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Thread on #TataPower, Friends, This stock can move like #TataMotors slow and steady upmove!! Very good stock for long term portfolio!! Branded play on #renewables, #powersector!!
No one is talking or Interested abt it now , but once market realises its value can be Huge!! 1/n
No one is talking or Interested abt it now , but once market realises its value can be Huge!! 1/n
-It had debt of 48k cr and now reduced to 36k odd,Target of reducing debt below 25k cr by end of 2021!!
-It is planning to raise Renewables Invit fund worth of 12k cr by Q4, which is planned to be used in reducing debt!!
-Planning to divest it’s non core assets to reduce debt.2/n
-It is planning to raise Renewables Invit fund worth of 12k cr by Q4, which is planned to be used in reducing debt!!
-Planning to divest it’s non core assets to reduce debt.2/n
-Present Solar capacity of 2.6GW ,1.5GW( under construction),
Planning to increase it to 20 GW in next 5 years !!
-Planning to merge and consolidate few of its group businesses
- Won one of the largest Solar project in Gujarat !!3/n
Planning to increase it to 20 GW in next 5 years !!
-Planning to merge and consolidate few of its group businesses
- Won one of the largest Solar project in Gujarat !!3/n
-Present renewable energy portfolio is 35%, plans to get 75% by 2030, 100% by 2050 !!
-Plans to grow its Solar rooftop,Solar pumps 5x in next 5yrs!!
Plans to increase solar microgrids to 10k in next 5 yrs!!
-Govt plans to privatise all the Union territories!!4/n
-Plans to grow its Solar rooftop,Solar pumps 5x in next 5yrs!!
Plans to increase solar microgrids to 10k in next 5 yrs!!
-Govt plans to privatise all the Union territories!!4/n
-In distribution business ,grown from 2.5 million customers to 5million now, plans to grow 5x in next 5 years!!
-Would be getting into Orissa for distribution business, already in Public-Private model in Delhi and Mumbai!!
5/n
-Would be getting into Orissa for distribution business, already in Public-Private model in Delhi and Mumbai!!
5/n
-Have 200+ Electric charging stations now, have entered in partnership with IOC,HPCL and also with Tata universe where it can setup charging points near all Tata group company outlets!
-Plans to setup 700+ electric charging stations by 2021 end!
6/n
-Plans to setup 700+ electric charging stations by 2021 end!
6/n
-They also have Solar modules, cells,Solar RO systems which can create huge value!!
My take on #Tatapower is it will be a very good compounder for long term!! With the power reforms,Power sector is one of the undervalued and Underowned one!! It has high Float(320 cr shares)7/n
My take on #Tatapower is it will be a very good compounder for long term!! With the power reforms,Power sector is one of the undervalued and Underowned one!! It has high Float(320 cr shares)7/n
By the time market realises its value , it will be already factored in !! Huge potential ,value unlocking ahead!! Quality companies in Power sector may be valued like FMCG companies going forward !!Renewables is the future!!
(Do ur own due diligence,risk management)
(Do ur own due diligence,risk management)
