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Shree Dhanraksha Securities

18th Sep · SEBI-Registered Analyst

Renewable Energy

TATAPOWER
Tata Power launched hourly carbon-free energy matching with partners (PDG & Flexidao) and signed turbine deals — pushing real-time clean energy tracking for large users. Beginners’ take: Renewable firms are moving from monthly/annual “green” accounting to real-time carbon-free matching — attractive to data centres and big corporates. Why it matters: Real-time tracking can increase predictable revenue from corporate customers and improve margins for renewable producers. What to watch: (a) new corporate PPA announcements; (b) project execution timelines and turbine supply updates; (c) policy / state clearances. Action idea for readers: Follow quarterly project updates and note the company’s commissioned MW vs announced MW — execution matters.

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