The Real Story Behind India's 300 GW Power Push

In this episode of Markets Today — Embraer partners with Mahindra Group for India's Air Force 60-aircraft MTA programme; the government orders captive thermal plants to run at full capacity as peak power demand nears 300 GW, putting 5 stocks in focus; and Goa's tiny regional airline Fly91 places a surprise 40-aircraft order.

Embraer-Mahindra's Bid For India's Air Force Embraer offers its KC-390 Millennium for the IAF's 60-aircraft transport programme, competing against Tata-Lockheed Martin's C-130J. Embraer's bigger ambition: making India a hub for its global manufacturing and MRO network.

India's Power Demand Nears 300 GW — 5 Stocks In Focus Government forces captive thermal plants to run full-tilt from Oct 1-Dec 31, adding only ~5-6 GW against a 25-30 GW gap. Potential beneficiaries: IEX, Coal India, Tata Power, Adani Green and Acme Solar Holdings.

Fly91's Surprise 40-Aircraft Order Fly91, operating just 6 aircraft, orders 40 ATRs and onboards Kargil war hero Abhinandan Varthaman as a pilot. Company expects consistent profitability around 10-12 aircraft, with a possible IPO in ~3 years.