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Power demand remains subdued (-1% YTDFY26) due to early rains across the country. But this has helped in higher hydro (17% YoY) and wind (32% YoY) generation. Demand moderation and higher RE generation has led to decline in the PLF of thermal power plants (67% vs. 75% in Jun’24) and de-growth in coal production (-7% YoY) and off take (-4% YoY). Merchant tariff also remains soft at INR 4.1/unit (-28% YoY). On the supply chain front the solar PV module prices after dropping nearly 30% YoY remains flat since Jan’25. Tendering of RE projects have moderated (only 13GW of tenders issued so far in YTDFY26) with almost negligible tenders in vanilla solar (744 MW), but good traction in solar+storage (4.8 GW) and standalone BESS (4.3 GW). Currently, India has name plant cell/ module manufacturing capacity of 25 GW/88 GW. Here, we present a collection of 52 charts/exhibits representing important data points that help us track energy transition in India.

* Power demand: Energy/ peak power demand in Jun’25 remained subdued at 150BU (- 2%YoY)/ 243GW (-1% YoY) due to early monsoon across the country. With this, YTDFY26 Energy/ Peak demand stands at 447 BU/ 243 GW, -1% YoY/-3% YoY.

* Generation: Total power generation (conventional) was 131 BU in Jun’25 (-6% YoY). Hydro generation during Jun’25 was 17BU (17% YoY) due to better rainfall across the country. RE generated 27BU (17%YoY) with increase in solar and wind generation by 9%/32% YoY.

* Renewables: In Jun’25, a total of 6,800MW of RE tenders were issued. In June 2025, a total of about 1,570 MW of BESS capacity and 312 MW of RE capacity was allocated to various RE developers. Standalone BESS tenders accounted for 83% of the total allotted capacity driven by strong government support in the form of VGF and falling battery costs. Standalone BESS tariffs touched lows of INR 2.08 lakh/MW/month (NHPC, Andhra) and INR 2.16 lakh/MW/month (NVVN, Tamil Nadu), while BSPGCL’s Bihar tender stood out with a significantly higher flat rate of INR 4.44 lakh/MW/month, reflecting regional cost variations. SECI allotted 300 MW wind tender to Torrent Green at a tariff of INR 3.97/kWh.

* Capacity addition: In YTDFY26, about 10,601 MW of Solar capacity and 1,637 MW of Wind capacity were added, taking the cumulative RE capacity to 184.6GW (excl. large hydro). Wind capacity addition in Jun’25 was at 383MW vs. 234MW in Jun’24. Solar capacity addition is gaining traction with addition of 5,414 MW in Jun’25 vs. 1,197 MW capacity in Jun’24. Hydro capacity addition in YTDFY26 was at 1,650MW. A 600 MW Unit-7 of Rajasthan Atomic Power Project (RAPP) was added on 15 Apr’25.

* Merchant tariff: WAvg Market Clearing Price (MCP) on the exchange stood at INR 3.9/kWh in Jun’25 (purchase/ sell/ cleared volume 8142/14441/4581GWh) vs. INR 5.4/kWh in Jun’24 (purchase/ sell/ cleared volume 8878/8905/4995GWh) due to subdued power demand in Jun’25. ? Capacity utilisation (PLF): The PLF of coal-fired and gas-fired plants stood at 67% and 19% during Jun’25 vs. 75% and 26% during Jun’24.

* Coal production: Coal production in Jun’25 was 79MT, -7% YoY taking YTDFY26 production to 247 MT, 0% YoY. Coal dispatches in Jun’25 was 84MT, -4% YoY taking YTDFY26 dispatches to 261MT, -1% YoY.

* Solar input material cost: Price for global TopCon modules remained stable at USD 0.09/Wp (-22% YoY) since Jan’25. Prices for domestic modules for Mono PERC 500Wp/ Bifacial Modules/ Topcon Modules stood at INR 17.7/Wp / INR 17.8/Wp / INR 18.8/Wp showing signs of traction after hitting low of INR 13.5/Wp / INR 14.2/Wp / INR 15.5/Wp in Sep’24.

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