NTPC has announced a significant milestone in its renewable energy portfolio with the commissioning of 300MW capacity at the Bhadla Solar PV Project in Rajasthan. The company disclosed that its subsidiary NTPC Green Energy Limited (NGEL) declared the Commercial Operation Date (COD) for this capacity effective January 13, 2026.

Project Details and Structure

The commissioned 300MW represents the first phase of a larger 500MW Bhadla Solar PV Project located in Rajasthan. The project is being developed by NTPC Renewable Energy Limited, which operates as a step-down subsidiary of NTPC Limited through its subsidiary NGEL.

Impact on Group Capacity

The addition of this 300MW solar capacity has resulted in a notable increase in NTPC group's overall power generation portfolio. The company reported updated capacity figures following the commissioning of this renewable energy project.

Corporate Structure and Disclosure

The announcement was made through a regulatory disclosure dated January 14, 2026, under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The disclosure was filed by NGEL and subsequently communicated by NTPC Limited to the stock exchanges on January 15, 2026.

This development represents NTPC's continued expansion in the renewable energy sector through its subsidiary structure, with NGEL serving as the primary vehicle for green energy initiatives and NTPC Renewable Energy Limited executing specific solar and renewable projects across various locations in India.

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