Stocks

India's AI enablers surge as data centre buildout gathers pace

• India’s AI-linked infrastructure stocks surged despite a weak equity market
• Goldman Sachs identified 42 enablers across power and data centres
• The buildout puts Indian power and data-centre companies in focus

Five stocks that may benefit from India invoking Sec 11 of Electricity Act

• Elara Capital’s Rupesh Sankhe expects stronger peak power demand to support higher trading volumes on exchanges; IEX may benefit
• Higher power trading volumes could support Indian Energy Exchange

Power Grid Share Price Live Updates: Power Grid dips below its 20-day Exponential Moving Average

Fujiyama Power Systems plans 1.2 GW solar cell plant; reports differ on location

• The planned solar cell facility will have 1.2 GW capacity
• Reports differ on the location: Madhya Pradesh in two reports, Maharashtra in one
• Solar cell production using TopCon technology is expected by fiscal year-end
• The capacity addition may intensify competition for Indian solar manufacturers, including listed renewables suppliers

Adani’s Dhamra Port shifts entirely to renewable electricity

• Dhamra Port has shifted its entire electricity consumption to renewable power
• One report calls it India’s first private port on renewable power; another says first large private multi-cargo port
• The renewable-power milestone strengthens the sustainability profile of Adani Ports’ logistics operations