Q1 FY27 | Edition #71
Hey there is a typo in the Adani Power part-
"peak demand shot up to a record high of around 250 gigawatts in May 2026", it should be 271 GW.
(https://www.google.com/finance/beta/quote/ADANIPOWER:NSE?sa=X&ved=2ahUKEwjazZ7mq-uVAxUuWXADHQeNDvgQ3ecFKAB6BAgdEAE&tab=earnings)
And thanks a lot for The Chatter series, I love it. It's so useful the way it narrates everything in a story format. And the fact that you guys cover 6-8 companies is just great.
Hey, thanks a lot for kind words :)
We did recheck the concall, it mentions 250 GW only, https://files.tijoristack.ai/concall/transcript/5744-23-Jul-2026.pdf
We believe they were giving directional figures, because actual peak demand in May'26 was indeed 271 GW.
https://substack.com/@earningsunwrapped/note/c-300090619?r=rer2b
Wrote about ujjivan a bit more in detail. Worth tracking their transformative journey towards Universal Bank Licence.
Sure, thanks👍
Hey there is a typo in the Adani Power part-
"peak demand shot up to a record high of around 250 gigawatts in May 2026", it should be 271 GW.
(https://www.google.com/finance/beta/quote/ADANIPOWER:NSE?sa=X&ved=2ahUKEwjazZ7mq-uVAxUuWXADHQeNDvgQ3ecFKAB6BAgdEAE&tab=earnings)
And thanks a lot for The Chatter series, I love it. It's so useful the way it narrates everything in a story format. And the fact that you guys cover 6-8 companies is just great.
Hey, thanks a lot for kind words :)
We did recheck the concall, it mentions 250 GW only, https://files.tijoristack.ai/concall/transcript/5744-23-Jul-2026.pdf
We believe they were giving directional figures, because actual peak demand in May'26 was indeed 271 GW.
https://substack.com/@earningsunwrapped/note/c-300090619?r=rer2b
Wrote about ujjivan a bit more in detail. Worth tracking their transformative journey towards Universal Bank Licence.
Sure, thanks👍