Is it just a coincidence that Sanctions continue to score at Rs 440 bln and disbursements at less than INR 180 bln for REC LTD for instance? I think the gap is ever widening andf th e orderbook for infracos has lost relevance, again the peculiar India context making it a matter of corporate governance
Transmission assets count to 45% of the Sanctions a very high number and only one or two activated yet, that pace shld pick up soon though as it is unaffected by the current infra slowdowwn in generation thru land acquisition and coal supply delays?
