India’s Power Grid Story: One HVDC Order, A Much Bigger

As renewable power grows in Rajasthan and other regions, the next challenge is moving that electricity efficiently to where it is needed. That is where **HVDC transmission** enters the story. GE Vernova T&D India has emerged as L1 for the **Barmer II–South Kalamb 6,000 MW HVDC project**. The proposed GE Vernova contract is estimated around ₹13,000 crore, while the overall project is expected to be much larger. The development could significantly improve long-term revenue visibility. As renewable generation, data centres, electrification and industrial demand expand, India needs transformers, substations, transmission lines, grid automation and HVDC equipment. 📌 **Nifty 500 stocks to study around this theme:** • **

** — HVDC & grid equipment • **Hitachi Energy India** — HVDC, transformers & grid solutions • **CG Power & Industrial Solutions** — electrical equipment • **Siemens Energy India** — transmission & power technology • **ABB India** — electrification & grid solutions • **Apar Industries** — conductors & power transmission products • **KEC International** — transmission & EPC • **Kalpataru Projects International** — power transmission EPC • **Power Grid Corporation of India** — transmission infrastructure Several of these companies have exposure to India's expanding T&D ecosystem, although the benefit will differ by business mix, order wins, execution and valuations. **When renewable capacity rises, study the entire transmission chain because equipment makers, EPC firms, and grid owners can benefit differently.** 📚 **Educational purpose only:** This is sectoral learning, not a stock tip, recommendation, or investment advice. Do your own research and follow applicable SEBI regulations.