Peak summer demand-supply gap
Despite government measures, peak demand may cross 270 GW, and thermal capacity shortfall of ~11 GW could strain supply and push prices higher, potentially dampening exchange volumes.
IEX / Q4-FY25 / risks
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Indian Energy Exchange · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Slow conversion of trader market to TAM
The 40 BU trader market (DEEP platform) has not yet shifted to IEX's TAM; conversion depends on regulatory approval and competitive pricing, which may take longer than expected.
Market share loss in bilateral segment
IEX's market share in bilateral transactions (DAC + TAM + GTAM) is only ~35%, and TAM volumes have stagnated at ~10 BU, indicating limited penetration in longer-duration contracts.