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कोई टिप या सूचना देना चाहेंगे? सूजलॉन एनर्जी?

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22 Oct 2017 06:03

Suzlon Energy

पोस्ट करनेवाले : kalariya1995
Price when posted : BSE: Rs15.45 ( -0.64 % ), NSE: Rs. 15.40 ( -0.96 % )


21 Oct 2017 23:18

Suzlon Energy

पोस्ट करनेवाले : pkk07
Price when posted : NSE: Rs. 15.40

On what basis are you saying PAT margins of 5%? What`s your volume assumption here?...

21 Oct 2017 23:08

Suzlon Energy

पोस्ट करनेवाले : rich1day
Price when posted : BSE: Rs15.45 ( -0.64 % ), NSE: Rs. 15.40 ( -0.96 % )

one more way to look at this is that if govt is serious about their RE targets then they will not intentionally kill the companies in the sector which is the backbone of the very sector they want to grow......the same goes for the developers....also i think the fact that developers bid a even lower price this auction tells me that they definitely feel that they are going sell more power than they used to...with better grid connectivity and technologies like power on demand infrastructure.....however there are some risks associated too if v go beyond the govt or global narratives on RE.....1.the demand for power should grow at least 4 to 5 times from the current 45b kwh 2. the developers should be sincere and not use it as an opportunity to siphon off global funds. 3.the infrastructure shud be as good as its been projected....else power though produced will not be monetised.4.Govt is honest and comes out with full disclosures on their policies headwinds and implementation schedules and does not goof up. So far they hv done a less than impressive job...
But 1 thing is certain for me that suzlon will not operate at 20% ebitda margins ever again and may probably stay around 5% pat margins for the foreseeable future due to their financials.....hence eps of 2 and above will be difficult .....and thus 3 digit targets r unrealistic...
......in terms of returns gamesa will b the biggest beneficiary here....inox may give a good return too if itsurvives...i will look to buy inox below 100 as risk reward ratio will be better.......awaiting q2 results for suzy and inox to better understand margins play...wont stay married to suzlon without reason when nifty is said to triple in 10 years...

21 Oct 2017 21:28

Suzlon Energy

पोस्ट करनेवाले : conservative_indian
Price when posted : NSE: Rs. 15.40

When bid is offered @2.64/kWh, there are many considerations including improvement in LCOE, economy of scale, possible secondary sale of the utility to InViTs and softening interest rate regime. I don`t see any reason for lower bid commitment on basis of "probable" price reduction of WTG/MW .. I see no reason for that bidder to qualify for bank credit guarantee to finance the project. Banks are very skeptical after this NPA mess. They are not extending credit lines of "it`s"...

Players like Siemens, Vestas and Gamesa are not cutting WTG prices yet. What can happen is due to technological advances, market may see next generation products with use of nano carbon blades, much higher hub heights, better airlift, low maintenance costs, better gear efficiency etc..

Suzlon makes WTG base at SE FORGE and also caters the need of the wind industry as well as non-wind industry. So, Suzlon enjoys some advantages over the rest. Second cost is logistics which contributes 7-10% of the cost of WTG. Suzlon scores here too with plants in each Windy States.
State of the art cutting edge blades is another point where Suzlon stands at par with the international players.

So, I don`t see any reason for Suzlon to cut the offer price..and not until competition starts the war. Lastly, every site has different wind potential and so is the wind yield and project break-even. So, I should not be worried about the WTG margin unless market do it otherwise.....

Rating :      
21 Oct 2017 20:21


पोस्ट करनेवाले : Mega Bulls
Price when posted : BSE: Rs. 15.45 NSE: Rs. 15.40

Ashish Kacholia acquires stake in a chemical company. Which one is that? Try searching with ShareHolder Finder Software. Access goo.gl/ky4QSl or Google for "ShareHolder Finder"....

21 Oct 2017 20:03


पोस्ट करनेवाले : arjun9552
Price when posted : BSE: Rs. 15.45 NSE: Rs. 15.40


21 Oct 2017 20:02


पोस्ट करनेवाले : SOTKXGURU22
Price when posted : BSE: Rs. 15.45 NSE: Rs. 15.40

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21 Oct 2017 14:16

Suzlon Energy

पोस्ट करनेवाले : pkk07
Price when posted : NSE: Rs. 15.40

CI, do you think they can keep selling WTGs at the same price as earlier now that the 1 Crore per MW incentive is gone? My calculation, when I was invested, was similar that they will have a topline of 6000 Cr. per GW which at 10% NP and 600 Cr. shares will mean EPS of 1 per GW. So at 4 GW that`s an EPS for 4 Re plus another Re from OMS and other subsidiaries. However, I am not sure we can expect 10% NPM now specially seeing the way prices have crashed in auctions. In fact the OMS margins for these new installations might also suffer. What`s your view on this?...

21 Oct 2017 12:18


पोस्ट करनेवाले : KEY to Sucess
Price when posted : BSE: Rs. 15.45 NSE: Rs. 15.40

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21 Oct 2017 12:14


पोस्ट करनेवाले : KEY to Sucess
Price when posted : BSE: Rs. 15.45 NSE: Rs. 15.40

BOOM BOOM ! This stock going to blast tomorrow ➡️ goo.gl/oyStsS...

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23 Nov, 2016 at 01:30 PM



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