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Power
NTPC’s generation is down 1.1% in April and May due to lower PLFs at its
Farakka, Kahalgaon, Korba and Ramagundem power projects. We expect
10.9% growth in pre-exceptional profit in 1QFY12.
We expect Reliance Infrastructure to report a profit of Rs2.7bn in 1QFY12, up
8.6% YoY.
Tata Power’s standalone profits are expected to increase by 7% YoY in 1Q. For
the Indonesian coal companies we expect 15mt sales and realization of
US$90/t.
Jindal Power (96.5% subsidiary of JSPL) is expected to report Rs4.5bn net
profit, down 20% YoY. We expect an average tariff of Rs4/kWh during the
quarter.
JSW Energy 1QFY12 net profit is expected to decline 25%YoY to Rs2.2bn –
mainly on account of higher fuel costs and lower short term tariffs.
Adani Power is likely to report a strong 94% YoY growth in net profit in 1Q
mainly due to ramp up of generation capacity.
Lanco Infratech’s consolidated net profit at Rs1.2bn is expected to decline by
37% YoY in 4Q.
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