Power Sector Outlook: Why Renewable Energy Could Be A Big Investment Theme

India’s power sector is facing a temporary coal supply disruption as floods and logistical issues affect the movement of coal to thermal power plants. But the longer-term outlook for the sector remains a key focus for investors. Market expert Sameer says the bigger opportunity could lie in renewable energy, with solar and wind expected to see significant investment over the next decade. He highlights opportunities across the entire power value chain, including solar panels, EPC, transformers, transmission lines and grid connectivity. On the immediate coal shortage, he says India has buffer stocks that can help manage temporary disruptions, although some regions could see limited power cuts until supplies normalise. Here’s what the current power situation means for the sector and investors.