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NIKHIL NIGANIA
Mukesh Ambani, Gautam Adani clash in battle of Kutch. Who will win multi-billion dollar green goldmine?Billionaires Mukesh Ambani and Gautam Adani are in a high-stakes battle to lead India's new energy sector. Both Reliance Industries and Ada...- Discom health improving gradually; NTPC, Power Grid, PFC top picks: Nikhil NiganiaPower demand growth is expected to be lower in the near term due to milder weather and a high base from last year. However, medium to long-...
- Renewables remain riskier power plays; transmission equipment better bet as an investment theme: Nikhil NiganiaNikhil Nigania, Director at Bernstein, highlights the critical decline in power demand affecting market dynamics and the reluctance of DISC...
- Adani Group: Bernstein analysts on what changed in last 2 yearsA Bernstein report highlights that the Adani Group's balance sheet has improved over the past two years since the Hindenburg report in Janu...
- Positive on NTPC parent, not so sure about listing renewable business separately: Nikhil NiganiaBernstein remains optimistic about NTPC as the parent entity, despite not recommending a separate listing for NTPC Renewables. They believe...
- What should investors do with IEX stock? Nikhil Nigania answersIEX Share: We think it is a good long-term story and especially with new use cases as Sabyasachi also highlighted in terms of hydrogen, in ...
- Why indexation benefit removal will aid PFC & REC stocks? Nikhil Nigania explainsNikhil Nigania of Bernstein explained how PFC and REC benefit from special 54EC bonds issued to save capital gains tax on real estate sales...
- Data centres, EVs and green hydrogen to create upside for long-term power demand growth: Nikhil NiganiaFor solar, you have the likes of Waaree, etc. And for wind, you have the equipment suppliers again in the sense of Suzlon and Inox. So, the...
- Which stocks to pick as India enters power shortage cycle? Nikhil Nigania answersNikhil Nigania, Director at Bernstein, discusses the winners in the power sector and highlights that entities with merchant power plants st...
- Nikhil Nigania of AB Bernstein is gung-ho on the power sector. Here’s why“In the loan book of REC, PFC, renewables are largely driving the growth. Renewables by nature are much less riskier to invest in or to len...
- Adani plots expansion of overseas port empire after US fundingdani Ports and Special Economic Zone Ltd., seen as the conglomerate’s crown jewel, is eyeing further “opportunities in our neighboring coun...
- Multi-year capex cycle is beginning in power sector: Nikhil Nigania“On an EV/EBITDA basis, a lot of the renewable standalone assets are sold at 8-9x EV/EBITDA in India. But if you look at a platform, which ...
- Distressed funds including Oaktree scoop up Adani bondsAcross the board, there are signs of pressure easing following Hindenburg’s allegations that the group had inflated revenue and stock price...
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