Multibagger Stock IdeaSβ„’οΈπŸ“ˆπŸ’°πŸŽ―
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Long Term and Short term investment ideas and studies

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THE ORDER BOOK OF GREEN ENERGY & SOLAR STOCKSβœ…

1. #SUZLON
πŸ“‘ ORDERBOOK - 3150 MW

2. #NHPC
πŸ“‘ 10499 MW CAPACITY UNDER CONSTRUCTION ( RECENTLY - 2000 MW SIGNED FOR SOLAR POWER)

3. #KPIGREEN
πŸ“‘ ORDERBOOK - 615 MW ( APPROX )

3. #KP ENERGY

πŸ“‘ORDERBOOK - 715 CR ( APPROX )

4. #INOXWIND
πŸ“‘ ORDERBOOK - 2575 MW

5. #GENSOL
πŸ“‘ ORDERBOOK - 1025 CR. AS FY23 ( 30 MW FLOATING SOLAR PROJECT )

6. #TDPOWERSYS
πŸ“‘ ORDERBOOK - 1150 CR

7. #ADANIGREEN
πŸ“‘ 25 GW OPERATIONAL CAPACITY BY 2025 AND 45 GW - 2030 ( APPROX )

8. #SWSOLAR
πŸ“‘ ORDERBOOK- 8750 CR ( APPROX )

9. #ORIANA
πŸ“‘ ORDERBOOK - 100 MW
πŸ‘7❀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
❀6πŸ‘3
πŸ’™Key Summary of Order Book on the basis of ConcallπŸ’™

#Tril - 2582 Cr.
#TejasNetwork - 2800 Cr.
#Rajoo Engineers - 140 Cr.
#Elecon Engineering - 796 Cr.
#SWSOLAR - inflows of 25000 Cr. in FY25
πŸ‘10
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
πŸ‘5
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
πŸ‘7
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
πŸ‘7
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
πŸ‘11