CESC Limited (CESC) - Financial and Strategic SWOT Analysis Review

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CESC Limited (CESC) - Financial and Strategic SWOT Analysis Review
CESC Limited (CESC) - Financial and Strategic SWOT Analysis Review

Reference Code: GDPE22566FSA Publication Date: JUL 2012



CESC House, Chowringhee Square Phone +91 33 22256040 Revenue 60,240 (million INR)

Kolkata, West Bengal Fax +91 33 22255155 Net Profit 2,460 (million INR)

700001 Website www.cesc.co.in Employees 10,391

CESC [National Stock

India Exchange Industry Power Energy

Exchange of India]



Company Overview

CESC Limited (CESC) the flagship company of RPG Enterprises is a power utility. The company undertakes generation,

transmission and distribution of electricity. It owns and operates four thermal power plants, namely, Budge Budge Generating

Station, Southern Generating Station, Titagarh Generating Station and New Cossipore Generating Station with a total generation

capacity of 1225 MW of power. 80% of the company's customers electricity requirement is met from its own generating plants,

balance electricity is purchased from third parties.

Key Executives SWOT Analysis

Name Title CESC Limited, SWOT Analysis

Sumantra Banerjee Director Strengths Weaknesses

Rama Prasad Goenka Chairman

Business Model: Vertically Transmission and Distribution

Sanjiv Goenka Vice Chairman Integrated Structure Losses

Pradip Kumar Khaitan Director

Vast Experience Lack of Fuel Diversity

Brij Mohan Khaitan Director

Source: Annual Report, Company Website, Primary and Secondary

Research, GlobalData Opportunities Threats



Share Data Renewable Energy Generation Volatility in Commodity Pricing

CESC Limited

Increasing Demand for Legal and Political Framework

Share Price (INR) as on 02-Jul- 298.50 Electricity

2012

EPS (INR) 19.69

Source: Annual Report, Company Website, Primary and Secondary Research,

Market Cap (million INR) 35,957 GlobalData



Enterprise Value (million INR) 67,099

Shares Outstanding (million) 125

Source: Annual Report, Company Website, Primary and Secondary

Research, GlobalData



Financial Performance Recent Developments

Jun 05, 2012 CIL To Supply Coal To Adani Power's Mundra

Power Plant In Gujarat, India

May 08, 2012 CESC To Invest INR105 Billion For Developing

1.98 GW Thermal Power Project In West

Bengal, India

Mar 26, 2012 USTDA Awards Two Clean Energy Grants On

Trade Mission To India

Feb 13, 2012 CESC Reports Revenue Of INR10.2 Billion In

Q3 Fiscal 2012

Source: Annual Report, Company Website, Primary and Secondary Source: Annual Report, Company Website, Primary and Secondary Research,

Research, GlobalData GlobalData









CESC Limited (CESC) - Financial and Strategic SWOT Analysis Reference Code: GDPE22566FSA

Review

Source : www.globalcompanyintelligence.com Page 1

© GlobalData. This report is a licensed product and is not to be copied, reproduced, shared or resold in any form

Table of Contents

Table of Contents ............................................................................................................................................................................... 2

List of Tables .................................................................................................................................................................................. 3

List of Figures ................................................................................................................................................................................. 4

Section 1 - About the Company.......................................................................................................................................................... 5

CESC Limited - Key Facts .................................................................................................................................................................. 5

CESC Limited - Key Employees ......................................................................................................................................................... 6

CESC Limited - Major Products and Services .................................................................................................................................... 7

CESC Limited, Share of Installed Capacity by Region (Power Generation), .................................................................................. 8

CESC Limited - History....................................................................................................................................................................... 9

CESC Limited - Company Statement ............................................................................................................................................... 10

CESC Limited - Locations And Subsidiaries..................................................................................................................................... 11

Head Office ................................................................................................................................................................................... 11

Other Locations & Subsidiaries ..................................................................................................................................................... 11

CESC Limited - Key Manufacturing Facilities ................................................................................................................................... 13

Section 2 – Company Analysis ......................................................................................................................................................... 14

CESC Limited - Business Description .............................................................................................................................................. 14

CESC Limited - SWOT Analysis....................................................................................................................................................... 15

SWOT Analysis - Overview........................................................................................................................................................... 15

CESC Limited - Strengths ............................................................................................................................................................. 15

Strength - Business Model: Vertically Integrated Structure ....................................................................................................... 15

Strength - Vast Experience ....................................................................................................................................................... 15

Strength - Operational Performance.......................................................................................................................................... 15

CESC Limited - Weaknesses........................................................................................................................................................ 15

Weakness - Transmission and Distribution Losses ................................................................................................................... 15

Weakness - Lack of Fuel Diversity ............................................................................................................................................ 16

CESC Limited - Opportunities ....................................................................................................................................................... 16

Opportunity - Renewable Energy Generation............................................................................................................................ 16

Opportunity - Increasing Demand for Electricity ........................................................................................................................ 16

Opportunity - Asset Expansion Plans ........................................................................................................................................ 16

CESC Limited - Threats ................................................................................................................................................................ 17

Threat - Volatility in Commodity Pricing..................................................................................................................................... 17

Threat - Legal and Political Framework ..................................................................................................................................... 17

Threat - Extreme Weather ......................................................................................................................................................... 17

CESC Limited - Key Competitors ..................................................................................................................................................... 18

Section 3 – Company Financial Ratios ............................................................................................................................................. 19

Financial Ratios - Capital Market Ratios........................................................................................................................................... 19

Financial Ratios - Annual Ratios ...................................................................................................................................................... 19

Performance Chart ........................................................................................................................................................................... 21

Financial Performance...................................................................................................................................................................... 21

Financial Ratios - Ratio Charts ......................................................................................................................................................... 22

Section 4 – Company’s Power Financial Deals and Alliances .......................................................................................................... 23

CESC Limited, Power, Deals By Year, 2006 to YTD 2012 ........................................................................................................... 23

CESC Limited, Power, Deals By Type, 2006 to YTD 2012 ........................................................................................................... 24

CESC Limited, Recent Deals Summary ........................................................................................................................................... 25

Section 5 – Company’s Recent Developments ................................................................................................................................ 26





CESC Limited (CESC) - Financial and Strategic SWOT Analysis Reference Code: GDPE22566FSA

Review

Source : www.globalcompanyintelligence.com

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