Just watched great discussion on Om Infra and the whole water space…
https://www.youtube.com/watch?v=66KemTonUiw&t=45s
Points Discussed in the video:
- Promoter background & company history
- Business vertical
- Tender process
- JJM (Jal Jeevan Mission)
- Company strategy- from pure play hydromechanical to diversification in water space
- Future growth areas - PSP (pumped storage project) & River linking
- Africa presence
- Bandra landbank
- Payment structure
New insight I got which was unknown to me: Coal India plans to invest for PSP using their redundant coal plants…
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