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27 May 2017 11:24

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पोस्ट करनेवाले : Recommended Trades
Price when posted : BSE: Rs. 19.80 NSE: Rs. 19.80

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27 May 2017 11:18

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27 May 2017 11:08

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27 May 2017 11:04

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पोस्ट करनेवाले : sensex@22000
Price when posted : NSE: Rs. 19.80

Rakesh Sarin on SeForge - same presentation http://t.in.com/d2OV - Now I come to SE Forge, which I mentioned jewel in the crown and I will tell you why I am saying so. The vision of Mr. Tanti has been to integrate and when we integrate, at times the integration synergies that when the whole is much, much greater than some of the parts. So in Suzlon we have lot of integration there and SE Forge was conceived as one unit where we can manufacture some of the key components of a wind turbine through a subsidiary. That is how SE Forge was conceived. But at the same time SE Forge is also available for the competition, for the wind industry in India and outside. Now when you see these numbers out here, 42,000 and 120,000 and 55,000, now these numbers if it is a small auto component, it is nothing. But friends, these are huge big elements, here we are talking of heavy rings, flanges of diameter of five meters, 18 feet, these are real humongous, big components. We are talking of 10, 15, 20, 25 tons weight of castings. And these are world class products and I would say that I have witnessed many of industries in the manufacturing sector from my previous experience globally, world over and I would say that this SE Forge unit of Suzlon, I would rate, and it is not my saying but I heard it from other customers of SE Forge, SE Forge would be amongst top six or seven or eight companies of the world in terms of the kind of machines which are there, in terms of sophistication, in terms of machining capability, in terms of work force. The beauty of SE Forge is it is a most energy efficient company of the world when we do the benchmarking. And here if you see, we have all recognized important good brands out there on the chart over here. And the proof of pudding is in eating it, and recently few months back we received the best highest vendor award from none other than GE. And it is not only in the foundry or forging segment, it is all over, that means including instrumentation, including medical side, including whatever side you take amongst all kind of vendors which are supplying to a mammoth like GE, SE Forge has been adjudged as the best company for them............... Now this shows the customer segmentation of SE Forge. If you look at our customer base, while 40% is Suzlon but 60% of the production of SE Forge goes into non-Suzlon segment. We are now focusing on that how do we enhance the sustainability of the company that it should not depend on one sector. So if you see, there is something like 6% is supplied to non- wind sector, but we are focusing on that how do we expand this, how do we expand 6% to 10% and 15% and 20% in to this. For example, defense is one sector we have entered and we are looking like this into many more segments, if you see in this slide transportation, power, oil and gas. And you would have heard space odysseys and India taking part in that and you would have heard about Mangalyan last year................ Now, we have a relationship with Mangalyaan. Because Mangalyaan had components supplied by SE Forge. Mangalyan is a success story of India. We feel very proud of being a part of that yan. Why SE Forge we are betting heavily is because the Wind sector is growing not only in India but outside India and it is in SEZ. We are growing in a non-Wind sector and we have also seen that the anti-dumping duty imposition just in December on castings where the Chinese were getting big inroad but that thanks to government that we are in a good shape now. This unit can operate with a positive EBITDA at 20% capacity. Right now, at this stage we are at the level of about 40 % capacity utilization in the last year and we are looking at a very aggressive growth and the balance 60% we are looking at filling it up in the next two-to- three years. There again that means the CAPEX requirement for this growth would not be predominant it will be only minor tweaking what would be needed. So we see a good aggressive value add growth from there....

27 May 2017 11:01

Stocks

पोस्ट करनेवाले : sensex@22000
Price when posted : NSE: Rs. 19.80

Then we talk of way the world is going. Suzlon has state of the art SCADA system. All our turbines around the world are connected and we can see every single moment what is going on in these turbines, sitting there in the control center of Pune. But the way world is going, the way technology is going, we are on a very-very heavy and a fast track path of digitization. And we want to build transparency with our customers so that the customer can see on his tablet or mobile that how his wind farm is performing or how his wind turbine is performing, how is it performing financially, energy wise, whichever way wise. And building this transparency with the customer also puts a very positive stress on to us because we are not hiding anything from the customers. So it is both way traffic and that is where we are looking at further enhancing our performance for the customer. And then we have lot of products in the pipeline, we have lot of products on a win-win basis where if we sell it to the customer, the customer have an ROI of 1 year, 1.5 years, 2 years, at the end of the day over a 10 year life or 15 year life of these turbines which are already operating, customer become a winner. And there are many products like that. I give you one example, LBRT, some of you would have heard but I will not get into the details, but this is a huge opportunity, it helps the nation to build national security on one side, it helps our customers, meaning the generating companies to support reliability of the grid and it helps us to make more revenue and margin. And this opportunity is thousands of crores worth of money value. But with our technology we are putting us at a very high pedestal in terms of providing the retrofit products for the lifecycle support of the customer. So once our technology delivers a wind turbine, it is not there for the life to operate in the same performance level, but what I am trying to say is that we continuously work to provide value add products for our customers for the life cycle....

27 May 2017 11:01

Stocks

पोस्ट करनेवाले : sensex@22000
Price when posted : NSE: Rs. 19.80

External stakeholder relationship, you heard that how we are taking care of the customers because our customers are coming from retail, they are coming from IPP, they are coming from state bodies. So we are giving a full wrap service so that once they have invested money on Suzlon wind farm they don%u2019t have to run helter skelter, we provide a single window opportunity or single window service to all our customers. Now this single window service to the customer is so comprehensive and that is the answer to my question when I was asking myself that how come Suzlon has 100% renewal rate. The answer lies there that we gave a full comprehensive service. And I had read somewhere, a vision statement to be the most value add business partner of all our customers. And I can see that in Suzlon that Suzlon is the most value add business partner of all our customers, because once the customer invests in our technology and our turbines, they don%u2019t have to worry much, Suzlon takes care of it for the lifecycle of 20 year plus....

27 May 2017 11:00

Stocks

पोस्ट करनेवाले : sensex@22000
Price when posted : NSE: Rs. 19.80

Rakesh Sarin on OMS - during investor presentation 15 Jul 2016 - http://t.in.com/d2OV ------ Then let me come to the backbone of any business, and that is the service business. Very interesting to see here is the last two decades what Suzlon has created, if you look at the ice berg, the mass is Rs 90,000 crores worth of capital equipment which is ageing, which is rotating, that is the mass which is there on the ground. And this mass of equipment is generating energy with zero fuel cost. So what is required in this mass is a good service and then the fuel cost which in a fossil fuel plant contributes something like 80% - 85%, and then O&M charges and this and that, out here the fuel is zero so 85% is zero, it is only the O&M and operation and maintenance services which is required. Now as my colleague Mr. Chalasani mentioned, we are the second largest utility operation maintenance company in the country, OMS of 15 gigawatts. Our track record for renewal is 100%. Now this is very unique and I was a bit confused that why is it that we are having 100% renewal rate. And the reasons are very obvious and I will take you through in the next slide, that why is it that we are getting 100% renewal. It is very unique in this sense, in my last three decades of experience in energy sector I have never seen any company where the renewal rate for the services in a very-very competitive market is what we have in Suzlon. And then in five years period what we are looking at, we are looking at a CAGR of almost 20%. We are looking at creating the same value in terms of growth what we did in last 20 years. So revenue growth of more than double and we have a good margin level already, our contribution margin level is of 55% and we are looking at enhancing that by 1% every year -------------------- Now it is very important to understand that the way we want to enhance this margin is not just by increasing the price, the way we want to enhance this margin is by providing value add products to the customer on a win-win basis so that they are the winners and we also win and I will explain that to you in the subsequent slide ------------ So these are our let`s say five focus areas in the operation maintenance services. The first is that if I look at the back view mirror, the whole industry is working on the machine availability. We want to be the market shapers and changers and what we are now focusing is that how do we get to the bottom-line, because today the shape of the customer is also changing, the needs of the customers are changing. And what a customer is wanting from us is energy and not just the machine availability. So we are looking at ways and means, how do we help the customers to improve his bottom-line on a win-win basis and we with the help of the technology we are looking at generating value add products, for example energy boost where the customer can have ROI of 1, 1.5, 2 years time where whatever he invests the money is back in his pockets in 1.5 years time and then he is winning, winning and winning. In the process Suzlon also makes money, that is the win-win what I am talking about for our customers....

27 May 2017 10:47

Stocks

पोस्ट करनेवाले : sensex@22000
Price when posted : NSE: Rs. 19.80

I am no valuation expert, so please correct if I am somewhere off in my assumptions of multiplier on EBITDA.... cheers...

27 May 2017 10:45

Stocks

पोस्ट करनेवाले : sensex@22000
Price when posted : NSE: Rs. 19.80

Based on 600 Cr EBITDA for OMS by FY19, it should be valued around 6000Crores - with 20% stake sale we can easily get 1200 Crores. SeForge till last year was only using 40% of its capacity - going forward it will increase and SeForge revenues can double and EBITDA of 250Cr, so again 20% stake sale can fetch 500Cr. Let`s say total 1500 Cr from both removing exaggeration, if any - immediately the group debt would slide by that amount - that would be a wow moment!...

27 May 2017 09:12

Stocks

पोस्ट करनेवाले : sensex@22000
Price when posted : NSE: Rs. 19.80

I was thinking about listing of subsidiaries (OMS and SeForge) and do they need it right now (in next 12 months) while valuations (specially SeForge - OMS has always been a cash cow with super margins) are just started to gain in view of changed macros. And I believe they can still wait on as the debt profile is comfortable (most of it is renegotiated $ debt at 3.3% while INR is getting stronger from the time deal happened --- and Rupee term debt which is smaller part is being paid regularly) --- Also, in couple of years both subsidiaries would be catering much much more volumes - OMS would see almost 25% increase in revenues (addition of FY16&17 volumes) and SeForge would be producing WTG parts & other accessories for increased market 2.5-3GW (for Suzlon) and rest all the clients (including Gamesa, Vestas, etc) - the valuation would be much higher as the whole group is expected to do better as well. So I wouldn`t be surprised if the process starts only in 2018 end or early 2019 - let`s see....

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