Power transmission, which was opened up to the private players a few years ago, is now going through a consolidation phase. Companies such as Adani Transmission, Sterlite Power, Kalpatru Power and Essel Group have now emerged as the leading players in this sector.
Investors have also started looking at these companies differently based on estimates of scale and certainty of returns. For instance, among pure transmission plays, Adani Transmission's share price has risen almost 8 times since its demerger from Adani Power in 2015.
• Click Here and enjoy two days FREE TRIAL & Diwali Offer www.ripplesadvisory.com
No comments:
Post a Comment