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Power Grid & Transmission
Transmission, cables and grid equipment
Companies tracked
19
Rising this month
2/19
Avg business score
66
Minimum size
₹500 Cr+
Top 5 to study first
Strongest mix of business quality and market momentum in this theme.
#1Exceptional
Apar Industries Limited
APARINDS · Supply Chain
Revenue YoY+29.1%Profit YoY+77.8%1 month-1.5%
#2High
CG Power and Industrial Solutions Limited
CGPOWER · Anchor
Revenue YoY+14.0%Profit YoY+16.3%1 month-6.7%
#3High
Siemens Limited
SIEMENS · Anchor
Revenue YoY+14.8%Profit YoY+406.7%1 month-7.6%
#4Exceptional
Polycab India Limited
POLYCAB · Supply Chain
Revenue YoY+52.8%Profit YoY+42.6%1 month-15.0%
#5High
Transformers And Rectifiers (India) Limited
TARIL · Supply Chain
Revenue YoY+60.7%Profit YoY+135.3%1 month-13.8%
Theme thesis
Peak demand growth and renewable integration require large inter-state transmission and distribution investment.
Tailwinds
- Green energy corridor capex
- Record peak power demand
- Smart metering rollout
Risks
- Commodity price swings
- Project execution risk
All 19 companies
| Apar Industries Limited APARINDS · Other Electrical Equipment | Supply Chain | 78Q1 FY2027 | 79 | ₹65,045 Cr | +29.1% | +77.8% | -10.8% | -1.5% | Exceptional |
| CG Power and Industrial Solutions Limited CGPOWER · Heavy Electrical Equipment | Anchor | 66Q1 FY2027 | 64 | ₹1,47,889 Cr | +14.0% | +16.3% | -1.1% | -6.7% | High |
| Siemens Limited SIEMENS · Specialty Industrial Machinery | Anchor | 60Q1 FY2027 | 57 | ₹1,29,343 Cr | +14.8% | +406.7% | +0.8% | -7.6% | High |
| Polycab India Limited POLYCAB · Cables - Electricals | Supply Chain | 76Q2 FY2027 | 56 | ₹1,44,459 Cr | +52.8% | +42.6% | -0.4% | -15.0% | Exceptional |
| Transformers And Rectifiers (India) Limited TARIL · Heavy Electrical Equipment | Supply Chain | 79Q2 FY2027 | 47 | ₹9,752 Cr | +60.7% | +135.3% | +13.2% | -13.8% | High |
| Power Grid Corporation of India Limited POWERGRID · Utilities—Regulated Electric | Anchor | 62Q1 FY2027 | 44 | ₹2,64,788 Cr | +2.7% | -0.9% | +0.5% | -1.2% | High |
| Bharat Heavy Electricals Limited BHEL · Heavy Electrical Equipment | Ancillary | 76Q2 FY2027 | 78 | ₹1,33,520 Cr | +23.8% | +119.0% | +0.2% | -6.1% | Average |
| ABB India Limited ABB · Heavy Electrical Equipment | Supply Chain | 66Q1 FY2027 | 60 | ₹1,47,839 Cr | +21.0% | +3.0% | +0.3% | -11.3% | Average |
| GE Vernova T&D India Limited GVT&D · Heavy Electrical Equipment | Anchor | — | 56 | ₹1,22,852 Cr | +38.0% | +24.7% | -5.6% | -5.5% | High |
| KEI Industries Limited KEI · Cables - Electricals | Supply Chain | 74Q2 FY2027 | 37 | ₹51,490 Cr | +38.5% | +29.0% | -2.2% | -22.4% | Exceptional |
| Skipper Limited SKIPPER · Heavy Electrical Equipment | Supply Chain | 63Q1 FY2027 | 63 | ₹6,262 Cr | +4.5% | +25.5% | -0.7% | -1.8% | High |
| Voltamp Transformers Limited VOLTAMP · Heavy Electrical Equipment | Supply Chain | — | 73 | ₹10,150 Cr | +28.4% | +14.7% | +3.1% | -3.7% | High |
| Tata Power Company Limited TATAPOWER · Utilities—Independent Power Producers | Ancillary | 70Q1 FY2027 | 51 | ₹1,28,133 Cr | +5.6% | +11.0% | +3.4% | +3.5% | High |
| Genus Power Infrastructures Limited GENUSPOWER · Other Electrical Equipment | Ancillary | 70Q1 FY2027 | 46 | ₹10,006 Cr | +44.8% | +43.2% | -2.1% | -13.7% | High |
| Power Finance Corporation Limited PFC · Credit Services | Ancillary | 68Q1 FY2027 | 38 | ₹1,40,518 Cr | 0.0% | +2.1% | +1.7% | -3.2% | High |
| Techno Electric & Engineering Company Limited TECHNOE · Civil Construction | Supply Chain | 59Q1 FY2027 | 22 | ₹12,621 Cr | +19.8% | -31.4% | -0.9% | +3.5% | High |
| Havells India Limited HAVELLS · Electrical Equipment & Parts | Ancillary | 64Q2 FY2027 | 38 | ₹74,045 Cr | +34.6% | +9.6% | +7.6% | -18.3% | High |
| REC Limited RECLTD · Financial Institution | Ancillary | 60Q1 FY2027 | 44 | ₹93,506 Cr | -2.1% | -6.1% | +2.6% | -7.5% | High |
| KEC International Limited KEC · Civil Construction | Supply Chain | 35Q1 FY2027 | 5 | ₹14,046 Cr | 0.0% | -41.7% | -4.8% | -9.4% | Average |
Qtr score is the latest quarterly business score (0–100); Rel. strength is the 0–100 market strength score vs the index. Growth is the latest reported quarter vs the same quarter last year. Returns are weekly and monthly closes. Research information only — not investment advice.