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Sanjay Ahuja

20th Aug 2025 · SEBI-Registered Analyst

INDIA'S HYDROPOWER OUTPUT SURGES FOR SECOND RUNNING YEAR DUE TO ABOVE NORMAL MONSOON

Above-normal monsoon rains have fueled India’s hydropower output for 2nd running year. In fact, heavy monsoon rains have boosted India’s reservoirs, setting hydropower output on course to rise about 10% in FY26, after a similar gain in FY25. The surge enhances grid stability, though heavy silt from torrential rains poses risks to turbine operations. Electricity generation from hydropower plants is expected to increase by around 10% in FY26, same as was in FY25. Stocks that stand to gain from hydropower output are

NHPC
,
SJVN
, and
NTPCGREEN

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