New Delhi, March 5 -- India's power demand could see a stronger trajectory in the second half of the year, with improved weather conditions and structural demand drivers supporting the sector, according to a report by Bernstein.

The report notes that long-term confidence in growth prospects appears to be returning.

Bernstein said there are three key tailwinds supporting utilities at present: near-term demand growth on a low base along with supportive weather, long-term growth visibility from data centers, and defensive positioning amid global uncertainty.

In its outlook for calendar year 2026, the report said it had earlier expected a power demand growth reversal to around 5 per cent after a flat CY25. However, recent climate developme...