#OnCNBCTV18 | Nikhil Kumar, of #TDPower on CNBC-TV18:
🔸99% of biz comes from products below 100 MW
🔸Siemens Energy deal is a key growth driver
🔸Fundraise expected at around ₹500 cr; new factory to take around 2 years to build
🔸Seeing demand across sectors; guidance could be raised
🔸Margin guidance maintained at 18-19% for now
#SiemensEnergyDeal #PowerSector #Manufacturing #CNBCTV18
Chat with Harish Krishnan of Birla Sun Life AMC.
He is quite cautious on:
a) capital markets, b) defense, c) capital goods
What is he focused on ?
1. Cos going from 'good to great'
2. Differentiated insurance names
3. Betting big on new age cos, Lenskart core bet
4. Chemicals : China+1 & Yuan rise
5. Auto parts
And a lot more.. #Investing #Nifty #BankNifty #Trading
https://t.co/GD3Oqk5SgZ
🧵1/ Extraordinarily BAD outcome for lenders in Zee founder #SubhashChandra personal insolvency case:
Lenders will take a 99.97% haircut, with NCLT approving a repayment plan where Subhash Chandra pays them Rs 6.5 cr vs admitted claims of Rs 22,006.57 cr.
@CNBCTV18Live
#OnCNBCTV18 | “Expect electrification in the L5 category to reach 75-80% in 3 years,” says Suman Mishra, #MahindraLastMile Mobility, on CNBC-TV18
Suman Mishra sees strong growth opportunities in electric 3W and 4W cargo segments. Says margins should improve YoY even without subsidies. IPO likely 12-18 months away, subject to market conditions and business evolution
#MahindraLastMileMobility #ElectricVehicles #EV #CNBCTV18
#CNBCTV18Exclusive | “India will start to attract more capital from overseas going ahead,” says Robert Subbaraman, Nomura, on CNBC-TV18
Robert Subbaraman says India’s fundamentals are better than some peers and RBI’s fiscal policy has been prudent. Does not expect fresh news from the Jackson Hole Symposium; sees private investors taking a larger share of Treasury bonds
#Nomura #India #IndianEconomy #RBI #GlobalMacro #JacksonHole #CNBCTV18