NTPC MINING
If AI unwinding pulls power stocks down, mind the difference between narrative and business: 6 stocks with upside potential of up to 30%
It is quite possible that, over the coming weeks, the narrative on the street could be that power stocks, which many had started to treat as a kind of proxy for the AI build-out, would come under pressure. But linking these stocks to global unwinding in the AI trade could be a mistake because demand for power in India depends on something far bigger and far older.
For long- and medium-term investors: Cycles turn, principles don’t; 5 large-cap stocks with upside potential of up to 29%
These are the stocks that fell the most, so they may bounce back the most if the fund flows return. They are the ones FPI money will target first. And they tend to be the businesses with great track records, the ones that have been through bad patches like this before and have come out unscathed. Yes, we are talking about large-cap stocks.
Tata Power, JSW Energy, Torrent Power: Ambit sees buying opportunity in power stocks after valuation reset
Ambit Capital sees the recent correction in power stocks as a re-entry opportunity, favouring Tata Power, JSW Energy and Torrent Power. Rising electricity demand, fresh capacity contracting and limited PPA visibility could drive the sector’s next growth phase.
When noise is high, separate short-term headwinds from long-term business. 5 large-cap stocks with upside potential of up to 23%
For any decision you make in this market over the next three to six months, the first question should be about the business and the company. Is it hard to replace? If the answer is yes, you can ignore the short-term headwinds.
Every bad cycle ends the same way; problems find their own solutions: 5 large-cap stocks with upside potential of up to 27%
What should you focus on when headwinds blow? Not the share price, and not the morning's news. It should be the business and the quality of the people running it. A strong business, run by a management that has proven it knows what it is doing, does not stop because the oil price went up or because a war has dragged on longer than anyone expected.
Coal supply to power plants to normalise soon, Indian official says
Coal supply to Indian power plants is being increased, with a record 2.6 million tons delivered daily. The number of plants with critically low coal stocks has risen recently, impacting power generation. As hydropower usage declines due to El Nino effects, coal-fired plants face increased pressure. Gujarat has received additional power allocation to manage rising electricity demand effectively. Authorities have requested factories to limit electricity use to prevent potential shortages.
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Rs 8 lakh crore selloff! Sensex plunges 1,400 points from day’s peak as bulls lose steam; 3 triggers
On Wednesday, the Indian stock market saw a significant decline after an initial rise in the morning. Sensex and Nifty both climbed nearly 1% early on, reaching highs of 74,682 and 23,121 respectively. However, the market reversed course in the afternoon session, with selling pressure mounting. By the end of the day, Sensex dropped around 1,400 points from day's high, while Nifty fell below the 22,700 level.
Right question for a bearish market: Not ‘will it fall’, but ‘is the business falling’? 5 large-caps with upside potential of up to 29%
The best large companies are the ones FPIs own the most. So, when they decide to sell, it is precisely these high-quality stocks that see the heaviest selling. That is one of the reasons why large-cap stocks have been under pressure of late.
NTPC in talks with Japan, South Korea, Germany for green fuel exports
NTPC is currently engaged in discussions with potential buyers from Japan, South Korea, and Germany. The company aims to establish a green hydrogen hub in Andhra Pradesh for producing green ammonia and methanol. These green fuels are becoming increasingly important for industries seeking to reduce emissions effectively. With government support of approximately $2.1 billion, India plans to produce five million metric tons of green hydrogen annually by 2030.
In a world no one forecast, own a business that outlives presidential social posts: 6 large-cap stocks with upside potential of up to 29%
For quite some time now, it has become increasingly hard to make sense of what is happening in the world. The old understanding of what is sensible and nonsensical has vanished, and things once kept hidden in the darkest corners are now done openly by those in charge of the most powerful places on earth. So, for the next two-and-a half years, until this phase of global politics runs its course, we will continue to see the kind of surprises that no business can plan for.
NTPC may buy 10 million tonnes of coal from commercial mines
This would be the second year when the company has procured from commercial mines. In FY25, it had procured around 4 mt. India's largest power generator is expected a coal requirement of around 300 mt in FY27, up 11% from FY26. Most of the company's supply comes from fuel supply agreements with state-run miners.
The market is volatile. But is the business volatile? 5 stocks from different segments of a sector, with upside potential of up to 33%
How volatile is the market? It is a question that does not help you much, because the answer is always the same these days: Very volatile. The far more useful question is a different one: How volatile is the business?
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 25% according to analysts
The coming earnings season will reflect the impact of the bad monsoon, higher oil prices, and, in pockets, higher inflation. Given that, in terms of valuation, stocks are still not cheap, the risk to the market stays high. But that is in the short term. But then who said investing is only about the short term?
These large- and mid-cap stocks can give more than 20% return in 1 year, according to analysts
The next time you take some action in the stock market – whether it is buying or selling – ask yourself these questions: Why am I doing this? Is it because the news flow is bad? Or, because the company is in trouble? Or is it because the stock price has come down? Answering these questions honestly will probably help you make better decisions.
Stocks in news: Bharat Dynamics, NTPC, Canara Bank and Waaree Energies
Indian equity benchmarks experienced gains on Wednesday, driven by widespread buying in the market. Investors reacted positively to signs of potential de-escalation in West Asia and changing crude oil prices. The Nifty 50 and Sensex indices both increased after assessing recent corporate developments and strategic forecasts. Key stocks including Bharat Dynamics and NTPC are anticipated to remain in focus following significant announcements.
Hindustan Copper shares gain 3% as company plans Rs 7,000 crore capital investment in next 5 years
Hindustan Copper shares rose after the company announced a Rs 7,000 crore investment over the next 5-6 years and signed MoUs with major PSUs to expand its mining portfolio, while also partnering with Chile’s CODELCO on mining expertise and capacity building.
The war will pass; AI and its ecosystem will not: 5 large-cap stocks with an upside potential of up to 33%
A war affects the mood of the market, but it does not affect every underlying business equally. There are sectors where the demand is driven by something far deeper and longer-lasting than any conflict. And those sectors carry on growing, whatever a president says, or a rebel group does.
View: As oil tops $100, India needs a wider, smarter fuel security strategy
Rising oil prices necessitate energy supply diversification and alternate fuel adoption. India is urging the auto industry for flexi-fuel vehicle timelines and promoting ethanol blending. Exploring iso-butanol and methanol blending offers further emission reduction and import substitution. Second-generation biorefineries are crucial for scaling up compressed biogas production. Strategic oil reserves and domestic exploration are also vital for energy security.
These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos have upside potential of up to 25%, according to analysts
Talk of tariffs, especially steep ones, makes the market nervous. Which is exactly why the next few trading sessions are critical, and why being in a hurry to take any market-related decision is the one thing to avoid right now. It is better to be cautious, to wait and watch. And let the picture become a little clearer before you act.
Volatility is a phase, structural change is more important for markets: 5 large-caps with an upside potential of up to 31%
Volatility is now a fact of life for the market, and rising interest rates have made clear it is not going away soon. That means more pressure could be seen in the coming days. But a falling market does not treat every business alike. The companies riding a genuine, long-term change in their industries tend to hold up far better than others.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of over 22%, according to analysts
Rising crude-oil prices are an obvious concern. But domestic factors like FPI selling, market repricing in select sectors, and the impact of supply chain disruption on margins may also be beginning to impact sentiment. But there is another thing that needs to be watched carefully: Will the world see some unwinding of AI-related trades? If yes, what does it mean for the Indian market?
From Uzbekistan to Canada: A look at India’s global uranium hunt
India is accelerating its nuclear power expansion to reach 100 GW by 2047. This ambitious goal necessitates securing substantial uranium supplies from global sources. New agreements with Uzbekistan, Australia, and Canada are diversifying fuel procurement strategies. Domestic policy changes now permit private companies to enter nuclear power generation. This dual approach aims to ensure fuel availability for future reactor capacity.
These large- and mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos have upside potential of up to 28%, according to analysts
With each passing day, things are getting more complicated in the Gulf region – as well as in the market. When will things get sorted out? No one knows, and anyone claiming otherwise is indulging in guesswork. So, be ready to see a decline in the value of the stocks you hold or buy for some time at least, if not more. And the chances are that volatility will continue in most emerging markets, including India, even if the war ends tomorrow.
Stocks in news: Reliance Industries, Wipro, ICICI Bank, Coal India and Hindustan Zinc
Indian equity markets experienced a decline on Wednesday, extending their recent corrective phase. Several companies, including Reliance Industries and Coal India, are expected to be in focus. Railway stocks will be watched after the government approved five new projects costing over ₹10,000 crore. Hindustan Zinc signed a six-year contract for electric trucks, while Wipro launched a new cybersecurity center.
NTPC plans to treble capacity to 244GW by 2037, invest ₹16.86 lakh crore
NTPC plans to nearly triple its power generation capacity by 2037. The company will invest significantly in renewable and nuclear power expansion. This investment will also cover battery and pumped storage systems. NTPC aims to contribute substantially to the nation's nuclear energy target.
NTPC transfers two coal mines to subsidiary NTPC Mining
Power giant NTPC announced a company move. It will transfer two coal mines in Jharkhand to its subsidiary, NTPC Mining Limited. This transfer takes effect from October 1, 2025. Chatti Bariatu and Badam coal mines are involved. This action supports India's largest power generator, supplying a quarter of the nation's electricity.
NTPC shares in focus on Rs 7,735 cr coal mining transfer plan to subsidiary
Top-performing asset management companies (AMCs) may soon face a valuation check as rising competition, regulatory scrutiny, and elevated stock prices draw investor caution. While fund houses have delivered strong growth and outperformance, analysts warn that premium valuations leave little room for error. Any slowdown in inflows or margin pressure could trigger a reassessment of their lofty pricing.
NTPC Mining logs 23.22 MMT coal output in FY24 so far
NTPC Mining has achieved coal output of 23.22 Million Metric Tonne (MMT) in FY24 so far, surpassing 23.20 MMT achieved in entire 2022-23 financial year. The milestone was achieved in record 257 days, taking 108 less days than in FY23, recording year-on-year growth of 77 per cent in coal production and 88 per cent in dispatch.
India's NTPC mining arm to explore battery minerals overseas
State-run NTPC's mining arm is looking to source battery minerals like lithium, cobalt and nickel from overseas, news agency Reuters reported citing sources. The shares of the company saw a rise of at least 2 per cent after the news was reported. India is currently looking to secure key minerals as a part of its net zero ambitions.
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