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NIKHIL NIGANIA
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...
03 Dec, 2024, 12.54 PM IST
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...
20 Nov, 2024, 09.00 AM IST
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 ...
26 Sep, 2024, 05.27 PM IST
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...
26 Jul, 2024, 04.26 PM IST
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...
25 Apr, 2024, 02.00 PM IST
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...
12 Jan, 2024, 02.36 PM IST
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...
07 Dec, 2023, 02.18 PM IST
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...
13 Nov, 2023, 07.05 AM IST
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 ...
12 Sep, 2023, 02.33 PM IST
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...
08 Feb, 2023, 09.22 AM IST