Transmission & distribution

Godrej Enterprises Group has reported a project pipeline of INR 2,600 crore for its Energy Solutions business at the close of FY26, spanning transmission infrastructure, railway electrification and renewable energy projects. Supported by rising investments in power infrastructure and clean energy, the business expects to grow by around 15% by FY27.

A rapid increase in capacity addition of renewable energy, especially solar, has heightened the risk of evacuation for surplus power, especially during daytime. This is driving curtailment for projects especially with temporary general network access (TGNA), which faced 80% of the total curtailment in India between April and December 2025.

The AI revolution has given us the ability to create predictive analyses, autonomy, and resilience in our energy systems. This will allow for the transformation of decentralized and disconnected energy systems into a single integrated network providing flexible, adaptive solutions.

As India’s clean energy ambitions scale, investment will increasingly follow regions that can deliver outcomes, not just intent. Gujarat’s experience suggests that long-term renewable growth depends as much on institutional preparedness and grid integration as it does on natural resources.

Ultra high voltage transmission corridors, including 765kV networks, are increasingly becoming the backbone of this energy transition. These corridors enable bulk power transfer across long distances while maintaining system availability. By consolidating large volumes of electricity onto fewer transmission lines, they also reduce the need for extensive land acquisition and infrastructure duplication, which are often major constraints in transmission expansion.

As India’s renewable ecosystem continues to mature, open access solar is set to become a cornerstone of corporate energy strategy—delivering both financial savings and sustainability gains. Policy clarity, improved transmission infrastructure, and incentives for storage integration will be critical to unlocking the next phase of growth

India’s renewable energy expansion will extend beyond utility-scale projects to distributed renewable energy, green open access and emerging prosumer models enabled by digital platforms and the India Energy Stack as the nation advances toward its vision of becoming a developed nation by 2047.

ABB will invest a further $75 million in India during 2026 to significantly expand its manufacturing and research and development (R&D) capabilities for critical electrification and automation solutions.

Siemens Energy India Ltd has reported a 26% year-on-year increase in revenue to INR 1,911 crore and a 34.9% rise in profit after tax to INR 313 crore for the quarter ended December 2025 (Q1 FY2026). The company’s order backlog expanded 37.6% to INR 17,599 crore.

While policy discussions focus on solar tariffs and farmer incentives, we see a different challenge emerging on the factory floor: Infrastructure Redefinition. The humble transformer is being asked to do things it was never originally designed to do.