✍️IND's Renewable Energy sector is world's 4th most attractive RE Mkt
✍️Globally, Cost to generate Solar & Wind Energy dropped by 90% & 70% in past 10 yrs
✍️Costs almost at par with NG
✍️RE is estimated to comprise ~60% of IND’s installed power capacity by 2030 (~24% at present)
✍️Global Investments in RE: $282 Bn in 2019
✍️45% cming frm China, who aims to get 62% energy via RE in nxt 3 yrs
✍️By 2040, IND aims to generate ~49% of total Electricity frm RE
✍️FDI inflow in the Indian non-conventional “energy sector” stood at $9.22B in last 10 years
✍️More than $42B has been invested in IND’s “RE” sector since 2014
✍️Estimated to attract investment ~$80B in nxt 4 yrs
✍️The past 9 months have slowed the Solar Energy installations by 80% v/s 2019 due to Covid
✍️2020-Cumulative solar capacity is ~37 GW
✍️2022-Tgt is 100 GW
✍️India’s RE capacity tgts a) 2022: 175 GW b) 2030: 450 GW
✍️RIL & Adani Green are also scaling efforts
✍️Stock of Adani G up 25x in 1.5 yrs
✍️RIL aims to be net carbon 0 by 2035
✍️Only 2 or 3 cos taking a big chunk from plate of Green Energy
✍️Gov needs to support small startups
✍️Global Funds grabbing bites of India's RE assets:
a) KKR launches Virescent for RE investments
b) EQT and Temasek set up O2 Power, a $500Mn RE platform
c) Other players actively involved include Goldman Sachs, Brookfield, SoftBank, CPPIB, JERA, GIC
#renewables
#renewableenergy
✍️ReNew Power, Warburg Pincus backed CleanMax & Morgan Stanley owned Continuum Wind Energy, few key RE Indian players aiming for IPOs soon
✍️Adani Green's $6 Bn solar project has no buyers & even SECI doesn't guarantee any power purchase agreement.
#adanigreen
#Adani
#Reliance
✍️IND is still a coal based energy consumer & it is still lagging behind in the targets it has set for adoption of RE
✍️With exploration of new resources to create green energy,surely IND's journey towards sustainability wil b smooth & fast.
Credit: Rony Saha (The representative)

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Ketan ACMA🇮🇳

Ketan ACMA🇮🇳 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @ketanmba03

26 Sep
Valiant Organics CMP 2795
✍️A Specialty Chemical Manufacturing Company.
✍️The products of the company find several applications mainly in the agro-chemical, pharmaceuticals, rubber, dyes, pigment & in the making of veterinary drugs
✍️Fully integrated manufacturing facilities
✍️Revenue: Domestic 85% & Export 15%
(Agro 40%,Specialty 30%,Dyes+Pigments 20%,API 10%)
✍️Rev. share from API is likely to increase in coming yrs
✍️One of the most competitive producers of Chlorination, Ammonolysis,Acylation,Hydrogenation & Methoxylation based specialty products
✍️Inorganic growth & organic capital expansion without much increase in Debt Equity
✍️Leveraging a de-risked biz model
✍️The synergistic acquisition of Amarjyot chemical ltd last year
✍️Ability to forward integrate by adding high-margin & high value products to maximise growth
Read 9 tweets
26 Apr
IndusInd Bank CMP 380
✍ Stock fell frm 2038 high to 235
✍ Decreasing deposits
✍ Rising bad loans
✍ High exposure to telecom companies & NBFCs
✍ Exit of a long-time CEO
✍ Crisis at #yesbank has put question mark on rest of the private lenders
✍ Stock corrected 68% in March
Journey from 2035 to 235
✍ Dec 2017 - RBI imposes INR 3 Crs penalty for under-reporting of FY16 NPAs

✍ Apr 2018 - Reports divergence in FY17 NPAs of INR 1350 Crs frm RBI's estimates

✍ Sep 2018 - Discloses exposure of INR 3000 Crs to IL&FS, a crisis-ridden NBFC
#IndusindBank
✍ July 2019 - Completes merger with Bharat Financial Inclusion

✍ Jan 2020 - Posts disappointing Q3, provisions up by 72%, gross NPAs more than double YoY, asset quality worsens, Mr Sobti set to retire in Mar'20

✍ Feb 2020 - Moody's downgrades Outlook to Negative from Stable
Read 5 tweets
25 Apr
The API Industry
✍️ The backbone of India pharma industry is the bulk drug industry
✍️ India has highest no. of US FDA approved plants (665) outside of the US
✍️ India has 44% of global abbreviated new drug applications (ANDA)
✍️ India needs to proactively boost the API Industry
✍️ The Indian pharma industry is the world's 3rd largest in terms of vol
✍️ India's API industry is ranked the 3rd largest in the world
✍️ India fulfils 20% of global demand for generic medicines in terms of Vol & supplies over 60% of global demand of various vaccines & ARV drugs
✍️ Indian bulk drug industry has grown at CAGR of 8.6% over 2016-2020. It is further expeacted to grow at similar CAGR during 2020-2024
✍️ The import of APIs has risen at a CAGR of 8.3% from 2012-2019
✍️ Bulk drug import reached a value of INR ~249 billion in 2019

@Harrshit1
Read 15 tweets
22 Mar
Thank you, #Coronavirus

Thank you for shaking us & showing us we're dependent on something much bigger than we think..!!

Thank you for making us appreciate the luxury we lived in..abundance of products...freedom...health...and realizing we were taking it for granted...!!
Thank you, #Coronavirus for stopping us...to make us see how lost we were in the "busy-ness"

Not having time for the most basic things..

Thank you for allowing us to put aside all our problems we thought were so important and showing us what is actually important..
Thank you, #Coronavirus for stopping the transport..

The Earth was begging us to look at the pollution for a very long time.. we didn't listen...

Thank you for all the FEAR
It has been a global disease for years but not many of us wanted to face it and now we have to face it...
Read 4 tweets
24 Feb
IOL Chemical CMP 255
✍️ Ibuprofen price increased from $15 to $18. Management expects it to touch $20
✍️ Recently, Dept. of pharmaceuticals has clarified that no ban has been proposed on export of APIs & formulations in the wake of coronavirus outbreak

✍️ IOLCP is having 30% World Mkt Share of Ibuprofen
✍️ 1 Ibuprofen manufacturer which has 15% world Mkt Share is in Hubei province & it is in complete shutdown due to coronavirus outbreak
✍️ Ibuprofen demand increased due to Supply Constraint
✍️ Co. is having 6 months Inventory Image
✍️ IOLCP is a leader in India for #Ibuprofen.
✍️ Two cos in India which manufacture Ibuprofen (#IOLCP & #Solara)
✍️ Co is not increasing Ibuprofen prices in Indian Mkt
✍️ Co has already started getting Ibuprofen orders at $18
✍️ Currently Ibuprofen capacity utilization is 80% Image
Read 9 tweets
21 Feb
👉 AMC biz: High operating leverage
👉 Fixed costs are relatively low in this biz
👉 MF Biz is fundamentally strong due to its high ROE, ROCE & FCF genearation
👉 High Dividend payout due to high FCF
👉 Both HDFC AMC & Nippon Life AMC generated massive >150% returns in past 1 yr Image
👉 India's MF Industry's consistent growth @21% CAGR (From 12.75 Lakh Crs to 27.26 lakh Crs in 2019)
👉 Equity MF and Debt MF grew at 4 year CAGR of 18% and 14% respectively
👉 Clear jump in equity funds and Hybrid funds of 62% to 152% in 2017

#hdfcamc
#Nipponamc
#mutualfunds ImageImage
👉 MF AUM continues to rise
👉 Total AUM as % of GDP is still very low at about 11% vs world average of about 62%

Factors driving growth
👉 Growing middle class with rising disposable income
👉 Large working age population with better job opportunities
👉 Low FD Interest rates Image
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!