Power demand cycle shifting to value; Anand Rathi suggests what investors should do with Clean Max and ACME Solar shares
Executive Brief • Key Highlights
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- ✓Anand Rathi said the power sector is shifting from volume to value as renewable energy grows.
- ✓In a 6 October report, the firm noted solar and wind capacity will rise significantly by FY36E.
- ✓They believe ACME and Clean Max are strong platforms, as "the opportunity is increasingly about scaling profitably."
Story at a Glance
- Category
- MARKET
- Reported By
- mint
- Reading Speed
- 3 Minute(s)
- Market Focus
- India Economy
The power sector is witnessing a new growth cycle, with demand from diversified pools, shifting from volume to value, according to brokerage firm Anand Rathi Share and Stock Brokers.
In a latest report released on 6 October, Anand Rathi underscored that power capacity could grow at 7.7% CAGR through FY36E, largely led by solar at 13% and wind at 10.7%.
The brokerage firm expects renewable energy to contribute a larger share of power generation, noting that its share of installed capacity may rise from 53% in FY26 to 70% by FY36e, while thermal capacity may fall from 47% to 30%.
"The faster growth in renewable generation should continue to gradually reshape the generation mix as generation is expected to grow at 6.9% CAGR through FY36E," Anand Rathi said.
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