Rattibha

⚡️Power Ecosystem
⚡️India's power market is expected to grow from 492.86 GW in 2024 to 752.90 GW by 2029, with a CAGR of 8.8%
[A thread.....]🧵👇

✍️Sector: Transformers
The power transformer market is projected to reach USD 38.91 billion by 2030, growing at 7.1% annually, driven by technological advancements, rising electricity demand, and the shift towards renewable energy.

🔷11 transformer companies strategically positioned to capitalize on this robust growth trajectory in the industry.
🔸Voltamp Transformers Ltd (M Cap: ₹ 11,366 Cr.)
🔸Transformers & Rectifiers India Ltd (M Cap: ₹ 10,738 Cr.)
🔸Kirloskar Electric Company Ltd (M Cap: ₹ 1,607 Cr.)

🔸Shilchar Technologies Ltd (M Cap: ₹ 4,583 Cr.)
🔸Bharat Bijlee Ltd (M Cap: ₹ 4,986 Cr.)
🔸Indo Tech Transformers Ltd (M Cap: ₹ 2,357 Cr.)
🔸GE T&D India Ltd (M Cap: ₹ 38,801 Cr.)
🔸CG Power & Industrial Solutions Ltd (M Cap: ₹ 1,03,262 Cr.)

🔸Supreme Power Equipment Ltd (M Cap: ₹ 778 Cr.)
🔸Vilas Transcore Ltd (M Cap: ₹ 1,149 Cr.)
🔸Alfa Transformers Ltd (M Cap: ₹ 83.7 Cr.)

✍️Sector: Smart meters
India aims to replace 250 million traditional meters with smart meters by 2025 under the Smart Meter National Programme. With only 1.5 crore installed so far, there's a huge opportunity.

🔷So let's look at the companies involved in the smart metering industry:
🔸HPL Electric & Power Ltd (M Cap: ₹ 3,682 Cr.)
🔸Genus Power Infrastructures Ltd (M Cap: ₹ 10,511 Cr.)
🔸Salzer Electronics Ltd (M Cap: ₹ 1,500 Cr.)
🔸RMC Switchgears Ltd (M Cap: ₹ 665 Cr.)
🔸Shivalik Bimetal Controls Ltd (M Cap: ₹ 3,692 Cr.)

✍️Sector: Cables & Wires
The Indian wires and cables market, valued at Rs 450-500 billion, is projected to reach US$ 2.2 billion by 2027, growing at a 4.6% CAGR due to expansions in railways, renewable energy, and smart cities.

🔷8 Companies that are major players in this sector:
🔸Polycab India Ltd (M Cap: ₹ 95,477 Cr.)
🔸KEI Industries Ltd (M Cap: ₹ 36,204 Cr.)
🔸Paramount Communications Ltd (M Cap: ₹ 2,210 Cr.)
🔸Dynamic Cables Ltd (M Cap: ₹ 1,256 Cr.)

🔸Ultracab India Ltd (M Cap: ₹ 146 Cr.)
🔸Sterlite Technologies Ltd (M Cap: ₹ 6,719 Cr.)
🔸Birla Cable Ltd (M Cap: ₹ 812 Cr.)
🔸Finolex Cables Ltd (M Cap: ₹ 23,511 Cr.)

✍️Sector: Finance
The Power Finance industry in India plays a crucial role in supporting the country's power sector by providing financial assistance for electricity generation, transmission, and distribution projects.

🔷3 key players in this industry:
🔸Indian Renewable Energy Development Agency Ltd (M Cap: ₹ 73,134 Cr.)
🔸REC Ltd (M Cap: ₹ 1,57,572 Cr.)
🔸Power Finance Corporation Ltd (M Cap: ₹ 1,76,126 Cr.)

✍️Sector: Renewables
In FY 2023-2024, renewable energy made up 71% of India's new power capacity, adding a record 18 GW for a total of 26 GW. By May 2024, India’s total renewable capacity hit 193.57 GW.

With 25 GW expected in 2024, renewables will dominate the 156 GW under construction, aiming for a 469 GW total by 2031-32.

🔷11 key players in this industry:
🔸Waaree Renewables Technologies Ltd (M Cap: ₹ 19,251 Cr.)
🔸Inox Wind Ltd (M Cap: ₹ 20,013 Cr.)
🔸Oriana Power Ltd (M Cap: ₹ 4,211 Cr.)

🔸KPI Green Energy Ltd (M Cap: ₹ 12,259 Cr.)
🔸Suzlon Energy (M Cap: ₹ 73,723 Cr.)
🔸Sterling & Wilson Renewable Energy Ltd (M Cap: ₹ 14,995 Cr.)
🔸Borosil Renewables Ltd (M Cap: ₹ 6,180 Cr.)
🔸K.P. Energy Ltd (M Cap: ₹ 2,740 Cr.)

🔸Bondada Engineering Ltd (M Cap: ₹ 5,591 Cr.)
🔸Gensol Engineering Ltd (M Cap: ₹ 3,555 Cr.)
🔸Inox Green Energy Services Ltd (M Cap: ₹ 4,665 Cr.)
🔸Inox Wind Energy Ltd (M Cap: ₹ 9,031 Cr.)

✍️Sector: Power EPC , T&D and Towers:
India, the third-largest electricity producer and consumer, had 442.85 GW of installed capacity as of April 30, 2024. The Power EPC, T&D, and Towers sector, with over 450,000 circuit kilometers of

transmission lines and 250,000 towers, focusing on grid reliability and renewable integration, driven by initiatives like "One Nation, One Grid" and smart grid trends.

🔷20 key players in this industry:
🔸NTPC Ltd (M Cap: ₹ 3,53,589 Cr.)
🔸Power Grid Corporation of India Ltd (M Cap: ₹ 3,08,966 Cr.)
🔸Tata Power Company Ltd (M Cap: ₹ 1,32,335 Cr.)
🔸Adani Energy Solutions Ltd (M Cap: ₹ 1,12,743 Cr.)

🔸Torrent Power Ltd (M Cap: ₹ 73,366 Cr.)
🔸GMR Power & Urban Infra Ltd (M Cap: ₹ 5,783 Cr.)
🔸Bajel Projects Ltd (M Cap: ₹ 3,121 Cr.)
🔸RattanIndia Power Ltd (M Cap: ₹ 8,157 Cr.)

🔸SJVN Ltd (M Cap: ₹ 55,371 Cr.)
🔸NLC India Ltd (M Cap: ₹ 37,417 Cr.)
🔸JSW Energy Ltd (M Cap:
₹ 1,23,218 Cr.)
🔸Adani Power Ltd (M Cap: ₹ 2,67,864 Cr.)
🔸Power Mech Projects Ltd (M Cap: ₹ 9,560 Cr.)

🔸Kalpataru Power Transmission Ltd (M Cap: ₹ 21,708 Cr.)
🔸Bharat Heavy Electricals Ltd (M Cap: ₹ 1,02,407 Cr.)
🔸Jyoti Structures Ltd (M Cap: ₹ 2,182 Cr.)
🔸Larsen & Toubro Ltd (M Cap: ₹ 4,97,489 Cr.)

🔸Salasar Techno Engineering Ltd (M Cap: ₹ 2,990 Cr.)
🔸GVK Power & Infrastructure Ltd (M Cap: ₹ 1,371 Cr.)
🔸Skipper Ltd (M Cap: ₹ 3,708 Cr.)

⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.

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