Grid Expansion May Matter More Than Power Generation.

Adding renewable capacity is only one part of the story. Every new megawatt still needs to be transmitted safely and efficiently to consumers. As transmission investments accelerate, demand for conductors, transformers, switchgear and grid automation could remain strong regardless of whether the electricity comes from solar, wind or thermal sources. Hitachi Energy India, Siemens, GE Vernova T&D India, Apar Industries, Kalpataru Projects and Transformers & Rectifiers (India) stand to benefit from this trend.