Power demand cycle shifting to value; Anand Rathi suggests what investors should do with Clean Max and ACME Solar shares
AI Summary
The shift towards renewable energy in India's power sector is not just a trend but a significant structural change that retail investors should closely monitor. Companies like Clean Max are well-positioned to capitalize on this transition, particularly with the increasing demand for corporate power procurement and data centers. As the market evolves, investors should focus on firms that demonstrate not only capacity growth but also operational efficiency and profitability, as these will likely emerge as leaders in the new energy landscape.
The power sector is witnessing a new growth cycle, with demand from diversified pools, shifting from volume to value, according to brokerage firm Anand Rathi Share and Stock Brokers.
In a latest report released on 6 October, Anand Rathi underscored that power capacity could grow at 7.7% CAGR through FY36E, largely led by solar at 13% and wind at 10.7%.
Original Article
Published on Livemint
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