In a recent interview, Mr. Devansh jain mentioned that they plan to make Inox Green into a 10 GW player in the next 3-4 years (3 GW Currently). This could translate into a 1000 Crore revenue and a 500 crore EBIT (PAT maybe around 400 crores). Current Market Cap of 4,000 Crores so seems like an interesting opportunity.
He also mentions that no capex needs to be done for this and since its an O&M Business, there should be a lot of free cash flow. Company should already be net debt free after sale of assets. Therefore the company should get a good multiple

Any comments on how realistic the 10 GW target is, and how reasonable my assumptions are?

One important thing I came across in annual report published today:
In 2023, we achieved a significant milestone in our Carbon segment by completing industrial-scale aluminium smelter trials of our proprietary Anhydrous Carbon Pellets (ACP). These trials involved a shipment comprising 70% CPC and
30% ACP, with the resulting anodes successfully utilised in electrolysis.
We are awaiting final feedback from the trial, quality testing results. Additionally,
we devoted significant effort towards investigating ACP production flowsheet changes to increase production rates. While the upgrade project is currently on
hold due to market challenges, we remain optimistic that the identified optimisations will enable a threefold increase in ACP production rates in the future

I am in no way related to any moderators.
Just wanted to share some context.

Valuepicker forum is based on Discourse.
Discouse has a lot of auto moderation features based on user’s flag.
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For reference you can go through the thread →

1. What happens when you flag a post – users – Discourse Meta
2. Discourse Moderation Guide – moderators – Discourse Meta

There is one guidelines page for valuepicker. FAQ – ValuePickr Forum.
I think we can raise these flagging question on meta(Meta – ValuePickr Forum) to stop our posts from getting flagged and can keep this stock page on topic.

Will delete this post in some time as again this is off topic.

@joinjp2003 Sir have you done any new buy recently ?