Suzlon Energy Limited CC-Dec24.pdf · 2025-01-28
So, first of all, congratulati ons on a good set of numbers. An d you know, I am still a novice in understanding this industry. So, I just wanted to know that ear lier in one of your concalls, you had mentioned that the capacity addition would be somewhere aro und 5-7 GW in 2026-27 for India in general and then from then on it would be around the r ange of 10 GW, right? I just wanted to know like what amount of capacity addition, do we see these tariffs go to a range where like it turns less profitable for the developers because is there a concern of oversupply when it comes to this? So, that is my question because we are s eeing solar module prices correcting and corresponding to the tariffs have also come down by huge margin. And if that is the reason, how would we look at negating that?
So, this about 10 GW of additio n post 2028 that we are factoring in is sustainable, right?