Why am I bulls in the power transmission sector ?
๐๐๐
1) Key points
๐With increasing installations and generation capacity, Indiaโs grid will need to accommodate these vast additions.
๐Under the new National Electricity Plan, the transmission network is projected to expand from 485,000 ckt km in 2024 to 650,000 ckt km by 2032, while transformation capacity will rise from 1.25 million MVA to 2.34 million MVA.
๐To achieve this, the power transmission sector is set for massive expansion, with an estimated โน9 lakh crore investment expected by 2032.
2) Power T&D ( Transmission and distribution ) super-cycle underway in India
๐๐๐
๐The GOI (combined NEP + State) to add 1.15 lakh ckm of lines in the period FY22-27 and 0.77 lakh ckm of
lines during FY27-32
๐Additionally, 33 GW of HVDC Bipole links are in the process of planning
๐ The interregional transmission capacity to increase to 168 GW by 2032 from present 119 GW
๐ Transmission network to increase by 33% to 6.48 lakh ckm in FY32 from 4.85 lakh ckm in 2024; 87% increase in
transformation capacity to 2,342GVA from 1,251GVA.
3) Power T&D ( Transmission and distribution )is a multi decadel story
๐Demand for advanced technologies like HVDC and smart grids
๐Renewables energy resources integration
๐ Increasing electricity demand and rural electrification
๐ Key Government regulations in India such as NEP, The National Grid Plan, GEC, NIP, PLI Scheme, Gati Shakti
4) We can divide the Power and transmission sector into 5 sub sectors
๐ Transformers
๐ Transformers components
๐ Towers
๐ Cable , wires & Switchgears
๐ Power Transmission and distribution EPC
Main koshish karunga ine sab sectors mein se kuchh companiyon ko analyse karne ki
One by one
Isase pahle main 2 companiyon ke bare mein detail analys kar chuka hun
1) Delton Cable
2) KCEIL
More detail
๐๐๐
๐๐๐
1) Key points
๐With increasing installations and generation capacity, Indiaโs grid will need to accommodate these vast additions.
๐Under the new National Electricity Plan, the transmission network is projected to expand from 485,000 ckt km in 2024 to 650,000 ckt km by 2032, while transformation capacity will rise from 1.25 million MVA to 2.34 million MVA.
๐To achieve this, the power transmission sector is set for massive expansion, with an estimated โน9 lakh crore investment expected by 2032.
2) Power T&D ( Transmission and distribution ) super-cycle underway in India
๐๐๐
๐The GOI (combined NEP + State) to add 1.15 lakh ckm of lines in the period FY22-27 and 0.77 lakh ckm of
lines during FY27-32
๐Additionally, 33 GW of HVDC Bipole links are in the process of planning
๐ The interregional transmission capacity to increase to 168 GW by 2032 from present 119 GW
๐ Transmission network to increase by 33% to 6.48 lakh ckm in FY32 from 4.85 lakh ckm in 2024; 87% increase in
transformation capacity to 2,342GVA from 1,251GVA.
3) Power T&D ( Transmission and distribution )is a multi decadel story
๐Demand for advanced technologies like HVDC and smart grids
๐Renewables energy resources integration
๐ Increasing electricity demand and rural electrification
๐ Key Government regulations in India such as NEP, The National Grid Plan, GEC, NIP, PLI Scheme, Gati Shakti
4) We can divide the Power and transmission sector into 5 sub sectors
๐ Transformers
๐ Transformers components
๐ Towers
๐ Cable , wires & Switchgears
๐ Power Transmission and distribution EPC
Main koshish karunga ine sab sectors mein se kuchh companiyon ko analyse karne ki
One by one
Isase pahle main 2 companiyon ke bare mein detail analys kar chuka hun
1) Delton Cable
2) KCEIL
More detail
๐๐๐
POWER TRANSMISSION AND DISTRIBUTION
STOCK NUMBER 3
Skipper Ltd
๐๐๐
#Skipper Ltd is engaged in manufacturing and selling Transmission & Distribution Structures and Pipes & Fittings. It also undertakes EPC projects in the infrastructure segment.
#Skipper
#POWERSECTOR
A COMPLETE THREAD ๐งต ABOUT THE COMPANY
๐๐๐
x.com
STOCK NUMBER 3
Skipper Ltd
๐๐๐
#Skipper Ltd is engaged in manufacturing and selling Transmission & Distribution Structures and Pipes & Fittings. It also undertakes EPC projects in the infrastructure segment.
#Skipper
#POWERSECTOR
A COMPLETE THREAD ๐งต ABOUT THE COMPANY
๐๐๐
x.com
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