India's power sector could see Rs 40 trillion investment in a decade: MO

26 Sep 2024 CW Team

The power sector in India presents significant investment opportunities estimated to exceed Rs 40 trillion over the next decade, according to a report by brokerage firm Motilal Oswal.

Out of this estimated Rs 40 trillion, Rs 34 trillion is projected to be allocated toward capital expenditure, with the remainder expected in optional investments. Generation, transmission, and smart metering are anticipated to account for 86%, 10%, and 4% of the total investments, respectively.

The report highlighted several factors driving this substantial investment, including the accelerated compound annual growth rate (CAGR) of power demand, the need to upgrade or replace aging infrastructure as the energy mix shifts, and the transition toward cleaner energy sources.

India, the report noted, is in a unique position where rapid growth in real GDP per capita, technological advancements, and increased electrification are strong underlying forces that could sustain higher power demand for years. The brokerage firm stated that, given India's strong GDP growth prospects and the rise of new demand drivers such as electric vehicles (EVs), data centres, and the electrification of energy demand, power consumption in the country could grow by more than 7% annually over the next decade, currently ranging between 8-9%.

By 2035, the report predicted that EVs and data centres would drive one-third of India’s power demand growth. While these sectors currently account for a negligible portion of the country's power demand, the brokerage estimated that by 2035, a significant share of growth could be attributed to them.

India's current primary energy and electricity consumption trends closely resemble China's patterns in the early 2000s. Motilal Oswal also suggested that power consumption in India is at a pivotal point, with an expected annual growth rate of 6.5-7% over the next decade. This growth is likely to compound at 7-7.5% over the next 10 years, compared to the 5% CAGR seen in the previous two decades.

Your next big infra connection is waiting at RAHSTA 2025 – Asia’s Biggest Roads & Highways Expo, Jio World Convention Centre, Mumbai. Don’t miss out!

The power sector in India presents significant investment opportunities estimated to exceed Rs 40 trillion over the next decade, according to a report by brokerage firm Motilal Oswal. Out of this estimated Rs 40 trillion, Rs 34 trillion is projected to be allocated toward capital expenditure, with the remainder expected in optional investments. Generation, transmission, and smart metering are anticipated to account for 86%, 10%, and 4% of the total investments, respectively. The report highlighted several factors driving this substantial investment, including the accelerated compound annual growth rate (CAGR) of power demand, the need to upgrade or replace aging infrastructure as the energy mix shifts, and the transition toward cleaner energy sources. India, the report noted, is in a unique position where rapid growth in real GDP per capita, technological advancements, and increased electrification are strong underlying forces that could sustain higher power demand for years. The brokerage firm stated that, given India's strong GDP growth prospects and the rise of new demand drivers such as electric vehicles (EVs), data centres, and the electrification of energy demand, power consumption in the country could grow by more than 7% annually over the next decade, currently ranging between 8-9%. By 2035, the report predicted that EVs and data centres would drive one-third of India’s power demand growth. While these sectors currently account for a negligible portion of the country's power demand, the brokerage estimated that by 2035, a significant share of growth could be attributed to them. India's current primary energy and electricity consumption trends closely resemble China's patterns in the early 2000s. Motilal Oswal also suggested that power consumption in India is at a pivotal point, with an expected annual growth rate of 6.5-7% over the next decade. This growth is likely to compound at 7-7.5% over the next 10 years, compared to the 5% CAGR seen in the previous two decades.

Real Estate

05 Sep 2025

Vitizen Hotels Signs Deal at Manyata Tech Park

Vikram Kamats Hospitality, as part of its ongoing expansion in key metropolitan markets, announced that its material subsidiary, Vitizen Hotels, has signed a long-term lease agreement for a 45-key hotel property at Manyata Tech Park, Bengaluru.Strategically located in the city’s prominent IT hub, the property is well-positioned to serve corporate travelers, business professionals, and long-stay guests. The addition aligns with the company’s asset-light growth model, leveraging long-term leases to expand its footprint in high-demand urban markets.The hotel is expected to strengthen the comp..

Infrastructure Transport

05 Sep 2025

CONCOR Signs MoU with BPIPL to Operate Container Terminal at Bhavnagar Port

Container Corporation of India (CONCOR) has signed a Memorandum of Understanding (MoU) with Bhavnagar Port Infrastructure (BPIPL) on September 4, 2025, in New Delhi to operate and maintain the upcoming container terminal at the northside of Bhavnagar Port, Gujarat.BPIPL had earlier entered into an agreement with the Gujarat Maritime Board (GMB) in September 2024 for the port’s development. Under this arrangement, 235 hectares of land has been leased to BPIPL for 30 years, with provision for expansion by an additional 250 hectares.The new terminal is expected to significantly enhance logistic..

Infrastructure Transport

05 Sep 2025

Concord Launches India’s First Indigenous Zero-Emission Rail Propulsion

Concord Control Systems (CCSL), a leader in embedded electronics and critical rail technologies, has announced the development of India’s first fully indigenous zero-emission propulsion system, marking a significant step toward the country’s railway electrification and net-zero goals for 2030.Powered by Lithium Iron Phosphate (LFP) batteries and featuring a DC chopper-based drive, the propulsion system eliminates idling losses common in diesel engines, offering higher efficiency, lower costs, and zero emissions.What sets this innovation apart is its completely indigenous design. Except for..