KEI Industries Ltd. Share Price

Uncable manufactures power cables across LV, MV, HV and EHV

Cabinet approves ₹1.86 lakh crore Green Energy Corridor-III

The Union Cabinet has approved ₹1.86 lakh crore for Green Energy Corridor Phase III (GEC-III), aimed at strengthening India's renewable power transmission network and expanding battery storage infrastructure. The initiative has two major components: Intra-State Transmission Systems: ₹1,36,378 crore, accounting for 73.2% of the allocation, to improve grid capacity and renewable energy evacuation. Battery Energy Storage Systems (BESS): ₹50,000 crore for 50 GW of storage capacity, representing 26.8% of the allocation. The programme targets evacuation of 135 GW of renewable energy and supports India's transition towards a stronger, more flexible power grid. Why it matters The investment creates opportunities across the power infrastructure value chain, including transmission towers, conductors, transformers, cables, switchgear, substations, battery cells, energy management systems and project execution. Companies such as Power Grid Corporation, Siemens Energy India, ABB India, Hitachi Energy India, CG Power, KEI Industries, Polycab, Sterlite Technologies, Exide Industries and Amara Raja Energy & Mobility may attract market attention based on their exposure to relevant segments. However, actual benefits will depend on project awards, order execution and competitive positioning. Key risks to monitor Execution delays, land and right-of-way issues, state-level approvals, battery-cell import dependence, pricing pressure and working-capital requirements could affect project timelines and profitability. What to watch next Investors should track tender announcements, order inflows, project execution schedules, domestic battery manufacturing capacity and the extent to which companies convert this policy-driven opportunity into revenue and cash flow. Market view: Structurally positive for the power infrastructure ecosystem, with company-level benefits dependent on execution.

Polycab stock may see Q2 margin relief as costs ease

Oracle’s AI Bet Is Reshaping the Data-Centre..

AI spending can create opportunities beyond software, benefiting companies supplying electricity, cables, transformers, cooling and infrastructure to data centres. Imagine a massive AI engine being built somewhere in the world. While Oracle is cutting jobs and redirecting resources toward AI infrastructure, another story is unfolding quietly: **AI needs physical infrastructure to survive.** Recent reports indicate Oracle is continuing layoffs while dramatically increasing capital expenditure for AI data centres. Oracle’s workforce had already fallen by about 21,000 during FY2026, while Q1 capital expenditure reached $28.5 billion. Now look at India. Every AI query needs servers. Servers need data centres. Data centres need electricity, transformers, transmission equipment, cables, cooling and engineering. That creates an interesting **“AI infrastructure” learning theme** for Nifty 500 investors. Educational stocks to study include: • **

NEOGEN, SHANKESH JEWELLERS, KEI INDUSTRIES IN FOCUS

Don't Miss This AI Shift: Stocks You Need to Know

AI Boom in India is creating a new investment opportunity beyond technology and semiconductor stocks. The next major theme could be Data Centre, Power and Electrical Infrastructure. ⚡ As Artificial Intelligence adoption accelerates, demand for data centres, electricity, transmission infrastructure, cooling systems, UPS, cables, switchgear and electrical equipment is expected to increase. In this video, we discuss the AI Infrastructure investment theme in India and the sectors that could benefit from the growing data centre ecosystem. Stocks & sectors discussed: • Tata Power • Adani Energy Solutions