NTPC Limited, has announced that the first part of its 150 MW Dayapar Wind Energy Project Phase-I, located in Bhuj, Gujarat, is now officially operational as of November 4, 2023. This project is under the umbrella of NTPC Renewable Energy Limited, which is a subsidiary of NTPC Limited. As a result of this successful commissioning, NTPC’s total installed and commercial capacity has increased to 73,874 MW.
1 lakh is a very big figure of expenditure to avail lounge services at this point of time where the avg spend numbers on cc (may 2023 data) comes out to be 16-17k.
I beleive that they might be setting up a limit (which is closer to the avg stats) for montly/quarterly spends.
That’s kind of true that the growth ahead will not be the same and looks uncertain
Interesting perspective. The first point I think they will be making their own explosives. Otherwise how do they control the TCO guarantee they are offering. The second one yeah maybe.
Competitor with joint venture emerge as lowest bidder, please read carefully.L1 bidder is Dineshchandra R Agrawal Infracon – Delhi Metro Rail Corporation (DRA – DMRC JV).
Hi Sahil
A lot of appreciation for your approach and your intention to share.
The way you have been identifying winners, the only question i have for you is if you have thought seriously about starting Research services.
I remember you conducted a survey ( on twitter ) if people would pay for / accept your research advice ( or something similar). Can you share the results of that survey and your views.
Thanks
It’s not the lowest, it’s L5 .
In last concall of Q1 of PSP Projects, Management told about Ahmedabad Kalupur Railway station redevelopment project in which PSP Projects were going to bid in around September, but I came across the news that “another competitor with joint venture” emerge as lowest bidder in that project and value of this project is above 2000 crore.
Link is given below about news :
Hi @sahil_vi. What has been your xirr this FY and last FY?
While the numbers for Q2 have been quite good, I think market is still waiting for the clarity on QIP as the same is expected to be at lower than current level. I would wait for clarity on this front to re-enter
Hello, any insights on the falling revenue and profits for the past 2-3 quarters ?
I believe there has not been a concall recently.