The next big power capex boom!
About this episode
This episode discusses the new capex cycle in India's Thermal Power industry amidst the growth of renewable energy.
Send us Fan Mail In this episode, we break down India's Thermal Power industry and explain why it is entering a new capex cycle despite the rapid growth of renewable energy. We cover the industry's evolution, key growth drivers, the complete value chain, and analyze major companies including NTPC, Adani Power, JSW Energy, Coal India, NLC India, BHEL, Thermax, Power Mech, and Triveni Turbine. Learn where the biggest opportunities, competitive advantages, and long-term investment themes are eme...
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