Technology
Business
Finance
Market Analysis
Lockdowns
Corporate Governance
Delhi
Market Share
Smart Metering
Genus
HPL
LampT
Schneider Electric
Secure
Landis amp Gyr
Demerger
Dependency on Semi Conductors
Private Discoms
Smart Meter Installation
Smart Metering Players in India along with their Market Share ⤵️
Genus is the largest at 27% (has ability to double capacity within 6 months)
HPL (Delhi)
L&T (Schneider Electric - unlisted)
Secure
Landis & Gyr
There is a special situation and demerger opp. in Genus as well.
Genus is the largest at 27% (has ability to double capacity within 6 months)
HPL (Delhi)
L&T (Schneider Electric - unlisted)
Secure
Landis & Gyr
There is a special situation and demerger opp. in Genus as well.
If you're interested in this space understand few key risks
1. Dependency on semi conductors (key area to monitor)
2. Some of the above companies have had corp governance issues in the past
3. Smart metering share is rising albeit slowly (may change post private discoms)
1. Dependency on semi conductors (key area to monitor)
2. Some of the above companies have had corp governance issues in the past
3. Smart metering share is rising albeit slowly (may change post private discoms)
Pace of smart meter installation has picked up significantly since Mar'21
2020 full year till Jun'21 was depressed for these companies as lockdowns didn't allow for meter installations everywhere in the country
2020 full year till Jun'21 was depressed for these companies as lockdowns didn't allow for meter installations everywhere in the country
All smart meter projects completed till Aug'21
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