Power Transmission & Grid Infrastructure: The Hidden Energy Play

India's clean energy push is creating a less-discussed opportunity in power transmission and grid infrastructure. Stricter grid regulations and rising renewable capacity are forcing utilities and developers to invest heavily in transmission networks, forecasting systems and grid upgrades. What this means is that the next phase of the energy transition may benefit infrastructure players more than power generators. Stocks like $POWERGRID, $POWERINDIA, $GVT&D and $CGPOWER could stay in focus.