Premier Energies Limited CC-Nov25.pdf · 2025-10-29
Hi, Chiranjeev. Hi, Vinay. Just wanted to sort of – yes, just wanted to understand this. So, if I look at your revenue from sales, based on your presentation, it's gone from roughly 420 to 440 crores, this Q-o-Q jump. And if I look at the sales number on the DCR portal, that's closer to about 347 megawatt last quarter and about 424 megawatt this quarter. So, that implies that, you know, sales realizations have fallen Q-o-Q about, you know, between 10% to 15%. Is that correct? Are we looking at, something different or, is there like because the top corner is ramping up? Anything that you can sort of clarify on that?
Sure, sure. And maybe just on the two acquisitions, one essentially on KSolare, in terms of when you reach about a million inverter pieces capacity, you know, what would be the total gigawatt in terms of reach? How are you sort of trying to capture the market? Because you're trying to focus on PM Surya Ghar. So, how was the current company doing it? And, you know, how do you see doing it? Do you also sort of build a franchise network as some of your peers or some of the consumer durable companies are doing? So, that's on KSolare. And so, if I look at a transformer company, it looks like a INR1,000 crores valuation for INR16 crores part. Obviously, you are more than quadrupling capacity. So, how should we look at, current order book and, you know, the revenue that the transformer business would have, say, maybe, you know, in FY '27, FY '28. And similarly, maybe, you know, similar numbers in terms of inverter, broad range of revenue and margins that you're sort of targeting.