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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.
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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:GBBPOWER · Power: independent power producer (gas, idle) · Analysis · 29 Oct 2026
GBB Power: no turnover since the Bogura PPA ended on 17 June 2023, FY2025 profit of BDT 11.1m from BDT 81.8m of other income, and two solar contracts signed in 2026
The 20 MW gas plant at Bogura has produced nothing since June 2023; FY2025 other income was BDT 81.8m and plant and office costs BDT 50.9m. The auditor draws attention to a material uncertainty on going concern, the board has had no independent director since 23-Dec-2024, and FY2026 EPS was BDT 0.07 on the DSE post of 29-Oct-2026.