India’s energy capability stands at 505 GW, with a cleaner combine rising, setting the stage for accelerated renewable buildout and larger system flexibility, Elara Capital studies. Nonetheless, energy technology in November slipped 0.9% y-o-y to 134.2 BU, as output from coal and nuclear crops weakened, at the same time as hydro and renewables surged. Peak energy demand rose 4.1% y-o-y to 215.5 GW in November, underscoring demand resilience regardless of decrease total technology. Valuations returning to long-term 5-year averages for firms, with NTPC and Energy Grid close to historic means, whereas JSW Vitality and Torrent Energy commerce under previous peaks
Printed on December 16, 2025