There was a recent interview - where company has given number as 450 MW for FY 25 in module plants
Also for some of these orders, company will have their own EPC ( dont know how much part ) + their BOP revenue + Their IPP revenues.
So all in all FY25 looks good.
Also company has guided for new Cell manufacturing facility - followed by 2GW of module plant next year. So if things works out & goverment policies remain intact- then Swelect could well be very interesting story going forward.
Disc: Invested, added more in march corrections…
Link for interview
EQ In Exclusive Conversation With Mr.Manish - AVP - & Mr. S.Narayana - Director BE- Swelect
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