Archive · 22 Sep 2025
IIFL Securities Recommends Tata Power, NTPC, and Other Power Stocks
IIFL Securities, a financial firm, suggests buying shares of certain power companies.
They like companies like Tata Power, NTPC, Power Grid, and Acme Solar because of their strong positions.
They analyzed the electricity market, noting that demand grew slightly in September.
New power sources like solar and hydro have increased, which has kept prices down.
They suggest avoiding companies highly exposed to spot power prices.
The brokerage believes defensive and diversified power stocks are favorable.
With less time left in the high-demand period, their recommendations are based on current market trends.
IIFL Securities recommends buying Tata Power, NTPC, Power Grid, and ACME Solar.
Electricity demand showed a modest recovery in September, with daytime and evening demand up year-over-year.
Nearly 45GW of new capacity has been added in the last 12 months.
Renewable capacity increased by about 40GW, boosting generation.
Weak demand and solar overproduction have kept prices subdued.
- Who
- IIFL Securities
- What
- Recommends specific power stocks for investment based on market analysis.
- When
- In September 2025, referencing data from the first 19 days.
- Where
- India
- Why
- Due to modest recovery in electricity demand, new capacity additions, and changes in the power market.
- Brokerage Firm
- IIFL Securities
- Recommended Stocks
- Tata Power, NTPC, Power Grid, ACME Solar
- September Demand Growth (First 19 Days)
- Peak daytime demand up 1% YoY, evening demand up 5% YoY
- New Capacity Additions (Last 12 Months)
- Approximately 45GW
- Renewable Capacity Increase (Last Year)
- About 40GW (excluding hydro)