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HVDC - The Biggest Stock Theme by 2032? - Top 3 HVDC Stocks 2032 - Rahul Jain

Rahul JainApr 29, 2026

The creator discusses the growing importance of High Voltage Direct Current (HVDC) transmission in India, projecting it as a major theme until 2032. He highlights three companies involved in this sector: Power Grid Corporation of India Limited, Adani Energy Solutions Limited, and Hitachi Energy India Limited, analyzing their business models, financial performance, and investment potential within the context of India's national electricity plan.

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NODKBullishMedium ConvictionSignal-backedPrimary

Adani Energy Solutions Limited, a private company, shows high growth potential driven by HVDC projects and diversification into areas like smart metering, with significant capex and strong EPS growth projections.

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