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SHUBINVESTS I SEBI RA

15th Oct · SEBI-Registered Analyst

🌊 India’s Big Hydro Bet: New Plan Aims to Unleash 76 GW Power

Imagine a river thundering through green hills, not just powering turbines but lighting up millions of homes far away. That’s India’s new vision for hydropower: build transmission highways first, then let dams send power across the country—fast. By 2047, the CEA Master Plan targets 76 GW of clean hydropower to help run our growing cities, factories, and even late-night cricket matches.​ It’s a two-phase journey. From 2025–2035, ₹1.91 lakh crore will be spent on 10,000 km of new lines and 12 GW of high-voltage DC links. The bigger second phase (2035–2047) will add 21,500 km of transmission—including ultra-high-capacity corridors—and unlock 30 GW more. Plus, 11 GW more is coming from pumped storage projects—big hydro “batteries” when sun and wind fade.​ The plan is simple- Transmission comes first. No more waiting years for connections after dams finish. Pooled substations in Arunachal and Sikkim will send power along “trunk” corridors, unlocking the entire Northeast’s hydro riches. Private firms will join public utilities through tariff-based competitive bidding, making the sector more efficient.​ Who stands to benefit in the stock market? NHPC Ltd.

NHPC
: India’s leading hydropower company, running dams across the country.​ SJVN
SJVN
, JSW Energy
JSWENERGY
: Expanding clean hydro and pumped storage.​ Kalpataru Power
KALPATARU
, KEC International: Specialists in building high-voltage lines. For the lone investor, it’s a hydro-powered story: the next leap in India’s energy future won’t just come from solar and wind, but from rivers running strong and smart lines lighting up every corner. 📌 Learning Takeaway: India’s new hydropower push will add 76 GW via two mega transmission phases, opening opportunities for energy and infra companies.

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