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India is setting a much larger role for nuclear power in its long-term energy mix.

5 investment themes, 20 stocks: How to ride India’s next capex boom

India’s investment landscape is evolving with major capital allocation in infrastructure, defence, power, semiconductors, aerospace, and renewable energy, driven by…

October 7, 2026 05:20 IST

Nomura capital goods stocks, GE Vernova T&D India share, Hitachi Energy India share, CG Power share, Green Energy Corridor Phase 3

PM Dhara: Nomura says GE Vernova, Hitachi & CG Power to benefit from Rs 1.86 lk cr scheme

Nomura sees GE Vernova T&D India, Hitachi Energy India and CG Power benefiting from India’s Rs 1.9 lakh crore Green…

October 1, 2026 10:38 IST

Renesas has an offtake agreement with CG Semi but does not hold exclusivity.

Renesas chip venture enters optimisation phase

Japanese semiconductor company Renesas Electronics is optimizing its Sanand plant to increase yields and capacity, partnering with CG Semi to…

Updated: September 22, 2026 20:29 IST

How is India laying the foundations of a home-grown chip ecosystem?

Under the first phase of the semiconductor incentive plan, the government has approved 12 projects with cumulative investments of around…

Updated: September 19, 2026 17:58 IST

CG Power rolls out 1st transformer from Sehore plant

Power grid booster: CG Power unveils India’s largest single-location transformer manufacturing plant

These transformers enable high-capacity power transmission from generation hubs to load centres, supporting renewables, railways, data centres, oil and gas,…

Updated: September 6, 2026 12:47 IST

Morgan Stanley realty stocks and India housing demand

3 ‘Buy’ recommendations by Motilal Oswal with 14% to 66% upside potential

Motilal Oswal has Buy calls on PhysicsWallah, UltraTech Cement and CG Power, with target prices indicating 14%-66% upside. Check the…

September 4, 2026 13:53 IST

Macquarie ISM 2.0 semiconductor stock picks in India

CG Power to Syrma: Macquarie’s Outperform picks with up to 22% upside amid India’s chip push

Macquarie’s ISM 2.0 picks spotlight CG Power, Syrma SGS and Amber as key beneficiaries of India’s semiconductor and electronics push.

September 3, 2026 10:47 IST

Semicon 2.0 India semiconductor stocks CG Power Kaynes Dixon Tata Elxsi

Rs 1.27 lk cr Semicon 2.0: 1 ships chips, 3 build moats — CG Power, Kaynes, Dixon & Tata Elxsi

India’s Semicon 2.0 push is creating four very different semiconductor plays: CG Power is already shipping chips, Kaynes is building…

Updated: September 3, 2026 10:47 IST

CG Power flags suspected cyber incident; operations unaffected

CG Power and Industrial Solutions disclosed a suspected cyber event affecting IT systems but not core operations, working with cybersecurity…

August 18, 2026 22:18 IST

Semiconductor Stocks in India: 3 Stocks With Expanding Manufacturing Capacity

These 3 semiconductor stocks are expanding or modernising their manufacturing and testing capabilities in India.

August 14, 2026 17:33 IST

India’s Semiconductor Expansion. (This is an AI-generated image)

Beyond CG Power: The hidden Murugappa bet on India’s Rs 1.27-lakh-crore chip push

The real opportunity in India’s semiconductor buildout may not be where most investors are looking. The value chain is opening…

July 31, 2026 05:30 IST

3 Mutual Funds with Exposure to India’s Semiconductor Growth Story

Here are three mutual funds offering exposure to India’s semiconductor and electronics growth story.

July 30, 2026 12:31 IST

3 Top Transformer Stocks Capitalizing on India’s ₹9 Lakh Crore Transmission Capex. (This is an AI-generated image)

The Rs 9 lakh crore grid upgrade: 3 transformer stocks expanding capacity by up to 400%

India’s ₹9 lakh crore transmission push is reshaping the transformer industry. Rising grid investments and global capacity shortages are creating…

July 30, 2026 05:30 IST

Macquarie stock picks HDFC Bank NTPC CG Power share targets

HDFC Bank to CG Power: Macquarie rates 5 stocks ‘Outperform’ with 22% to 57% upside potential

Macquarie has reiterated an ‘Outperform’ rating on 5 key Indian stocks—HDFC Bank, NTPC, Sapphire Foods India, CG Power, and Dalmia…

Updated: July 29, 2026 13:08 IST

India's chip dream gains momentum as Gujarat attracts Rs 1.24 lakh cr in semiconductor investments.

Gujarat secures Rs 1.24 lakh crore for six massive semiconductor projects, to generate over 50,000 job opportunity

CG Power and Industrial Solutions is set to begin commercial production at its OSAT facility from July 5, marking another…

Updated: July 5, 2026 10:13 IST

Three Indian semiconductor stocks riding the Rs 1.25 lakh crore wave. (This is an AI-generated image)

India’s Rs 1.25 lakh crore chip bet has moved beyond fabs. These 3 stocks could benefit.

India is spending ₹1.25 lakh crore to build a semiconductor ecosystem. But which listed companies could emerge as the biggest…

July 3, 2026 05:30 IST

Jefferies India stock picks HAL ICICI Lombard ONGC BPCL Newgen

Top 10 stocks rated ‘Buy’ this week: Brokerages project 17% to 48% returns

Brokerages flag 10 Indian stocks with Buy calls and projected 17%-48% gains across power, housing, healthcare and e-commerce; see the…

June 27, 2026 06:00 IST

Nomura upgraded CG Power despite near-term fall in stock price: How the firm plans to dominate massive western grid crisis

CG Power: Nomura sees 20% upside on US export potential, data centre boom

Nomura lifts CG Power target to Rs 1,100 on US transformer demand, faster capacity expansion and stronger earnings outlook. Read…

Updated: June 26, 2026 21:06 IST

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