Surging Demand, Surging Stocks: The Power Sector’s 2025 Play Part 1

Rising Power Demand & Capacity Expansion Electricity demand in India expected to grow at ~6.3% annually in coming years due to urbanization and industrial activity. (Source: ICRA) Installed capacity projected to cross 536 GW by 2025, led by investments in both renewables and thermal power. (Source: CEA) Thermal power (coal-based) capacity continues expansion alongside renewable installations to ensure base load support. (Source: Ministry of Power) Renewable Energy Push with Balanced Coal Dependency Renewable energy (solar, wind) targets aggressive expansion; government aims 500 GW non-fossil capacity by 2030. (Source: MNRE) Coal still contributes ~74% of power generation but fresh investment in renewables is scaling faster. (Source: RBI Bulletin) State and central policies are aligned to support hybrid energy models combining solar, wind, and thermal. (Source: NITI Aayog)