CG Power & Industrial Solutions CGPO.NS CGPOWER IN EQUITY: CAPITAL GOODS Led by data-centre (DC) expansion, electrification, renewable energy, and replacement of aging assets, US power (PT)/generation step-up (GSU) transformer demand grew 116%/274% over CY19-25, according to Wood Mackenzie (WM), creating supply deficits ( Fig. 2 ). PT/GSU deficit reached 39%/100% in CY25, pushing transformer lead times to 128-144 weeks, vs 12-16 weeks pre-pandemic. As per USITC, US PT imports has surged 4x since CY21 to USD ...