Electric India_ 2025 Outlook — Thermal in 2023, the Grid in 2024, what’s the story for this year_
IntelliPro&英特利普集团·2025-01-05 16:23
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 2 January 2025 India Industrials and Infrastructure Electric India: 2025 Outlook — Thermal in 2023, the Grid in 2024, what's the story for this year? Nikhil Nigania +91 226 842 1414 nikhil.nigania@bernsteinsg.com Uma Menon +91 226 842 1490 uma.menon@bernsteinsg.com We believe the best is behind for wind equipment, thermal equipment story, transmission capex estimate revisions & renewable valuation multiples. We see Green H2 struggle to takeoff and pumped storage plans slow down. ...