Market pulse › Renewables
Renewables
Today7 stories · 11 articles
Net tone▲ +18% today
Market checkWaaree Energies +0.5%
Developing5 storylines
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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