A draft bill from the central government proposes to open up electricity retail to private companies.
Under this, firms like Adani Power, Tata Power, Torrent Power may enter distribution / supply.
The reform aims to inject competition, efficiency, and consumer choice into the power sector.
For incumbents, the threat is potential market share loss and tariff pressure.
For new entrants, there’s opportunity in sales, distribution, and supply.
Investors may re-rate power / energy stocks under this policy lens.
The measure could align the sector more with private capital and reduce subsidies.
Regional power utilities in more liberal states may benefit early.
But political, regulatory, and infrastructure hurdles remain.
The bill marks a significant shift in how energy retail is structured in India.