Discover and read the best of Twitter Threads about #IEX

Most recents (6)

More ๐ŸŸข#stocks ๐Ÿƒin ๐Ÿ”ด#StockMarket



Is #stockmarket really ๐Ÿ”ด? So many of our #stocks in ๐ŸŸข
Read 4 tweets

#IRCTC* 100% Market share in Rail Network.
#IEX* >90% market share in power trading.
#Zydus wellness* >90% market share in sugar free product.
#Eicher motors* >85% market share in 250cc bikes category.
#MCX* >85% market share in commodity trading.
#coalindia India* >80% market share in coal production in India.
#ITC* >75% market share in cigarettes.
#HondaSiel* >75% in portable power generators.
#Hindustan Zinc* >75% market share in primary zinc industry.
#AsahiIndia Glass* >70% market share in automotive glass.
#NRB Bearings* >70% market share in needle roller bearings.
#Pidilite* >65% market share in adhesives.
#CAMS* >65% market share in RTA within mutual fund industry.
#TimeTechnoplast* >65% market share in polymer based industrial packaging.
Read 11 tweets
#IEX Threadโšก๏ธ

IEX - First and Largest Energy exchange in India (98% Market Share - Monopoly!!)

Automated trading platform for physical delivery of electricity, renewable power, energy certificates.

@Atulsingh_asan @caniravkaria @Coolfundoo @saketreddy @Jitendra_stock
#IEX (2/n)

ROCE 5Yr - 63.9 %; ROE 5Yr - 45.0%

Zero Debt, Consistent FCF Generation

FII Holding - 5% in 2017 to 30% in 2020

Electricity CAGR 32% [CERC]

Revenue Breakup : 80% - Transaction Charges; 6% - Annual Subscription

Customer Base: 4000+ Industries

#IEX (3/n)

Contracts in Indian Power Market: Long Term and Short Term

Long Term via Power Purchase Agreements- ย 90% of Total Power Market

The target for IEX - Short Term Contracts: 10.3% of the total power market!

50.2% of Short Term Exchange via platforms

Read 12 tweets
๐Ÿ‘‰ Introduced 2 new contracts to the Green Market - Daily & Weekly Contracts
๐Ÿ‘‰ Signed a licensing agreement with MCX to launch electricity derivatives market using IEX clearing price, revenue sharing agreement with transaction based fees. Pending regulatory and govt approvals
๐Ÿ‘‰ IGX (Gas exchange) secured authorisation from PNGRB as first regulated gas exchange of India
๐Ÿ‘‰ Divested stake of 5% each to Adani Total Gas and Torrent Gas and in discussion with further strategic partners.
Read 8 tweets
A thread on my understanding of #IEX Indian Energy Exchange
IEX - The Power Exchange Platform
Debt Free, Monopolistic Business, High ROE, High ROCE business with Asset Light business model available at a Mcap of 7000Cr.
IEX is Indiaโ€™s leading power exchange โ€“ Nation wide, Automated and Transparent platform for physical delivery of electricity
Commenced operations in 2008
Market Share: 95% (DAM & RTM >99%)
Record day volume : 187000 MW
Read 22 tweets
Transformation drivers
1) Decarbonization - use of solar & wind ,RE (renewable energy)
2) Decentralisation - RE a threat to centralized energy productn
3) Digitization
4) Democratization- peer 2 peer energy trading
Changing energy mix
2020/ 2022 /2030 % of contribution
Thermal 62 /53 /35
Wind 10 /12 /17
Solar 9 / 20/ 36
Hydro 12 / 10 /8

Electricity value chain 4 parts
Generation - Transmission - Distribution - Consumption

Power sector construct
Long term 90%
Short term 10%
Power markets in developed countries are in range 30 - 80% of total power demand ,India 5%

Share of exchange in total generation
2016 - 2.9 %
2021 - 5.2%
Share of ST market in total generation
2016 - 9.9%
2021 - 10.3%
Exchange mkt & ST MKT as % of total gen
2016 29.9
2021 50.2
Read 12 tweets

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