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Tata Power and Adani Energy Solutions Bet Big on Transmission and Distribution Growth

Tata Power and Adani Energy Solutions Ltd. (AESL) are positioning themselves aggressively in India’s fast-expanding power transmission and distribution (T&D) sector, backed by a massive pipeline of opportunities. AESL, with an existing order book of Rs60,000 crore, aims to triple its operational asset base by 2030. It is leveraging a near-term industry tendering pipeline of about Rs90,000 crore to strengthen its market position, building on its 28% share in FY25.

Tata Power has earmarked a capex of Rs25,000 crore for FY26, with nearly 30% directed towards T&D. The company is currently executing six transmission projects, two of which will be commissioned by Q2 FY26, with the rest following in the next 12–18 months. Beyond this, Tata Power is actively exploring distribution business expansion in Maharashtra and other states, including bids for discoms in Uttar Pradesh.

The National Electricity Plan (NEP) outlines significant investments of over Rs8 lakh crore in transmission over the next decade, with line length expected to grow from 4.86 lakh CKM in 2024 to 6.48 lakh CKM by 2032, alongside substation capacity doubling. Analysts project annual investments of Rs4.5–8 lakh crore to meet rising demand, creating robust opportunities for AESL, Tata Power, and new market entrants.