TATA POWER GETS AVERAGE TARIFF HIKE OF 24% VS 12% REQUESTED BY THE CO FOR FY24 – 25.POWER SECTOR COMPANIES REACTS MOSTLY ON THE MERCHANT PRICES.They hit a peak of Rs 8.4 /kWh in Apr’09 and subsequently started to slide and the whole
sector went down with them – utilities, equipments and financiers.Tata power tariff hike is a strong indication that it will continue to outperform it’s peers.
They have been doing a lot of these partnerships. There is another concall scheduled 13th of March. Lets see what is it all about. Hopefully more positive news.
Amazing website loved it 
This is directed to all forum contributors,
Is Taiwan investible, considering it is trade surplus nation?
What is the general opinion of investing in Japan, considering it has crossed it’s multi decadal high?
Is it wise enough to be concentrated in India as India is leading Emerging markets and Investing in India itself can yield better returns that elsewhere?
Diverse opinions are welcome!
Cheers
Nice detailed notes.
Just one observation on the valuations of engineering business. JK files revenue has been stagnant for some time now and not sure of revenue CAGR of Maini. Hence, valuation of Market cap to Sales ratio of 4 looks quite rich. Also, on the combined engineering entity, Raymond would only be holding 66% and wouldn’t own it completely.
Another point to consider is denim business that’s a 50-50 JV. The fact they want to retain it at Raymond Ltd and not Raymond Lifestyle indicates they might sell it at some point like they did with FMCG business. So, we need to add the value of the denim business as well to overall group valuation
will also like to get the inputs, currently studying these companies. Trying to bridge numbers: FY23 volume share for LT Foods: 29.6%. KRBL Ltd: Traditional trade: 32.5% and Modern Trade:58%. Do not know what will be amalgamated number, second major difference: Price realisation. LT Foods : ~Rs60 per kg, KRBL: ~74 per kg. However, still not able to bridge the numbers.
Markets eye Tata Sons listing in the next 18 months !
Tata power also own 2% into Tata Sons
