C&I Green Open Access-play: The next big investment destination for infra funds?

  • C&I market significantly untapped – accounts for just 6% of the total renewable power purchases
  • Captive open access the most preferred route – i.e. procuring power for captive consumption from private renewable players using govt. transmission facilities.
  • C&I consumer perspective – low investment, significant cost savings,

    Smart meters: The basic infrastructure for a green future

    • Smart meters are essentially a data play – offering unprecedented data that can be used to bring online more green energy, curb electricity loses and reduce costs for consumers
    • The sector has immense depth – USD 30 bn over just the next 2-3 years….

      SEBI is slowly re-defining InvITs: What’s at risk for the product and its institutional audience?

      • Strong minority unitholder protections introduced – for both public and private InvITs
      • Private InvITs originally designed to attract large institutional capital – light touch re- gulations allowed flexibility to parties to manage their arrangements…

        Revamped Overseas Investment Regime (Part II) – Overseas Debt Investments Rationalized

        • Control threshold introduced for offshore debt – a shift of focus towards strategic growth
        • Offshore private credit and special situation funding now permitted
        • Debenture trustee’s introduced to encourage offshore funding to an Indian entity…

          Private Credit: Supreme Court holds that ownership of pledged shares remains with pledgor despite transfer to pledgee 

          • SC overrules a series of prior rulings which held that pledgee becomes the owner of pledged shares upon invocation.
          • SC holds that even though pledgee is recorded as beneficial owner upon invocation, pledgee only receives ‘special rights’ and not ‘ownership’ over pledged shares.
          • The term ‘actual sale’ means sale to a third party…

            Threat of valuation litigation in Public M&A – Carlyle-PNB Effect! 

            • SEBI floor price prescription in case of fund raises should not automatically dislodge directors’ duty to exercise independent judgment and maximise shareholder value
            • Target boards to proactively consider appointing an independent banker and running a robust auction process for capital raises…

              SEBI Introduces Special Situation Funds: Opens doors for acquisition of stressed loans without ARC intermediation

              • Special Situation Funds (SSF) have been launched Category – 1 AIF for sophisticated investors
              • Offshore investors no longer have to rely on an Asset Reconstruction Company /
                Asset Reconstruction Trust framework to invest in stressed assets…

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