bullish

NTPC Ltd

GMR Power & Urban Infra - Power Play; Optionalities Galore

145 Views26 Sep 2024 08:01
Broker
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.
What is covered in the Full Insight:
  • GPUIL’s outlook and valuation – A tactical play
  • Coal power assets – Core of GPUIL; steady earnings profile amid sectoral focus
  • Bajoli Holi hydro-power asset ramping up
  • Smart metering – The next growth frontier for GPUIL
  • Highways segment
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