The Banking and Strategy Initiative

Chillin' out till it needs to be funded

Capital Thirst for India's Power Infrastructure | GMR, GVK and Powergrid

now that early enthusiasm in the public markets has subsided, these biggies have investment plans of $53 bn with 7GW in Generation, PPP grids in metros. Successful small $500bn QIPs by GMR thrice[including one on currently] and great financing ramp by PFC and REC could denote massive breaks except that market is dulled with large public equity selldowns and regulatory issues around equipment imports from china. chinese eqpt makers may produce locally and dadri has a new agreement to rework the mispricing, despite delays we make 60GW adds of a 90GW target and online monitoring of the PC report card

GVKPIL, GMR, POWERGRID

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This entry was posted on May 28, 2010 by in Financial Markets, India Infrastructure, Indian Stocks, Private Equity.

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