#OrianaPower 10.06.2026 concall updates.
⛔Disappointed⛔
✓FY27 guidance cut from 100% to 40–50% CAGR (revenue & PAT)::
Likely due to GH2/electrolyser ramp uncertainty
✓Electrolyser (1-GW, $60M plant)
Not actively pursued –
China makes electrolysers at <50% of India’s cost.
#AVPINFRA
02.06.2026
Part 2
Financial modelling:
Current P/E (TTM): 4.32x
1-Year F P/E (33% profit growth): 3.25x (72.80÷22.42)
1-Year F PEG (33% growth): 0.098 (3.25 ÷ 33)
Deal looks lucrative but business execution is key to watch in Fy27.
@sdg7_20241#AVPINFRA i may add more if it comes to 61.
My short term Tgt is 90/97/102.
On CMP; Risk to reward is 10: 20/30 point.
Timeframe:1 to3 months.
Medium Term Tgt: 102-119.
All depends on how broader market perform in upcoming month.
Will Trim my position if it comes near to my tgt
#AVPInfra
01.06.2026
Part 3
#AVPINFRA may add more if if comes to 61.
My short term Target is 90/97/102.
On CMP; Risk to reward is 10: 20/30 point.
Timeframe: 1 to 3 months...
Medium Term Target: 103-119.
All depends on how broader market perform in upcoming month.
#Solarmodule#SolarCells
31.05.2026
#Premier Energies
The company operates in solar equipment manufacturing (PV cells and modules).
FY27 Capacity Outlook:
#Solarmodule#SolarCell#BESS#Alpex#Waaree
31.05.2026
Once AlpexSolar's 2.2GW TOPCon cell facility commissions(within90 days from May26), their cost to produce 1kWh will drp to approximately ₹2.20–₹2.80/kWh (down from ₹2.50–₹3.50/kWh), representing 15–20% cost reductn
#Alpexsolar
31.05.2026
Part 9.1
Peer comparison with #WaareeEnergies#Waaree margin squeeze in Q4 FY26 (down to 18.6% from 23%) was driven by elevated commodity prices and import costs; the ingot/wafer integration directly addresses this by internalizing upstream production
#Alpexsolar
31.05.2026
Part 9
Peer comparison with #WaareeEnergies
🟨How #Waaree fy27 ingot/wafers commising will improve its ebidta margin?
FY27 ingot/wafer commising (the 10GW integrated facility in Nagpur, ₹6.2K–6.5KCr capex) will improv EBITDA margins thru following:
#Alpexsolar
31.05.2026
Part 9
Peer comparison with #WaareeEnergies
🟨How #Waaree fy27 ingot/wafers commising will improve its ebidta margin?
FY27 ingot/wafer commising (the 10GW integrated facility in Nagpur, ₹6.2K–6.5KCr capex) will improv EBITDA margins thru following: