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Rs 12,000 cr orders, 30%+ ROCE: 2 stocks ‘powering’ India’s factory boom

Posted on October 6, 2026
By Financial Express
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1 min read

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Rs 12,000 cr orders, 30%+ ROCE: 2 stocks ‘powering’ India’s factory boom

India’s electricity demand is set to rise 6.4% annually through 2030, adding 570 TWh of annual consumption as factories, data centres and industrial projects multiply. Two companies are quietly building the infrastructure to generate and move all that power.