As Q2 FY26 earnings approach, Bernstein shares critical insights on developments in the Indian power sector, offering a must-read overview for industry observers and investors. Key trends include:
- Transmission Execution: Monitoring progress and efficiency in power transmission projects.
- Transmission vs. BESS: Comparative analysis of grid transmission and battery energy storage deployment.
- Renewable PLFs: Trends in plant load factors for renewable energy assets.
- Curtailment: Observations on renewable energy curtailment and grid integration challenges.
- Rooftop Solar: Uptake and performance of decentralized solar installations.
- Thermal Performance: Evaluation of conventional thermal power plant efficiency.
- Power Demand vs. Temperature: Correlation of electricity demand patterns with seasonal temperature changes.
These insights provide a comprehensive view of operational, demand, and renewable integration trends shaping India’s power landscape ahead of quarterly results.
