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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence POLITICAL ECONOMY | PART 1: THE TELECOM TEST The Sangh’s Costliest Blunder: Keeping Narendra Modi in the Chair After Demonetisation and a Trail of U-Turns Two private giants, one state-propped survivor, roughly ₹3.22 lakh crore in announced BSNL revival and support packages (spectrum allocation included), and ₹1.41 lakh crore of AGR dues still on the books: telecom shows what happens when one man’s brand becomes the party’s only policy. This is an argument against Narendra Modi, not against the BJP. SYNOPSIS India’s telecom market has narrowed from a messy but real plurality into two dominant private networks, one weak private survivor kept alive by government equity, and a public operator that has needed about ₹3.22 lakh crore in announced support packages and spectrum allocations, not all of it cash. The 2010 spectrum auctions that started the debt spiral were a UPA-era event, and we say so plainly. But a ...
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Veer Energy and Infrastructure Ltd: The wind beneath its wings
The subsidiary of Veer Energy & Infrastructure Ltd (Rs.3.17), Shruti Power Projects was sanctioned a loan of Rs.52.56 crore by the Indian Renewable Energy Development Agency last year (in parts), for setting up a 12 MW wind farm with project size of Rs.75.60 crore at Vinjalpur Village, District Khambhalia in the State of Gujarat. 

According to the sources, the company is expected to complete the project by August-September, 2015. This is expected to generate an additional revenue of Rs.12 Cr per annum by way of power generation.

Also, from the June, 2015 quarter, there could be a slight increase in both the top and bottomlines of the company, as few ongoing projects could get completed in this quarter. 

 Veer Energy & Infrastructure will also take the benefits, of generation based incentive (GBI) as per the policy declared by the central government in the last budget. 

 Currently, the company is active in providing infrastructure services for Wind Energy & Other infrastructures as well, and also company has set up Engineering unit at Ahmedabad and started production in the current year. In FY16, it is expecting better results.

 Meanwhile, according to a report published in The Economic Times on 14 April, 2015: 
Big wind energy companies in India such as Gamesa, Mytrah and Suzlon are all diversifying into solar space this year with plans to invest several hundred million dollars in the next five years in installing thousands of solar megawatts, given the government's (of India's) impetus to the sector. 
The Union Government is looking at increasing new and renewable energy installation in the country to 175 GW, with the wind energy capacity going up to 65 GW.

 Moreover, the company is likely to complete a large number of on-going projects by FY16, which means within the next 9-12 months period, the scrip of Veer Energy and Infrastructure Ltd (Rs..17) could give superb returns. 

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