
Bhaskar Chakraborty
India Research, Utilities & Alternative Energy
I have covered India Energy since 2008, India Specialty Chemicals since 2021
What I am Known For
- Most detailed work on the Street on RIL’s Solar and Green Hydrogen foray;
- Only analyst with detailed analysis of Jio’s IPO vs Spinoff;
- PI Ind non-consensus Buy call
How I am Different
- Impact of US AD/CVD on SEA PV imports on RIL’s new energy business
- Jio Spin Off vs IPO
- Non-consensus Buy on PI Ind
- Non-Consensus Sell on NFIL
- India’s looming petrochemical overcapacity- Who are vulnerable
Key Research Highlights
- Reliance Industries: New Petition by US PV Players Positive for Indian PV Manufacturers 25 Apr 2024
- Reliance Industries: Jio’s Potential Public Listing — Spinoff or IPO? 10 Jul 2024
- PI Indusries: Key product risk manageable 14 Dec 2023
- Navin Fluorine: 1QFY25 Review: Deeper Downturn; Downgrade to Underperform 30 Jul 2024
- Petrochemicals | India’s Looming PP Overcapacity; PLNG Vulnerable 19 Apr 2024