In the recent Union Budget 2025-26, Finance Minister Nirmala Sitharaman highlighted strengthening electricity distribution and transmission. The government will incentivize states to improve intrastate transmission capacity and distribution networks. These reforms will support the financial health and operational efficiency of power companies. To support states in implementing these changes, the government will allow an additional borrowing of 0.5 percent of Gross State Domestic Product (GSDP), based on their progress. As these reforms take shape, the Indian Power stocks especially in the power and energy sectors, are expected to benefit from these initiatives.
Listed below are the Stocks to benefit from the recent Union Budget 2025-26 plan to incentivize intrastate transmission capacity
JSW Energy
The company focuses on generating electricity through renewable and thermal energy sources. They develop, operate, and maintain power plants while also exploring opportunities in power trading, transmission, and clean energy technology.
Power Grid
Power Grid focuses on the transmission of electricity across India, managing and operating high-voltage transmission networks. They ensure reliable power delivery, support grid infrastructure, and undertake power evacuation projects, contributing to the nation’s energy security and growth.
Adani Power
They specialize in power generation and distribution, operating thermal and renewable energy plants. They focus on expanding its capacity, diversifying into green energy, and ensuring sustainable power delivery to meet increasing demand across India’s energy sector.
Tata Power
Tata Group company operates in power generation, transmission, and distribution, with a focus on renewable energy. The company invests in solar, wind, and hydropower projects, aiming to deliver sustainable energy solutions while maintaining a strong presence in conventional energy markets.
NTPC
This Maharatna PSU is India’s largest power generation company which is primarily focused on thermal and renewable energy. It operates across the entire energy value chain, from power generation to transmission, they have NTPC Green, focused on renewable energy, and holds diversified energy production.
Written by Santhosh S
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