NTPC, Power Grid emerge as top picks in renewable energy sector: Mayuresh Joshi

November 21, 2025

India is set for a massive power sector expansion aiming for 500 gigawatts of renewable capacity by 2032. This presents significant opportunities for generators, transmitters, EPC players, and financiers. Companies like NTPC and Power Grid are well-positioned. Demand for storage and data centres will benefit firms like ABB and Cummins. Financiers offer long-term value due to project gestation periods.

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