Oriana : again lot of chatter on solar EPC slowdown etc, people totally missing that it’s business model was always designed to insulate from such challenges.
Any solar manufacturing glut helps it. Any BESS material softening helps it.
Lack of market multiple means equity funding is tough for most players but recent ACTIS deal and asset sales makes it a non factor for Oriana.
Disc : it’s my largest allocation and time will judge whether I got it right or Mr Market got it right.
Oriana : again lot of chatter on solar EPC slowdown etc, people totally missing that it’s business model was always designed to insulate from such challenges.
Any solar manufacturing glut helps it. Any BESS material softening helps it.
Lack of market multiple means equity funding is tough for most players but recent ACTIS deal and asset sales makes it a non factor for Oriana.
Disc : it’s my largest allocation and time will judge whether I got it right or Mr Market got it right.
Oriana : most people misread weekend announcement and probably misunderstood enormity of.
It’s unlikely an asset sale (performing / non performing distinction is not even in question). Asset sale may happen in future.
It’s equity infusion by ACTIS for 1GW project MOU they signed some time back.
Now is SHA and equity infusion of subsidiary level.
What it does:
* Provides ~ 1000 cr (including 24% by Oriana) equity and say another 3500 cr debt to fund 1GW projects.
* Removes any immediate need for equity dilution at parent level.
* Sets up a benchmark and precedent for Oriana for more such funding for both solar and BESS with global PE firms.
Now demand and funding part is both sorted and pending part is speedy execution.
Believers always talked about Oriana being a special microcaps.
It’s no longer a small company - Citius, Altius, Fortius.
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Large funds aren’t ignoring SME IPOs because they see these as bad opportunities. They’re ignoring them because they’re built to chase size, not precision.
They convert 1000 to 2000
While SME funds 1 to 5
We’re here for the precision and long term compounding.
SME IPO ek baar, impact baar-baar, shandaar!
Consider SMEs that got listed by 31-Mar-25 (953 SMEs):
💰 Equity value 3.8 ×
💸 Profit pool 2.0 ×
🚀 Investor gain ~ 4 X
💥 “Bang-for-buck” on IPO money ≈ 15 ×
₹1 of Investor created ₹15 value; as an average in the last 5 years.
@fortunatewick@Alchemist1320 Also FY26 own products will be 50% and by FY28 75%. Trading is strategy to test the global products in Indian market, what works is developed and launched in-house. It's smart way to grow.
@fortunatewick@Alchemist1320 Exclusive trading rights for Pan India, no other player can supply same product in India without going thru Aakaar. That's the reason margins are at par manufacturing, at scale that will improve due to better bargain power.
@NILESHYADA48191@Alchemist1320 IPO is indeed a step towards growth, soon they will hire 1000s of fresh grads. Infosys hired 15000+ freshers in FY25 because they see growth ahead.
@itSaulGoooodman@Alchemist1320 Oriana strategy is complementing Solar not replacing it. Green H2 needs solar, BESS needs solar, RESCO assets are solar.