The interview is all over moneycontrol. It was done 3 days back. Very nice and detailed interview.
Co has given clear plans and visibility on orderbook. The great orderbook is 1800mw so I m using conservative estimate of 4 cr per mw which gives 7200 cr orderbook. The good thing is that I am underestimating. Wind project cost is 6.5-7 cr per mw so the orderbook in INR terms is even higher.
Kp energy has already declared to exchanges of 830mw orderbook in investor presentation. So 1000mw is for kpi green. Now at 4.2 cr this will translate into 4200 cr.
Company did 640 cr of revenue in fy22-23. With a large orderbook doing 1000 cr in FY23-24 is easily possible but we are again underestimating the execution potential which is much higher. So we are in a very comfortable position as margins are fixed and revenue in FY23-24 will cross 1500 cr. I dont think there are two ways about this assumption, it’s a given and surety.
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