Self Belief -
Koi aur believe kare na kare , tum apne pe believe karte rehna.
Our job is to show up and try n keep improving , Success shall eventually show up :)
The Core Thesis
Rajesh Power is not a speculative theme play
It is a transmission & distribution executor operating inside a structural power infrastructure cycle.
Sustained execution + financial discipline will determine long-term trajectory.
Disclaimer: Educational purpose only
🧵 Rajesh Power Services Ltd
India is in the middle of a structural power capex cycle:
• Grid strengthening
• Renewable integration
• Underground cable migration
• Industrial load expansion
Execution capability not narrative will determine long-term winners.
What Must Be Monitored
EPC businesses scale through working capital.
Critical variables:
• Receivable cycle
• Cash flow conversion
• Project execution discipline
• Order quality over order quantity
Revenue growth must translate into operating cash generation.