Archive · 11 Jan 2026
India's Power Transmission Sector Sees Massive Growth
India is building a lot of new power lines to carry electricity from places like Rajasthan and Gujarat, where there's lots of sun and wind, to cities and factories that need it.
The government has a big plan to spend ₹2.4 lakh crore on this by 2030.
Three companies, Hitachi Energy, Kalpataru Projects, and KEC International, are doing really well because of this.
They have lots of orders and are making more money.
They're also building new factories to keep up with the demand.
This is all part of India's goal to use more clean energy like solar and wind power.
India's power transmission and distribution sector is expanding rapidly to support renewable energy targets and growing electricity demand.
The government has outlined a ₹2.4 lakh crore transmission capex plan by FY30 to connect renewable-rich states with demand centers.
Three companies, Hitachi Energy, Kalpataru Projects, and KEC International, are benefiting from this growth with significant order books and revenue increases.
Hitachi Energy reported a ₹29,413 crore order book and a 500% profit surge in Q2 FY26, driven by strong execution and capacity expansions.
Kalpataru Projects and KEC International also reported substantial order books and revenue growth, with a focus on both domestic and international projects.
- Who
- Indian government, Hitachi Energy, Kalpataru Projects, KEC International
- What
- Expansion and growth in India's power transmission and distribution sector
- When
- Ongoing, with significant developments expected by FY30
- Where
- India, with projects in Rajasthan, Gujarat, and other states
- Why
- To support India's renewable energy targets and growing electricity demand
- Government Transmission Capex Plan
- ₹2.4 lakh crore by FY30
- Renewable Energy Target
- 500 GW by 2030
- Hitachi Energy Order Book
- ₹29,413 crore (as of September 2025)
- Kalpataru Projects Order Book
- ₹64,682 crore (as of Q2 FY26)
- KEC International Order Book
- ₹39,325 crore (as of September 2025)
- Hitachi Energy Revenue Growth (Q2 FY26)
- 23.3% year-on-year
- Kalpataru Projects Revenue Growth (Q2 FY26)
- 31% year-on-year
- KEC International Revenue Growth (Q2 FY26)
- 19% year-on-year