Suzlon Q1 call is a good read. Company expects pan India installations of 5 GW in FY 25.
Also elaborates execution issues:
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Availability of Land (particularly in Karnataka conversion from agri to non agri is cumbersome).
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Connectivity issues (delay in substations coming up)
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Third party BOP capacity build up still happening. Sanghvi should benefit here if they develop a reputation for good service and timely execution. There is a shortage of supply of reliable contractors here.
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