Shi_Bloggs

 As part of my 100-Day Research & Analysis Challenge under NISM (Research Analyst), I chose to deep-dive into the Renewable Energy sector, with NTPC Renewable Energy. as my Seventh Company Study. This note focuses on: •Business fundamentals •Financial performance •Stock price behaviour NTPC Green Energy is a renewable energy company that focuses on undertaking projects through organic and inorganic routes. Mar Cap: ₹78,766 Cr. Price to Earning: 130 ROCE:4.89 % Return on equity:3.85 % Borrowings: As of H1FY25, Co. had a total borrowings of 17,057 Crs of which only 2530 is a secured borrowings. The Company will also utilize 7,000 Crs from the IPO Proceeds to reduce its borrowings. Sales growth Years: 19% Profit Var : 94% Promoter holding: 89.01% FIIs holding: 1.61% (Decresed from last year) DIIs Holding: 4.80% (Decreased from last year) Public Holding: 4.58% (Increase from last year) NO. of Share Holders: 13,32,650 (Decreased from last year) •NTPC Green Energy Limited (NGE...

  #Day06 As part of my 100-Day Research & Analysis Challenge under NISM (Research Analyst), I chose to deep-dive into the Renewable Energy sector, with JSW Energy . as my Sixth Company Study. This note focuses on: •Business fundamentals •Financial performance •Stock price behaviour It is the holding company for the JSW group's power business.  Mar Cap: ₹ 77,070 Cr. ' Price to Earning:33.3  ROCE: 6.49 %  Return on equity: 7.41 %  Borrowings: 69,104  Sales growth 3Years: 13% Profit Var 3Yrs: 2%  Promoter holding: 69.26%  FIIs holding: 9.50%  (Decresed from last year) DIIs Holding: 14.39%  (Incresed from last year) Government Holding:0.03%  (Stable) Public Holding: 6.74%  (Decrese from last 3 year) NO. of Share Holders: 5,88,053 (Increased from last year) •The company belongs to JSW Group. •The company also has a JV company engaged in mining activities and an associate engaged in manufacturing of turbines.  Company Overv...

  #Day05 As part of my 100-Day Research & Analysis Challenge under NISM (Research Analyst), I chose to deep-dive into the Renewable Energy sector, with Tata Power Company Ltd . as my Fifth Company Study. This note focuses on: •Business fundamentals •Financial performance •Stock price behaviour The company is India's largest vertically-integrated power company.  Mar Cap: ₹ 1,10,319 Cr.  Price to Earning: 27.3  ROCE: 10.8 %  Return on equity: 11.0 %  Borrowings: 70,083  debt-to-equity of about 1.2 and net debt-to-underlying EBITDA of 3.3.  Sales growth 3Years: 15.4 % Profit Var 3Yrs: 10.7 % Promoter holding: 46.86%  FIIs holding:10.00% ( Incresed from last 3 year) DIIs Holding: 17.20% (Incresed from last year) Government Holding: 0.32% (Stable) Public Holding: 25.60% (Decrese from last 3 year) NO. of Share Holders: 42,44,116 (Reduced from last year) •The company belongs to Tata Group. •Tata Power Company Ltd is primarily involved in the bu...

  #Day04 /100 As part of my 100-Day Research & Analysis Challenge under NISM (Research Analyst), I chose to deep-dive into the Renewable Energy sector, with Sterling and Wilson RE . as my Fourth Company Study. This note focuses on: •Business fundamentals •Financial performance •Stock price behaviour •The company was earlier a part of the Shapoorji Pallonji Group. •Sterling and Wilson Solar Ltd is one of the leading end-to-end solar engineering, procurement and construction (EPC) solutions provider globally and is also engaged in the operation and maintenance (O&M) of solar power projects.  Company Overview: Reliance Industries acquired a 40% stake in the Company through its subsidiary Reliance New Energy Limited, Providing: •Utility-scale solar. •Rooftop, floating solar. •Hybrid and energy storage solutions. •The company has entered the battery energy storage solutions (BESS) and wind EPC sectors.  Notable clients include: The company has offices in 28 countrie...

  Today I found an interesting post on Quora . Where I saw a picture of a tiny stone which height almost 7cm. and that stone, known as Mountain in that country and best part it is known by smallest mountain in the world. I wondered after heard the News that Supreme court of India ordered delhi Municipal corporation to destroy all the parts of Aravali which is not more than heights of 100 miter above. Just 100 miters. That's insane A country one side saves its 7cm mountain to protect the Environment and only mountain. Don't know why Indian Government is so eager to destroy Aravali? Delhi pollution is at all-time high in the world but instead of Re-planting trees on that mountain's land Supreme court itself going to become brokers/supporter of so-called land Mafias. In that case - local environment protectionist and NGOs where they head for justice? If Supreme court itself going live for sale(broking). That's great India! Really India is changing! India is Develop...