Waaree Energies Limited CC-Dec24.pdf · 2025-01-31
Hi. Thanks for this opportunity for the call. So my question is just, again, related to the margins, that you have an order book with a weighted duration of margins. If the entire order book was to be executed today with current raw material prices and tapering DCR content for pricing, what would the margins look like? And second question was on ENEL. Though I understand it's a work in progress, I wanted to understand the rationale, because the history of past capital good guys going into forward integration into IPPs kind of a business has not been great from capital allocation standpoint. So you want to originate the transaction, complete the transaction and sell it off, recycle, or are you going to hold on to the assets for a much longer period of time? Those are the questions.
Yes, but once the asset is stabilized, will it be transferred or will you retain it for a long period of time?