Premier Energies Limited CC-Sep24.pdf · 2024-11-08
Thanks for the opportunity. This is regarding the cell market. So, in a couple of quarters, there will be large sums of modules, cell manufacturing companies going live. And how do you see the competition here? Is it easy to stabilize the line because they are coming up with, I guess, 5 GW of cell capacity? So, how will this affect Premier Energies as a company? That is my first question. And the second question is, I see you putting a lot of capacities till FY28 and the prices might be unstable at FY28. How do you see in terms of growth and what are your revenue and margin guidance in the coming three years? These are my three questions. Thanks.
But I don't see you putting a lot of capacity in the modules, right? I mean, industry is going at 20 to 25 at the single player, but we are planning for 8 GW. So, there is a lot of gap there in solar module. But I know you are good at solar cell, which is commendable. But in revenue and margins, do you have any thoughts? Can you share a concrete number, if you have internal targets?