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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


The common hitch for NTPC, Huaneng Power

Jan 7, 2012

Equitymaster explains why revision of power tariffs is a problem common to both NTPC and Huaneng Power.

NTPC vs. Huaneng Power: How the two stack up?

Jan 6, 2011

Equitymaster draws a comparison between NTPC and Huaneng Power, two of the largest power generating companies in India and China respectively

Power stocks: The good, the bad, and the ugly

Jun 17, 2010

Equitymaster analyses the performance of power stocks over the past 3.5 years and suggests whether it is good time to invest in them from a long term perspective.

Power companies: Rushing for black gold

Jun 3, 2010

Equitymaster's analysis of Lakshmi Energy's 2QFY10 results.

Power stocks: More pains than gains!

Mar 23, 2010

Equitymaster discusses the ills that have hampered the growth of the Indian power sector, and why investors must not expect much from the future.

Power IPOs: Stretching it too far

Dec 7, 2009

Equitymaster discusses how investors in power sector IPOs face the risk of high valuations.

'Power' to the people

Oct 6, 2008

India's GDP has grown at an average rate of 4.8% in the last fifty years. Over the last two decades, its growth rate has been at levels of 5.6% and over the last decade, it has clocked a growth rate of about 7% per annum.

Power equipments: Some hope at last?

Jun 5, 2008

As was reported recently, engineering and construction major, L&T has outbid power equipment heavyweight BHEL for Andhra Pradesh Generation Company's (APGenco) Krishnapatnam power project. The company has put in a bid of around Rs 15 bn for supplying turbine generator set to the 1,600 MW plant (2 units of 800 MW each) whereas BHEL's bid was around Rs 20 bn. The total cost of the project is Rs 84 bn (Rs 53 m per MW). The tender is for supply of turbine and generator set for the supercritical ther

'R' for magic-II

Feb 25, 2008

The magic does not seem to die down! First it was the magic created by India's largest IPO that was absorbed in a minute's time.

'R' for magic

Jan 5, 2008

If the Indian stock markets were to have its own alphabet list, then 'R' would have stood for 'magic'! In an act that would embarrass the wizards in Harry Potter's school of magic, Reliance Power IPO intends to raise US$ 3 bn through India's biggest ever IPO. This for funding a business that does not exist. And a business that will earn its first penny almost 2 years down the line - if things go 100% as per schedule!

Power: Of 'ultra-mega' dreams!

Dec 19, 2006

The bids for the two ultra-mega power projects - Sasan (Madhya Pradesh) and Mundra (Gujarat) are finally out. While Lanco Infratech has emerged as the lowest bidder for the former (bidding at Rs 1.19 per unit), India's largest private sector power generator, Tata Power, has grabbed the latter (bidding at Rs 2.25 per unit). Lanco has, in fact, outbid 15 other bidders in its way of winning the Sasan project, which will involve an investment of Rs 180 to Rs 200 bn (Rs 45 m to Rs 50 m per MW). Among

NTPC: Looking 'power'ful!

Apr 11, 2005

NTPC, the country's largest power generation company, recently held a press conference in order to announce provisional unaudited financial results for FY05. As per the reported numbers given by the company, revenues were up 18% YoY, excluding the impact of the one-time settlement scheme. Profits were up almost 1% YoY. However, if we exclude the impact of the one-time settlement scheme last year, profit growth stood at over 33% YoY. Importantly, realisations of monthly bills from April 2004 to M

NTPC: Where to from here?

Mar 10, 2005

In the past couple of months, one power stock that has been much in the limelight is NTPC, India's largest power generation company. Since its listing in November 2004, the stock has outperformed the benchmark Sensex by around 5%. And this has been made possible by the decent results announced by the company for the third quarter of FY05 and due to some of its announcements with regards to future growth.

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