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Macquarie has released its outlook on India's energy sector, identifying NTPC, JSW Energy, and Power Grid as preferred utility stocks due to rising power demand and investment needs.
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India
Who
Macquarie, NTPC, JSW Energy, Power Grid, Adani Green Energy, Adani Power, Adani Energy Solutions, Central Electricity Authority (CEA)
What
Macquarie has released its outlook on India's energy sector, identifying NTPC, JSW Energy, and Power Grid as preferred utility stocks due to rising power demand and investment needs.
When
Fri, 12 Jun 2026 07:44:45 GMT · 4h 1m ago
Where
India ·
Why
The strong outlook is driven by regulatory changes, infrastructure investments, changing energy consumption patterns, and a projected increase in India's installed power capacity from 538 GW to nearly 900 GW by FY32.
The Frontline Impact
How this affects you
Macquarie forecasts significant upside potential for key Indian power utility stocks, with Power Grid potentially seeing a 40% rally, reflecting a substantial investment cycle for transmission infrastructure and a strong outlook for India's energy sector.
Story chain
3 events in this thread- Currently Reading4h 1m agoMacquarie has released its outlook on India's energy sector, identifying NTPC, JSW Energy, and Power Grid as preferred utility stocks due to rising power demand and investment needs.
- Markets4h 1m agoMacquarie outlines its outlook on India's energy sector, preferring NTPC, JSW Energy, and Power Grid due to rising power demand and investment needs.Open article
- Markets4h 1m agoMacquarie has outlined its outlook on India's energy sector and utility stocks, preferring NTPC, JSW Energy and Power Grid due to rising power demand, transmission investments, and renewable energy expansion.Open article