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Utilities
• Power capacity additions picked up in Oct 2010 (2085 MW added) but slowed down during Nov 2010 (39 MW added).
Achievement in capacity addition for the period Apr‐Nov 2010 stands at 7059 MW which is only 33% of targetted
capacity addition of 21441MW set for FY2011
• All India generation grew by 5% yoy during Apr‐Nov 2010 led by 3% growth in thermal, 29% in nuclear and 8% growth
in Hydro. However, All India PLF declined to 72.4% for the same period, lower by 300 bps veRs.es same period last
year. Month‐wise analysis of PLF also shows a dip at All India level with Oct 2010 PLF at 74.8%, verses flat previous year
and Nov 2010 PLF at 72.1% verses 75.5% yoy
• Merchant Power rates (1 day forward) declined sharply to Rs. 2.2 during Q3FY11 verses Rs. 3.4 (Q3FY10), and Rs. 3.1
(Q2FY11)
