policy-driven incentives create favorable conditions for Premier Energies to strengthen its market leadership in the coming years.

Conclusion

Premier Energies’ ambitious plan to reach 10 GW of solar manufacturing capacity by FY28 positions the company as a significant contributor to India’s renewable energy future. Backed by supportive policies, increasing domestic demand, and a robust financial track record, the company is well-placed to capitalize on the rapid expansion of the solar sector. With a clear strategy and phased execution, Premier Energies is expected to play a pivotal role in shaping India’s clean energy landscape.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Stock Market Surge: RIL and Airtel Drive Massive Gains as Sensex Climbs 1.5% in a Week

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Gold, Silver Surge to Record Highs on MCX Amid Tariff Jitters, Fed Rate Cut Buzz
Market News - June 21, 2025

Silver Finally Confirms Platinum’s Take: 2025’s Precious Metals Rally Enters New Phase

Silver Finally Confirms Platinum’s Take: 2025’s Precious Metals Rally Enters New Phase

How Silver’s Surge Reinforces Platinum’s Bull Run and What It Means for Investors

Introduction
The precious metals market in 2025 has been anything but predictable. While gold has long held the spotlight as a safe haven, this year, platinum has stolen the show with an extraordinary rally. Now, silver is catching up, confirming the bullish trend and adding fresh momentum to the sector. This synchronized surge is drawing attention from institutional and retail investors alike, as both metals respond to a unique blend of industrial demand, supply constraints, and macroeconomic factors.

Platinum’s Breakout: The 2025 Story So Far
A Stunning Outperformance
Since the start of 2025, platinum prices have surged by 40%, outpacing gold’s 30% and silver’s 26% gains over the same period. The most dramatic move came in the last month, with platinum spiking 30%—a rate far exceeding gold’s 7% and silver’s 13% over that stretch. This rally has propelled platinum to $1,250 per ounce, a level not seen since 2021 and approaching its historical highs.
What’s Driving Platinum?
• Industrial Demand: Platinum’s use in automotive catalysts, hydrogen fuel cells, and other clean energy technologies is surging, especially as governments and industries accelerate decarbonization efforts.
• Output Limitations: Worldwide mine supply is unable to keep pace with demand, and the gap is set to widen in 2025. Total demand is expected to exceed 7.6 million troy ounces, while supply lags at 5.4 million.
• Investment Demand: Exchange-traded funds (ETFs) and speculative buying, particularly in Asia, have added fuel to the rally.
• Chinese Buying: China’s imports of platinum have soared, with April 2025 purchases nearly matching the entire NYMEX platinum warehouse stock.
Historical Patterns
Platinum has historically experienced extended phases of stable pricing, occasionally interrupted by sudden and steep price surges. Previous peaks in 1980 and 2008 were followed by steep corrections, underscoring the metal’s volatility and the importance of timing for investors.

Silver’s Surge: Confirmation of the Bull Market
Catching Up to Platinum
Silver, long considered the more volatile sibling to gold, has staged a powerful rally in 2025. After a relatively modest start, silver prices accelerated in the second quarter, rising 13% in the past month and bringing year-to-date gains to 26%. Forecasts suggest silver could trade between $28 and $40 per ounce this year, with some models projecting even higher spikes if industrial demand remains robust.
Key Drivers for Silver
• Industrial Demand: Silver is critical to the booming solar energy sector, with China’s rapid expansion of solar infrastructure driving unprecedented demand.
• Supply Deficit: Despite a projected 10 million-ounce increase in mine production, demand is set to outstrip supply, supporting higher prices.
• Investor Activity: Retail investors remain highly engaged, with movements like #SilverSqueeze spotlighting perceived price manipulation and keeping upward pressure on prices.
Silver’s Role in the Rally
Silver’s strong performance is now seen as validating the bullish case for platinum. As both metals move in tandem, it signals a broader re-rating of precious metals, driven by real-world demand and macroeconomic uncertainty.

The Macro Backdrop: Why Now?
Global Economic Uncertainty
With global debt levels dwarfing GDP and fiat currencies under pressure, investors are seeking alternatives that can preserve value. Central banks have been accumulating gold since 2022, and now platinum and silver are benefiting from the same flight to safety5.
Clean Energy and Industrial Transformation
Both platinum and silver are essential to the green transition. Platinum is vital for hydrogen fuel cells and automotive catalysts, while silver is indispensable for solar panels and electronics. These industrial uses are not just cyclical—they represent structural shifts in the global economy.

Risks and Historical Perspective
Volatility Remains High
While the current rally is impressive, history warns of sharp corrections following rapid price increases. Platinum, in particular, has seen its peaks quickly followed by dramatic declines—70% in the early 1980s and over 50% in 2008. Investors should be mindful of these patterns and manage risk accordingly.
Long-Term Bull Market?
Despite the risks, the synchronized deficits in platinum and silver, combined with strong industrial and investment demand, suggest that the current rally could be the start of a longer-term bull market.

Conclusion
The narrative for precious metals in 2025 is being rewritten. Platinum’s breakout was the opening act, but silver’s surge is now confirming the sector’s bullish momentum. With both metals underpinned by industrial demand, supply constraints, and macroeconomic uncertainty, investors are witnessing a rare alignment that could define the market for years to come. While volatility is a given, the fundamentals suggest that platinum and silver are poised to remain in the spotlight.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Global Ambitions: Sudarshan Pharma’s Strategic Expansion and Funding Drive

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Battery Storage Win Powers Acme Solar’s Stock Surge
Market News - June 18, 2025

ReNew Energy Reports Fivefold Profit Rise in Q4, Expands Green Energy Portfolio

ReNew Energy Reports Fivefold Profit Rise in Q4, Expands Green Energy Portfolio

ReNew Energy Global Plc, a major contributor to the renewable energy sector, has reported a staggering fivefold jump in its net profit for the fourth quarter of fiscal year 2025. The company posted a consolidated profit of ₹313.7 crore, significantly higher than the ₹60.9 crore earned during the same quarter a year earlier. This notable growth highlights ReNew Energy’s efficient strategies and the strong impact of its solar module and cell manufacturing operations.

Q4 Financial Highlights
During Q4, ReNew Energy achieved total revenue of ₹3,439.1 crore, reflecting a robust 39% rise from ₹2,477.6 crore in the corresponding quarter of FY24. A major driver of this growth was the ₹991.4 crore generated from external sales of solar modules and cells. Additionally, income from power sales increased to ₹1,829.4 crore, compared to ₹1,690.8 crore in the same period last year. These results demonstrate the company’s growing efficiency in both energy production and solar manufacturing.
For the full financial year, ReNew Energy’s net profit reached ₹459.1 crore, improving from ₹414.7 crore in the previous year. Annual total income rose to ₹10,907 crore from ₹9,653 crore in FY24. The solar module and cell division contributed ₹1,337 crore to yearly revenue, indicating increasing demand for homegrown green energy components.

Growth in Manufacturing Capacity
A critical factor behind ReNew Energy’s performance is its focus on rapidly expanding manufacturing facilities. The company currently has a production capacity of 6.5 GW for solar modules and 2.5 GW for solar cells. This in-house manufacturing scale has positioned ReNew to successfully meet rising demand and improve profitability.
The company’s renewable energy capacity also grew significantly, increasing from 13.5 GW in March 2024 to 17.3 GW by the end of March 2025. Additional power purchase agreements (PPAs) signed after the fiscal year-end added another 1.2 GW to its portfolio. Including these agreements and 1.1 GWh of battery storage assets, ReNew’s total green energy portfolio now stands at roughly 18.5 GW.
ReNew also achieved progress in project commissioning. By March 31, 2025, the company had commissioned 10.7 GW of capacity, with an additional 466 MW added soon after. These developments highlight ReNew’s increasing presence in the renewable energy market and its efforts to build an integrated green energy operation.

Acquisition Proposal and Investor Interest
ReNew Energy’s impressive growth has drawn the attention of global investors. The company recently received a non-binding acquisition offer from a consortium including Masdar of Abu Dhabi, Canada Pension Plan Investment Board (CPPIB), Platinum Hawk (a subsidiary of Abu Dhabi Investment Authority), and ReNew CEO Sumant Sinha. The proposal suggests acquiring the remaining Class A shares at a price of $7.07 per share. An independent committee is carefully evaluating the offer to ensure it benefits all shareholders.
This development reflects the growing confidence of international investors in India’s renewable energy sector and in ReNew’s long-term growth strategy. It also shows strong belief in the company’s ability to deliver sustained performance.

FY26 Growth Projections
ReNew Energy has shared positive expectations for fiscal year 2026. The company plans to add between 1.6 GW and 2.4 GW of additional renewable capacity in the coming year. It anticipates adjusted EBITDA in the range of ₹8,700 crore to ₹9,300 crore, and forecasts cash flow to equity between ₹1,400 crore and ₹1,700 crore. These projections confirm ReNew’s commitment to scaling its operations while maintaining strong financial control.
The company’s ongoing investments in both solar manufacturing and renewable energy projects place it in a favorable position to benefit from India’s aggressive clean energy goals and the global movement toward sustainable energy solutions.

Summary
ReNew Energy’s outstanding Q4 FY25 performance showcases its ability to successfully leverage the rising demand for green energy. The company’s rapid growth in solar manufacturing and renewable capacity has strengthened its financial position and enhanced its competitiveness. With a solid growth outlook, acquisition interest from major investors, and a clear strategic direction, ReNew Energy appears well-positioned to sustain its success in the evolving renewable energy landscape.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Penny Stock Soars After ₹8.68 Crore US Foods Order Sparks Investor Buzz

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Suzlon Soars 2% After Sealing Its Biggest Deal of FY26
Market News - June 17, 2025

Karnataka Ranks First in Wind Energy Growth

Karnataka Ranks First in Wind Energy Growth

Karnataka leads India in newly added wind energy capacity, highlighting its growing role in the nation’s clean energy future.

Karnataka has reached a major milestone in renewable energy development, earning the *top spot in India for the largest wind energy capacity addition* during the fiscal year 2024–2025. The southern state added *1,331.48 megawatts (MW)* of wind power capacity, surpassing all other states in the country.

Strong Growth in Wind Power Installations

The addition of over *1,300 MW of wind power* in just one year highlights Karnataka’s strategic push toward clean energy. The state’s focused efforts are not only meeting its growing energy needs but also contributing significantly to India’s wider goals of increasing green energy production and reducing dependence on fossil fuels.

This progress supports India’s vision to meet international climate commitments while strengthening energy security at the state and national levels.

Total Installed Capacity Reaches 7,351 MW

With this recent increase, Karnataka now has a *total wind power capacity of 7,351 MW, making it a top contributor to the country’s wind energy generation. Although **Gujarat* still holds the record for overall installed wind capacity, Karnataka’s consistent additions have helped it move up rapidly in the national rankings.

This boost solidifies Karnataka’s place among the top-performing states in India’s renewable energy map, particularly in wind energy.

Proactive Measures Behind the Success

Karnataka’s achievement can be attributed to several forward-thinking initiatives. The state has:

* Created favorable policies and incentives for wind power investments
* Eased regulatory procedures for faster project execution

These steps have attracted private and public sector investments and encouraged the installation of numerous wind farms across wind-rich districts.

In addition, the state government has supported developers by ensuring grid connectivity, land allocation, and infrastructure for evacuating the generated power efficiently.

Vision for the Future: Renewable Energy Expansion

Looking ahead, Karnataka aims to continue this momentum by targeting *20 gigawatts (GW)* of total renewable energy capacity over the next five years. This goal includes not just wind, but also significant expansion in *solar energy* and hybrid power systems.

The state’s ambitious plans highlight its long-term commitment to becoming a national leader in the renewable energy space. These initiatives are aligned with India’s commitment to a *net-zero emissions future* and offer sustainable solutions to power the economy.

Conclusion

Karnataka’s rise to the top in wind energy capacity addition during FY 2024–25 is a reflection of its determined pursuit of sustainable power solutions. With a clear roadmap and continuous policy support, the state is expected to remain a frontrunner in India’s green energy transformation. Its dedication to scaling up renewable capacity not only sets an example for other states but also boosts India’s position on the global clean energy stage.

Summary:

With a total capacity of 7,351 MW, the state plays a major role in India’s renewable energy efforts. Its future goal is to reach 20 GW of clean energy capacity in the coming five years, marking it as a key player in the nation’s transition to sustainable energy.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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OPEC Revises Oil Growth Forecast as Supply Slows

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