External broker reports(aggregated public sources), Emkay Global Financial Services Limited

Emkay

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Emkay Global Financial Services Limited

Emkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Genus Power Infrastructures / Equity Bottom-Up

<ul><li>GPIL is the largest listed smart electricity meter company in India, and provides end-to-end services, including setting-up of Advanced Metering Infrastructure (AMI) and Facility Management Systems (FMS), after implementation.</li><li>The recent deal with GIC (Singapore) is transformative for GPIL (26%), granting a steady-supply business and major reduction in working capital.</li><li>With only 13.7mn smart meters installed as of Sep-24, we believe the opportunity is sizable, though pace of execution is key.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

GPIL is the largest listed smart electricity meter company in India, and provides end-to-end services, including setting-up of Advanced Metering Infrastructure (AMI) and Facility Management Systems (FMS), after implementation.The recent deal with GIC (Singapore) is transformative for GPIL (26%), granting a steady-supply business and major reduction in working capital.With only 13.7mn smart meters installed as of Sep-24, we believe the opportunity is sizable, though pace of execution is key.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Genus Power Infra - Smartly Exceling at the Metering Play