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Markets / The Economic Times

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Industrial Power Tariff Reform: Will it spark a new profit cycle?

The Draft Electricity (Amendment) Bill, 2025, aims to eliminate cross-subsidies, allow private distribution, and align tariffs with actual costs. By reducing electricity expenses for industries, the reforms could boost profits and margins, especially for energy-intensive sectors like steel, cement, aluminium, and data centres. States with distorted tariffs stand to gain the most from this structural shift.

26 Nov 2025 11:28 am