Next Speaker of the Day in @ias_summit: Vikas Gupta from Omniscience Capital Company Name : REC Sector: Power Market Cap: ~80k Cr #IAS2025
The India AI Power Race: First it was about AI race, then Data Centre & then GPU chips & then it was about power India total capex: 2025-2035 of Rs 65-70 Trillion. Ecosystem:
ROE: ~20%+ with duopoly market Intrinsic value of the company which is REC Disc: Do your own due diligence, no reco.
