Green Energy Stocks Defy Market Crash Amid Iran-US War: Why Are NTPC Green, KPI, JSW, Adani and Suzlon Rising?

Green Energy Stocks Rising: The Indian stock market ended in the red for the second consecutive day. However, green energy stocks such as NTPC Green Energy, KPI Green Energy, JSW Energy, Adani Green Energy and Suzlon Energy witnessed a sharp surge during Thursday's intraday session. The rally comes as the escalating Middle East crisis, which has rattled broader markets and investor sentiment, is seen boosting the outlook for renewable energy companies.

NTPC Green Energy shares closed 11.76% higher at Rs 96.9 per share on BSE on Thursday, March 12. Whereas, other green energy stocks like KPI Green Energy, Adani Green Energy, JSW Energy, Suzlon Energy, etc surged 8.96%, 2.14%, 6.55%, and 2.02% respectively.

Green Energy Stocks Rally: NTPC Green Energy, Suzlon Energy, Adani, KPI Green Energy, etc

Suzlon Energy shares ended 2% higher at Rs 42.45 per share. KPI Green Energy shares ended 8.96% higher at Rs 396.25 per share on BSE. JSW Energy shares closed 6.55% higher at Rs 519.65 per share. NTPC GReen Energy emerged as the biggest gainer in the green energy segment after its shares ended 11.76% higher at Rs 96.9 per share.

Why Are Green Energy Stocks Rising?

The green energy stocks are seeing bullish momentum due to a surge in power demand because of massive surge in temperature across the country ahead of summer season. Other key factors fuelling green energy stock rally is the fuel shortage crisis due to Iran-US war.

"Concerns around LPG supply shortages and geopolitical tensions, including risks linked to global conflicts, often highlight the vulnerabilities of traditional fuel supply chains. When such uncertainty rises, investors naturally look toward companies that are building renewable and diversified energy capacity." explained Darshan Rathod, COO, Multyfi.

The electricity demand is likely to boost in the coming month due to harsh summer season because of potential development of El Niño conditions by June 2026.

"Another important factor is the approaching summer season in India. Electricity demand typically rises significantly due to higher cooling requirements. Companies with strong renewable power portfolios are expected to play a key role in meeting this demand, which improves sentiment around green energy stocks," added Rathodh maintaining that investors must remains mindful of valuations.

LPG, Fuel Supply Shortage Due Middle East Tension Amid to Iran-US War

The ongoing Iran-US war in the Middle East has raised concerns around LPG and fuel supply shortage across the globe. India trades a massive chunk of oil and other fuel from the Strait of Hormuz, which remains impacted due to Iran-US war.

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