JSW Energy - EBITDA Miss but Capacity Ramp-Up Plans on Track
While net generation was up 14% YoY, EBITDA was negatively affected by lower merchant spreads and a one-time tariff impact from the hydro business.
128 Views
JSW Energy - Strong Accretion in Renewables Portfolio
JSWE has increased its RE portfolio to 10.5GW – an increase of 2.2GW QoQ. In addition, it has an understanding to enter into PPA for additional...
187 Views
GMR Power & Urban Infra - Power Play; Optionalities Galore
GPUIL’s core thermal assets (1,650MW) are nearing optimal performance on coal tie-ups, PPAs to the tune of ~90% capacity, and improving debt metrics.
145 Views
Earnings Vs Multiples: PE re-rating far outweighs earning upgrades
After a meteoric rise of benchmark indices in FY24, the bull run continues unabated in FY25, notwithstanding general election-led market volatilities
174 Views
Equity Investment Strategy - “Feel Good” Factor on Expectations of Policy Continuity"
Exit polls published after the last phase of voting on 1st Jun’24 unanimously predicted the clear majority for the ruling party NDA and forecast...
257 Views