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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Adani Enterprises (ADE IN) India

Materials

Hemindra Hazari

How liquid is the group? That is the critical question raised by the firm’s decision to rescind its Rs 200bn FPO - Hemindra Hazari’s analysis suggests that raising additional short-term borrowing will be extremely difficult. He thinks it unlikely that the government banks will take a decision on their own to extend further short term funds and any decision on this issue will be a political call taken by the government. The situation will require deft financial management, injections in long term debt from founder entities, cuts in capital expenditure, and divestments to raise resources for the company in the immediate future.

Edition: 154

- 17 February, 2023