Phenomenal summary of India's economic pulse right now. The discom profitabilty turnaround is genuinely wild given how long that sector bled losses. Worked on power infra models before and tariff reform was always theoretically sound but politicaly radioactive. The real test will be execution bandwidth tho, not capital availability.
Phenomenal summary of India's economic pulse right now. The discom profitabilty turnaround is genuinely wild given how long that sector bled losses. Worked on power infra models before and tariff reform was always theoretically sound but politicaly radioactive. The real test will be execution bandwidth tho, not capital availability.