The oil and gas (energy) sector is one of India’s key industries, playing a vital role in the country’s overall economic development. India’s growing energy needs are directly linked to its economic growth, which is expected to drive higher demand for oil and gas, making the sector an attractive investment opportunity.

As of 2023, India is the third-largest oil consumer globally. The government has introduced several policies to meet the increasing demand, including allowing 100% foreign direct investment (FDI) in areas such as natural gas, petroleum products, and refineries. In this blog, we will explore the best energy stocks for February 2025 based on their 5-year compounded annual growth rate (CAGR).

Energy Sector Overview in India

India’s energy demand is expected to almost double, reaching 1,123 million tonnes of oil equivalent by 2040, driven by the anticipated growth in GDP to $8.6 trillion. Over the last decade, India’s refining capacity has increased from 215.1 million Metric Tons Per Annum (MMTPA) to 256.8 MMTPA, with a forecasted rise to 309.5 MMTPA by 2028.

India is expected to be a major contributor to the global growth in non-OECD petroleum consumption. Petroleum product consumption has grown from 158.4 million metric tons (MMT) in 2013-14 to 234.3 MMT in 2023-24.

In FY23, India’s petroleum consumption averaged nearly 4.44 million barrels per day (BPD), up from 4.05 million BPD in FY22. During April-October 2023, the country’s crude oil production was 2.69 million BPD.

Best Energy Stocks in February 2025 Based on 5Y CAGR

Note: The top energy stocks have been sorted based on 5Y CAGR and as of January 29, 2025, and market capitalisation of over ₹5,000 Crore

Overview of 5 Top Energy Stocks in India in February 2025

1. Adani Power (APL)

Adani Power (APL), a part of the Adani Group, is India’s biggest private thermal power producer. The company and its subsidiaries sell the electricity generated from these plants through long-term Power Purchase Agreements (PPAs), short-term PPAs, and on the open market.

In the quarter ending September 2024, Adani Power reported a revenue of ₹10,264.26 crore and a net profit of ₹2,409.36 crore. For the quarter ending June 2024, the company recorded a revenue of ₹11,393.75 crore and a net profit of ₹2,454.88 crore. 

Key metrics: 

• Earning per share (EPS): ₹22.96
• Return on equity (ROE): 21.63%

2. JSW Energy Ltd

JSW Energy Ltd and its subsidiaries focus on generating power from their plants in Karnataka, Maharashtra, Nandyal, and Salboni. It serves as the holding company for the JSW group’s power sector. The company also has a joint venture involved in mining and an associate that manufactures turbines.

In December 2024, JSW Energy Ltd reported a revenue of ₹976.55 crore and a net profit of ₹217.19 crore. In comparison, for September 2024, the revenue was ₹967.40 crore, with a net profit of ₹285.75 crore. 

Key metrics: 

• EPS: ₹6.29
• ROE: 5.15%

3. Tata Power Company Ltd

Tata Power Company Ltd is mainly focused on generating, transmitting, and distributing electricity. The company aims to generate all its electricity from renewable sources. It also makes solar roofs and plans to set up 100,000 electric vehicle (EV) charging stations by 2025. Tata Power is the largest vertically integrated power company in India.

For the quarter ending September 2024, Tata Power reported a revenue of ₹4,889.44 crore and a net profit of ₹1,008.61 crore. In comparison, the revenue for June 2024 was ₹5,774.12 crore, with a net profit of ₹737.04 crore. 

Key metrics: 

• EPS: ₹9.76
• ROE: 18.39%

4. Adani Green Energy Limited

Adani Green Energy Limited, established in 2015, is a parent company with several subsidiaries that focus on renewable power generation. The company mainly deals with generating renewable energy and related activities.

In December 2024, Adani Green Energy Limited reported a revenue of ₹5,947 crore and a net profit of ₹557 crore. For September 2024, the revenue was ₹3,937 crore, with a net profit of ₹99 crore.

Key metrics: 

• EPS: ₹2.35
• ROE: 4.91%

5. NTPC Limited

NTPC Limited, along with its subsidiaries, associates, and joint ventures, is mainly focused on generating and selling bulk electricity to state power utilities. The company also provides consultancy, project management, energy trading, oil and gas exploration, and coal mining services.

In December 2024, NTPC reported a revenue of ₹41,352.27 crore and a net profit of ₹4,711.42 crore. In comparison, the revenue for September 2024 was ₹40,327.56 crore, with a net profit of ₹4,648.87 crore. 

Key metrics: 

• EPS: ₹20.04
• ROE: 12.45%

Best Energy Stocks in February 2025 Based on Market Cap

Note: The top energy stocks have been sorted based on market cap and as of January 29, 2025, and market capitalisation of over ₹5,000 Crore

Best Energy Stocks in February 2025 Based on Net Profit Margin

Note: The best energy stocks have been sorted based on net profit margin and, as of January 29, 2025, and market capitalisation of over ₹5,000 Crore

What are Energy Stocks?

Energy stocks in India represent companies involved in producing, distributing, and exploring energy resources such as oil, gas, and coal and renewable sources such as solar, wind, and hydropower. The energy sector is critical for economic growth and offers significant opportunities for investors. Here’s a deeper look at key aspects of energy stocks in India:

Key Factors to Consider When Choosing Energy Stocks

• Government Policies and Initiatives: Schemes like the PM Surya Ghar Yojana and financial support to renewable energy sectors are crucial.
• Financial Health: Investors should assess profitability ratios, debt levels, and revenue growth.
• Dividend Yield: For income-focused investors, companies with stable or growing dividends are attractive.
• Volatility: Global oil price fluctuations, regulatory changes, and geopolitical tensions can affect energy stock prices.
• Environmental Concerns: Companies must adapt to sustainability pressures, including reducing carbon emissions.
• Geopolitical Risks: Energy companies are vulnerable to risks arising from international relations, impacting supply chains and operations.

Who Should Invest in Energy Stocks?

• Long-Term Investors: Attractive for those seeking stable dividends, particularly from established companies.
• Value Investors: The energy sector offers cyclical opportunities to buy undervalued stocks during downturns.
• Risk-Tolerant Investors: Investors who can handle price volatility might find opportunities in renewable energy stocks or smaller companies.

Conclusion

Energy stocks present a strong opportunity for long-term growth, particularly as the world shifts toward sustainable energy sources. The sector plays a critical role in the global economy, with ongoing demand for oil, gas, and renewable energy creating opportunities. However, as with any investment, energy stocks carry risks, including market fluctuations, regulatory changes, and environmental concerns.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Shares of real estate companies saw a strong rise on Saturday, February 1, 2025, as the sector performed well in an otherwise volatile market. The Nifty Realty index gained 1.88% during intra-day trading, fueled by positive investor sentiment after Finance Minister Nirmala Sitharaman announced a ₹96,777 crore allocation for urban development in the 2025 Budget.

Top Performers in Nifty Realty Index

Among the 10 stocks in the Nifty Realty index, Prestige Estates Projects, Macrotech Developers, and Sobha saw significant gains, climbing up to 9.65% during the day.

Key Budget Announcements for Urban Development

In her speech, Sitharaman highlighted that building on previous proposals from the July Budget, urban sector reforms related to governance, municipal services, urban land, and planning will be incentivised. 

Additionally, she announced a ₹1.5 lakh crore outlay for 50-year interest-free loans to states for capital expenditures and reforms. An Urban Challenge Fund of ₹1 lakh crore will be created to support projects aimed at developing ‘Cities as Growth Hubs,’ ‘Creative Redevelopment of Cities,’ and ‘Water and Sanitation,’ as proposed earlier. The fund will cover up to 25% of the cost of bankable projects, with at least 50% of the funding coming from bonds, bank loans, and public-private partnerships (PPPs).

PPP Projects and Future Plans

Sitharaman also mentioned that each infrastructure ministry will prepare a 3-year project pipeline that can be implemented through PPPs. States will be encouraged to do the same and can seek support from the India Infrastructure Project Development Fund (IIPDF) to develop PPP proposals.

Stock Performance Amid Market Trends

As of 1:06 PM on Saturday, seven out of the 10 Nifty Realty index stocks were trading higher, with Prestige Estates Projects, Macrotech Developers, Sobha, Phoenix Mills, DLF, Oberoi Realty, and Raymond showing gains of up to 6.68%. Meanwhile, Brigade Enterprises, Godrej Properties, and Mahindra Lifespace Developers saw declines of up to 1.87%.

Despite the rally in realty stocks, the broader market was under pressure. The Sensex was down 335 points, trading at 77,165, and the Nifty was at 23,424.30, down by 0.36%.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

 

Shares of BHEL, Hindustan Construction Company, L&T, Walchandnagar Industries, Thermax, KSB, and Kirloskar Brothers jumped up to 12% on Saturday, February 1. The rise came after Finance Minister Nirmala Sitharaman announced a ₹20,000 crore allocation for the Nuclear Energy Mission in Union Budget 2025.

Small Modular Reactors (SMRs) Plan

While presenting the Budget, the FM stated that at least 5 indigenously developed SMRs would be operational by 2033. This initiative aims to enhance nuclear energy capacity and drive clean energy transition.

India’s 2047 Nuclear Energy Target

The Nuclear Energy Mission for Viksit Bharat plans to develop 100 gigawatts (GW) of nuclear power by 2047. To encourage private sector participation, amendments will be made to the Atomic Energy Act and the Civil Liability for Nuclear Damage Act.

A Digital Budget Tradition

FM Sitharaman presented the Budget using a digital tablet inside a red ‘bahi-khata’ pouch, a tradition she started in 2019 to replace the old Budget briefcase.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

 

On February 1, 2025, the benchmark indices, BSE Sensex and Nifty50, traded lower after Finance Minister Nirmala Sitharaman concluded the Budget 2025 presentation.

As of 12:20 PM, the Sensex had declined 91.97 points (0.12%) to 77,408.60, while the Nifty50 was down 32.40 points (0.14%) at 23,476.

As of February 1, 2025, at 12:35 PM IST, the mid-day top 20 gainers and losers in the stock market are: 

Mid-Day Top Gainers

• Maruti Suzuki surged 5.11% to ₹12,940.30, hitting an intraday high of ₹13,150.
• Trent gained 4.69% to ₹6,023.15, touching a high of ₹6,144.40.
• Britannia rose 3.84% to ₹5,326.45, trading between ₹5,051 and ₹5,338.85.
• Hero MotoCorp advanced 3.25% to ₹4,480.35 after reaching ₹4,522.95 intraday.
• Bajaj Auto climbed 3.16% to ₹9,127.00, marking a new peak.

Mid-Day Top Losers

• L&T dropped 3.92% to ₹3,427.50, touching a low of ₹3,423.50.
• BEL declined 3.50% to ₹282.40, fluctuating between ₹281.30 and ₹299.60.
• Coal India lost 3.30% to ₹382.85 after reaching ₹399.45 intraday.
• Shriram Finance slid 2.70% to ₹529.05, trading between ₹526.00 and ₹549.65.
• Power Grid slipped 2.65% to ₹293.65 after an intraday high of ₹305.35.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

 

Renewable energy stocks are seeing an increase ahead of the Union Budget 2025. Experts are closely watching for budget announcements related to higher capital expenditure (capex) in the renewables sector, especially the PLI schemes designed to boost the industry.

Stock Performances of Key Renewable Companies

• Waaree Energies: Waaree Energies shares rose by 4%, trading at ₹2,503. The company reported a 4-fold increase in net profit for Q3 FY25, reaching ₹492.7 crore, up from ₹124.5 crore last year.
• Inox Wind: Inox Wind shares increased by 8% to ₹181 after reporting a 96% YoY rise in revenue to ₹994 crore for Q3FY25. The company also saw a PAT of ₹239 crore.
• KPI Green Energy: KPI Green Energy shares rose by 5%, trading at ₹385.65, following the development of 40.16 MW of renewable power projects under its subsidiary KPIG Energia.
• Suzlon: Suzlon shares hit the upper circuit limit, rising 5% for the fourth consecutive session after strong Q3 results. Net sales rose 90.64% YoY, and net profit increased by 90.56% to ₹386.92 crore.

Other Renewable Stocks Showing Gains 

Other renewable energy stocks also saw upward movement.

• Adani Green: Adani Green Energy share price is up 4.3%, trading at Rs 1,040.75.
• NTPC Green: NTPC Green Energy Share Price is up 3.7%, trading at Rs 118.57.
• SJVN: SJVN Share Price is up 5%, trading at Rs 102.8.
• NHPC: NHPC Share Price gained around 2%, trading at Rs 82.28.

Government’s Strong Support for Renewables 

The Ministry of New and Renewable Energy (MNRE) allocated ₹19,100 crore for the sector in 2024-25, marking a 143% increase compared to the previous fiscal year’s revised estimate. The largest share, around 45%, went to solar power grids, while around 33% was allocated to the PM Surya Ghar Muft Bijli Yojana, approved in February 2024. This is part of the broader push, as the total renewable allocation has doubled over the last 2 years.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

In December 2024, the top 3 car brands by sales were Maruti Suzuki, Tata, and Hyundai. Maruti Suzuki and Tata saw positive year-on-year (YoY) growth, while Hyundai’s sales declined by 1.3%.

Mahindra SUV Sales Surge by 18%

Mahindra’s SUV sales continued their upward trend, with 50,659 units sold in January 2025, compared to 43,068 units in the same month last year. This reflects an 18% YoY growth.

Mahindra’s tractor sales also showed strong growth. The company sold 26,305 tractors domestically in January 2025, marking a 15% increase, while its exports grew by 12% to 1,252 units.

MG Reports Huge Growth in EV Sales

MG Motor has seen massive success in the electric vehicle (EV) segment, with a 256% YoY increase in sales, reaching 4,455 units in January 2025. The company’s EV models, including the Comet, Windsor, and ZS EV, made up 70% of total sales last month.

Kia Sees 5% Growth in Sales

Kia India sold 25,025 units in January 2025, marking a 5% increase from 23,769 units sold in January 2024. The company expects further growth with the launch of the Kia Syros, priced from ₹9 lakh. Deliveries for the new model will start next month.

Maruti Suzuki Records Highest Monthly Sales

Maruti Suzuki achieved its highest-ever monthly sales, delivering 2,12,251 units in January 2025. This includes:

• 1,77,688 units sold in the domestic market
• 7,463 units supplied to other OEMs
• 27,100 units exported

The compact hatchback and UV segments saw strong year-on-year (YoY) growth.

Tata Motors’ Passenger Vehicle Sales Drop 11%

Tata Motors sold 48,316 units in January 2025, a 10% decline compared to 53,633 units in January 2024. The company’s commercial vehicle (CV) sales remained stable, with 31,988 units sold, slightly lower than 32,092 units last year.

Hyundai Creta Leads Sales, EV Model Boosts Demand

Hyundai India’s total sales reached 65,603 units in January 2025, with domestic sales at 54,003 units and exports at 11,600 units. The Hyundai Creta EV, launched at the Bharat Mobility Global Expo 2025, helped the Creta achieve its highest-ever domestic monthly sales of 18,522 units.

Toyota Reports 19% YoY Growth

Toyota sold 29,371 units in January 2025, up 19% YoY from 24,609 units in January 2024. Domestic sales stood at 26,178 units, while 3,193 units were exported.

Best-Selling Cars in 2024

The top-selling cars of 2024 were:

1. Tata Punch – 2,02,031 units
2. Maruti Suzuki Wagon R – 1,90,855 units
3. Maruti Suzuki Ertiga – 1,90,091 units

With new launches and rising EV demand, the auto sector continues to see shifting trends in sales.

Ola Electric Registers 24,341 EVs

Ola Electric sold 24,341 electric scooters in January 2025, according to VAHAN data. Despite facing service-related issues and an ongoing Competition Commission of India (CCI) investigation, Ola launched its Gen 3 scooters and the all-new Ola S1 Pro+ in India.

Royal Enfield Sales Up 20%

Royal Enfield recorded 91,132 units in total sales, marking a 20% growth compared to January 2024.

• Domestic sales: 81,052 units
• Exports: 10,080 units

Both domestic and export sales saw strong year-on-year (YoY) growth.

TVS Two-Wheeler Sales Rise by 10%

TVS Motor Company sold 3,87,671 two-wheelers in January 2025, up 18% YoY from 3,29,937 units in January 2024.

• Domestic sales: 2,93,860 units, up 10% from 2,68,233 units last year.

Breakdown of TVS Two-Wheeler Sales

• Motorcycles: 1,74,388 units, up 12% from 1,55,611 units in January 2024.
• Scooters: 1,71,111 units, up 29% from 1,32,290 units last year.

TVS EV Sales Surge by 55%

TVS saw a sharp rise in electric vehicle (EV) sales, delivering 25,195 units in January 2025, a 55% increase from 16,276 units in January 2024.

With strong performances from Ola, Royal Enfield, and TVS, the two-wheeler market continues to see steady growth, especially in the EV segment.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Oil and Natural Gas Corporation (ONGC) reported a 19.4% decline in its consolidated net profit for the third quarter (October–December) of FY25. The profit stood at ₹8,621.69 crore, down from ₹10,703.13 crore in the same period last year, mainly because of the lower global crude oil prices. Compared to the previous quarter, profit dropped 16.07%, from ₹10,272 crore. ONGC’s gross revenue for Q3 FY25 decreased by 0.7% to ₹1.66 trillion, down from ₹1.67 trillion in Q3 FY24.

Crude Oil Prices and Realisation

ONGC sells crude oil based on international benchmark prices. In Q3, crude oil prices ranged between $73.5 and $75 per barrel, with a brief spike to $80.9 in October. The company’s net realisation, after considering windfall taxes, was $72.57 per barrel, a 10.6% drop from $80.76 per barrel in Q3 FY24.

Production Growth

ONGC’s crude oil production increased by 2.2% to 4.65 million metric tonnes (MMT) in Q3 FY25, compared to the same period last year. Over the first 9 months of FY25, crude oil production reached 13.85 MMT, up 1.2% from the previous year. The company also saw a small increase in natural gas production, with output at 4.978 billion cubic metres (BCM), a 0.3% rise compared to Q3 FY24.

Dividend Declaration

ONGC’s Board of Directors declared a second interim dividend of ₹5 per equity share (100% of face value) for FY25. The record date for dividend distribution has been set for February 7, 2025.

Acquisition of Shares in Mangalore SEZ Limited

The Board also approved the purchase of 115 million equity shares in Mangalore SEZ Limited (MSEZ), a joint venture of ONGC, from Infrastructure Leasing & Financial Services Limited (IL&FS) for ₹56.11 crore, under its right of first refusal.

About ONGC

ONGC, accounts for about 71% of the country’s domestic production. Over the past 60+ years, the company has discovered 8 of India’s 9 producing basins. These discoveries include Gujarat in 1958, Assam in 1963, Rajasthan in 1967, Mumbai in 1974, Krishna Godavari in 1980, Cauvery in 1985, Bengal in 2019, and Vindhyan in 2022.

ONGC share price is currently trading at ₹260.40, up by ₹3.68 (1.43%) as of 9:51 AM IST on February 1. The stock’s 52-week high is ₹345.00, while the low is ₹223.00. The stock opened at ₹257.01, reached a high of ₹263.49, and a low of ₹255.21. With a market capitalisation of ₹3.27 lakh crore and a P/E ratio of 7.88, it offers a dividend yield of 4.80%.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

 

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.