Market pulse › Renewables
Renewables
Today7 stories · 11 articles
Net tone▲ +18% today
Market checkWaaree Energies +0.5%
Developing5 storylines
123 Sept
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● mixedClean energy ambition needs grid stability milestones: ReportIndia’s 500 GW non-fossil capacity target for 2030 needs clear grid-stability milestonesPower transmissionEnergy storagePower sector
● mixedA tipping point in Indian energyIndia’s shift to renewables is expected to involve a nonlinear adjustment
● mixedData centres need a green growth planData centres face public pushback over power and water useData centresAIPower demand
Expansion● mixedJakson Green eyes 12.5 GW operational renewable projects in two yearsJakson Green is targeting 12.5 GW of operational renewable projects in two yearsGreen hydrogenBatteriesEnergy storage
Expansion● mixedREI Expo 2026 expected to draw over ₹2,800 crore for bioenergyThe expo is expected to attract over ₹2,800 crore in bioenergy investment
Expansion● mixedFujiyama Power Systems plans 1.2 GW solar cell plant; reports differ on locationThe planned solar cell facility will have 1.2 GW capacityFujiyama Power SystemsSolar manufacturingManufacturing
Expansion▲ bullishAdani’s Dhamra Port shifts entirely to renewable electricityDhamra Port has shifted its entire electricity consumption to renewable powerAdani PortsPorts and airportsInfrastructure
Expansion● mixedWebsol Energy secures 54-acre land in West Bengal for 4GW solar manufacturing plantWebsol secured 54 acres at West Bengal’s Falta Industrial Park for a solar manufacturing facilityWebsol Energy SystemSolar manufacturingManufacturing
IPO● mixedDeon Energy files draft IPO papers as it plans to expand into solar power generationAhmedabad-based Deon Energy is a solar EPC firm filing draft papers with SEBI for an IPOPower sectorInfrastructureSEBI
Expansion▲ bullishNTPC Green Energy commissions 81.34 MW of solar capacity in RajasthanThe capacity is the first commercial operation of its Kalasar Solar Energy ProjectNTPC Green EnergyPower sector
Deal▲ bullishNTPC and EDF form 50:50 JV for low-carbon energy projects in IndiaNTPC and EDF Power Solutions India established a joint venture to develop renewable energy projectsNTPCEDFPumped storage
Order win▲ bullishCESC arm Purvah Green Power signs agreement with Prism Johnson Ltd to develop 49.5 MW wind projectPurvah Green Power signed an agreement with Prism Johnson to develop a 49.5 MW wind project in Madhya PradeshPrism JohnsonCESCPower sector
Broker call● mixedHimadri Speciality, Borosil Renewables among 5 fundamental stock picks Ambareesh Baliga recommends buying for short termAmbareesh Baliga recommends five stocks for short-term buying, including Himadri Speciality and Borosil RenewablesHimadri Speciality ChemicalBorosil RenewablesSolar manufacturing
Market move● mixedSuzlon in bear grip: Oversold signals emerge near 52-week low for the stockSuzlon Energy
Market move● mixedSuzlon shares crash 30% in 3 months! Will it bounce back, or more pain ahead? Explained with support, resistanceSuzlon shares fell over 1% amid attention on India’s wind repowering potentialSuzlon EnergyPower sectorMarket valuations
Deal● mixedRain collaborates with BioBTX for renewable aromatic productsRain Carbon, a wholly owned subsidiary of Rail Industries, is collaborating with BioBTX on renewable aromatic productsChemicalsRailways
▲ bullishGujarat leads India’s green hydrogen ambitions, but large projects remain at feasibility stageGujarat has the highest renewable hydrogen production ambition among Indian statesGreen hydrogen
Policy▲ bullishAndhra Pradesh mandates 70% renewable power for data centresAndhra Pradesh requires data centres to use 70% renewable energyData centresPower sectorAI
▲ bullishSpecialty Gases Demand Expected To Grow Multifold, Says Waaree Clean Energy CEO Anuj SharmaAnuj Sharma expects specialty-gas demand to grow multifoldSemiconductorsSolar manufacturingWaaree Energies
Expansion▲ bullishBoard of Prism Johnson approves investment of Rs 40 cr in KUS RenewablePrism Johnson
Expansion● mixedSuzlon Energy and a 30 GW opportunity in Indian wind energy that nobody is talking aboutSuzlon does not intend to pursue inorganic growth, unlike rival Inox GroupSuzlon Energy
Order win● mixedSugs Lloyd receives LoI for solar street lighting project worth Rs 4.68 crInfrastructure
Broker call● mixedSuzlon to Premier Energies: Ambit sees up to 40% upside but flags solar margin risksSuzlon EnergyPremier EnergiesSolar manufacturing
Expansion▲ bullishExpecting 400-500 hydrogen-powered buses running by 2030: Hydrogen Mission ChiefIndia expects 400–500 hydrogen-powered buses to be running by 2030Green hydrogenCommercial vehicles
Market move● mixedStock Alert: ESDS Software, Waaree Energies, Sterlite Tech, Inox Green Energy ServicesESDS Software SolutionWaaree EnergiesInox Green Energy Services
IPO● mixed5 SME IPOs open for subscription today, September 25: Check issue size, price band, lot size and key datesFive SME IPOs opened for subscription on September 25Small and midcapsBSERetail
IPO● mixedInox Clean Energy likely to file Rs 10,000 crore IPO with SebiInox Clean Energy is likely to file for a ₹10,000 crore IPO with SEBISEBIListing rules
Policy● mixedCustomised power policy likely for data centres, green hydrogen unitsData centresGreen hydrogenPower sector
Policy● mixedIncentives given for 862K tonnes green hydrogen production capacity: JoshiGreen hydrogenNTPC Green EnergyNayara Energy
Market move● mixedStocks to Watch for September 25: PB Fintech, Inox Green Energy, Dr Lal Path, JSW Cement and moreWaaree Clean Energy Solutions is entering India’s specialty gases businessDr Lal PathLabsSN GenelabWaaree Energies
Funding and debt● mixedInox Green and Wheels India QIPs draw investor attentionInox Green aims to raise ₹300 crore through a QIPInox Green Energy ServicesWheels India
Expansion▲ bullishWaaree Energies arm enters specialty gases marketThe arm will serve semiconductor and solar manufacturersWaaree EnergiesSemiconductorsSolar manufacturing
Expansion▲ bullishWaaree Group enters specialty gases to serve semiconductor and solar manufacturersWaaree plans a Gujarat plant for specialty gases serving semiconductor and solar cell manufacturersSemiconductorsSolar manufacturingWaaree Energies
Deal▲ bullishIGL looking to acquire stakes in city gas distribution firms: ChairmanIGL is looking to acquire stakes in city gas distribution firmsIndraprastha GasNatural gasPower sector
Policy● mixedDraft National Electricity Policy 2026 sent to Cabinet, proposes multiple power distributorsThe draft policy has been sent to the CabinetPower sectorPower demandPower transmission
Expansion● mixedPraneetha EcoCables plans to start solar wire manufacturing in OctCommercial production has begun at the greenfield facility, with the first bare copper wire batch dispatchedSolar manufacturingManufacturingBase metals
Policy● mixedIndia must reduce oil & gas dependence, shift to renewables: Power Secy Pankaj AgarwalPower Secretary Pankaj Agarwal urged India to reduce oil and gas dependence and shift towards renewablesOil and gas companiesCrude oilPower sector
Expansion▲ bullishNavitas Solar plans ₹10,000 crore investment in Gujarat and Maharashtra over five yearsThe investment will fund solar ingots, wafers, cells, modules, battery storage and renewable power generationSolar manufacturingEnergy storageBatteries