Power demand growth is expected to be lower in the near term due to milder weather and a high base from last year. However, medium to long-term demand is projected to grow at 6-7%. Coal availability is strong, and the government is ensuring adequate power supply, but evening peak demand remains a challenge.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG