by Anandh Sundar Noida Toll Bridge Noida Toll Bridge’s present enterprise value is around Rs 550 crores, but it has a regulatory asset base recoverable of Rs 2339 crores, which increases by 20% CAGR. How many of you can say that about your stocks? Yet it is valued at low rates, let us explore why: […]
Indian Media in Coal Scam The massive coal scam which is the latest in the series of billion dollar scams afflicting India in recent times has turned uglier. India’s top conglomerate the Jindal group which is led by members of the ruling party had recently alleged extortion threats from one of India’s top media groups […]
India joins the Solar Wars Global Solar Wars have been going on for some time now with the major world players like US, EU and China all taking part. While USA has already imposed CVD and AD duties on imports of Chinese solar panels, EU too has started its own investigation into Chinese imports. China […]
India’s federal solar subsidy policy JNNSM Phase 2 will see a shift in emphasis from large solar farms to grid connected solar rooftop and off grid solar projects. Note JNNSM Phase 1 saw 1100 MW of solar projects awarded through a reverse auction over 2 batches in Phase 1. Almost all the solar projects were […]
We have repeatedly highlighted the drawbacks of solar thermal energy vis a vis crystalline solar panel technology. Solar Thermal Plants are getting replaced or mothballed altogether because of the high costs and long build times. India had awarded nearly 500 MW to 5 solar energy developers under JNNSM Phase 1 which were supposed to get […]
The southern state of Andhra Pradesh is set to soon announce a policy under which it will sign PPAs for 1000 MW of solar energy capacity at a price of Rs 8.2/Kwh (~15c/Kwh). Note Andhra Pradesh Solar energy policy was announced some time ago in which significant concessions were given to solar project developers like […]