Company is aiming for 10GW by FY30.

When we try to translate that into equal quarterly growth the estimated annual growth (in terms of installed capacity) comes out as approx. 76.33% per annum.

Now, even if we assume that due to rising competition, the margins of EPC players will shrink going forward; its still seems to be an impressive growth story. Lets keep on tracking QoQ.

Disclosure: Invested from decent valuations and biased.

The merger of IDFC will attract the same tax treatment as that of Tata Motors DVR? If so, is it beneficial in liquidating the IDFC than getting it converted to IDFC Bank?

Based on the annoucement dated 16th September 2024, stating that the company has received 23 lakh sq. ft. area in the form of DRC. Based on a rudimentary calculation based on reputed articles, the company can sell these to other developers at Rs5000-6000 per sqft, thus a windfall gain of around 1000-1200 crores on a market cap of approx 1200 crores, this seems like a no-brainer. Additionally, this is tax-free income.

Furthermore, we could use this mechanism to value the remaining land in chembur, assuming that all of it were to be handed over to BMC in exchange for DRC, the remaining land could be valued at about 1500cr.

For those wondering,“TDR certificate/ Development Rights Certificate (DRC) is **a certificate issued by the competent authority to an owner or a lessee of the land on surrender of the gross ‘area’ of the land which is required for public purpose.”

People are giving any price to buy MAHKTECH ETFs. The current NAV of ETF (03/10/2024) is 17.97. Today’s trading price is 22.4. A premium of 24.65% on its real NAV value. It used to be in the 5-8% range but has nearly tripled now because of the heavy demand.

NAV is similar to what you see in Mutual funds but in the case of ETFs, you can buy these units on exchanges directly.

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