MOFSL's Top Analyst Selects Two Stocks From Power Space: JSW Energy And Tata Power. Should You Buy?

Power stocks are buzzing again as names like Adani Power, Adani Energy Solutions, Adani Total Gas, Adani Green, and Tata Power witness strong movement in trade today. The power sector, which has gone through its share of consolidation in recent months, appears to be regaining momentum. So, is this the right time to revisit the power space? How should investors approach power stocks for long-term portfolio creation, and which stocks hold the most promise?

Arpit Beriwal, Analyst – Derivatives, Wealth Management at Motilal Oswal Financial Services, shares his expert views. According to him, the power sector has seen significant momentum over the past year, but many stocks have traded sideways in the last 3 to 6 months. Despite this, select counters like Tata Power and JSW Energy continue to outperform. Tata Power, which recently broke out of a monthly range above ₹300, has been consolidating between ₹380 and ₹450 for the past several months, presenting a strong long-term opportunity. Similarly, JSW Energy has been in an uptrend after breaking above ₹450–500 levels and is showing resilience despite broader market weakness, with its base shifting higher.

For investors building a long-term portfolio, Arpit Beriwal recommends creating a basket of 2–3 quality stocks in the power sector, with Tata Power and JSW Energy as preferred picks. As India continues to prioritise its energy transition and power infrastructure over the next 5, 10, or even 20 years, this sector looks set to remain a cornerstone for sustained growth. Watch the video for in-depth analysis and actionable insights on how to approach the power sector now!