Suzlon Q1 FY25.pdf (5.8 MB)
On Con call,
Question on execution: Sir, can you just elaborate on what exactly are these difficulties that we are facing in execution?
Answer : 1. why we are not able to go up to 8 GW, 9 GW is fundamentally the two or two reasons we can say. One is the availability of land and the pathways. And more importantly, continuous availability of pathways. You might have taken a pathway to take your turbine and everything, but after you’ve taken it, then again, there could be issues locally with people to do that. Because please understand that wind projects are scattered by. They are in an open area; they are not in a closed area like what you do solar or you do a fossil fuel-based plant. So, that’s the major concern today everybody is facing in terms of the land and also because most projects got concentrated in Karnataka today. So, therefore there is more pressure there and also the regulations in Karnataka for land acquisition is a very combustion process.
2.Second reason why we are saying execution is in terms of connectivity is one reason where the substations there are timelines to come in, there’s a delay in the substation coming up by a few months. So, therefore that gets delayed.
3.Third is that the BOP capability building, capacity building is still happening in the
country, because no other OEM does end-to-end exceptional Suzlon . And even in our case, only one-third is EPC, the balance two-third is not EPC. That means we are not doing end-to-end. The third-party BOP capacity building is still happening. So, therefore they’re seeing the delays of BOP not in the speed at which is expected.
Q2 : Global peer is looking to sell its India business (Siemens Energy Business). So, will we be looking to acquire?
Siemens Energy to sell Indian wind turbine unit amid profitability push (moneycontrol.com)
Answer: First part of it, are you looking at it? We are looking at it, like everybody looking at it we are looking at it. Are we looking at it to acquire? I don’t think so. Let’s see that what happens. There is no definitive answer of yes or no for that.
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