8 stock to watch with discount

Summary

Presenter Pooja Singh focuses on power transmission and renewable energy as long-term investment themes. The rationale is that India’s stated target of 500 GW of non-fossil clean-energy capacity by 2030 will require expanded transmission networks and green-energy corridors to move solar and wind power to consumers.

The presenter says the companies discussed have strong order books and potential for future growth, and frames them as stocks to watch after market corrections.

The video says it covers eight stocks, but the transcript appears to name nine. It also does not clearly identify one company referred to as “solar holdings.”

Companies and Claims Discussed

• Power Grid Corporation of India — Described as India’s largest government transmission company, handling nearly half the national grid. The presenter cites a regulated 15.5% return on equity, an unexecuted order backlog above ₹2.2 lakh crore, a ₹26,000 crore Barmer HVDC project, and a 6,500 MW Gujarat renewable-integration project. Capex is said to be targeted at ₹35,000 crore, with a possible increase to ₹37,000–45,000 crore for green-energy corridors; the fiscal-year reference is garbled. The company is also described as a high-dividend stock.
• Tata Power — Presented as an integrated power and clean-energy business spanning generation, transmission, distribution, solar manufacturing, and EV charging. The presenter highlights rooftop and utility-scale solar and says the company aims to shift from coal toward clean energy under “Vision 2.2.”
• NTPC Green Energy — Described as part of NTPC’s renewable-energy expansion. The video says NTPC generates 25% of India’s electricity and that its renewable arm is pursuing around 100 solar, wind, and green-hydrogen projects, with a target of 60 GW of renewable capacity by 2032. Green-hydrogen buses and battery storage, including in Ladakh, are also mentioned.
• JSW Energy — The presenter says more than 60% of its portfolio is renewable-based and cites a target of 20 GW by 2030. Planned investment is given as $10 billion (about ₹75,000 crore), including solar, wind, and pumped-hydro storage.
• Waaree Energy — Described as a renewable-energy company. The transcript provides no clear company-specific financial metrics or projects beyond its inclusion in the list.
• Inox Wind — Presented as a wind-energy and turbine EPC turnaround story. The video cites a ₹1,600 crore order from NLC India in July 2026 and a total order book above 4.7 GW. It also mentions a shift toward higher-margin equipment supply and in-house component manufacturing, with improving cash flow and working capital.
• Techno Electric & Engineering Company — Characterized as a smart-grid, transmission, and data-centre play. Its order book is cited at more than ₹9,500 crore, with 65% attributed to transmission-grid infrastructure. The company plans green data centres totaling 250 MW by 2030; the first phase in Chennai is said to be live.
• KPI Green Energy — Described as a solar and hybrid-energy developer. The video cites a project pipeline above 5.07 GW, an active order book above ₹4,000 crore, and a target to exceed 10 GW by 2030. Battery energy storage is mentioned as a potential margin driver.
• Unclear “solar holdings” company — The name is not intelligible in the subtitles. The presenter describes a recently listed small-cap renewable developer with 60% sales growth in recent quarterly results, attributed to revenue from a newly commissioned plant. Plans mentioned include solar projects in Oman, green-ammonia and hydrogen facilities in India, and round-the-clock renewable-power supply.

Valuation Comments

The presenter labels Power Grid, Waaree Energy, Tata Power, NTPC, KPI Green Energy, and Techno Electric as “undervalued.” NTPC Green Energy is called “overpriced.” The remaining name in the overpriced category is transcribed unclearly as “Equilar Adani Energy”; its exact identity cannot be determined from the subtitles.

These are the presenter’s categorizations. No valuation methodology or supporting multiples are provided.

Framework and Key Cautions

• The investment theme is based on expected renewable-capacity growth and the corresponding need for transmission infrastructure.
• The presenter screens companies by size category and highlights order books, capacity targets, investment plans, and exposure to technologies such as solar, wind, storage, and green hydrogen.
• The video’s figures are presented as being based on 2026 data, but some dates and fiscal-year references are garbled in the subtitles.
• No explicit financial-advice disclaimer appears in the subtitles. The undervaluation and overvaluation labels are not accompanied by supporting valuation calculations.

Presenter and source: Pooja Singh, Stock 247. Vijay Kedia is cited as having discussed the sector in a speech or podcast.