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Published on 23/01/2020 11:33:59 AM | Source: Dolat Capital Market Pvt Ltd

Quarterly Power Sector Overview By Dolat Capital

Posted in Broking Firm Views - Sector Report| #Power Sector #Sector Report #Dolat Capital Market Pvt Ltd

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Sector Overview

* PGCIL is operating under a new tariff regime, which came into effect from FY20 and will remain until FY24. CERC has retained ROEs. Power grid has lowered the capex estimate for FY20 to `150bn, as its capex has reached a peak. Any changes in the capex/capitalization guidance is a key variable to watch.

* NTPC has recently added 1gw in capacity and the company’s total capacity addition in the current year is about 3gw. NTPC’s plan for the proposed acquisition of THDC and NEEPCO, as well as bids for any NCLT assets, is awaited.

Quarterly Estimates

 

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