As per Crisil, the expected demand from PM Surya Ghar (rooftop solar) is 25-30 GW and PM Kusum (solar pump) is 35 GW.
The margins for residential EPC players should converge to that of utility EPC players
Posts in category Value Pickr
Microcap momentum portfolio (25-10-2024)
sorry deleting post .
Avenue Supermart: a compounding machine? (25-10-2024)
Well it’s not about the PE that investors are fearful, but about the competition from quick commerce companies like Zomato and Swiggy that may hinder DMart’s growth.
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
What is the market size of Rooftop Solar Projects & Solar Pumps? What are the margins in the Residential space?
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Solar string inverters are best suited for solar systems with fewer than 15 panels. They offer high efficiency, easy maintenance, and a relatively lower cost.
On the other hand, central inverters are more suitable for larger commercial or industrial solar systems with 15 or more panels.
Solar Power Systems: String Inverter or Central Inverter? | Novergy Solar.
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
For Solar farms & commercial projects, what is the % of String Based Inverter vs Central ?
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
All sub-components of the value chain like cables, aluminum frames, glass, inverters, etc all will benefit including evacuations and grid connectivity components like transformers, SCADA etc
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
Also which are the proxy industries like Solar Cables etc which can be the beneficiaries to the growth in the Solar Industry?
Urban enviro waste management (25-10-2024)
Full year profit in 6 months
BM_Outcome_25102024_25102024155022 (1).pdf (2.3 MB)
Disc invested
E-pack durables – ODM worth a serious look (25-10-2024)
In one of the concalls/tv interviews of mgmt of one of the above companies I heard the argument against this which is something like – Since the demand and manufacturing is more in 2 quarters and not year around, this will reduce efficiency/utilisation of manufacturing plants of AC OEMs in low demand periods since they cant use it for other products/purposes. But with suppliers (who work on multiple products, not just ACs) they can utilise their capacity for other products manufacturing hence giving better efficiency/utilisation. As a result OEMs will still largely depend on suppliers for AC manufacturing.
I think that makes sense.