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Power Sector Is Booming, So Why Are REC & PFC Stocks Falling? | CA Rachana Ranade cover art

Power Sector Is Booming, So Why Are REC & PFC Stocks Falling? | CA Rachana Ranade

Power Sector Is Booming, So Why Are REC & PFC Stocks Falling? | CA Rachana Ranade

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 🎉 Dussehra Special Offer Starts Today! 🎉 Enjoy a FLAT 10% OFF on ALL COURSES and take a step closer to your financial learning journey. 🏷️ Use Coupon Code: DUSSEHRA 🔗 https://tr.ee/IhwmBO ⏳Offer valid till 21st October 2026 For any queries drop a WhatsApp message on +91 97635 04342 --------------------------------------------------------------------------------- ✔️ Fundamental Analysis: https://tr.ee/tFxieT --------------------------------------------------------------------------------- The power sector is booming, yet REC and PFC stocks have fallen sharply from their all-time highs. So, what’s driving this disconnect? In this video, we explain the key factors behind REC and PFC’s performance, including rising competition from banks and NBFCs, slower loan-book growth, rising prepayments, and the impact of improving asset quality on earnings. We also explore the proposed REC-PFC merger, what it could change, and what it cannot automatically solve. Finally, we discuss 5 key metrics to track going ahead, from loan growth and prepayments to net interest margins and asset quality. Watch the full video to understand why a booming power sector does not automatically translate into faster growth for power-sector financiers. What is covered? 00:00 - Introduction 01:33 - The Trade-off: Growth vs Margin 03:38 - The Headwind: Prepayments 06:54 - The Tailwind: Asset quality 09:38 - The REC-PFC Merger 10:57 - 5 Key metrics to track going forward Learn more about your ad choices. Visit megaphone.fm/adchoices
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