Power Distribution in India Outlook Update Q2 2020

In Q2 CY 2020 the overall capacities to be added in the line length at 33 kV of India is expected to be in range ~ 1,500 to 2,000 ckm. With maximum of the capacity additions happening in July 2020 only. Further, implementation of smart metering scheme is expected to slip in Q3 of 2020 due to COVID outbreak

On March 25th, 2020, India began unprecedented 21-day lockdown to fight spread of Coronavirus. In this troubling times of ‘social distancing’ and ‘work of home’, the power distribution sector is also bound to get an adverse impact of this pandemic. The COVID-19 lockdown has led to shut down of all but essential commercial & industrial activities in the country. Around, 1.3 Billion citizens are confided to their respective homes and in most of the cases are only allowed to ‘work from home’. Consequently, the electricity demand from industrial and commercial customers has reduced significantly while the residential demand is expected to have increased. Thus, a key risk from COVID-19 pandemic for already struggling distribution utilities arises from the loss of revenues from commercial and industrial consumers which forma a major pie in the revenue generation of such utilities. Further, fixed cost components in tariffs are fairly-low. Discoms will face huge working capital issues which will be a serious challenge in coming Quarters.

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• Key Features
• Leading Edge
• Numbers to Learn
• The Eighty – 20 of Industry – What Matters?
• Key Signposts
• Deployment Trends
• Technology &
• Price Trends
• Industry Activities & Corporate Strategies

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• 86.29% of the total bonds amounting INR 2,32,163 Crore issued till date, of INR 2,69,056.35 Crore to be issued under UDAY scheme
• The Andhra Pradesh government approved INR 29.84 billion to distribution companies in the state towards the payment of 25% of their losses, allowing them to clear their power dues
• 84% of the feeder segregation target under UDAY achieved till date

• India plans to invest USD 21 Billion on Smart Power Meter Rollout.
• EESL plans to invest INR 25,000 crore on the smart meter program over next five years starting from Q1, 2020.
• Leading private power companies have pledged interest in state-run distribution entities (discoms), which could come their way under a new government policy/UDAY 2.0.

• Government Power Distribution Companies
• Private Power Distribution Companies
• Power Distribution Franchisee
• Transmission Utilities
• Power Generation Companies
• Renewable Power Developers
• Independent Power Producers
• Power Research Institutes
• Research Firms/Associations
• Industry Associations / Technical Consulting Group
• Financial Institutes
• Key Governing Bodies

• Tata Power Delhi Distribution Limited
• BSES Rajdhani
• BSES Yamuna
• Torent Power
• Andhra Pradesh Southern Power Distribution Company
• Andhra Pradesh Eastern Power Distribution Compnay
• Paschim Gujarat Vij Company Limited
• Uttar Gujarat Vij Company Limited
• Madhya Gujarat Vij Company Limited
• Dakshin Gujarat Vij Company Limited
• Madhya Pradesh Madhya Kshetra Vidyut Viatarn Company Limited
• Jaipur Vidyut Vitaran Nigam Limited
• Dakshinanchal Vdyut Vitaran Nigam Limited
• Kanpur Electricity Supply Company Limited
• All Other State & Private Distribution Utilities & Franchises