However, they do believe that in terms of the number of steel vendors, that’s really not enough to cater to the huge demand that sector has today, which is why one of the reasons why they see a de growth in kirloskar Ebara sales is bcz the steel manufacturers have been really full in their capacity, and there have been alot of delays in dispatches from their side, which is why a lot of their consignments have not gone out this qtr
But that should go out in q2, so according to them yes demand is good, but there is an issue generally with the supply chain in India. They do believe that there are not enough qualified sub- vendors not the pump vendors, but the sub- companies to the pump vendors
On the opportunity on pump storage hydropower
They launched metallic volute pimps sometime 15-16years ago. And as you go larger, they have reversible turbines.
With the requirements in India, earlier being smaller pumps, they have developed a range of up to 30 megawatts . Where these pump storage schems actually require pps of 100 plus megawatts. And while they believe they are capable of doing this too. They are always asked where is you’re proven track record.
Now according to them, if India hasn’t had requirements of such pumps earlier. They cannot provide a proven track record. And they are therefore trying to see how they can still deliver . Maybe they will grow their sizes. The capability is, there, but i guess it’s not having supplied earlier that hurts them. Many of their customers over the years, for the last 8 years, have trusted us to make products of all kinds for the first time in India.
And while they have gone up 30megawatts.they need to build trust to go beyond 30 megawatts. That’s as car as pump storage schemes are concerned.
The order book of 3000crs is executable in 12-18months
Th American petroleum Institute certified pumps (API) they supply to is BB2, BB3, BBB4, BB5, and VS4,VS5, OH3 AND OH5 AND OH2. so those are the categories within API that they supply. And non API is ISO 5199
They are supplying pumps to GOOGLE, AWS and MICROSOFT, these pumps mostly go into data centres . They have fire pumps.
There is standardization for these pumps. And thays really why they’re able to get them in good numbers, bcz usually they are designed, the data centres are designed by big engineering companies, people like Arabs and all these guys. And so the specification is sort of put through them, usually or they sort of come up with the specification
KBL AND SPP qualify to almost every global standard that’s possible. And about a decade ago, KBL was the first pump company in India to have FMUL approval for its firefighting, the factory and it’s products
They are the only company who designs in India snd manufacturers in India for the world. So when their products are Accepted around the world, bcz they meet global standards, whether of quality or performance, or delivery, they make some of the most efficient pumps in the world.
They are already supplying pumps to India to the ame three entities they mentioned above microsoft, Aws, google. Bcz pumps are already approved for the entire group.
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