India has a huge potential for renewable energy growth given its green credentials and rising demand for power in the country. However, the stocks focusing on wind or solar energy have not replicated the potential in the form of stock returns for investors. On the contrary, these stocks have been battered the entire time. Suzlon […]

Indian power developers seem a dumb lot with little risk management. They blundered big time in 2008 when they bid low for massive thermal power plants of 4 GW size betting on cheap coal imports from Indonesia and Australia. When these countries turned the screws on coal exports by levying taxes and royalties, the power […]

Tata Power to build Solar and Wind Capacity every year TATA Power is one of the greatest power companies in India. The Company has an installed generation capacity of 8521 MW in India. Tata Power has presence in almost all Renewable Energy sectors in India like Solar, Wind, Hydro and thermal. Tata Power with BP Solar […]

Every single solar thermal plant awarded under India’s federal subsidy program (JNNSM Phase 1) is delayed according to MNRE. Note I have been critical about solar thermal technology for a long time now because of the manifold problems that the technology faces. The sharp erosion in solar panel prices has made solar PV technology move […]

The past 5 years have been a riches to rags story for India’s power generation companies. The utilities which competed with each other for the position of being India’s biggest private power generator are now finding themselves competing to delay their power projects. We had warned earlier about the over reliance in an earlier post. […]

Mergers & Acquisitions in India Indian companies have been expanding aggressively by taking over companies and assets abroad. A number of big bang acquisitions have been made such as taking over of Jaguar by the Tatas and Novelis by the Birla Group. A large number of coal companies and mines had been bought by a […]