Swelect Energy performance summary- taken from AGM ’22…
Their EBIDTA margins are in 20-30% range.
Lets see what margins they come up with in ’24 & more importantly in 25/26, when they may get to 80-100% of capacity utilisation, with backward intigration be some part of the revenue.
Management said in AGM 22 that Expected lifespan of plant machinery ( tech ) is about 5-6 years. – One has to keep this in mind as well. ( This new 500 MW plant was completed at cost of approx. 100 Cr. )
Always open to different views from members. Lets learn togather.
Disc: Invested and added more in last 2 months. Biased view.
Holding about 4% of portfolio.
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