Synopsis: The renewable energy sector is rapidly expanding, driven by solar and wind growth, strong policy support, and rising demand. Key stocks include Waaree Energies, Vikram Solar, Inox Wind, and others.
According to the IEA Renewables 2025 report, global renewable capacity is projected to grow by 4,600 GW between 2025 and 2030, a massive expansion equivalent to the total current power capacity of China, the EU, and Japan combined. Solar PV is the primary driver, making up nearly 80% of this growth. While large-scale plants are dominant, rooftop solar now accounts for 42% of PV expansion as consumers turn to renewables to lower electricity bills.
By 2030, renewables are expected to generate almost 45% of the world’s electricity. Total renewable generation is forecast to rise to 16,200 TWh, meeting over 90% of global electricity demand growth. Wind power is also seeing a resurgence; onshore wind capacity is expected to increase by 45% to reach 732 GW, while offshore wind is projected to grow from 9.2 GW in 2024 to over 37 GW annually by 2030.
Despite this rapid progress, a significant ambition gap remains. Current trends put the world on track for a 2.6-fold increase in capacity by 2030, falling short of the global goal to triple capacity to 11,500 GW. In fact, the IEA revised its 2025–2030 forecast down by 5% (248 GW) compared to last year, largely due to policy shifts in the US and new auction rules in China that may impact developer profits.
The industry is also navigating technical challenges like curtailment, where grid limitations lead to wasted energy. To manage this, the sector is moving toward competitive auctions, which now account for 60% of utility-scale projects. Financially, the shift is already paying off for energy security: without the renewables added since 2010, fuel-importing nations would have spent an extra $1.3 trillion on fossil fuels through 2023.
Renewable energy smallcase
This smallcase is structured to provide diversified exposure to India’s renewable energy sector by combining financially stable companies with consistent earnings and others positioned for higher growth.
It benefits from the country’s strong push toward clean energy, supported by government policies, capacity expansion goals, and ongoing technological improvements. By spreading investments across solar, wind, and hydro segments, the portfolio aims to capture growth opportunities while maintaining a balanced risk profile.
To explore curated opportunities in India’s renewable and green energy space, investors can consider this smallcase, which brings together a diversified portfolio of companies across solar, wind, and related segments. It is designed to capture sector-wide growth driven by policy support, capacity expansion, and technological progress. This smallcase offers a convenient way to track and invest in businesses benefiting from the country’s clean energy transition, making it suitable for investors looking to align with long-term sustainability trends.
Click the link below to explore this smallcase and discover investment opportunities in India’s rapidly expanding renewable energy sector.
https://tradebrainsportal.smallcase.com/smallcase/TDBNNM_0013
Waaree Energies Ltd
Waaree Energies is a major player in India’s renewable energy space, specialising in solar panel manufacturing and EPC services. It supports India’s push toward clean energy and has a growing international presence. The company benefits from increasing adoption of solar power and government incentives.
With a market capitalisation of Rs. 87,471 cr, the shares of Waaree Energies Ltd were trading at Rs. 3040 per share, up from its previous close of Rs. 2,997.60 per share. Sales of the company increased from Rs. 7,565 cr in Q3FY26 to Rs. 8,480 cr in Q4FY26. Operating profit fell to Rs. 1,577 cr from Rs. 1,928 cr. Net profit increased from Rs. 1,107 cr to Rs. 1,126 cr over the same period.
Vikram Solar Ltd
Vikram Solar is a prominent solar energy company specialising in high-efficiency solar PV module manufacturing and integrated solar solutions. It operates globally and is recognized for its innovation, quality standards, and participation in large-scale solar projects.
With a market capitalisation of Rs. 7,480 cr, the shares of Vikram Solar Ltd were trading at Rs. 206.45 per share, up from its previous close of Rs. 201.35 per share. Sales of the company decreased from Rs. 1,110 cr in Q2FY26 to Rs. 1,106 cr in Q3FY26. Operating profit fell to Rs. 205 cr from Rs. 235 cr. Net profit decreased from Rs. 128 cr to Rs. 98 cr over the same period.
Inox Wind Ltd
Inox Wind focuses on manufacturing wind turbine generators and providing turnkey wind power solutions, including project development and maintenance services. Part of the Inox Group, the company has installed wind projects across India and is working to strengthen its position amid growing demand for wind energy in the renewable sector.
With a market capitalisation of Rs. 16,677 cr, the shares of Inox Wind Ltd were trading at Rs. 96.50 per share, up from its previous close of Rs. 94.75 per share. Sales of the company increased from Rs. 1,119 cr in Q2FY26 to Rs. 1,207 cr in Q3FY26. Operating profit rose to Rs. 282 cr from Rs. 228 cr. Net profit increased from Rs. 121 cr to Rs. 127 cr over the same period.
Adani Green Energy Ltd
Adani Green Energy is one of India’s largest renewable energy companies, primarily engaged in developing, owning, and operating utility-scale solar and wind projects. A part of the Adani Group, it has a rapidly expanding portfolio and ambitious targets to become a global leader in clean energy, contributing significantly to India’s sustainability goals.
With a market capitalisation of Rs. 2,34,261 cr, the shares of Adani Green Energy Ltd were trading at Rs. 1422.20 per share, up from its previous close of Rs. 1,368.35 per share. Sales of the company increased from Rs. 2,618 cr in Q3FY26 to Rs. 3,502 cr in Q4FY26. Operating profit rose to Rs. 2,882 cr from Rs. 2,241 cr. Net profit increased from Rs. 5 cr to Rs. 514 cr over the same period.
Keep track of updates from smallcase to stay informed about new portfolios, theme revisions, and rebalancing strategies, as it continually refreshes its investment baskets based on evolving market trends, research insights, and sector developments.
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