[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Investors Compass [@selvaprathee](/creator/twitter/selvaprathee) on x 11.8K followers Created: 2025-05-23 08:24:16 UTC Transmission is a Decadal Theme | India’s Silent Power Revolution - I'm from the Power sector with 12+ years of experience. - Here's why I’ve allocated XX% of my long term Portfolio in this decadal theme with huge tailwind 1⃣ Massive Market Size & Tailwinds Transmission market: ₹3.56 Lakh Cr ➡️ Huge headroom for growth 2⃣ Tower–Substation–Conductor Value Chain 🔹Tower: ₹1.6 Lakh Cr (40%) 🔹Substation: ₹1.8 Lakh Cr (50%) 🔹Conductors: ₹20k Cr to ₹35k Cr (5 to 10%) ➡️ Major Cost sits in just these X - massive opportunity for infra players 3⃣ Government-Backed Capex Explosion 🔹₹4.25 L Cr (2022–27) + ₹4.90 L Cr (2027–32) 🔹Total: ₹9.15 Lakh Crores in XX years 🔹42% of current transmission line capacity to be added ➡️ Once-in-a-generation policy-led cycle 4⃣ Demand Drivers = Long-Term Secular Growth 🔹EV grid readiness 🔹AI/Data centers’ 24x7 power needs 🔹Renewable + Peak-load balancing = New substation demand 🔹Smart Cities & Tier 2/3 urbanization 5⃣ Tech Upgrade: The New Backbone CEA plan includes: 🔹HVDC (LCC + VSC), STATCOM, Digital Substations ➡️ Infra is moving from steel to silicon. This isn’t just capex, it's intelligence upgrade. Capacity Additions – Already in Motion 6⃣ Transmission Line: - FY22: XXXX L ckm - FY27E: XXXX L ckm → FY32E: XXXX L ckm Substations (MVA): - FY22: 10.7M → FY32E: 23.4M MVA ➡️ More than 2x growth = multi-year compounding across the value chain 7⃣ Who Benefits? Transmission Value Chain Stocks ? 🏗️ Tower: 🔹KEC International – India’s largest tower EPC player with global presence 🔹Skipper Ltd – Export-driven tower manufacturer with substation ambitions 🔹Transrail Lighting – Full-spectrum EPC with monopoles, civil, and rail electrification 🔹Techno Electric – Asset-light EPC player focused on HV towers and substations 🔹Bajel Projects Ltd – New demerged entity with strong tower + GIS EPC pipeline 🔹Kalpataru Projects International (KPIL) – Global transmission EPC giant with ₹64K+ Cr OB, active in XX countries 🏭 Substations: 🔹ABB India – Leader in HVDC, STATCOM, and digital substations 🔹Siemens Ltd – High-tech player in automation, protection & control systems 🔹Bajel Projects Ltd – Active in 220kV & 400kV GIS/AIS substations 🔹Shilchar Technologies – Supplies power transformers for EHV substations 🔹TARIL – Trusted grid transformer supplier, expanding into 765kV ultra high-voltage market 🔌 Conductors: 🔹KEI Industries – Key cable supplier across power infra and exports 🔹Apar Industries – India’s largest conductor maker with HTLS leadership 🔹Dynamic Cables – Fast-growing conductor + cable supplier for T&D projects 📌These players are at the heart of India’s $9.15L Cr grid overhaul. Some will be 5x–10x over the decade. - Any major We missed out . Do mention in comment - No Buy/Sell recommendation #StocksInFocus #StocksToWatch #taril #Shilchar #siemens #bajel #transrail #kei #aparind #abb #skipper #kec #kpil  XXXXXXX engagements  **Related Topics** [javascript](/topic/javascript) [Post Link](https://x.com/selvaprathee/status/1925830122877124954)
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Investors Compass @selvaprathee on x 11.8K followers
Created: 2025-05-23 08:24:16 UTC
Transmission is a Decadal Theme | India’s Silent Power Revolution
- I'm from the Power sector with 12+ years of experience.
- Here's why I’ve allocated XX% of my long term Portfolio in this decadal theme with huge tailwind
1⃣ Massive Market Size & Tailwinds Transmission market: ₹3.56 Lakh Cr ➡️ Huge headroom for growth
2⃣ Tower–Substation–Conductor Value Chain 🔹Tower: ₹1.6 Lakh Cr (40%) 🔹Substation: ₹1.8 Lakh Cr (50%) 🔹Conductors: ₹20k Cr to ₹35k Cr (5 to 10%) ➡️ Major Cost sits in just these X - massive opportunity for infra players
3⃣ Government-Backed Capex Explosion 🔹₹4.25 L Cr (2022–27) + ₹4.90 L Cr (2027–32) 🔹Total: ₹9.15 Lakh Crores in XX years 🔹42% of current transmission line capacity to be added ➡️ Once-in-a-generation policy-led cycle
4⃣ Demand Drivers = Long-Term Secular Growth 🔹EV grid readiness 🔹AI/Data centers’ 24x7 power needs 🔹Renewable + Peak-load balancing = New substation demand 🔹Smart Cities & Tier 2/3 urbanization
5⃣ Tech Upgrade: The New Backbone CEA plan includes: 🔹HVDC (LCC + VSC), STATCOM, Digital Substations ➡️ Infra is moving from steel to silicon. This isn’t just capex, it's intelligence upgrade.
Capacity Additions – Already in Motion
6⃣ Transmission Line:
- FY22: XXXX L ckm
- FY27E: XXXX L ckm → FY32E: XXXX L ckm
Substations (MVA):
- FY22: 10.7M → FY32E: 23.4M MVA ➡️ More than 2x growth = multi-year compounding across the value chain
7⃣ Who Benefits? Transmission Value Chain Stocks ?
🏗️ Tower: 🔹KEC International – India’s largest tower EPC player with global presence 🔹Skipper Ltd – Export-driven tower manufacturer with substation ambitions 🔹Transrail Lighting – Full-spectrum EPC with monopoles, civil, and rail electrification 🔹Techno Electric – Asset-light EPC player focused on HV towers and substations 🔹Bajel Projects Ltd – New demerged entity with strong tower + GIS EPC pipeline 🔹Kalpataru Projects International (KPIL) – Global transmission EPC giant with ₹64K+ Cr OB, active in XX countries
🏭 Substations: 🔹ABB India – Leader in HVDC, STATCOM, and digital substations 🔹Siemens Ltd – High-tech player in automation, protection & control systems 🔹Bajel Projects Ltd – Active in 220kV & 400kV GIS/AIS substations 🔹Shilchar Technologies – Supplies power transformers for EHV substations 🔹TARIL – Trusted grid transformer supplier, expanding into 765kV ultra high-voltage market
🔌 Conductors: 🔹KEI Industries – Key cable supplier across power infra and exports 🔹Apar Industries – India’s largest conductor maker with HTLS leadership 🔹Dynamic Cables – Fast-growing conductor + cable supplier for T&D projects
📌These players are at the heart of India’s $9.15L Cr grid overhaul. Some will be 5x–10x over the decade.
- Any major We missed out . Do mention in comment
- No Buy/Sell recommendation
#StocksInFocus #StocksToWatch #taril #Shilchar #siemens #bajel #transrail #kei #aparind #abb #skipper #kec #kpil
XXXXXXX engagements
Related Topics javascript