2025 has emerged as a historic and game-changing year for India’s Renewable Energy Sector. India achieved the big target of 2030 5 years ago, where more than 50% of the country’s electricity capacity is now coming from non-fossil fuels. The total power capacity has crossed 500 GW and the contribution of renewables in it is continuously increasing. The biggest force behind this growth was Solar Energy.

India’s solar capacity is expected to increase from 3 GW in 2014 to approximately 130 GW by 2025, making India the world’s third largest solar power producer. Schemes like PLI scheme, PM Surya Ghar, PM-KUSUM and Green Hydrogen Mission gave tremendous support to the sector. The renewable sector also showed strength on the investment front, where FDI, big projects and strong line pipe were seen. Names like Reliance, NTPC, Adani Green, Tata Power, Suzlon and IREDA were in discussion in the stock market. The conclusion is clear—Renewable Energy has now become not only India’s future but its present. The focus in 2026 will be on execution, profitability, storage and green hydrogen.

After the Railway Sector, now private companies are going to enter the Nuclear Sector of India also.

After the Shanti Bill was passed in the Lok Sabha, decades old strict nuclear regulations have been eased. The government is emphasizing on Nuclear Energy for Energy Self-Reliance and Geo-Political strength.

At present there are 25 Nuclear Plants in India, while the target is to take the capacity to 100 GW by 2047. FDI limit has been increased to 49%.

Nuclear sector of ₹2 lakh crore can reach ₹20 lakh crore in the next 20 years. Major Stocks related to this Theme are: MTAR Technologies, NTPC, GE Vernova and BHEL.