Power Play: Opportunity or Overload?
Amidst rising India-Pakistan tensions and precautionary power blackouts, the Indian power sector stands at a pivotal juncture. Seasonal demand and long-term structural drivers are aligning to energize the sector’s next phase of growth. With the BSE Power Index about 25 per cent below its peak, investors wonder—is this a value-buying opportunity or a risky catch of a falling knife? Mandar Wagh explores the sector’s financial performance, government initiatives, and key growth triggers, while addressing the pressing question: Is this the right time to invest?