Adani Power hits all-time high, JSW Energy & other power stocks also trade higher as summer approaches; what analysts said Power stocks in India surged on Monday, April 13, 2026, with Adani Power hitting an all-time high of ₹184.4 per share, while Reliance Power, JSW Energy, and Tata Power also saw significant gains. The rally followed a 1.7% year-on-year increase in power demand during March, reaching 149 billion units (BU)—the highest March consumption since 2010. Analysts attributed the rise to growing anticipation of peak summer demand, which typically peaks between March and May, as well as broader macroeconomic factors such as the ongoing LPG crisis and geopolitical tensions in West Asia. The LPG shortage has prompted households to shift toward electric induction ovens and other appliances, boosting electricity consumption. Meanwhile, the conflict in West Asia has disrupted global natural gas and crude oil supplies, further tightening energy markets. Investors are increasingly optimistic about the power sector’s prospects, with demand for energy expected to rise sharply as temperatures climb. The Ministry of Power announced plans to defer maintenance shutdowns at thermal power plants, allowing additional capacity to be operationalized. This move aims to add around 10,000 megawatts (MW) of generation during peak summer, compensating for the 8,000 MW lost due to LNG supply disruptions. Piyush Singh, Additional Secretary in the Ministry of Power, emphasized that the country’s electricity system remains "robust, well-diversified, and adequately positioned" to meet demand. India’s installed capacity has surpassed 531 gigawatts, with total generation capacity at 520,511 MW as of March 16.#tata_power #adani_power #jsw_energy #ministry_of_power #piyush_singh
