Some critical points from Concall :-
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Management refrained from giving any guidance but said that now they are back on track like the year 2013-14.
They are currently managing 130MW solar plants.
They have bid book of 100MW out of which they are L1 in 60MW (might be that NHPC order).
They’ve bagged 9MW -West Bengal order plus 10MW – Oil India Order. -
From long term perspective, Government has target of 100GW by 2022. They said that they would grow 6-7x times of Solar Industry in India. Anurag Mundra did mention that they would be
managing around 5,000 – 7,000 MW in next 5-7 years. i.e. around 50x
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Company has not yet entered the Household rooftop market.
For Rooftop business, there are two critical points – a. Enforcement of Net Metering Policy & b. A product which will suit the households with less installation time.
They are developing a solution for this market. In coming 2-3 qtrs, they will try to come up with that. -
During the financial restructuring of various Discoms, there’s a condition for them to be RPO compliant. Anurag feels that it will be a good kicker for them. He sees situation improving in coming qtrs.
Apart from these points, other points were redundant though chances are there that I may miss some points 
Discl: Invested small amount to track the company.
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