Rockets will become power share in summer
In many parts of the country including North India, the heat has now started showing its intense intensity. The Meteorological Department (IMD) has already warned that the temperature in North-West India may increase by 2 to 4 degrees Celsius in the coming days. This scorching heat may be a cause of trouble for the people, but it has brought a big opportunity for the stock market investors. Increase in heat directly means huge increase in electricity consumption. In anticipation of this increasing demand, there is a tremendous rise in the shares of two giant companies of the power sector, Tata Power and Adani Power. In such a situation, it is important to understand which of these shares can prove to be a more profitable deal for your portfolio in the current situation.
Scorching heat and electricity demand connection
As the use of air conditioners and coolers is increasing, the demand for electricity in the country is creating new records. A report by JM Financial shows that just last week, the average daily energy demand has jumped by 10% on an annual basis and reached 5,124 MU. According to the brokerage house, the year 2026 is being considered as El Niño year, the direct effect of which is seen in the increase in temperature.
If we look at the data of previous El Nino years (like 2015 and 2019), we find that there was a big jump in the peak demand of electricity during that time too. Harshal Dasani, Business Head of INVasset PMS, says that on April 18 itself, the country's peak power demand had reached close to 239 gigawatts (GW), which is much above last year's level. The government hopes that this figure can go up to 271 gigawatts this summer. JM Financial estimates that this time the dependence on electricity generated from coal will increase, which will directly benefit companies like Adani Power.
Adani Power can become rocket in short term
If we talk about the performance of shares, Adani Power has given bumper returns to investors in recent times. Its shares have risen by more than 12% in just one week, while in the last one month it has seen a spectacular jump of 34%. So far in 2026, this stock has increased by more than 37%. In the long term, it has increased investors' money by 1,069% within five years.
According to Dasani, Adani Power is in the best position to capitalize on the current heatwave. The company has an installed capacity of 18,150 MW. This stock is looking very attractive right now from the point of view of making quick profits in a short time (tactical trade), because it is fully prepared to take direct advantage of the increased electricity demand due to summer.
Tata Power is special for the long race
On the other hand, Tata Power has also given good profits to investors along with stability. This stock has gained more than 8% in the last one month. This stock has jumped more than 365% in the last five years.
Market experts believe that ignoring Tata Power could be a mistake. The biggest strength of this company is its excellent business mix. Along with the operational capacity of 16,310 MW, this company is also working on a large scale in the field of clean energy and rooftop solar. Apart from this, the government has given special instructions to commission Tata Power's 4,000 MW 'Coastal Gujarat Power Plant' from April 1, 2026 to ensure summer power supply, which can prove to be a big trigger for this.
What should be the right strategy for investors?
Both the companies have their own distinct characteristics. According to Harshal Dasani, if an investor wants to take immediate advantage of this summer season and increasing demand, then Adani Power is an excellent tactical option. But, if you have a longer view and want to be part of the entire energy transition story with less volatility, then Tata Power can bring stability and balanced growth to your portfolio.
Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsha advises its readers and viewers to consult their financial advisors before taking any money-related decisions.
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