Indian utility companies are well positioned to benefit from strengthening electricity demand across the country, according to analysts at Jefferies. Power demand growth during April and May stood at approximately 7% year-over-year, exceeding Jefferies' forecast of 6% growth for FY2027 and indicating stronger-than-expected consumption trends.
The brokerage noted that weather conditions could provide an additional boost. If an El Niño event leads to a below-average monsoon season, higher temperatures and increased cooling requirements could drive electricity consumption even further, creating favorable conditions for power generation and transmission companies.
Jefferies highlighted JSW Energy, Adani Energy Solutions, and NTPC as its top investment picks, maintaining a "Buy" rating on all three stocks. The firm raised its target price for JSW Energy to ₹745 from ₹675 and increased its target for Adani Energy Solutions to ₹1,905 from ₹1,665, reflecting confidence in their growth prospects. The target price for NTPC was maintained at ₹470.
At current market levels, JSW Energy trades around ₹573.20, Adani Energy Solutions around ₹1,585.95, and NTPC around ₹356.65. Based on Jefferies' targets, all three stocks still offer potential upside, supported by rising electricity demand, ongoing infrastructure investments, and India's long-term power consumption growth story.
With power demand remaining resilient and weather-related factors potentially adding further momentum, India's utility sector could remain an attractive area for investors seeking exposure to the country's expanding energy needs.
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