THE ORDER BOOK OF GREEN ENERGY & SOLAR STOCKSβ
1. #SUZLON
π ORDERBOOK - 3150 MW
2. #NHPC
π 10499 MW CAPACITY UNDER CONSTRUCTION ( RECENTLY - 2000 MW SIGNED FOR SOLAR POWER)
3. #KPIGREEN
π ORDERBOOK - 615 MW ( APPROX )
3. #KP ENERGY
πORDERBOOK - 715 CR ( APPROX )
4. #INOXWIND
π ORDERBOOK - 2575 MW
5. #GENSOL
π ORDERBOOK - 1025 CR. AS FY23 ( 30 MW FLOATING SOLAR PROJECT )
6. #TDPOWERSYS
π ORDERBOOK - 1150 CR
7. #ADANIGREEN
π 25 GW OPERATIONAL CAPACITY BY 2025 AND 45 GW - 2030 ( APPROX )
8. #SWSOLAR
π ORDERBOOK- 8750 CR ( APPROX )
9. #ORIANA
π ORDERBOOK - 100 MW
1. #SUZLON
π ORDERBOOK - 3150 MW
2. #NHPC
π 10499 MW CAPACITY UNDER CONSTRUCTION ( RECENTLY - 2000 MW SIGNED FOR SOLAR POWER)
3. #KPIGREEN
π ORDERBOOK - 615 MW ( APPROX )
3. #KP ENERGY
πORDERBOOK - 715 CR ( APPROX )
4. #INOXWIND
π ORDERBOOK - 2575 MW
5. #GENSOL
π ORDERBOOK - 1025 CR. AS FY23 ( 30 MW FLOATING SOLAR PROJECT )
6. #TDPOWERSYS
π ORDERBOOK - 1150 CR
7. #ADANIGREEN
π 25 GW OPERATIONAL CAPACITY BY 2025 AND 45 GW - 2030 ( APPROX )
8. #SWSOLAR
π ORDERBOOK- 8750 CR ( APPROX )
9. #ORIANA
π ORDERBOOK - 100 MW
π7β€1
Nuvama Wealth has given Target of 850 for Sterling & Wilson, +37+ Upside
PBT turns around in Q4; strong FY25E PAT even on half current order book
65% YoY rise in order book (INR8000 Cr); INR45000 Cr bids likely in FY25E
Debt overhang eliminated; high operational leverage play
#StockMarket #swsolar #StocksToWatch
PBT turns around in Q4; strong FY25E PAT even on half current order book
65% YoY rise in order book (INR8000 Cr); INR45000 Cr bids likely in FY25E
Debt overhang eliminated; high operational leverage play
#StockMarket #swsolar #StocksToWatch
β€6π3
πKey Summary of Order Book on the basis of Concallπ
#Tril - 2582 Cr.
#TejasNetwork - 2800 Cr.
#Rajoo Engineers - 140 Cr.
#Elecon Engineering - 796 Cr.
#SWSOLAR - inflows of 25000 Cr. in FY25
#Tril - 2582 Cr.
#TejasNetwork - 2800 Cr.
#Rajoo Engineers - 140 Cr.
#Elecon Engineering - 796 Cr.
#SWSOLAR - inflows of 25000 Cr. in FY25
π10
Sterling and Wilson Renewable
Co has received a new order for the Engineering, Design, Testing & Commissioning of a 400 MW AC / 633 MW DC PV plant
Order Value - 550 Crore
#SWsolar
Co has received a new order for the Engineering, Design, Testing & Commissioning of a 400 MW AC / 633 MW DC PV plant
Order Value - 550 Crore
#SWsolar
π5
Sterling Wilson Solar
#SWSOLAR
Another set of turnaround qtr
Partially aided by higher other income
Rev at 1030cr vs 759cr
Q1 at 915cr
PBT at 20cr vs -50cr
Q1 at 14cr
PAT at 8.5cr vs -55cr
Q1 at 4cr
Other income at 33cr vs 17cr
Q1 at 13cr
OCF at -144cr vs -48cr
#SWSOLAR
Another set of turnaround qtr
Partially aided by higher other income
Rev at 1030cr vs 759cr
Q1 at 915cr
PBT at 20cr vs -50cr
Q1 at 14cr
PAT at 8.5cr vs -55cr
Q1 at 4cr
Other income at 33cr vs 17cr
Q1 at 13cr
OCF at -144cr vs -48cr
π7
Sterling and Wilson Renew
Company received LOA for supply, installation and commissioning of 396 MWp DC project (BOS) in Rajasthan from a Private IPP
Order Value - INR 504 crore
#SWsolar #StockMarketUpdate
Company received LOA for supply, installation and commissioning of 396 MWp DC project (BOS) in Rajasthan from a Private IPP
Order Value - INR 504 crore
#SWsolar #StockMarketUpdate
π7
Sterling Wilson Solar
#SWSolar
Decent Q3 with good topline growth, however margins are too thin
OPM of 3.5% only
Should fall Short of 8000cr revenue target for FY25
Rev at 1837cr vs 582cr, Q2 at 1030cr
EBITDA of 70cr vs loss
PBT at 42cr vs loss, Q2 at 20cr
PAT at 17cr vs loss, Q2 at 8.5cr
#DigiContent
Rev flat at 109cr
EBITDA at 16cr vs 10cr, Q2 at 22cr
PBT at 10cr vs 54lacs, Q2 at 16cr
PAT at 6.6cr vs loss, Q2 at 11cr
#SWSolar
Decent Q3 with good topline growth, however margins are too thin
OPM of 3.5% only
Should fall Short of 8000cr revenue target for FY25
Rev at 1837cr vs 582cr, Q2 at 1030cr
EBITDA of 70cr vs loss
PBT at 42cr vs loss, Q2 at 20cr
PAT at 17cr vs loss, Q2 at 8.5cr
#DigiContent
Rev flat at 109cr
EBITDA at 16cr vs 10cr, Q2 at 22cr
PBT at 10cr vs 54lacs, Q2 at 16cr
PAT at 6.6cr vs loss, Q2 at 11cr
π11