<ul><li>Around 75 GW of renewable energy capacity is projected to be added in FY26 and FY27, highlighting the critical need for timely evacuation infrastructure for renewables, as noted by Crisil Ratings.</li><li>Significant ramp-up in transmission capacity, with approximately ₹1 lakh crore capex in FY26 and FY27, twice the expenditure of the previous two fiscals, is noted. However, project delays may occur due to various factors like right-of-way issues and equipment shortages.</li><li>To tackle intermittency in solar and wind energy, there is a shift towards hybrid or storage-backed capacities to ensure reliable power supply round-the-clock, as highlighted by Crisil.</li><li>While debt is expected to rise due to high capex, resilient operating performance will maintain stable net debt/Ebitda ratio. Tendering activity decline and issues like under-subscription of RE due to transmission capacity constraints have been acknowledged by industry reports.</li></ul>

Timely availability of evacuation infra critical for renewables

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