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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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Orient Green Power Ltd: Excellent Quarterly Result..


The consolidated quarterly numbers for Orient Green Power Company are:

Net Sales were at Rs.77.69 crore in June 2022 up 3.16% from Rs.75.31 crore in June 2021.

Quarterly Net Profit were at Rs.8.85 crore in June 2022 up a massive 841.49% from Rs. 0.94 crore in June 2021.

EBITDA stood at Rs.54.22 crore in June 2022 down marginally to 3.78% from Rs.56.35 crore in June 2021.

Orient Green EPS has increased to Rs. 0.13 in June 2022 from Rs. 0.01 in June 2021.

Accumulate the stock of Orient Green Power Ltd (Rs.9.35), from the reputed Shriram Group of south India. Buy the shares of distress sellers. 

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