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25 Jan 2017
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Energy and Power
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Choice India
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Sector Update
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19 Dec 2016
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Energy and Power
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HDFC Securities
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A year after launch, the Power Ministrys UDAY scheme has covered 17 states, representing ~68% of Indias cumulative Discom debt and ~70% of Indias power consumption footprint. We analysed the 17 MoUs to understand whether Discoms plans to turn profitable by FY20E are feasible.
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12 Jul 2016
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Energy and Power
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HDFC Securities
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The past five years have been grueling for electric utilities in India owing to (1) Shortage of domestic coal, (2) Higher international coal prices, (3) Unviable DISCOMs hampering demand growth, (4) Depreciating rupee, (5) Aggressive bidding rendering many PPAs unviable, and (6) Delay in clearances leading to time and cost overruns.
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18 Apr 2016
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Energy and Power
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HDFC Securities
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Power: 4QFY16E Results Preview
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18 Mar 2016
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Energy and Power
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HDFC Securities
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Our Investor Forum on Renewables featured 9 companies, of which three are listed and six are unlisted. We are buyers on the three listed companies ? Suzlon, Inox Wind and Sanghvi Movers ? that participated in the conference.
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22 Feb 2016
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Energy and Power
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Phillip Capital
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We attended ELECRAMA 2016, a world electricity forum at Bangalore, in which more than 10,000 companies (including about 700 Indian manufacturers) participated. The Indian power sector is seeing significant changes, particularly in power transmission and...
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16 Feb 2016
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Energy and Power
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ICICI Securities Limited
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Buy
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ICICI Securities Ltd | Retail Equity Research Kalpataru Power (KPTL) reported disappointing revenue execution trends in Q3FY16 at | 868 crore, down 24.3% YoY. The...
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10 Nov 2015
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Energy and Power
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ICICI Securities Limited
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Buy
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