Sunday, April 8, 2012

Power companies (after FSAs)

Since CIL will sign FSAs with power companies, the companies will have adequate supplies to move ahead with their expansion plans.
In FY10-15 period, Adani is expected to scale up its capacity to 2,566 MW, Sterlite to 3,720 MW, India Bulls to 3,780 MW and Lanco to 5,040 MW.

These will be biggest beneficiaries (along with Reliance Power)

Time to re-look at these stocks?

What do you think?

Do you think if they make a pact of 20 yrs with CIL, will they keep power prices at same rate? I guess the answer is known to all.....

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