Top Tweets for #GPESolar

about 2 months ago

#SME #GPECO #GPESolar #GPES GP Eco Solutions India H2 FY26 Concall Highlights 👉 FY27 & Future Outlook: ▫️ Taking FY26 as the base year, the company remains in-line to 3x revenue growth in FY27 (~₹1,200+ Cr) and 5x in FY28, in line with earlier guidance and strategic roadmap. 💠 This is driven by BESS ramp-up, new inverter portfolio, and EPC execution. 💠 PBT expected to grow 2-3x; EBITDA margins to expand by 8-10% from FY26 levels through higher manufacturing mix and operational leverage. ▫️ Revenue mix shift in FY27: 💠Distribution to drop sharply to ~13%, Invergy manufacturing (BESS + inverters) to rise to ~53%, EPC (GPS Green) to contribute ~33%. 💠 Q1 FY27 will be the lowest quarter; H1 FY27 revenues will be the lowest half but still better than H1 FY26. 💠Substantial ramp-up expected from September 2026 onwards with order conversions and factory utilization. ▫️ Giga Factory Phase-1 already commissioned (May/June 2026); full 3 GWh capacity by 30th September 2026. 💠 Expansion to 5 GWh targeted in FY28 based on order inflows; peak revenue potential from 5 GWh facility estimated at 1.5–2 GWh annual supply. 💠 Realization for BESS: ₹1–1.5 Cr per MWh (dynamic, based on raw material and dollar movement). 👉 Current Order Book / Projects and Future Pipeline: ▫️ Confirmed cumulative order pipeline as of FY26 close: EPC ~₹250 Cr, BESS ~₹300 Cr, Inverters ~₹70 Cr+. 💠 12+ BESS projects (including C&I and one utility-scale) totaling 58 MW already secured — market validation for indigenous offerings. 💠 ~₹150–200 Cr of earlier-guided revenue (target was ₹550–600 Cr) deferred to FY27 due to policy changes, war-driven raw material inflation, and developer postponements. ▫️ Current confirmed orders are in final stages of discussion/execution 💠Detailed update expected by 30th September 2026. 💠 Pipeline in utility-scale BESS (DISCOMs, IPPs, large renewable developers), C&I, residential, and string inverters (3 kW to 350 kW launch). 💠 Landmark wins: Fully indigenous 1.06 MWh utility-scale BESS commissioned; Single-site 8 MW rooftop SPV project executed via GPS Green. ▫️ 195+ MW IPP / Solar Parks under development; first contributions from own Kusum and solar park assets expected from September 2026. 💠 Addressable market tailwinds: 500 GW RE target by 2030, solar pipeline ~350 GW, BESS market projected at ₹2.6 lakh Cr (47–61 GWh) by 2030. Company currently addresses <0.1% of the market. 👉 Other Notable Points: ▫️ Manufacturing & Product Edge 💠Claims made that Invergy is one of the few genuine Indian manufacturers (not importers/traders). 💠>50% local content targeted by Dec 2026. Complete BESS portfolio (5 kWh residential to 5 MWh utility) + new PV string inverter range (1.5 kW to 350 kW) under single brand, single warranty, single service network. 💠 Fully indigenous 1 MWh BESS (100% IP, ANSYS digital twin validated, 20+ vendor categories indigenized). 💠BIS & IEC certifications secured/near-complete — bankable for institutional financing and government tenders. ▫️ Strategic Shifts 💠Solar module manufacturing plan deferred; 100% focus on BESS + inverters + EPC. GP Eco Green (subsidiary) handling large-scale EPC/PMC. 💠 Working capital improvement underway: Channel financing system rolled out; partners to increase from ~40 to 75–80 by September 2026; receivable & inventory days expected to normalize. ▫️ Differentiation vs Competitors 💠Service & distribution network, in-house design & customization capability, cost-competitive with Chinese products from Giga Factory, and Make-in-India advantage. 💠 Global vision: Exports targeted to scale significantly; partnerships across India + interest from Europe, Africa, etc. ▫️ Capex & Balance Sheet 💠~₹150 Cr+ capex planned for FY27. 💠Giga Factory capex largely behind; asset now revenue-generating. 👉Q&A Highlights: 💠Utility inverters: Differentiated by Make-in-India + >50% local content + existing pan-India service network built over 15 years. 💠Giga Factory ramp: Full 3 GWh commercial operations by 30th Sep 2026 (aggressive timeline backed by existing pipeline). 💠Order book visibility: Confirmed orders in advanced discussions; exact guidance by 30th Sep 2026. 💠BESS differentiation: True manufacturing (design → assembly in-house) vs 90%+ competitors who import Chinese systems; offers customization, faster service, and international standards at competitive pricing

STR

@sachprat07

4 months ago

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 https://t.co/Sto1a1qHIQ 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME

sachprat07's tweet photo. 👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.

👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.

———

👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :

💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils

👉Across Different Sectors. One common place.

🔗 https://t.co/Sto1a1qHIQ

👉Stay tuned for more insights
———

⚠️ For educational purposes only. Not investment advice. Please DYODD.

#SMEGems #SMEPlatform #HiddenChampions #SME

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