The advance metering infrastructure projects: It seems the total value of projects to be awarded by 2025 is around 2.5 lakh crores, of which roughly 1/10th has been awarded. This gives good insight into potential order inflow for NCC (and other companies like Genus, GMR etc).
Does anyone know the margins on this order book for companies like NCC that doesn’t manufacture the meters but only buy & install them? (Unlike Genus that has its own production facilities as it’s their core business) Genus will have better margins for this reason but would be nice if NCC also gets higher margins on this order book compared to traditional EPC order book where the bottom line is just between 4 to 5 %
| Subscribe To Our Free Newsletter |
