Hi Samir,
I think India is facing an energy and water crisis from quite a time. Sooner or later in the next 20 years this demand would have to be met. Be it through renewable sources of energy or the traditional coal way. But I think the main take away from the fact is whatever be the source, you need to invest on infrastructure for more dense and remote connectivity. So power transmission and water supply channels would have to increase dramatically. Being a newbie, I am sure this might be sounding amature as I am not providing any numbers but just a hand waiving argument but I think companies like Skipper Ltd have a bright future as their product portfolio caters specifically towards that. Although this market is regulated, I still think there is a huge scope to grow within this regulation as the demand is getting more inelastic in nature progressively.
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