{"id":287587,"date":"2026-10-05T15:45:08","date_gmt":"2026-10-05T10:15:08","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=287587"},"modified":"2026-10-05T15:45:08","modified_gmt":"2026-10-05T10:15:08","slug":"power-stocks-rise-cesc-td-power-rr-kabel-pm-dhara","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/power-stocks-rise-cesc-td-power-rr-kabel-pm-dhara\/","title":{"rendered":"Power Stocks Rise on 5 October: What Is Driving CESC, TD Power Systems and RR Kabel, From the Rs 1.86 Lakh Crore PM-DHARA Grid Scheme to Record Orders and a Fresh 52-Week High"},"content":{"rendered":"

Power stocks rose on 5 Oct. TD Power +4.7% to a 52-week high of Rs 820. PM-DHARA: Rs 1.86 lakh crore, 135 GW renewables, 50 GWh storage.<\/em><\/p>\n

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Quick Answer<\/strong><\/p>\n

Power stocks rose on 5 October, with TD Power Systems up about 4.7% to a new 52-week high of Rs 820 against a gain of about 0.6% for its heavy electrical equipment sector, while CESC and RR Kabel also gained. The main driver is the Rs 1.86 lakh crore PM-DHARA scheme cleared by the Cabinet on 30 September, which allocates Rs 1,36,378 crore to intra-state transmission and Rs 50,000 crore to battery storage and aims to evacuate up to 135 GW of renewable energy. TD Power is up about 141% this year and has raised its FY27 revenue guidance to Rs 2,600 crore with an order book of Rs 2,207 crore, but its rally means valuation is stretched. For CESC and RR Kabel the link is indirect, through grid capex, utilities and wires demand, so execution of the scheme matters.<\/p>\n<\/p><\/div>\n

Power stocks rose on Monday, 5 October, with transmission and electrical equipment names leading as investors positioned for the grid spending under the PM-DHARA scheme. TD Power Systems hit a new 52-week high of Rs 820, TARIL traded Rs 173 crore of stock, and utility CESC and cable maker RR Kabel also moved higher.<\/p>\n

If you are searching for what is driving CESC, TD Power and RR Kabel, this article covers the PM-DHARA scheme and its battery storage and renewable evacuation funding, how the grid capex cycle benefits transformers and wires and cables makers among power stocks, a company-by-company view of TD Power, CESC and RR Kabel, other plays such as Adani Energy Solutions and TARIL, valuation and the risks. It looks at the TD Power Systems share price, the CESC share price and the RR Kabel share price in turn. Data is from exchange and company disclosures, so recheck live prices.<\/p>\n

Click Here – Get Free Investment Predictions<\/a><\/strong><\/p>\n

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