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Smart Sync Services

23 Dec, 15 tweets, 7 min read

Indian Energy Exchange, like a toll bridge, connects power generators with power consumers & distributors. The alternative to IEX like alternatives to toll bridges is more expensive bilateral agreements.

Fasten your seatbelts as we’ll take you through the 19-20 AR of IEX.

1/

Megatrends for Energy

~Decarbonization
~Decentralization
~Digitization
~Democratization

2/
Transformation in the energy sector
~Benchmark prices for all electricity transactions
~Transparent mechanism for price discovery
~High liquidity on exchange to ensure the lowest cost and assured supply

3/
Key points
~Customer Centricity driven by intuitive, secure, & responsive design
~Efficiency through efficient matching algorithms, automation, & low latency
~State-of-the-Art analytics-based solutions that are future-ready.

4/

IGX
~ Launched on 15th June 2020
~ India’s 1st nation-wide automated gas trading platform
~ Govt plans to increase the share of natural gas from 6% to 15% by 2022
~Enabler in making India transition towards a gas-based economy.

5/

Products Offering
~Day Ahead Markets
~Term Ahead Markets
~Real Time Market
~Renewabe Energy Certificates
~Energy Saving Certificates

6/

All Stakeholders
~Ecosystem
~Customers
~Share-ownership
~Active/Registered Participants

7/

IEX : Journey Over The Years

8/

Factors Driving Growth in Consumption
~Core Sector Growth
~Rapid Urbanization
~Growth in Consumer Demand

9/

Govt Initiatives

~Demand Augmentation
~PSM for Generating Companies
~Smart Prepaid Metering to improve Distribution Efficiency
~Deepening of the Market
~REC Addition and Grid Integration through REMCs
~Cost Optimization through National level Merit Order Dispatch

10/

Core Business Growth by

~DISCOM Maximization
~Open Access Maximization
~New Market Products and Segments

11/

Extensive Risk Management Policy Framework

12/

Financials

~Balance Sheet
~Profit& Loss
~Cash Flow Statement

13/

What Uber did to the highly inefficient passenger taxi market in the world, IEX has the potential to do something similar in the highly inefficient power market in India.

~Liquidity (Available on Demand)
~Cheap Energy Prices
~Network effects to kick in as users increase

@Dhruvapandey

14/

To deep dive, check

@Dhruvapandey Posts
~bit.ly/3rnAYNe
~bit.ly/3nODkCA

You may also check SSS resource on IEX:
5 Min Stock Idea bit.ly/3nWgGIk
Infographic bit.ly/3nEPgGZ
Concall Notes: bit.ly/2JkBFpu

L&R for wider reach🙂

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Financials are strange businesses. On a sale, money goes out from the pocket rather than coming in.

Growth comes first. NPA comes later.

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Buckle yourself up as we’ll take you through the 19-20 AR

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Now let’s run past the AR to find the cues to their success

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@naval
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A thread!

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