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Ashish Kumar

3rd Jan · SEBI-Registered Analyst

Power Stocks Rally: NTPC, JSW Energy Up 4% on Jefferies' 2026 Rebound Bet

NTPC
C and
JSWENERGY
rgy shares rose up to 4% Friday, hitting ₹412.50 (+3.2%) and ₹728.20 (+3.8%), after Jefferies flagged them as top picks for a power sector snapback. The brokerage eyes 2026 demand surge from renewables PPAs and thermal expansions, post-2025's rain-hit slowdown. NTPC's 80 GW pipeline and JSW's 14 GW diversified mix promise 15-20% EBITDA growth in FY27, amid 7-8% electricity demand rise. Peers like Adani Green gained 1-2%; sector set for ₹5L cr investments by 2028.

#StockInNews#Budget2025#WatchOutFor#FundamentalViews