Things moving pretty fast
Now the math is 125% Suzlon and 180% INOX, my ultimate goal of selling Suzlon and buying INOX has worked out pretty well
Demand is not a problem at all , total India capacity is like 10GW to 12GW in wind and central government yearly auction is itself 8GW per year on top of this we have demand from state, retail, PSU. The life of a wind mill is like 20yrs and what these guys are doing in repowering is extending the life by 5yrs, repowering is a headache nobody want to do, lets see.
The moment you see any wind player doing capex or any activity which increases the debt that would be the best time to sell them. My take can be wrong
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