Anand Rathi sees power capacity growth led by solar and wind
In short
Anand Rathi said power capacity could grow 7.7% a year through FY36E. In the summary, solar is expected to grow 13% and wind 10.7%, and the note mentions Clean Max and ACME Solar shares.
This matters for renewable power investors because it points to stronger long-term capacity growth. The summary does not say exactly what action investors should take on those shares.
What the reporting says
Anand Rathi said power capacity could grow at a 7.7% CAGR through FY36E, with solar at 13% and wind at 10.7%, according to a publisher summary. The note frames the power demand cycle as shifting to value and mentions Clean Max and ACME Solar shares, but it does not give a specific buy or sell recommendation in the provided text. The immediate takeaway is a bullish medium-term outlook for renewable capacity.
Why it matters
A publisher summary says Anand Rathi expects power capacity to grow at a 7.7% CAGR through FY36E, led by solar at 13% and wind at 10.7%. The note references Clean Max and ACME Solar shares and describes a shift toward value in the power demand cycle. The reporting supports a constructive outlook on renewables, but it does not provide specific valuation targets or a direct trade recommendation.