This video explores the potential for renewable energy to drive the growth of Tata Power, India's leading power generation company.
The video begins by providing an overview of Tata Power's business model and its position within the power generation industry in India. We shall then evaluate the company's operational performance using industry-specific metrics. The video then delves into the company's financial statements, including its income statement, balance sheet, and cash flow statement, to evaluate its financial health and performance.
This video then provides a comprehensive analysis of the company's value based on the sum-of-the-parts (SOTP) valuation method. The video analyzes the various business segments of Tata Power and assigns a value to each segment based on its financial performance and growth potential. Additionally, the video presents a scenario analysis that considers various macroeconomic and industry factors that could impact the company's value in the future.
00:00 Introduction
00:53 Electricity Value Chain
01:51 Tata Power Portfolio
03:15 Evolving generation mix
03:59 Why Tata Power is shifting towards Green energy?
07:47 Power Requirement and Deficit in India
08:20 Leading Power Generation Companies in India
09:33 Operational Metrics
12:54 Capital Allocation
13:55 Tata Power Financials
16:26 Generation Business Segment
16:49 Renewables Business Segment
17:44 AT&C losses
19:25 Business Segment Analysis
20:32 Debt Profile
22:21 Valuations
24:34 SOTP Valuation
27:44 Scenario Analysis
29:34 Conclusion
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Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.
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Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
2. The subject company is not or was not a client during the twelve months preceding the date of recommendation.
