Discovery
24 AI themes · 33 stock picks in selected bucket
Wind Energy
Showing 33 of 33 picks
KP Energy Limited is the leading provider of Balance of Plant (BOP) solutions in Gujarat for the wind industry. They significantly contribute to the wind and wind-solar hybrid energy sectors through comprehensive project management and operational services, highlighting their strategic intent in the renewable energy space.
GACL has installed 171.45 MW of wind power capacity, reflecting a significant strategic investment and operational scale in wind energy as part of its commitment to green technology and renewable energy solutions.
Inox Wind is a leading OEM in India's wind energy sector, providing end-to-end solutions from manufacturing to O&M services. With a robust order book of 3.1 GW and manufacturing capacity over 2.5 GW, Inox Wind is strategically positioned to capture significant opportunities in India's planned 80 GW wind capacity expansion over the next 7-8 years.
Suzlon Energy is a leader in the wind energy sector, with a substantial installed base of over 15.2 GW in India. Their dominant market position is reinforced by a 29% market share, robust order book of over 5 GW for new WTGs, and strategic focus on expanding domestic manufacturing capacity, fulfilling India's 2030 renewable energy targets.
Inox Green Energy Services Limited (IGESL) is heavily involved in the wind energy sector, owning and operating large-scale renewable assets. They've reported significant increases in their O&M portfolio, added solar O&M, and substantially increased their income and EBITDA, underscoring their strong market position in renewable energy services.
IREDA plays an essential role in the wind energy sector, highlighted by its specific focus and loan facilitation for wind power projects. The company's financial support for wind energy constitutes a substantial portion of its portfolio, ensuring that it actively contributes to developing wind infrastructure across India.
The company's wind generation has shown strong growth, with reported capacity additions and increased generation numbers substantiating a 75% year-on-year rise. JSW Energy's ongoing projects, such as SECI XVI and SECI XII, highlight a strategic focus on wind energy as a major growth area, underpinning its status as a key player in the wind energy sector.
Orient Green Power Company Limited operates about 382 megawatts of wind assets, making it one of the largest independent developers of wind farms in India by aggregate installed capacity. Their operations focus on maximizing generation during the wind season and maintaining high machine availability through strategic capital maintenance.
Refex Industries Limited is actively establishing itself in the wind energy sector through its wind turbine manufacturing business. Their focus on producing 5.3 MW turbines, which are claimed to be technologically superior to competitors like Suzlon and Inox, shows a strategic commitment to becoming a significant player in the wind energy market. The recent order wins also indicate commercial traction.
Indowind Energy Limited has a strong foothold in the wind energy sector, managing and operating over 54 megawatts of wind farms across India. The company's focus on increasing capacity, improving operational performance, and exploring hybrid solutions further solidifies its commitment to wind energy. Indowind's strategic decision to maintain a debt-free status enhances its ability to capitalize on wind energy opportunities without financial constraints.
Graphite India operates 9 wind turbines with an installed capacity of 18.9 MW. This capacity positions the company as an active participant in the wind energy sector, contributing a significant amount to its power segment. These renewable energy assets highlight the company's commitment to sustainable energy solutions.
Ram Ratna Wires Ltd, through its subsidiary Tefabo Product Pvt. Ltd., is focusing on the wind turbine components market. They are preparing to manufacture mini wind turbines following European tech transfer, highlighting a strategic intent towards capturing a significant portion of the growing wind energy sector in India and globally.
GIPCL is actively involved in wind energy with plans to participate in offshore and wind-generating projects, as shown by their past investments in wind farms across Gujarat and the allocated 4750 Ha. in Khavda Hybrid Renewable Energy Park. This emphasis reflects their strategic and material commitment to expanding wind energy project capabilities, further underlined by signed MoUs with key industrial entities.
NLC India Limited's Investor Presentation emphasizes their venture into wind energy, with projects such as the 50 MW project planned at Dayapar in Gujarat, alongside targeted expansions towards 501 MW wind capacity by 2030. This highlights their significant commitment towards wind power expansion in India.
KEC International Limited has entered the wind energy sector with a significant order for a 100+ MW wind project. This strategic entry marks a meaningful expansion into wind energy, enhancing its renewable portfolio. The company is actively exploring opportunities in the wind sector as part of its broader renewable energy strategy.
ACME Solar Holdings Limited has expanded into wind energy, as evidenced by its Q3 FY26 highlights. The company commissioned 72 MW out of a planned 100 MW wind project, bringing its year-to-date commissioned wind capacity to 422 MW. This transition into wind energy projects indicates the company's strategic intent to diversify its renewable energy portfolio.
Sanghvi Movers Limited demonstrates material strategic exposure to wind energy through a dedicated Wind EPC vertical with 17 GW group-level installation expertise, 100+ projects executed and Wind EPC contributing ~30% of 9M FY26 revenues; this is a core revenue stream and not a pilot, positioning Sanghvi as a meaningful play on utility-scale wind and turbine erection services.
Shree Cement Limited operates wind assets (~56 MW) within a 634 MW green capacity portfolio that also includes WHRS and solar; this owned wind capacity contributes materially to the company’s 61% renewable energy mix, aids cost stability and supports carbon intensity reduction across its fleet, demonstrating meaningful operational scale in wind generation.
Torrent Power Limited operates 921 MW of wind today with a very large wind pipeline (2,163 MW under development plus multiple SECI-awarded tranches), and several tariff‑competitive bids contracted. The scale of wind projects under construction and contracted tariffs indicate Torrent Power is a major utility‑scale wind developer and operator, not a minor pilot participant in the wind sector.
Grasim Industries Limited includes wind and hybrid assets within Aditya Birla Renewables' operational and contracted portfolio (solar, wind, hybrid, floating solar and RTC), reporting a 4.3 GW peak capacity portfolio and stated ambition to scale beyond 10 GW, indicating material ownership and developer capability across utility-scale renewable technologies including wind.
Larsen & Toubro is supplying HVDC converter stations and engineering solutions for offshore wind and large renewables clients, including an ultra-mega offshore HVDC order for a European renewable operator, indicating the company is operating as a significant EPC/BOP contractor in the wind-energy value chain with capability to service large-scale offshore projects.
Kirloskar Ferrous Industries Limited is moving beyond pilot scale into utility wind: the company has ordered and plans to commission a Phase‑1 wind program of ~25 MW (12 units of ~2.1 MW each) alongside its solar rollout, demonstrating a deliberate multi‑technology green power program designed to meaningfully lower operating power costs and support sustainability targets.
RSWM has executed inorganic moves to own wind generation, acquiring BG Wind Power Limited (20 MW WTG) and integrating wind assets into its energy mix. The company now directly controls wind capacity for captive use and has used wind acquisitions as a strategic lever to reduce power cost volatility and strengthen its sustainability credentials at scale.
Hindalco Industries Limited is actively owning and expanding wind capacity (126.4 MW at Q3 exit, ~192 MW planned by FY26 exit), and is integrating wind and pumped storage (65 MW) for round‑the‑clock renewables. This constitutes material operating wind assets and a coordinated RE+storage strategy, not mere announcements, demonstrating operational scale in wind energy.
IRCTC reported commissioning roughly 103 MW of wind power capacity (as of Nov 2022), representing a substantive and deliberate move into utility-scale renewable generation that meaningfully augments the company's energy portfolio and lowers net energy costs for its operations.
GTBL’s announced hybrid configuration explicitly includes a wind component as part of an 18.5 MW captive installation, indicating a substantive commitment to wind energy for captive consumption. Gujarat Themis Biosyn Limited views the wind asset as a core part of long-term energy strategy to reduce grid dependence and stabilize manufacturing power supply seasonally, making it a strategic, material deployment.
The Ramco Cements Limited owns and operates a material renewable fleet — 166 MW of windmills and an expanding WHRS portfolio — and reported that 47% of total power in 3QFY26 and 42% in 9MFY26 was met from green power, delivering record high wind generation up 25% YoY and meaningful reduction in power cost and CO2 intensity.
K.P.R. Mill Limited owns and operates significant wind power capacity (61.92 MW) which supplies roughly 40% of the textile division’s power requirement, reflecting material utility-scale renewable ownership. KPR Mill’s wind assets are a strategic, long-term operating asset class for the company, reducing energy cost volatility and improving overall return on capital employed across textile and garment operations.
Savita Oil Technologies owns and operates utility-scale wind power assets with an installed renewable capacity of c.53 MW and a multi-decade track record of commissioning wind farms; this makes Savita Oil Technologies a genuine owner/operator in the wind energy space rather than a peripheral investor, contributing to its energy mix and sustainability credentials.
Through the Ayana Renewable Power acquisition that brought 2.05 GW of combined wind and solar assets into ONGC's portfolio and a stated 10 GW by 2030 ambition, ONGC is already a material owner/operator of onshore wind capacity and is pursuing further wind projects and acquisitions at scale.
Synergy Green Industries Ltd. is materially exposed to the wind-energy value chain as ~80% of its business derives from wind turbine components and large castings, and the company supplies components to many top global wind OEMs; this places Synergy Green as a specialized supplier with concentrated industry dependence and strategic relevance to the wind sector.
Clean Max Enviro Energy Solutions Limited has a material onshore wind portfolio (629 MW operational as of Mar 1, 2026) and hybrid wind-solar projects, with wind contributing substantially to commissioned capacity and higher EBITDA/MW economics. The company reports wind PLFs and unit economics separately and is actively commissioning wind assets, establishing a meaningful wind developer/operator position.
Adani Green Energy Limited qualifies for Wind Energy because it operates over 2.5 GW of wind capacity and meaningful hybrid assets, with wind contributing to superior CUFs (wind CUF ~26.6% and hybrid CUF ~35.2%), demonstrating material exposure and a strategic commitment to integrating wind into large hybrid and single‑location projects such as Khavda.