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.
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HSIE Results Daily: Siemens, Eicher Motors, Bharat Forge, Torrent Power
Siemens: Siemens India Ltd (SIL) delivered robust Q1FY23 revenue/EBITDA/APAT of INR 36.5/5.5/4.4bn, beating our estimate by 0/32/43%
308 Views
Power (3QFY23 Results Preview): Demand remains strong; coal inventory improves
The power industry is expected to report 28.5% YoY earnings growth, owing to the strong generation growth (+7.3% YoY in Q3FY23) and improved coal...
523 Views
HSIE Results Daily: Trent, NHPC, Astral, Torrent Power, Emami, Fine Organic Industries
Trent: Trent reported a stellar Q2 top-line print. Standalone revenue grew 30% CAGR (three-year) to INR18.14bn. We suspect while Westside’s growth...
216 Views
Power (2QFY23 Results Preview): Demand remains strong; coal inventory improves
The power industry is expected to report 19.4% YoY earnings growth, owing to the ongoing spur in power demand and merchant rates, which continued...
244 Views