Vinayak_ADX
Vinayak_ADX

@Vinayak_ADX

5 Tweets Mar 28, 2024
#SWSolar
c) Addressable domestic market for solar projects over the next 5 quarters is approx. 40 GW
d) Addressable international market for solar projects over next 4 quarters is approx. 15 GW.
e) L&T is major competitor for SW Solar in international and domestic market
8/N
#SWSolar
f) Chinese EPC players have not performed as expected in international market. Huge traction for Indian EPC players
g) Given its bad experience, SW Solar remains cautious while taking international orders. Contracts signed only after assessing risk profile
9/N
#SWSolar
h) Gross margin for domestic contracts is 9 to 10%.
i) Gross margin for international contracts is in lower double digits.
10/N
#SWSolar
Future Outlook
1) Company is looking at possibilities in wind sector. No concrete decision taken yet
2) Hydrogen Electrolyser could be another possibility, but nothing conclusive yet
3) Current focus on standalone solar, hybrid, & Battery Energy Storage System
11/11
@aaminvestor_
@ADX_Learner
@ankkit8
@Ravigolwala
@garwasanjay
Kindly RT for wider reach. πŸ™
Would also appreciate your comments (both positive and negative) on the prospects.

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