Domestic Institutional Investors (DIIs) have been increasing their exposure to India’s infrastructure and renewable-energy story, with several companies entering an important phase of expansion and earnings growth.These three stocks stand out because they are investing heavily in airports, logistics infrastructure, renewable power and energy storage. However, institutional buying should be viewed as a starting point for research not as a reason to invest on its own.
1. Adani Enterprises
- DIIs bought more than ₹4,500 crore worth of shares, according to the source.
- Adani Enterprises operates as an incubator of new businesses, investing in areas such as airports, roads, copper and mining.
- Several of its businesses are moving from the heavy investment phase toward the earnings phase.
- Navi Mumbai Airport and two other projects are expected to contribute more than ₹3,000 crore of EBITDA in FY27.
- The transition from investment to monetisation could provide a significant earnings growth opportunity.
- The key risk is execution, as large infrastructure projects can face delays that push back revenue and earnings.
2. JSW Infrastructure
- JSW Infrastructure is building an integrated logistics network covering ports, railways, cargo terminals and storage.
- Instead of generating revenue only from port operations, the company aims to participate across more stages of the cargo journey.
- Port capacity is targeted to increase from approximately 18 crore tonnes to 40 crore tonnes by FY30.
- Management is targeting around ₹5,000 crore of EBITDA by FY28.
- India’s infrastructure investment and increasing cargo movement provide a long-term opportunity for the business.
- The major risks are execution delays, capital requirements and weaker-than-expected cargo volumes.
3. ACME Solar
- ACME Solar is expanding beyond renewable-power generation into battery energy storage systems.
- Energy storage can help address the intermittent nature of renewable power by storing electricity when demand is low and supplying it when demand rises.
- The company reported 59% revenue growth in the previous year, while profit almost doubled, according to the supplied source.
- Its combination of renewable generation and storage could become increasingly relevant as India’s clean-energy capacity expands.
- Battery storage provides an additional potential growth opportunity beyond traditional solar-power generation.
- Several projects remain under construction, making timely project execution an important risk.
