Major corporate developments across multiple sectors have emerged, led by significant acquisitions and strategic investments that signal continued expansion and restructuring activities in the Indian market.

NTPC's Strategic Power Sector Acquisition

NTPC has signed a deal to acquire Sinnar Thermal Power Ltd in Maharashtra for ₹3,800.00 crore through an insolvency resolution process. The transaction represents a strategic expansion move for India's leading power producer and involves a consortium comprising Maharashtra State Power Generation Co. (MAHAGENCO) and NTPC, with both partners holding equal stakes.

Lemon Tree Hotels Secures Major Investment

The board of Lemon Tree Hotels has approved Warburg Pincus's acquisition of a 41.09% stake in APG Strategic Real Estate Pool NV's subsidiary, Fleur Hotels, along with an investment of ₹960.00 crore in stages. The proposed reorganisation will establish two distinct and complementary platforms: Lemon Tree Hotels Ltd, focusing solely on hotel management and branding with an asset-light model, and Fleur Hotels Ltd, aiming to be a large-scale, growth-focused hotel ownership platform with development expertise and a strong pipeline.

Corporate Governance and Operational Updates

DMCC Specialty Chemicals has appointed Ms Saloni Jhaveri as an independent director, marking a significant addition to the company's governance structure as it continues to strengthen its leadership team. Meanwhile, the fire triggered by a gas blowout at an ONGC-owned well in Mori, in BR Ambedkar Konaseema district, was extinguished on Saturday, with Konaseema District Joint Collector T. Nisanthi confirming the blowout has been fully controlled.

Major Restructuring and Real Estate Developments

Vedanta Ltd has secured approval from the National Company Law Tribunal (NCLT), Mumbai Bench, for restructuring that involves the demerger of key subsidiaries, including Talwandi Sabo Power Limited (TSPL), into distinct entities. The move aims to foster focused management, boost operational efficiency, and create unique investment opportunities for stakeholders.

ITC Hotels has received an allotment of leasehold land from the India International Convention and Exhibition Centre Limited (IICC) for hotel development at Yashobhoomi in Dwarka, New Delhi. The lease spans 91 years at a premium of ₹326.50 crore, covering 3,648.00 square metres with a permissible floor area ratio of 26,179.00 square metres.

Strategic Acquisitions and Partnerships

Yash Highvoltage Ltd successfully completed its strategic acquisition of a 50.00% stake in Sukrut Electric Company Private Ltd for approximately ₹5.24 crore on January 9. Following this transaction, Sukrut has become a joint venture between Yash Highvoltage Limited and Quality Power Electrical Equipments Limited, with each entity holding an equal 50.00% stake.

Additional Corporate Activities

Vishnu Prakash R Punglia Ltd disclosed that promoter group members divested approximately 19.18% of their equity stake, with proceeds of approximately ₹200.00 crore fully reinvested as an interest-free loan. Lloyds Engineering Works entered into a technology licensing agreement with US-based The Material Works Limited for advanced steel surface-cleaning solutions, while Chandan Healthcare launched diagnostic operations in Punjab's Dera Bassi, marking its entry into the state through a 5-year exclusive partnership with Jeena Sikho Lifecare Ltd.

Source: https://www.thehindubusinessline.com/markets/stocks-to-watch-today-ntpc-lemon-tree-hotels-dmcc-specialty-chemicals-ongc-vedanta/article70499924.ece

Market expert Raja Venkatraman of NeoTrader has identified two promising energy sector stocks for investment consideration, as India's renewable energy landscape undergoes rapid transformation. The recommendations come amid a challenging market environment where the Sensex has declined 2,186 points over five sessions, highlighting the importance of sector-specific opportunities in the energy space.

India's Energy Storage Revolution

India's energy storage sector stands at a critical juncture, driven by the dual challenges of integrating surging renewable capacity and maintaining grid stability as peak power demand approaches 300 GW. The country's renewable capacity has already exceeded 254 GW, accounting for approximately 26% of electricity generation and touching a record 51% on a single day.

India crossed the 50% non-fossil capacity mark in 2025, reaching around 262-263 GW of installed non-fossil power, achieving this milestone five years ahead of its Nationally Determined Contribution targets. The combined installed and pipeline capacity now stands at roughly 507 GW, with the country adding nearly 50 GW of renewable capacity in 2025 alone, supported by investments of approximately ₹2.00 trillion.

Storage Infrastructure Requirements

Managing peak demand nearing 300 GW and annual electricity demand growth of 6-7% will require an estimated 230 GWh of energy storage capacity by 2030 to ensure grid flexibility and round-the-clock reliability. The Central Electricity Authority now estimates total storage requirements of about 411 GWh by 2031-32, of which nearly 236 GWh is expected to come from battery energy storage systems.

Policy support measures include ₹5,400.00 crore in viability gap funding for 30 GWh of BESS projects with 20% domestic value addition, transmission charge waivers until 2028, and state-level mandates such as Rajasthan's requirement of 5% storage capacity for renewable projects above 5 MW.

Stock Recommendations

NTPC - Primary Pick

Venkatraman recommends NTPC , India's largest integrated energy company, as a buy above ₹340.00 with a stop loss at ₹320.00 and target price of ₹395.00.

The recommendation is based on technical indicators showing the stock has been surviving recent market falls with strong bullish undercurrents. The ADX/DMI indicators suggest a new phase has begun, with the company's foray into nuclear energy and long-term capacity targets providing fundamental support.

NHPC - Secondary Pick

NHPC, India's largest hydropower developer, is recommended as a buy above ₹83.00 with a stop loss at ₹79.00 and target of ₹93.00.

The stock has been consolidating after strong performance, with prices holding recent trendlines and RSI in the neutral zone, indicating potential for upward movement. As a major force in India's renewable energy landscape managing numerous hydroelectric power stations, NHPC is positioned to benefit from the sector's growth trajectory.

Risk Considerations

Both recommendations carry sector-specific risks including payment delays, interest rate fluctuations, and cost overruns in large projects. NTPC faces operational challenges related to coal cost dependency, while NHPC's operations are heavily dependent on geological conditions and capital-intensive project timelines.