Godawari Power – Any Trackers?

Excellent point.
The market is also viewing both Tata steel and GPIL in a similar way and giving similar valuations-

Investors should be forward looking and I have following questions from the investors in the market and esteemed analysts on this forum-

1. What’s the forward 1 year PE (approximate range/number) of Tata Steel and of GPIL?
2. When will the license of Tata steel low cost mines expire? and when will the license of GPIL low cost mines expire?
3. What is the estimated (approximate) next 3 year and 6 year- volume growth rate for Tata steel and GPIL?
4. What’s the annual basic maintenance capex for Tata steel and GPIL (as a percentage of FY 23 estimated EBITDA)?

Can you please share some insights here? @value2017