Power Infra Sector

Bajel Projects Ltd A bajaj Group company

EPC segment company comprises of Power Transmission & Power Distribution. BPL provides end to end solutions ranging from in-house design, testing, procurement, manufacturing, installation & commissioning of the projects In Electrical Infra.
foreign Governments PE fund By 5% Stake in Dec-23 Quater, Finance Companies of Power sector already moved upwards now it’s time for Infra related companies in power sector BAJEL is one of them,

Business Segments-
Power Transmission
Power Distribution
Monopoles Manufacturing and Installation

Manufacturing’s Facilities at Rajangaon pune Maharashtra, equipped to manufacture
Transmission line tower, poles and Fabricated Structures. with world class safety Standards
ISO 14001,ISO 9001, ISO 45001, OHSAS 18001 & ISO 3834-2

Company is a go-to partner for high voltage and extra high-voltage transmission line projects, substations, UG cabling, poles, monopoles, high mast and electrification projects along with feeder separation and lift irrigation projects on a full turnkey basis

The Shekhar Bajaj-led company’s had approved the scheme of arrangement between Bajaj Electricals (the demerged company) and Bajel Projects (the resulting company).

executed more than 7,000 kms of extra high voltage transmission lines and more than 40 extra high voltage AIS/GIS substation projects providing electricity to millions across the country. This business has more than 25 projects under execution within various states, central and private utilities also offers turnkey EPC solutions involving high voltage AIS and GIS up to 400 kV grade all over the nation.
Within the quickest possible time of 9 months, BPL completed a 220 kV AIS Pooling station for the solar grid.

successfully completed the most significant project for the Government of India under Pradhan Mantri Sahaj Bijli Har Ghar Yojana (“Saubhagya”) in Madhyanchal (MVVNL) and Purvanchal (PUVVNL) of Uttar Pradesh.
50k Plus village Electrified In the states of Bihar, West Bengal, Madhya Pradesh, Chhattisgarh, Maharashtra and Karnataka.

  • Air Insulated Substations (AIS)
  • Hybrid Gas Insulated Switchgear (H-GIS)
  • Gas Insulated Switchgear (GIS)

Bajaj Electricals announced that Bajel Projects has received an order worth Rs 347.29 crore from Power Grid for a project in Rajasthan. The project is for the installation of 765kv new transmission line of 109km at Bhadla and has to be completed in 15 months from the date of issue.
On 16 Dec 23

Note- Not A buy recommendations Just educational purpose

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I read some interesting articles about the EPC in T&D power sector, the sector looks promising with lot of tail winds, as of 2023 mid year the order book was around 1000 cr for Bajel projects and recently they got order worth 700+ crs in second half of 2023. Negen capital who usually buy the stocks in special situation bought the shares bulk @116 which is giving more convection for buy. I invested at 114 and would take a call on additional investments after their board meeting on 09Jan2024.

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You need to put detaled stock analysis. Few liners does not suffice. This thread is closed till you comply.

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