Core of the earning of company comes from its thermal power plant in Zambia. It operates the only thermal plant in Zambia which account for around 9 percent of Zambia energy. The future earnings will come from a new power plant which will be operational by 2026 August. So this power plant have a moat in Zambia because of a ppa agreement with Zambian government.
Other sector like alloy and power in India are pretty basic nothing ground breaking.
But the agro business in Zambia and lithium exploration which the company is doing may give big big positive news for company if they succeed.
As far as investor is concerned all other things is a big may be but the thermal plant in Zambia has moat and just with that the company, according to me the company should be valued around 18k cr rupees. But is selling around 14k now so it is undervalued. According to me.
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