Top Tweets for #TrueRE
#SME #OrianaPower #TrueRE #Oriana
Oriana Power H2 FY26 Investor Concall Highlights
👉 FY27 & Future Outlook
▫️Management expects ~50% CAGR in revenue and PAT for FY27-FY28 (safely achievable even in current volatile commodity environment)
💠Upside to 70% CAGR possible if market conditions stabilise.
💠Targets for 2030 remain intact: 6 GW solar EPC, 2.4 GW solar IPP, 20 GWh BESS, and 1 MMT green ammonia/hydrogen per annum.
💠“We are not looking for Actis, solar EPC, storage, asset monetization and AI as separate stories. We are combining them into one capital-efficient, technology-enabled renewable infrastructure platform,” — Anirudh Saraswat, Whole-Time Director.
💠BESS expected to contribute 35-40% of FY27 revenue (negligible in FY26 due to execution ramp).
💠Green fuels (ammonia) to start contributing from FY27/FY28 with the 60,000 TPA SECI already signed.
💠Actis monetisation (238 MW + additional ~200 MW) deferred beyond FY26 due to shift to hybrid/dispatchable projects and regulatory factors — “largely a timing issue rather than a business issue”; strategic rationale intact and deal size has increased. Deferment targeted in H1.
💠Monetisation pipeline now targets ~200 MW every half year to recycle capital and strengthen balance sheet.
💠Rupal Gupta, MD: “Having orders in hand for next almost two years… having one lean quarter or one lean year is a good year. A bad year will kill away every other journey we have been doing for the last 10 years.”
💠Conservative bidding stance maintained amid 30-88% commodity & currency swings; focus remains on profitable growth over aggressive volume.
👉 Current Order Book / Projects and Future Pipeline
▫️Order book ~₹7,000 crore providing visibility for next ~2 years.
▫️Solar: 700+ MW under execution; 2,500+ MW in pipeline.
💠Key wins include one of world’s largest floating solar, first ISTS-connected project (Prayagraj), first utility-scale solar in Gujarat, and international entry (Guyana airport).
💠Land bank expanded to ~4,780 acres.
▫️BESS:
💠1,000+ MWh under execution (including first utility-scale solar+BESS hybrid at CTU level and Rajasthan’s first Group Captive Open Access hybrid); 3,000+ MWh in pipeline.
💠190+ MWh C&I hybrid orders secured; BESPA agreements signed for 250 MWh (Navratnas PSU) + 100 MWh each in Rajasthan, Tamil Nadu & Karnataka. First on-ground BESS capacity already commissioned.
▫️Green Fuels (Consumption):
💠10-year binding GAPA with SECI for 60,000 TPA green ammonia (~₹3,135 crore contract value).
💠Land identified (1,200+ acres in MP); pre-FEED completed; advanced discussions in MP, Rajasthan, UP & other states.
💠MoUs with Governments of Rajasthan (₹10,000 crore), Madhya Pradesh (₹5,000 crore) and Assam (₹500 crore) for integrated RE + green fuels complexes.
💠Management remark (Praveen Kumar, Whole-Time Director): “We are no longer just a solar company… we are building an integrated clean energy platform spanning generation, storage and consumption.”
👉 Other Notable Points
▫️FY26 delivery despite headwinds:
💠Consolidated revenue ₹1,814 crore (+84% YoY),
💠EBITDA ₹425 crore (+73%)
💠PAT ₹252 crore (+59%), 13.91% PAT margin.
💠Key execution milestones: India’s largest floating solar, first ISTS solar, first utility-scale solar+BESS hybrid, Latin America entry, 1,000+ MWh BESS under execution.
▫️Balance sheet remains robust:
💠Debt-to-Equity 0.67×, cash position, disciplined capital allocation.
💠Other current liabilities reflect normal trade LCs, discounting facilities and customer advances (not red flags).
▫️Team & efficiency:
💠Employee strength scaled to 370+; AI-driven “ZeroDesk” rollout across all functions to reduce dependency on individuals and improve velocity.
💠“We will continue to hire selectively for critical roles but we do not expect people addition to grow in the same proportion as the scale of Oriana Power,” — Anirudh Saraswat.
💠Differentiator (Rupal Gupta): “None of the segment is just a PPT segment, it’s on-ground segment now… Battery order lena is easy; we have won the order and we have delivered the order.” Emphasis on integrated value chain (Generation • Storage • Consumption) and selective, high-quality execution over aggressive low-margin bidding.
👉Q&A highlights :
💠Guidance adjusted for Actis timing (still confident on strong FY27 PAT growth)
💠BESS margins expected in line with overall business; supply-chain & commodity risks being hedged via advance orders; employee cost rise reflects growth + project ramp (partly timing) and will be optimised via AI
💠Mainboard migration remains strategic priority with governance being strengthened
👉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
WELCOME TO MY NIGHTMARE PT. 3: RACCOON CITY ⛪️💀
A city shrouded in Funeral Fog. No light, no hope—only the stench of the necrotic.
We descend into the blackest silence of the R.P.D. tonight.
https://t.co/xb8jZwVFqx
#Mayhem #ResidentEvil #BlackMetal #RaccoonCity #TrueRE
#Dalmia Cement will source up to 128 MW of solar power from a #TamilNadu based under-construction project of Oriana Power’s (SPV) #TrueRE Surya
- It acquired 26% stake in TrueRE Surya
- Last year, #Dalmia Cement announced it would source 14 MW of solar power through three SPV's in #TamilNadu
https://t.co/msXgKJOHQn
🚨#OrianaPower been recognised as the Most Promising Clean Energy Company of the Year at the Outlook Business Spotlight Achievers Awards 2025. 🔥
#TrueRE #GreenEnergy #CleanEnergy
#OrianaPower
So, Oriana Power has decided to declare results on Bihar Election results day.
Double Dhamaal on the cards? 😀
#TrueRE
#OrianaPower
MoU between Oriana Power and Mormugao Port Authority ✅
Oriana is working with clients for India's Green port and maritme decarobnisation
A 2MW Solar Power plant.
Start small and then grow it - is the game.
FYI - Mormugao is Goa's chief port.
#Oriana #TrueRE
Organic way or Inorganic way!!
that’s the Oriana way!!!
#TrueRE
Oriana Power : Asset Recycling to fuel future growth. Expecting substantial profit on sale of assets as well on top of organic PAT expectations. This looks to be 200MW of projects.
In the past, the management had highlighted asset recycling as a key strategy going forward. Expecting 200MW of asset recycling each year.
#OrianaPower #TrueRE
Projections 🔥
As anticipated below 👇, the long term projections are getting revised for Oriana Power. (Source: AGM)
Below is the summary
✅ FY26 Rev and EBITDA to be 2x of FY25.🔥
✅Base Margins to sustain or improve
✅ FY27 to be 2x of FY26 🔥🔥
✅ FY28 onwards target is 70-80% growth
✅Orderbook: 4500 cr including L1.
✅BESS: Guidance Upgraded from 3.5 GWh by FY30 to 20 GWh by FY30 🔥🔥🔥
✅Quarterly reporting from Q1FY27
✅Mainboard listing possible post Aug 2026
So far - Terrific management, Walking the talk!
#OrianaPower
Highlighting some simple numbers for Oriana Power.
(Source Annual report and con calls/interviews)
FY30 TARGETS stated for Oriana. Do the maths 🔥
✅Solar EPC
6GWH (cumulative)🚀. FY25: 200MW (in 12 months)
✅BESS:
3.5GWh of BESS capacity 🚀. Was 0 in FY25.
✅Green Hydrogen
100 KTPA yes, that's 100,000 MTPA🚀. Was 0 Fy25.
(Also at least 1 GW of Electrolyser factory for GH)
✅Green Ammonia
1MMT . Yes, That's 1 Million Metric Ton 🚀. 0 in FY25
Think long and hard - Not just 1 or 2 years.
With this level of diversification,
📌Who can bet against Oriana Power becoming an RE ENERGY CONGLOMERATE in next 10 years?
Don't be surprised if targets are revised upwards as we navigate next few years. 💹💹
#OrianaPower #SolarEPC #GreenHydrogen #Ammonia
#TrueRE
#Power is Future 🔥🔥
Best #power sector stocks-
1)- SOLAR ENERGY
1).#BOROSIL
2).#WEBEL
3).#TrueRE
4).#ZODIAC
5).#SWSOLAR
6).#WAAREEIRTL
7).#swelect
2)- WIND ENERGY
1).#INOXWIND
2).#SUZLON
3).#KPIGREEN
4).#BFUTILITIES
3)- HYDRO ENERGY
1).#NHPC
2).#JAIPRAKASH
3).#JSWEnergy
4).#SJVN
5).#IINDSIL
4)- Clean Energy
1).#adanigreen
2).#TATAPOWER
3).#Reliance
4).#IREDA
5)- BIOENERGY
1).#praj
3).#IndianOil
3).#GAIL
4).#KOTYARK
Future #Power stocks 🇮🇳🇮🇳🇮🇳
1)- SOLAR ENERGY
1).#BOROSIL
2).#WEBEL
3).#TrueRE
4).#ZODIAC
5).#SWSOLAR
6).#WAAREEIRTL
7).#swelect
2)- WIND ENERGY
1).#INOXWIND
2).#SUZLON
3).#KPIGREEN
4).#BFUTILITIES
3)- HYDRO ENERGY
1).#NHPC
2).#JAIPRAKASH
3).#JSWEnergy
4).#SJVN
5).#IINDSIL
4)- Clean Energy
1).#adanigreen
2).#TATAPOWER
3).#Reliance
4).#IREDA
5)- BIOENERGY
1).#praj
3).#IndianOil
3).#GAIL
4).#KOTYARK
🚨#OrianaPower concall insights:
Mcap 4000 crores, PE : 25x
FY26 conservative revenue guidance : 2000 - 2500 crores
FY25 was 998cr
FY24 was 383cr
FY23 was 135cr
FY22 was 124cr
FY21 was 34cr
FY20 was 21cr
BESS Ebitda margins 90-95%
#TrueRE #Oriana
🚨Important points from the post presentation of #OrianaPower :
👉Projects delivered: 400+ MW; Pipeline: 1800+ MW; Under construction : 550+ MWp
👉Employees increased: from 92 in FY24 to 252 in FY25
👉BESS pipeline: 700 MWh; Won: 400 MWh
👉Green Hydrogen capacity: 10,000 MTPA allocated; 40,000 MTPA in pipeline
👉Hydrogen Electrolyser Giga-Factory planned by FY27
👉CBG : 21 TPD CBG delivered, 21 TPD under execution and 100 TPD in pipeline
👉e-Methanol : Secured our first non-binding agreement with off -taker for e-Methanol. 225 TPD e-Methanol project is under review by state government for subsidy.
👉Credit Rating: BBB+ (Stable)
👉In FY25 : Revenue grew 2.58x, PAT 2.92x
👉Debt to Equity: reduced from 1.26x in FY24 to 0.53x in FY25👌; Assets up 3.3x YOY; Reserves & Surplus : up 4x YOY
👉Growth Strategies : 1 GW solar by FY26
👉Large-scale projects eligibility : We are now eligible to participate in larger-scale projects, having met the qualification criteria for tenders in terms of revenue, net worth, and project execution capacity.
👉Management commentary : We are aligned with our revenue targets for FY26 and remain confident in achieving them
👉MoUs : signed MoUs worth INR 10,000 crores in Rajasthan, 5000 crores in MP and 500 crores in Assam totalling INR 15,500 crores. Land acquisition and grid connectivity discussions are currently underway with respective state authorities.
👉Risks addressed : While the renewable energy surge has led to reduced daytime spot prices, we this as an opportunity to strengthen our positioning as a TrueRE company and enables greater focus on new business avenues like BESS, Hybrid solutions, and Green Hydrogen. Importantly, our revenue remains stable as our major portfolio comprises C&I clients with long-term agreements, insulating us from spot price volatility.
👉Here is the link to the pdf : https://t.co/zXFZ2HPcit
#TrueRE #Oriana
Conclusion:
With stellar revenue growth, improving profitability, a robust order book, upgraded credit ratings, and a strong financial position, Oriana Power Ltd presents a high-growth investment opportunity in the renewable energy sector.
#Oriana #OrianaPower #TrueRE
#OrianaPower is truely diversified renewable energy company
Plans and execution both looks excellent 🏆🏆
Forget about stock price and market turbulence, they will become big in coming 2-3 yrs👌🏻👌🏻
Valuation multiple will be different and not be that of #Solar EPC
#TrueRe
#OrianaPower got 59Cr #CBG order
Slowly & steady moving towards diversified renewable energy company
Next feather in the cap can be #Hydrogen EPC order, probably in next financial year 🔥
#Oriana will stand out amongst all the players with sector leading growth & margins 💪💪
🚨#OrianaPower wins 2 orders in 2 days🔥
👉21st Jan : 59cr CBG order to be executed in next 12 months
👉20th Jan : 38cr solar EPC + BESS order to be executed in next 6-9 months
#OrianaPower steps into #BESS Segment 🔥🔥
1) Focusing only towards high margin orders.
2) Higher margins in BESS/IPP/CBG as it is less crowded.
3) Margins will be +/-1% for FY'25.
1-2 Yr down the line, it will be well diversified #RenewableEnergy company.
#TrueRe #Oriana
#orianapower
#trueRE
#Oriana
chart farmed cup and holder
And also trendline breakout
Iam very much bullish on above 2600
🚨 #OrianaPower Thread #4
Management commentary "strategically positioned to accelerate our growth with projections pointing towards an 8-10x times by FY26 w.r.t H1FY25"
Order book stands at 500MW+
H1FY25 Revenue growth of 461.27% Yoy
A thread 🧵(1/n)👇 #TrueRE
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