Posts in category Value Pickr
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
- How do you value a business like a Solar Manufacturer – what is the heuristic that one should use?
- What can go wrong with the solar thesis?
- What goes into making a Deep Dive note?
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
There are standard degradation curve related to technology used in all PV. There are performance warranties given to Consumers based on the above.
Insurance is available and replacements are given which are invariably cheaper due to the falling cost curve making replacement not that onerous on the OEM
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
How does the efficiency of Solar cell/modules change over a period of time (5 years-10-years etc after installation) and also do the players like Waaree/Premier Energies have any backended liabilites attached to the operational efficiency of the components supplied by them?
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
This is only possible with smart metering in place where meters can track consumption on time scale. Current Infrastructure in India doesn’t permit this. However with advanced smart metering technologies becoming viable, time of day pricing will be possible
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
Can there be dynamic electricity pricing in India in future?
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
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Solar is a business of scale and backward integration. These two will be needed in the long run for companies to prevail.
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Given the current, demand supply scenario is favourable even small module players are able to deliver high margins. However, going forward as Significant capacities come up in module and cell, we believe only large integrated players will be able to make margins on a sustainable basis and deliver viable outcomes
Capacit’e Infraprojects (25-10-2024)
company has a standalone order book of roughly Rs 8,800 crore in September with 70% of the projects from the government and the remaining 30% from the private sector
#S3E9 | Promoter Talk: Capacite Infraprojects Ltd | Subir Malhotra
Managmnet interview
Solar Industry AMA Deep Dive: Ask me Anything (25-10-2024)
Question
Smaller players like Alpex and Insolation who are not based near ports are also going for decent sized module expansions (2.5-4 GW). Will their location hamper their capacity utilizations and margins because of difficulties in sourcing of RM and extra freight costs?
Live Questions for Solar Industry AMA with Oaklane Capital/Kuntal Shah Oct 25 3-5 pm (25-10-2024)
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