ESG Archives - Newscript EnergyWorld

Green Finance Stocks and Mutual Funds: The New Investment Frontier

19Apr

By Newscript News NetworkNo Comments

ESG

Green Finance Stocks and Mutual Funds: The New Investment Frontier

India’s green finance market has emerged as a powerful magnet for both retail and institutional investors, with ₹32 trillion ($386 billion) already committed through funds, bonds, and equity allocations. “Green finance is no longer niche—it is mainstream,” said Navneet Munot, CEO of HDFC Mutual Fund. “Investors see clean energy as a source of consistent returns and risk diversification.” The country’s march towards sourcing 50 per cent of power from non-fossil fuels by 2030 is fuelling growth in ESG funds, green ETFs, and renewable-linked bonds. Leading asset managers including SBI, Kotak, and ICICI have launched dedicated clean energy schemes, which have outperformed benchmark indices over the past two years. Investor frameworks now demand transparent climate risk disclosures and...

The ESG Divide: India’s Corporate Leaders and Laggards

19Apr

By Pallab BhattacharyaNo Comments

ESG

The ESG Divide: India’s Corporate Leaders and Laggards

India’s technology and banking giants are setting global benchmarks in ESG performance, while state-owned energy firms and heavy industries struggle to meet net zero targets. The widening gap is reshaping capital access, competitiveness and the future of corporate sustainability in India. Technology drives India’s ESG leadership Infosys has achieved carbon neutrality in India for six consecutive years under PAS 2060 standards, with 39.6 per cent of its workforce women and nearly 30m sq ft of green-certified office space. Tata Consultancy Services has reduced emissions by 80 per cent since 2016, sourced 74 per cent of its electricity from renewables in FY24, and aims for net zero by 2030. Wipro and HCL Technologies also publish detailed BRSR disclosures, aligning with SEBI’s ESG report...

India’s Ethanol Gamble Tests Energy Policy and Consumer Patience

19Apr

By Pallab BhattacharyaNo Comments

ESG, Oil & Gas Industry

India’s Ethanol Gamble Tests Energy Policy and Consumer Patience

India’s nationwide rollout of E20 petrol—fuel blended with 20% ethanol—marks one of the most ambitious interventions in the country’s energy and agriculture strategy. Officials forecast annual foreign exchange savings of ₹43,000 crore, a cumulative ₹1.44 lakh crore since 2014, and direct payments of ₹40,000 crore to sugarcane farmers this year. Yet consumers and automakers are already confronting the practical costs of transition, while environmental and agricultural trade-offs sharpen the policy debate. Energy and farm economics The government says E20 has displaced 245 lakh metric tonnes of crude oil, cutting import costs and stabilising rural incomes. For sugarcane growers, surplus harvests now feed distilleries, easing payment delays and supporting local job creation. Policymakers fr...

India’s ESG awakening: where reality meets rhetoric

19Apr

By Pallab BhattacharyaNo Comments

ESG

India’s ESG awakening: where reality meets rhetoric

Walk into any Indian boardroom today and ESG is likely to come up within the first ten minutes. What started as a grudging nod to international investors has become something more urgent: a factor that determines whether companies can export to Europe, attract capital, or even retain customers. The numbers reflect this shift. Consumer surveys consistently show that environmental performance influences purchasing decisions, while asset managers screen investments through ESG criteria. For Indian businesses, this represents both an opening and a challenge they can’t sidestep. Winners and strugglers Some companies have embraced the change. Adani Green Energy now scores 74 out of 100 on NSE’s sustainability ratings—the highest in India’s power sector. The company’s rapid expansion in rene...

Adani Green Energy — growth velocity, market scrutiny

19Apr

By Newscript News NetworkNo Comments

ESG

Adani Green Energy — growth velocity, market scrutiny

By Newscript News Network August 25, 2025 Quarterly numbers rarely tell the whole story, but Adani Green Energy’s Q1 FY26 stood out. Energy sales jumped 42% year-on-year, revenue from power supply rose 31% to ₹3,312 crore, and EBITDA margins held at a stunning 92.8%. The operational base has scaled to 15.8 GW, up 45% on last year. Much of the action is at Khavda in Gujarat, where AGEL is building what it claims will be a 30 GW renewable park — already 5.6 GW operational. “This is one of the world’s largest single-site RE developments,” CEO Ashish Khanna told investors. The group has also pressed the ESG button, highlighting its FTSE Russell ESG rank of No.1 within Alternative Electricity and recognition at Reuters’ Global Energy Transition Awards. These may not change cash flo...

HPCL profits from slate agility and downstream efficiency

19Apr

By Newscript News NetworkNo Comments

ESG

HPCL profits from slate agility and downstream efficiency

Hindustan Petroleum Corporation Ltd (HPCL) surprised with a tenfold jump in quarterly profit to ₹4,371 crore, as marketing margins improved and throughput reached record highs. Visakh and Mumbai refineries together processed 6.66 million tonnes in Q1, operating above 109% utilisation. The company’s edge lies in crude-sourcing agility. Chairman Vikas Kaushal confirmed HPCL is actively scouting non-Russian barrels to cushion against narrowing discounts and sanctions. “Alternative crudes will be critical to hedge volatility,” he said, signalling a portfolio approach more typical of global traders than Indian PSUs. On operations, HPCL has invested in advanced process controls, waste heat recovery, and energy management systems. Fuel and loss were trimmed to 6.88%, a record low. Analysts ...

CPCL Signals Shareholder Focus; Execution and Margins Are the Swing Factors

19Apr

By Newscript News NetworkNo Comments

ESG, News Update

CPCL Signals Shareholder Focus; Execution and Margins Are the Swing Factors

By Newscript News Network August 22, 2025 CPCL has leaned into shareholder alignment as it navigates a tougher earnings patch. The company received regulatory approval for a 2025 buyback and declared a ₹5/share final dividend, with 1 August set as the record date. Operating one of South India’s more complex configurations with 10.5 MMTPA capacity, CPCL supplies specialty products tuned to the region’s industrial and transport mix while investing in compliance and energy efficiency. Management signalling on green infrastructure suggests tighter emissions intensity and heat‑rate outcomes are front of mind. Valuation signals are conflicted. A modelled intrinsic value near ₹905.48 implies deep upside, yet the trailing −40.48× PE reflects recent losses and the market’s reluctance to u...

BPCL Doubles Earnings; Margins, Mix and Subsidy Clarity Lift Visibility

19Apr

By Newscript News NetworkNo Comments

ESG, News Update

BPCL Doubles Earnings; Margins, Mix and Subsidy Clarity Lift Visibility

By Newscript News Network August 22, 2025 BPCL posted a robust Q1 FY26 as margins normalised and product placement improved. Net profit rose 103% to ₹6,124 crore with refinery throughput up 3.07% to 10.42 MMT. Domestic sales advanced 3.19% to 13.58 MMT, while exports increased to 0.45 MMT from 0.27 MMT, reflecting agile allocation into external markets. Operating margin widened to 5.72% (from 2.73%) and net margin to 4.73% (from 2.35%). Liquidity is set to benefit from an estimated ₹7,500 crore inflow—BPCL’s 25% share of the Union Cabinet’s ₹30,000 crore LPG compensation—shoring up balance‑sheet capacity for capex. Strengths include better‑than‑expected marketing margins, superior refining execution versus peers and a balanced business model straddling retail and exports. The inve...

Engineers India bags contracts, records decade-high profits

19Apr

By Newscript News NetworkNo Comments

ESG, News Update

Engineers India bags contracts, records decade-high profits

By Newscript News Network August 21, 2025 Engineers India Ltd (EIL) secured a ₹1,200 crore project management consultancy (PMC) contract for a new academic institute and a ₹222 crore contract for HPCL’s lube modernization. EIL posted Q4 FY25 profits of ₹243 crore, 2.5 times higher year-on-year, while full-year profits rose 30% to a decade-high of ₹465 crore. Its ₹11,700 crore order book now includes 45% from non-oil & gas sectors. “This diversification is positioning EIL as more than just a hydrocarbon consultant,” said a Delhi-based infrastructure expert.

Coal India declares ₹3,173 crore dividend, govt set to gain ₹2,003 crore

19Apr

By Newscript News NetworkNo Comments

ESG, News Update

Coal India declares ₹3,173 crore dividend, govt set to gain ₹2,003 crore

By Newscript News Network August 21, 2025 Coal India Ltd (CIL) announced a ₹5.15 final dividend for FY25, amounting to ₹3,173.80 crore. The government, which holds a 63.13% stake, will receive ₹2,003 crore. CIL remains India’s largest coal producer, supplying more than 80% of the country’s demand. While India’s renewable capacity grows, coal still provides 70% of electricity. Officials said dividends remain a critical source of government revenue. However, analysts caution that declining global coal sentiment could pressure valuations over the medium term.