Tamil Nadu Reviews Power Infrastructure and Supply Ahead of Summer 2027

Tamil Nadu Chief Minister C Joseph Vijay recently reviewed the state's power supply, grid management, and consumer services. The review addressed current power demand, generation capacity, and the gap between supply and demand. Officials outlined challenges such as rising demand, restrictions on power procurement, coal supply constraints, high gas-based generation costs, and unexpected outages at central generating stations.

A comprehensive action plan is being developed to meet projected peak power demand for summer 2027. The state's distribution network faces issues including aging equipment, grid congestion from heavy loads, severe weather impacts, and frontline staff shortages. To strengthen infrastructure, TNEB officials are deploying additional transformers, installing new lines, replacing old components, and reinforcing field teams for faster fault resolution. Consumer services are also being improved through digital channels, faster grievance redressal, and upgraded service centers.

The Chief Minister inspected the State Load Despatch Centre and the Chennai Distribution SCADA Control Centre to observe real-time monitoring of power generation, procurement, demand, and grid balancing. He also visited the 24/7 'Minnagam' consumer service helpline. Directives were issued for uninterrupted power supply, prompt action on complaints, and prevention of electrical accidents. The board was instructed to promote rooftop solar systems and accelerate the introduction of a Battery Energy Storage System policy, expansion of Supervisory Control and Data Acquisition technology, and completion of ongoing power generation projects.

NTPC Issues Final Dividend for FY26

NTPC, a state-owned entity, announced a final dividend payment of ₹3,393.83 crore to its shareholders on September 23, 2026. This payment represents 35 percent of the company's paid-up equity share capital.

This final dividend contributes to a total dividend of ₹8,727 crore for the fiscal year 2026, equating to ₹9.00 per equity share with a face value of ₹10 each. The final dividend follows two interim dividends for FY26, each amounting to ₹2,666.58 crore, which were paid in November 2025 and February 2026.

Operating under the Ministry of Power, NTPC is recognized as India's largest power generation company. It is responsible for meeting approximately one-fourth of the country's electricity demand, with an installed capacity exceeding 91,000 megawatts.

Power Sector Companies Report Significant Growth and New Orders in 2026

Multiple companies in the power sector have experienced significant growth in 2026, with share prices increasing by over 100%. Diamond Power Infrastructure Ltd saw its shares jump 167% and secured four orders totaling ₹635 crore in September 2026. These orders include supplying cables and conductors for projects such as Adani Electricity Mumbai, the MSEDCL urban power project, and state distribution networks in Gujarat.

Divine Power Energy Ltd recorded a 138% increase in its share price. Its subsidiary, Vimlesh Industries, received ancillary machinery for a new continuously transposed conductor manufacturing facility, targeting a December 2026 launch with an initial production capacity of 200 MT per month.

V-Marc India Ltd and Modison Ltd both reported share price gains of approximately 200%. V-Marc India's consolidated net profit for Q1 FY27 surged 163% year-over-year to ₹28.52 crore. Modison Ltd completed the transfer of its entire shareholding in Modison HV Private Ltd, which ceased to be a wholly owned subsidiary on September 21, 2026.

Modern Insulators Ltd's shares gained over 110% in 2026. The company specializes in manufacturing high-voltage and extra-high-voltage porcelain insulators, which are essential components for power transmission and substation projects both domestically and internationally.