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RUPESH SANKHE
Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...
Adani Energy Solutions surges 63% in 3 months fueled by seasonality, outlook. But why brokerages are cautious?With the onset of summer, shares of Adani Energy Solutions have attracted strong investor interest, rallying over 63% in just three months....
How will Maharashtra power tariff plan impact Tata Power, Adani Power & others? Rupesh D Sankhe answersMaharashtra plans to cut power tariffs by 26% in five years. This move aims to improve transmission and distribution efficiency. Focus is o...
Will market coupling deal a heavy blow to IEX's market share? Rupesh D Sankhe answersIt is certainly negative for IEX in terms of market share loss. And the last two years, if you look at the one-and-a-half-year stock perfor...
Rupesh D Sankhe on NTPC Renewables IPO growth prospectsAssuming that they add 20 gigawatt of capacity and market is discounting next two to three years kind of a capacity addition, I think 40,00...
Power surge? Rupesh Sankhe’s top 4 power utility picksRupesh D Sankhe from Elara Capital favored CESC and NTPC as top picks in the power utility sector. CESC, with significant renewable energy ...
How rising summer demand & Sec 11 extension may benefit 3 power companies: Rupesh D SankhRupesh D Sankhe discusses the strong fundamentals in the power sector, with some companies facing stretched valuations. Opportunities exist...
Pandemic causes India’s first drop in annual power demand in 15 yearsDemand from state distribution utilities dropped 1.1%, marking the first such decline in records going back to 2006, data from the Central ...
Utilities stay true to their name, repeat 2008 outperformance in another crisisInvestors should look at companies with an assured return on equity — about 15 per cent.
Power Grid sees $25 billion up for grabs on Modi's power planStates are increasing investments in their electricity grids and upgrading old transmission systems as they seek to supply round-the-clock ...
Restructuring plan won’t necessarily improve financial position of SEBs: Rupesh Sankhe, Karvy"If you look at the valuation of NTPC, it is trading at 1.4 times price to book value based on FY14 estimates and at the current valuations...
- Capital goods stocks underperform in current year
Capital goods stocks, represented by the BSE Capital Goods Index, have lost 11.07% in CY2013.
Budget brings mixed bag of proposals for cement cosWhile replacement of excise duty rates will have a negative impact, initiatives to stimulate rural growth and import duty cut on pet coke &...
- Positive on CESC: Rupesh Sankhe, Angel Broking
Positive on CESC with a target price of close to 468.
- Positive on NTPC: Rupesh Sankhe, Angel Broking
NTPC is currently available at close to 1.9 times price to book value.
Bullish on NTPC, CESC at current valuations: Angel BrokingWe are betting on regulated entities at the current valuations.
- Cement cos may see a 20% rise in Mar-quarter net
Robust sales and a sharp spike in prices could see domestic cement companies posting at least 20% higher profits for the quarter ended Marc...
- Cement cos may hike prices by Rs 7 today
Cement prices are likely to increase by up to Rs 7 on Thursday, the third successive rise this year by companies looking to undo the jump i...
- Cement sales may rise 12%
Cement companies are likely to announce the sales data on March 31.
- Cement prices up by Rs 10-12 per bag post-Budget
Cement prices rose across India by Rs 10-12 per bag depending on the region, post the Union Budget, due to higher excise duty, increase in ...