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Bangladesh All Bangladesh research →

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:SPCL · Power generation (IPP) · Initiation · 29 Oct 2026
Shahjibazar Power: NENP plant to 2029, fair value BDT 18.5-51.2
Fair value BDT 18.5-51.2 (base 38.3) from a plant-by-plant SOTP to each contract end; FY26 EPS of BDT 6.04 rests on NENP dispatch and an associate that pays no dividend.
Fair value ৳19–51 · price ৳55.90 (2026-10-29)