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SOIC Membership: https://learn.soic.in/learn/SOIC-Course About the YT 6 years anniversary offer Coupon code for 1 year Membership = THANKYOU6 Coupon code for 3 years Membership = THANKYOU06 Thermal Industry Presentation - https://drive.google.com/file/d/1_1rp... Mutual Fund MasterClass 2026 - https://learn.soic.in/learn/Mutual-Fu... 🤖 Become An AI-Powered Investor Workshop: https://learn.soic.in/learn/fast-chec... How to Invest in International Stocks- https://learn.soic.in/learn/How-to-In... SOIC Micro Courses: https://learn.soic.in/learn/categorie... Make Your Own Custom Scan: https://www.stockscans.in/custom-index Use Coupon Code: SOICTRIBE10 to get a special discount TVGP Framework & Checklist Course (ongoing live classes): https://learn.soic.in/learn Masterclass on Investing Using AI: https://learn.soic.in/learn 🏔️SOIC Global Gift City AIF Fund- https://soicglobal.in 🏔️ Persistence Capital (AIF Fund): https://www.persistencecap.in/india/home 🔎 StockScans Platform: https://www.stockscans.in/home Use Coupon Code: SOICTRIBE10 to get a special discount 📡 SOIC Research Services (India + Global): https://www.soicresearch.in/home 7 classes For Financial Freedom (Free): https://learn.soic.in/learn/7-Classes... 📰 Link to the SOIC Newsletter: https://soic.in/blogs Insights with SOIC Substack: https://substack.com/@soic ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ 00:00 Introduction & Industry Context 01:17 Why Thermal Power Matters 04:19 Thermal Power History & Downcycl 07:32 New Growth Cycle 09:22 NCLT Opportunity & Consolidati 11:39 Thermal Power Capex Plans 13:02 Thermal Power Value Chain 19:05 Coal India Analysis 20:59 NLC India Analysis 26:45 CMPDI Analysis 29:22 Adani Power Analysis 34:06 Sarda Energy Analysis 35:54 JSW Energy Analysis 37:28 NTPC Analysis 37:57 Vedanta Power Analysis 41:14 BTG & EPC Players Overview 42:07 BHEL Analysis 43:42 Larsen & Toubro Analysis 44:58 Thermax Analysis 46:48 Triveni Turbine Analysis 49:58 Siemens Energy Analysis 50:56 Power Mech Projects Analysis 54:13 Larsen & Toubro EPC Business 59:00 Piping Manufacturers Analysis 01:03:45 Bonus Companies 01:06:07 Valuation Framework 01:07:47 Conclusion & Key Takeaways ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ Connect with us on: 🔗 Website: https://soic.in/ 📱 Android Mobile Application: https://play.google.com/store/apps/de... 📱iOS Mobile Application: https://apps.apple.com/us/app/soic/id... 🐦 Twitter:   / soicfinance   📸 Instagram:   / intrinsiccompounding   📧 Email: [email protected] 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582. #soic