This smart meter theme is very well explained in the below video.
Now its confirmed that single phase smart meter costs 3000/- and revenue potential of 4M smart meters would be 1200 Cr, which is ~ FY24 revenues.
10 Cr meters order was already placed, approx 15cr order is yet to place. Most of the orders will be released in 6-8 month time.
Govt target is convert all meters to smart meters by FY25 end (Dead line seems to be impossible, it would be completed by FY26/27)
Supply, installation and Maintenance for 8-10 years will cost around 10000/- per smart meter. Life of smart meter is 10 years
Question 1) if salzer can get 1cr capacity on stream then this could be sustainable for 3-4 years based on capacities from the competitors after that time capacities would be with no orders and waiting for replacement orders of smart meters.
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whether they can able to get orders to utilize the capacity of 1 cr smart meters fully or not, there are lot of capacities coming from big corporate and small players also.
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If they can get order directly from DISCOM’s (at least few) then it would be margin lucrative rather than supplying to AMISPs with minimal margin.
Push For Smart Meters, Will They Be Affordable & Sustainable? | Sanjay Banga | Climate Clock Podcast
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