Power sector, a bird's eye view thread : 🧵
IEX and PowerGrid appear to be slightly better options (अन्धों में काना राजा) in a capital intensive and dud sector.
IEX and PowerGrid have made decent revenues and profits consistently for a decade.
Most companies in this sector are debt laden, with the exception of IEX, due to the unique nature of its business model.
IEX, again, puts up a better show in the margins department.
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