The next big power capex boom!
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﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
00:00 Introduction & Industry Context
01:17 Why Thermal Power Matters
04:19 Thermal Power History & Downcycl
07:32 New Growth Cycle
09:22 NCLT Opportunity & Consolidati
11:39 Thermal Power Capex Plans
13:02 Thermal Power Value Chain
19:05 Coal India Analysis
20:59 NLC India Analysis
26:45 CMPDI Analysis
29:22 Adani Power Analysis
34:06 Sarda Energy Analysis
35:54 JSW Energy Analysis
37:28 NTPC Analysis
37:57 Vedanta Power Analysis
41:14 BTG & EPC Players Overview
42:07 BHEL Analysis
43:42 Larsen & Toubro Analysis
44:58 Thermax Analysis
46:48 Triveni Turbine Analysis
49:58 Siemens Energy Analysis
50:56 Power Mech Projects Analysis
54:13 Larsen & Toubro EPC Business
59:00 Piping Manufacturers Analysis
01:03:45 Bonus Companies
01:06:07 Valuation Framework
01:07:47 Conclusion & Key Takeaways
﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎
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