Morgan Stanley: Stocks Poised to Benefit from Summer Power Demand Surge

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Morgan Stanley: Rising Summer Power Demand to Boost Adani Power, JSW Energy, Tata Power Stocks

Morgan Stanley: Rising Summer Power Demand to Boost Adani Power, JSW Energy, Tata Power Stocks

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CNBC TV18•12-03-2026, 10:59

Morgan Stanley: Rising Summer Power Demand to Boost Adani Power, JSW Energy, Tata Power Stocks

•Morgan Stanley predicts a surge in power demand for FY27 due to rising temperatures and heatwave conditions across India.
•FY26 saw muted demand, but early FY27 trends indicate a reversal, pointing to increased electricity consumption.
•Supply-side risks include lower generation from gas and hydro power, affected by Middle East tensions and a dry Himalayan spring.
•Thermal coal-based generation is expected to shoulder a larger share of incremental demand, benefiting specific power producers.
•Adani Power, JSW Energy, Tata Power, Torrent Power, and NTPC are identified as potential beneficiaries from this shift.

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