Voltamp Transformers

Hi Mukesh,

was reading your old contribution on the thread. can you guide now that it seems huge transformer shortages are about to happen or happening already in the world.

I have some queries :

1. How much power transformer capacity is required to cater Indian renewable energy plan of 500 GW? do we have enough? which are the companies that have the most capacity and can built-up if required? TRIL seems to have good capacity of 4000 MVA but is it enough to cater the demand?

2. Companies like Shilchar have a lot of land bank to do brownfield expansion, how much time would it take to set new capacity and when typically the manufacturer decide to enhance the same?

3. I read the commentaries available from promoters through annual reports, concalls etc (esp. TRIL and Shilchar), it seems to me that the demand it growing very high but the promoter does not want to commit very high targets or numbers and decision to expand is also taken very prudently rather than aggressively.

4. what about tech improvements in the industry? can AI or any digital tech disrupt the whole industry? what is the possibility?

5. What are smart transformers? A threat to traditional players like TRIL, Voltamp, Shilchar?

6. Where does BHEL stands in transformer business?

Please help clarify the above.