Thread by @NiveshwithRG

🚨 Have you ever thought which stock in India energy transition could silently create massive wealth?

India is targeting 500 GW renewable capacity 🌍⚡
Coal dependency is slowly being replaced by solar, wind & hydro.

But only a few players will dominate this shift.

One of them is:
𝗡𝗟𝗖 𝗜𝗻𝗱𝗶𝗮 (𝗡𝗲𝘆𝘃𝗲𝗹𝗶 𝗟𝗶𝗴𝗻𝗶𝘁𝗲 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗟𝘁𝗱.) ⚡

Why Energy is HOT right now:

•𝗚𝗼𝘃𝘁. 𝗰𝗮𝗽𝗲𝘅 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 is massive
•𝗧𝗮𝗿𝗶𝗳𝗳 𝗿𝗲𝗮𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻𝘀 are improving
•𝗚𝗹𝗼𝗯𝗮𝗹 𝘁𝗮𝗿𝗶𝗳𝗳 𝗿𝗶𝘀𝗸𝘀 (like Trump tweets) don’t impact Indian renewables

This sector has 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺 🚀

NLC India Unique Positioning:

•𝟱𝟬%+ 𝘀𝗵𝗮𝗿𝗲 in India lignite mining
•𝟲𝟬%+ 𝘀𝗵𝗮𝗿𝗲 in lignite power generation
•𝗡𝗮𝘃𝗿𝗮𝘁𝗻𝗮 𝗣𝗦𝗨 → Govt. support, dividends, strong balance sheet

A true 𝗱𝗼𝗺𝗶𝗻𝗮𝗻𝘁 𝗽𝗹𝗮𝘆𝗲𝗿.

Growth Triggers:

📈 𝗥𝗲𝘃𝗲𝗻𝘂𝗲: Double in 3 years, 2.5x in 4 years
📈 𝗘𝗕𝗜𝗧𝗗𝗔 𝗺𝗮𝗿𝗴𝗶𝗻𝘀: 38% → 45% (FY27) → 50% (FY30)
📈 𝗖𝗮𝗽𝗲𝘅 𝗽𝗹𝗮𝗻: ₹1.16 lakh crore for mining + renewables + hydrogen

This is 𝗺𝗮𝘀𝘀𝗶𝘃𝗲 𝗲𝘅𝗽𝗮𝗻𝘀𝗶𝗼𝗻.

Future Capacity Plans:

•𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲𝘀: 1,400 MW → 10,000 MW
•𝗧𝗵𝗲𝗿𝗺𝗮𝗹: 5,300 MW → 10,000 MW
•𝗘𝗻𝗲𝗿𝗴𝘆 𝘀𝘁𝗼𝗿𝗮𝗴𝗲 & 𝗵𝘆𝗱𝗿𝗼𝗴𝗲𝗻 = next growth drivers

This is the 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝗲𝗻𝗲𝗿𝗴𝘆 🌍

Valuations & Levels:

•𝗔𝘁𝘁𝗿𝗮𝗰𝘁𝗶𝘃𝗲 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 vs peers
•₹𝟮𝟯𝟱 = 𝘀𝘁𝗿𝗼𝗻𝗴 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 (all MAs converging)
•𝗦𝘁𝗲𝗮𝗱𝘆 𝗱𝗶𝘃𝗶𝗱𝗲𝗻𝗱 𝘆𝗶𝗲𝗹𝗱 adds comfort

Risk-Reward looks 𝗶𝗻 𝘆𝗼𝘂𝗿 𝗳𝗮𝘃𝗼𝗿 ✅

🔥 The Big Picture
NLC India is not just another PSU.
It is at the 𝗰𝗲𝗻𝘁𝗲𝗿 𝗼𝗳 𝗜𝗻𝗱𝗶𝗮 𝗲𝗻𝗲𝗿𝗴𝘆 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻.

With huge capex, rising margins, and govt. backing →
It could be a 𝗺𝘂𝗹𝘁𝗶-𝘆𝗲𝗮𝗿 𝗰𝗼𝗺𝗽𝗼𝘂𝗻𝗱𝗲𝗿 🚀

👉 Keep 𝗡𝗟𝗖 𝗜𝗻𝗱𝗶𝗮 on your watchlist.
This stock has potential to deliver 𝗯𝗶𝗴 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 in the coming years.

If you want me to share more hidden PSU & energy plays →
💬 Drop a “Energy” in the comments.

#EnergyTransition #energysecurity #India #stockmarketnews