Telangana lets its power companies recover ₹5,420 crore of past costs through bills from November

Telangana: a true-up charge on bills from November

₹5,420.23 crore. On 5 October the Telangana regulator, TGERC, allowed the two Telangana distribution companies (discoms), TGSPDCL and TGNPDCL, to recover ₹5,420.23 crore of past power purchase and revenue shortfall from non-agricultural consumers. The amount covers the FY 2022-23 power purchase and FY 2023-24 revenue true-up.

• Split: TGSPDCL ₹4,222.93 crore over 29 billing months; TGNPDCL ₹1,197.30 crore over 26 billing months.
• Rate: ₹0.30 per unit in the first month and ₹0.50 per unit after that, from November 2026 bills, as a separate bill line.
• Base: one-twelfth of each consumer's FY 2022-23 and FY 2023-24 consumption.
• The ₹2,214.99 crore agricultural share is to come from the state government. The total true-up is ₹7,635.22 crore.

Supply is tight. State coal stock stood at about 5.57 lakh tonnes against a minimum requirement of 20.63 lakh tonnes, and emergency purchases ran at 120-130 MU a day at about ₹10 per unit.

Reported: an Energy Department order approves 3,000 MW of solar with 6,000 MWh of battery storage for 25 years, by competitive bidding. The order text has not been published and the package composition differs between reports.

Maharashtra: Navi Mumbai commitments, and two more weeks on open access

750 MW. On 8 October ReNew Wind Energy, a ReNew subsidiary, signed an MoU with the state for a ₹70,000 crore green integrated datacenter park across Panvel, Khalapur, Taloja and Bhokharpada in Navi Mumbai and the wider Mumbai region. It plans 51% green power, two incoming feeders from independent sources and phased development from 2028. Stage: MoU only. No land allotment or grid connection filing is reported.

240 MW. CoreWeave will be sole tenant of 240 MW (3 x 80 MW) at the AdaniConneX Taloja campus, with the first phase in mid-2028 and an option on a further 240 MW. Stage: company announcement.

Trentar, of the Dorf Ketal Group, also signed a 500 MW, ₹30,000 crore MoU with the state for a green hyperscale datacenter. The site is not final.

The Maharashtra regulator, MERC, moved the comment deadline on its six draft regulations to 26 October, from 12 October. Counter submissions are now due 29 October. The drafts include the Distribution Open Access and the Intra State Transmission Connectivity and GNA regulations. No hearing date is set.

Mumbai took 94% of the roughly 130 MW of capacity added in India in the first half of 2026, according to CBRE, which expects over 200 MW in the second half.

Gujarat: a new grid code and two Surat substations

The Gujarat regulator, GERC, notified the Gujarat Electricity Grid Code, 2026 (Notification No. 09 of 2026), replacing the 2013 code. It adds a Connection Code with telemetry, protection, communication and cybersecurity requirements for any grid-connected entity, 15-minute scheduling, and 10-year rolling transmission plans. The state transmission utility is to draft connection agreement procedures for GERC approval. No datacenter or large-load clause is reported.

The Gujarat transmission utility, GETCO, has tendered a 220/66 kV gas-insulated substation at Dumas in the Surat belt, ₹109.01 crore, closing 2 November. It is the second new 220 kV node in Surat after Godadara, whose close moved to 14 October.

The Dholera-II 400 kV substation tender (₹224.80 crore) was extended a fourth time, to 14 October, 54 days after its first close date. No award has been made on any of the slipping packages (see Slip watch).

South: Tamil Nadu evening shortfall, Karnataka and Andhra Pradesh grid

Up to 3,000 MW. The Tamil Nadu distribution company, TNPDCL, floated an urgent tender for up to 3,000 MW from 6 pm to midnight and 1,500 MW from midnight to 2 am for 12-31 October. Peak demand was 19,921 MW on 6 October. The Energy Minister says peak is 3,000 MW above last year and about 3,000 MW expected from the central pool is not arriving.

Before the Tamil Nadu regulator, TNERC, TNPDCL seeks approval for 700 MW / 2,800 MWh of firm and dispatchable renewable power from SJVN at ₹6.74 per kWh and 270 MW round-the-clock power from SECI. Both were adjourned to 27 October.

Karnataka: POWERGRID declared commercial operation of the 2,500 MW Bidar solar zone transmission scheme from 5 October, about eight months after its February 2026 scheduled date. It includes Bidar 765/400 kV and 400/220 kV transformation and a 765 kV line to Maheshwaram. It sits in north Karnataka, outside the Bengaluru corridor.

The Karnataka transmission utility, KPTCL, has a new ₹271.61 crore package for 500 MVA 400/220 kV transformers at Guttur, Doni, Hiremallanahole (Jagalur) and Firozabad, closing 23 October. In south Bengaluru, Chokkasandra (Anekal) 66/11 kV goes from 2x12.5 to 2x31.5 MVA, closing 6 November. The Karnataka regulator, KERC, has not notified its General Network Access regulations, 11 days after the proposed 1 October start.

Andhra Pradesh: the state transmission utility, APTRANSCO, commissioned a 220 kV gas-insulated substation at Atchutapuram in Anakapalli district, southwest of Visakhapatnam, at ₹77.29 crore, on 5 October. The separate ₹875 crore 400/220 kV substation at the same location is not yet confirmed commissioned.

Uttar Pradesh: the Greater Noida supply gap on record

25% rising to 62%. In an order of 7 October, the Uttar Pradesh regulator, UPERC, approved 100 MW of coal-based power for 15 years for the Greater Noida distribution company, NPCL. The order records NPCL's peak deficit against existing contracts at 25% rising to 62%, and its energy deficit at 16% in FY28, 36% in FY29 and 61% in FY32.

CEA forecasts NPCL peak demand of 973 MW in FY27, 1,228 MW in FY29 and 1,663 MW in FY32. Its planned resource mix to FY34 is 500 MW coal, 750 MW wind, 500 MW round-the-clock or firm renewable, 500 MW solar and 850 MW of 2-hour storage.

UPERC reserved its order on adopting ₹6.46 per kWh for 125 MW / 500 MWh of standalone battery storage for the state power company, UPPCL, and gave it two weeks to file the full bid record. Companion petitions cover the rest of 375 MW / 1,500 MWh.

Slip watch

The Bidar 2,500 MW transmission scheme in Karnataka reached commercial operation on 5 October, about eight months after its scheduled date.

Open access cost, October 2026 to March 2027

No change this week in any of the four. Telangana is 12 days into the half-year with no order. Tamil Nadu has no FY 2026-27 tariff order, 103 days after 1 July.

Capacity and grid

A substation counts as named only when a utility or regulatory document names it, and naming is not a promise of power.

Net read

Confirmed cost and grid steps came from regulators and utilities this week, while the new capacity was MoU and tenancy megawatts in Navi Mumbai.

• What looks solid: the Telangana true-up and its November start, the Gujarat Grid Code, the Bidar scheme in commercial operation, the Atchutapuram 220 kV substation, and the Greater Noida deficit figures in the UPERC order.
• What to discount: MoU megawatts with no land allotment or grid filing, and Gujarat tender close dates until bids are opened.