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Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.

3 articles.

Company · DSE:SUMITPOWER · Power generation (IPP) · Initiation · 31 Oct 2026

PPAs ending in 2031-2033 and 20-64% ownership put fair value at BDT 7.6-18.5, base 13.6

A plant-by-plant SOTP to each PPA end, at Summit's own share, gives BDT 7.6-18.5 (base 13.6). Kodda's 2033 expiry, BPDB arrears of BDT 18.6bn and a disputed BDT 7bn BREB claim set the range.

Fair value ৳8–19 · price ৳15.70 (2026-10-29)

Company · DSE:UPGDCL · Power generation (IPP) · Initiation · 31 Oct 2026

Capacity contracts run off by 2034: fair value range BDT 79.7-117.8, base 94.3

A contract-by-contract DCF with no value after 2039 gives BDT 79.7-117.8 (base 94.3); BPDB arrears of BDT 20.7bn, a net BDT 7.6bn owed by the sponsor and the end of one-off tariff bills set the range.

Fair value ৳80–118 · price ৳112.20 (2026-10-29)

Company · DSE:BPPL · Fuel & power · Analysis · 29 Oct 2026

Baraka Patenga Power: three HFO plants running at about a fifth of capacity, EPS BDT 3.48 in FY2026 as exchange losses faded

Capacity payments from BPDB carry the group while dispatch fell from 1.54m MWh (FY2022) to 0.45m MWh (FY2025); borrowings of BDT 17.7bn and receivables of 268 days on the nine-month run rate are the balance-sheet questions.