- So finally NTPC 50MW has been commissioned this is close to 220cr to 250cr of revenue ( I think this should reflect in Q3)
- On one part of the presentation they say that term sheet has been signed so revenue form this should also come up in Q3 but they also say that 50MW SPV has been divested for a consideration of 290cr, so I am confused like if this is recognized or not or there are 2 50MW SPV.
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If the 290cr above is yet to be received then next quarter we can see 500cr of revenue, plus they will supply 3.3MW from Q3
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For H2 1000cr revenue is now visible to me with better clarity, For Q4 if they can complete the 100MW balance NTPC that would itself be 450cr to 500cr of revenue and on top of the the O&M revenue would add. This year they would execute 350MW to 400MW and their guidance was of 500MW
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Next year they would only do 3.3MW, so now their capacity is 2GW turbine and 1.6GW blades, So now in H2 I expect them to win some 300MW of order , 1000cr of revenue and debt free
From the day I sold 50% of my Suzlon position and bought INOX ,suzlon has gone up by 120% and inox 40%, I expect INOX to catch up now, lets see
DIsc – invested
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