NTPC will submit its first nuclear project feasibility study to India’s Department of Atomic Energy, aiming to unlock approvals for standalone nuclear projects. The power producer targets 2 GW of nuclear capacity by 2032 and is actively scouting locations, including in Bihar and other states, to support its expansion plans.
Devina Mehra of First Global says Indian equities are moving through a bottoming zone, urging investors to stay invested rather than exit on earnings disruptions. She expects sector rotation to continue and forecasts 2026 to be better than 2025. Mehra flags power as a key growth theme and argues IT is evolving, not dead.
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At The Economist’s Resilient Futures Summit in New Delhi, Sagar Adani urged India to rapidly scale up power capacity, arguing that purposeful large-scale infrastructure is key to withstanding global disruptions. He linked energy buildout to resilience, suggesting countries that move quickly on infrastructure planning and execution will better manage volatility beyond their borders.
India’s power system is at a turning point as summer demand is growing faster than generation can flex, especially during evening peaks. Renewables handle daytime loads, but the grid struggles to balance later when power needs spike. Analysts warn that if storage capacity does not expand quickly, shortages could emerge while missed profits linger for developers who move first.
Fitch warns that the poor financial health of India’s state electricity distribution companies could create meaningful business risks for power traders. As discoms struggle, payment and contract stability may be affected, potentially disrupting trading economics across the power supply chain. Fitch’s assessment highlights how stress in state boards can reverberate into market participants.
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