Top Tweets for #PowerEPC
⚡ 220kV to 400kV & Beyond
Srex Power India delivers high-voltage AIS, GIS & Hybrid substations built for reliability, performance & future-ready grids.
🔌 Powering India’s energy backbone.
#SrexPower #HighVoltage #PowerEPC #Energy #PoweringIndia
⚡ One of the fastest growing Power EPC companies
Srex Power delivers reliable, future-ready substation solutions across India 🚀
#SrexPowerIndia #PowerEPC #Energy #Substations #Engineering #PoweringIndia #Growth #Infrastructure
⚡ Powering reliable energy infrastructure.
Srex Power India delivers complete EPC solutions for AIS & GIS substations, strengthening India’s power networks and supporting future energy demands.
#SrexPowerIndia #PowerEPC #SubstationSolutions #PowerInfrastructure #Energy
Every structure we build reflects our promise of precision, safety & reliability. ⚡
At Srex Power India, we deliver AIS, GIS & Hybrid Substations strengthening industries and renewable energy projects across India. 🇮🇳
#SrexPower #PowerEPC #Substation #Renewables #CleanEnergy
#transrail
#kec #kecinternational
#TECHNOE #technoelectrical
#rajesh #rajeshpower
#powerepc #power #epc
Enough has been talked and written about them. Which one will you buy on this market mayhem...
Powering progress with trust ⚡ What makes us a trusted partner? Consistent execution, strong technical expertise, uncompromised quality & safety, and reliable partnerships.
#SrexPowerIndia #TrustedPartner #PowerEPC #PoweringProgress #IndiaEnergy
Project milestone achieved, Srex Power India successfully commissioned a 2×160 MVA, 220/33kV pooling substation at Bikaner, Rajasthan. Sharing glimpses of quality execution and engineering excellence.
#SrexPower #PowerEPC #SubstationProjects #IndiaEnergy #EngineeringExcellence
Build your career with purpose in the Power EPC sector ⚡ Join Srex Power India and work on high-impact substation and high-voltage projects powering India’s growth. Join us and be part of the progress.
#SrexPowerIndia #PowerEPC #EngineeringCareers #IndiaEnergy #JoinUs #followus
⚡ One of India’s fastest-growing Power EPC companies!
Driven by execution excellence, quality delivery & trusted partnerships, Srex Power India is powering the nation’s energy future. 🚀
#SrexPowerIndia #PowerEPC #FastestGrowing #EnergyInfrastructure #EngineeringExcellence
#PowerEPC
#Transmission
#HVDC
#GRIDCONNECTIVITY
#TRANSFORMERS
Transmission EPC has order longevity, long execution cycles, and annuity like cash flows.
Terminal phase is impossible with structural peak load rising gradually
Either be TBCB transmission or say substation upgrades or BESS connected infra,... it's in the NON TERMINAL recurring phase Folks!! Don't simply get carried away by some useless narratives
They are in the mid cycle. Clear order visibility for 132/220/400 and 765kv for the next 2-3 years.
PGCIL or Discoms are agreeing for the hike in the prices and it's simply a joke for people to compare this with a pure solar epc players
EHV will have durable tailwinds here 120 Gw peak demand estimated by 2030 is no joke right!! We are talking about 8 to 9 lacs crores here. Stop kidding
50+ ISTS projects and 15+ green corridors. Come on Folks, don't get carried away
Good order visibility for lower ratings to mid(400kv) to higher ratings 765kv
PGCIL and Discomms are agreeing for the price hikes and so pricing power is intact and so the margins
Don't forget that re rating is driven by the scarcity premium and let's count how many serious transformers OEMS that deliver EHV/HVDC grade.. 12, 15??
Let's go back to the basic. Terminal valuarion require DEMAND STAGNATION + CAPEX SATURATION. Read somewhere that Quality Power is working on 9x capex and so major players like Shilchar, Atlanta, Danish,...
Tell the story tellers that a xyxle becomes cyclical only when TAM is almost saturated and pricing power is substantially lost + capex revival is next to impossible and last but not the least... disruptions destroys underlying demand
Now u tell me.. Does power EPC and transmission profit pool have any of fhe above??
Solar EpC is a different story altogether. Pure EPC players will hear the music. But they are transitioning towards RTC + hybrid, solar + BESS, C&I.... Will discuss this some other day
To re emphasize the demand to get revised further up anytime soon to cater to AI/DC, semicon push, EV loads, grid modernization, bess integration,....
765kv + hvdc backlogs are surmounting and people should stop joking by passing some pathetic opinions
Temporary slowdown in bidding isn't structural death 🤣🤣
Lastly, Valuation follows fundas and nowhere they are near the terminal phase near peaking out
Among all the listed Power EPC Players, Rajesh Power is the best managed business
Lowest leverage, lowest receivable cycle and working capital cycle leading to best in class ROCE
Currently available at the cheapest valuation in the entire sector
#RajeshPower #PowerEPC
Viviana Power Tech Ltd (VPTL): Leading the charge in power transmission, distribution, and industrial EPC projects with a focus on quality, innovation, and renewable energy solutions. ⚡🔌 #PowerEPC #RenewableEnergy #Transmission #VPTL"
→ Viviana Power Tech Ltd (VPTL) was incorporated in 2014 and has established itself as a key player in the power transmission, distribution, and industrial EPC (Engineering, Procurement, and Construction) project space.
→ The company specializes in turnkey projects, offering supply, civil works, erection, testing, and commissioning of electrical systems, with a strong emphasis on delivering quality solutions across a range of power-related projects.
→ VPTL works with state government power utilities, private power entities, and renewable energy developers, securing project work through open bidding processes and preferential selections.
→ The company’s core capabilities span the power EPC segment, which involves executing power transmission and distribution projects up to 400 kV systems, including high-voltage transmission lines, switchyards, and cable networks.
→ VPTL has a robust presence in the transformer manufacturing sector, producing oil-type and dry-type distribution transformers up to 1250 kVA, with future plans to scale up its capacity to 20,000 units annually by FY27.
→ The company is also heavily involved in developing integrated and compact substations that enhance the efficiency and reliability of power distribution networks, thus reinforcing its position in the power infrastructure sector.
→ Its business operations are divided into two main categories: supply and service, with the company leveraging its own machinery while hiring additional equipment when necessary to meet specific project requirements.
→ VPTL has successfully completed over 58 projects since its inception, employing a team of more than 350 professionals across its operations.
→ Key projects completed by the company include a 400 kV transmission line for Adani Green Energy Ltd. at Khawda in Kutch, Gujarat, and 66 kV and 220 kV transmission line projects for Adani and Suzlon Global Services in various locations.
→ The company has executed projects across diverse states in India, including Gujarat, Uttar Pradesh, and Maharashtra, providing power transmission and distribution services to some of the leading names in the industry.
→ VPTL’s client list includes government power utilities, private power entities, and prominent renewable energy developers such as GETCO (Gujarat Energy Transmission Corporation), Power Development Department (Jammu & Kashmir), BHEL, Cleanmax Enviro, Adani Group, and Suzlon.
→ The company is ISO 9001:2015 certified for its quality management systems, ISO 14001:2015 certified for environmental management, and OHSAS 45001:2018 certified for occupational health and safety, reflecting its commitment to maintaining high standards across operations.
→ VPTL’s current projects under implementation are valued at ₹236 crores, with additional projects in the bidding phase valued at ₹450 crores for FY25, positioning the company for continued growth and expansion.
→ The company has set ambitious order-book targets, aiming for ₹250 crores in FY24, ₹350 crores in FY25, and ₹525 crores in FY26, highlighting its strong pipeline of projects.
→ A major focus for VPTL is capacity expansion, particularly in its transformer manufacturing segment, where the company is set to increase its production volumes to 20,000 units annually by FY27.
→ The transformer manufacturing facility, which was inaugurated in October 2024, has an initial capacity to produce transformers up to 1,250 kVA, with revenue potential estimated at ₹10-15 crores over the next two years and over ₹50 crores in the future.
→ VPTL's business is well-aligned with India’s growing power infrastructure demands, with significant growth potential driven by government initiatives for robust infrastructure development, particularly in the renewable energy and power transmission sectors.
→ India aims to nearly double its renewable power capacity within the next five years, creating a substantial opportunity for VPTL to expand its involvement in renewable energy projects and grid development.
→ The Indian government is also targeting the addition of 114,667 circuit kilometers of transmission lines and 7.76 MVA of transformer capacity by 2027, providing a considerable scope for power sector companies like VPTL.
→ With national power demand set to double within the next decade, the power transmission and distribution sector is expected to experience significant growth, and VPTL is well-positioned to capture a large share of this expanding market.
→ As part of its strategic focus, VPTL is targeting growth in the advanced energy solutions market, including clean hydrogen, energy storage, and carbon capture, as India prepares to make substantial investments in these areas.
→ The government’s ambitious targets for advanced energy solutions, with plans to invest over ₹2,900 billion annually by 2030, offer significant business opportunities for VPTL to diversify and expand its offerings in the energy sector.
→ The company is also working to address the challenges posed by right-of-way issues in its projects, ensuring smoother execution by focusing on projects where such hurdles can be effectively managed.
→ While VPTL has decided not to enter the smart metering and battery energy storage systems markets for now, it remains focused on expanding its EPC and transformer manufacturing business to meet growing demand in these areas.
→ Looking ahead, VPTL plans to explore opportunities for scaling up its transformer manufacturing capabilities further, including potential collaborations for the development of additional manufacturing facilities.
→ The company is currently concentrated on projects in Gujarat but is actively bidding for projects in other states, signaling its strategy for geographic diversification and further market penetration across India.
→ VPTL’s future growth is bolstered by India’s increasing focus on infrastructure development, renewable energy integration, and modernization of power systems, all of which are in line with its strategic business objectives.
→ The power sector is expected to remain a high-growth area, with favorable government policies and increasing demand for electricity and renewable energy solutions, creating an attractive environment for companies like VPTL.
→ As India moves toward a more sustainable and electrified future, VPTL's capabilities in power transmission, distribution, and transformer manufacturing will continue to be crucial in helping meet the country’s energy demands.
→ The ongoing push for clean energy and sustainable infrastructure also aligns with VPTL's strengths in the renewable energy and power infrastructure segments, positioning the company as a key player in these emerging markets.
→ VPTL’s emphasis on safety, environmental responsibility, and quality management through its ISO certifications enhances its competitive edge in the EPC sector, ensuring that its projects meet both national and international standards.
→ The company’s leadership, operational efficiency, and growing market presence position it for continued success as it takes advantage of the vast opportunities arising from India’s energy transformation.
→ With its strategic focus on power transmission, distribution, transformer manufacturing, and geographic diversification, VPTL is poised for long-term growth and market leadership in India’s evolving power sector.
→ The company’s efforts to expand its production capacity and diversify into new regions and segments reflect a clear roadmap for scaling its operations and solidifying its position in the competitive power infrastructure market.
→ As VPTL continues to complete high-value projects and expand its customer base, it is set to play a significant role in shaping the future of India’s energy landscape, both in terms of conventional power and renewable energy.
→ The substantial growth in India’s power transmission and distribution infrastructure, coupled with government support for energy diversification, provides a favorable environment for VPTL to expand its footprint in the power sector.
→ The company’s focus on completing projects efficiently, reducing project risks, and targeting high-value orders positions VPTL as a key player in India's power sector expansion plans, ensuring strong financial performance and continued growth in the coming years.
Kay Cee Energy bags a major work order worth INR 39.03 Cr from Rajasthan Rajya Vidyut Prasaran Nigam Ltd for EHV Line maintenance under RPVN Transmission System.
Duration: 60 months
#KCEIL #SME #WorkOrder #PowerEPC #StockMarket #NSE
⭐ Transformers and Distribution Value Chain Stocks Has Significant Growth Opportunity in India 🇮🇳 🔥
👉 5 Stocks To Focus🔥
🌟 Each Company Analysis 👇
#stockmarketcrash #StockMarket #investing #investments #Transformers #transmission #powerepc #powercables #smartmeter #transformer
Viviana Power Tech's Business Outlook: Strong Growth and Strategic Expansion
#Viviana
#PowerEPC
#Transformer
(Transcript of Viviana Power Tech Limited's Q2 FY25 Earnings Conference Call held on 5th November 2024)
Positive Industry Trends:
Surging Demand in Power Distribution: Viviana Power Tech is capitalising on a significant increase in government spending on power distribution infrastructure. The company primarily focuses on distribution projects, noting a substantial rise in DISCOM budgets, with DGVCL (Dakshin Gujarat Vij Company Limited) as a prime example, seeing their budget increase from INR 200-300 crores to over INR 10,000 crores. This indicates a robust pipeline of projects for the company to bid on.
Favourable Payment Terms from DISCOMs: The management highlight that DISCOMs, particularly in Gujarat, are now cash-rich and prompt with payments, providing financial stability and predictability for Viviana Power Tech. This is a significant improvement from past experiences with delayed payments from government entities.
Company-Specific Strengths:
Strong Order Book and Growth Projections: Viviana Power Tech boasts a current order book of INR 236 crores, which includes existing projects, secured LOAs (Letters of Award), and projects where they are the L1 bidder (lowest bidder). They are targeting revenue of INR 150-170 crores by the end of the fiscal year, exceeding their previous projections. Management expresses strong confidence in achieving these targets, even suggesting that actual performance might surpass these figures. Furthermore, they have bid on projects worth over INR 450 crores, indicating a healthy pipeline for future growth.
Shift Towards Larger, Higher-Margin Projects: The company is strategically moving away from smaller projects and subcontracting roles to focus on larger turnkey projects, where they supply all materials and have greater control over margins. This shift is evident in the changing composition of their cost structure, with material costs now accounting for 75-80% of project costs.
Expansion into Transformer Manufacturing: Viviana Power Tech has inaugurated its transformer manufacturing facility, initially targeting the distribution transformer market with plans to expand into larger transformers for export. This backward integration strategy provides them with a captive market for their transformers while also opening up new revenue streams. Revenue potential >50cr.
Improved Financial Position: The company has significantly enhanced its financial standing, securing a bank facility of INR 67 crores with their existing bank and exploring multi-banking arrangements to increase the facility to INR 76 crores. This improved access to capital, coupled with the recent equity raise of INR 19.16 crores, provides the financial resources to pursue larger projects and expand their operations.
Challenges and Mitigating Factors:
Competition: While the sources acknowledge the competitive landscape, they also highlight that the sheer volume of projects available mitigates this risk. The abundance of opportunities allows Viviana Power Tech to be selective in the projects they bid on, focusing on those with favourable terms and manageable risks.
Risk of Project Delays: The company learned valuable lessons from past experiences with project delays in transmission line projects, particularly those involving right-of-way issues. They are now focusing on projects where right-of-way is the client's responsibility, minimising the risk of delays and cost overruns.
Dependence on Government Spending: Viviana Power Tech's growth is heavily reliant on government spending in the power distribution sector. Any significant changes in government policy or funding priorities could impact their business outlook.
Overall, the management project a positive outlook for Viviana Power Tech. The company appears well-positioned to capitalise on the growing demand in the power distribution sector, leveraging its improved financial position, strategic expansion into transformer manufacturing, and focus on larger, higher-margin projects. However, it's essential to acknowledge the inherent risks associated with government-dependent industries and the competitive nature of the EPC market.
Türk-Japon İş Birliği Başladı! - https://t.co/cF5X9aAN7A
#işbirliği #ekonomi #powerepc
@deikiletisim
@deikint
Thermax crosses yet another milestone by commissioning a total capacity of 100 MW of waste heat recovery power plants in the cement sector. We would like to thank our customers for their support and belief in our sustainable turnkey solutions.
#ThermaxProjectExcellence #PowerEPC
With continued support and trust from customers across South East Asia, Thermax’s Power division has crossed total contracted capacity of 100 megawatts in the region.
#ThermaxProjectExcellence #powerepc
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