BusinessAnand Rathi Highlights Shift to Value in Power Demand, Solar Growth
Anand Rathi Share and Stock Brokers report a shift in the power sector from volume to value demand. Power capacity is projected to grow at 7.7% CAGR through FY36, driven by solar (13%) and wind (10.7%). Renewable energy's share may rise from 53% in FY26 to 70% by FY36, while thermal capacity falls from 47% to 30%. Thermal generation share is expected to drop from 71% to 52%. ACME, Clean Max, and Juniper are noted as strong growth platforms.
Mint Markets·


