Telecom Regulatory Authority of India or TRAI data showed that as per the information received from 1219 operators in August, 2024, in comparison to 1248 Operators in July 2024, the total Broadband Subscribers increased from 946.19 million at the end of July-24 to 949.21 million at the end of August-24 with a monthly growth rate of 0.32%. Wireline subscribers increased from 35.56 million at the end of July-24 to 36.23 million at the end of August-24. Net increase in the wireline subscriber base was 0.67 million with a monthly rate of growth 1.90%.
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
This is only possible with smart metering in place where meters can track consumption on time scale. Current Infrastructure in India doesn’t permit this. However with advanced smart metering technologies becoming viable, time of day pricing will be possible
Retail might far bigger than political triggers; Q3 & Q4 earnings to be better than in H1: Raamdeo Agrawal (25-10-2024)
Raamdeo Agrawal highlights the market’s resilience due to retail growth and sustained SIP flows. He analyzes the impact of the recent elections, geopolitical tensions, and their limited effect on crude prices. Agrawal also provides projections of earnings and market returns, suggesting continued growth in the upcoming quarters. Additionally, he predicts a promising future for quick commerce in India.
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
Can there be dynamic electricity pricing in India in future?
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
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Solar is a business of scale and backward integration. These two will be needed in the long run for companies to prevail.
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Given the current, demand supply scenario is favourable even small module players are able to deliver high margins. However, going forward as Significant capacities come up in module and cell, we believe only large integrated players will be able to make margins on a sustainable basis and deliver viable outcomes
Capacit’e Infraprojects (25-10-2024)
company has a standalone order book of roughly Rs 8,800 crore in September with 70% of the projects from the government and the remaining 30% from the private sector
#S3E9 | Promoter Talk: Capacite Infraprojects Ltd | Subir Malhotra
Managmnet interview
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
Smaller players like Alpex and Insolation who are not based near ports are also going for decent sized module expansions (2.5-4 GW). Will their location hamper their capacity utilizations and margins because of difficulties in sourcing of RM and extra freight costs?
Shriram Finance board approves 5:1 stock split (25-10-2024)
The announcement came after market hours, alongside the company’s September quarter results, where the NBFC reported an 18.3% increase in profit after tax (PAT) to Rs 2,071.26 crore, compared to Rs 1,750.84 crore in the same period last year.