Market Performance: Renewable Energy Stocks Take the Lead
The stock market today witnessed sharp buying interest in renewable energy stocks after the India–US trade deal brought a wave of optimism. Solar and wind energy companies moved higher, helped by their direct exposure to the US market.
Shares of Suzlon, Waaree Energies, Adani Green Energy, and several solar PV module makers surged, with gains stretching up to 14% in a single session. The rally was broad-based and visible across large, mid, and small-cap renewable names.
The trigger came from easing trade-related pressure between India and the US, which quickly lifted market sentiment around clean energy exporters.
Main News: India–US Trade Deal Lifts Renewable Sentiment
The US announced a rollback of tariff penalties that were imposed on India in August 2025. These penalties were linked to imports of Russian crude oil.
At the same time, the US reduced the reciprocal tariff from 25% to a cumulative 18%. This brings the total US tariff on India down to 18%, which is now lower than many Asian peers at around 20%.
This development worked as a strong sentiment booster for renewable stocks, especially companies with business exposure to the US solar and energy transition ecosystem.
Company-wise Stock Performance Details
Adani Green Energy Share Price
- Current price: Rs 951.35
- Previous close: Rs 824.80
- Market capitalisation: ~Rs 1.6 lakh crore
- 52-week high: Rs 1,179.20 (September 2025)
- Still ~20% below its yearly peak despite the rebound
Adani Green share price reacted positively to the trade news, though the stock remains off its highs.
Waaree Energies Shares
- Jumped 13.62% to Rs 3,174.90
- Market capitalisation crossed Rs 90,000 crore
- Down 19% from its 52-week high
Waaree Energies stood out among solar PV-focused companies, leading the sectoral rally during the session.
Premier Energies
- Gained nearly 10% to Rs 808.35
- Market valuation: ~Rs 37,000 crore
- Stock remains 32% below its peak of Rs 1,177.60
Vikram Solar
- Rose 9.35% to Rs 218.05
- Stock had earlier corrected over 55% from its peak
Emmvee Photovoltaic & Saatvik Green Energy
- Emmvee Photovoltaic: up 10% to Rs 212.85
- Saatvik Green Energy: gained 6.40% to Rs 416
NTPC Green Energy
- Moved up nearly 4% to Rs 88.55
ACME Solar Holdings
- Declined nearly 5% to Rs 218.30
- Stock is down 36% from its all-time high of Rs 324.25
ACME Solar was the lone underperformer in an otherwise strong solar energy rally.
Wind Energy Stocks Join the Rally
Suzlon Energy
- Jumped 5.75% to Rs 49.67
- Market capitalisation: ~Rs 68,000 crore
- Recently touched a 52-week low of Rs 44.84 on January 27
Suzlon share price saw renewed interest as wind energy stocks tracked gains in the broader renewable space.
Inox Wind
- Rose to Rs 110.60
- Followed Suzlon’s upward move during the session
Summary: What Drove Renewable Stocks Higher Today?
- Reduction in US tariffs on India to 18%
- Removal of tariff penalties imposed in August 2025
- Strong exposure of renewable companies to the US market
- Broad-based buying across solar and wind energy stocks
- Stocks like Suzlon, Waaree Energies, and Adani Green led the rally
Overall, the stock market today reflected improved sentiment around clean energy names as trade-related pressure eased. While prices have rebounded sharply in many counters, several stocks are still trading well below their previous highs, highlighting how sentiment shifts can quickly reshape market moves—especially in the renewable energy space.
Source: Business Today
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