Questions across 4 calls

Rahul Kothari

Grit Equities

Suzlon Energy Limited

Suzlon Energy Limited CC-Dec23.pdf · 2024-01-31

First of all, very congratulations for the amazing results and also for winning such a large single order of 642 MW. Congratulations for that. And sir, can you help me understand more on the ecosystem regarding the EPC or we can say BoP system in place? Considering the significant increase in the green sector, so how is this industry getting up to cope up with the requirement of the OEM manufacturers? I would like to understand it on three fronts: How Suzlon itself is gearing up for the execution? How IPP players, if they are looking to execute on their own? And is there any significant players available to take up this execution plans?

Okay. And sir, also regarding like this 3 MW wind turbine, I understand there will be different height and different set of cranes requirement for this. So considering that an earlier time, there was like 2 MW turbines, so crane requirements were different. So is there still -- like the industry with regards to crane availability still there, is coping up with respect to the growth in the wind industry?

Suzlon Energy Limited CC-Sep23.pdf · 2023-11-02

Hi, sir. I have a question. This is with regards to understandi ng our preference towards taking an order, whether it's more towards the turnkey projects or tow ards WTG equipment supply? And with regards to the estimate that is understood that 10 gigawatts of orders are expected from PSUs, how are we looking to pre -requisite into it or supply our products and services to that segment?

Sir, just one more on the understanding front. With regards to because on the wind front, there is generally a landmark with regards to the wind speed and all, and identification is done. So, as a Suzlon, considering the large order coming in place in the fu ture, so execution would be a challenge. So, do we have some, or do we explore the land acquisitions earlier, or will it depend on the customer to procure the lands and everything?

Inox Wind Limited

Inox Wind Limited CC-Sep23.pdf · 2023-10-27

Sir, I have a couple of questions. One of it is that how do we look into the nature of order win? What kind of order we prefer? Whether it’s more on the turnkey front or more on the equipment supply considering, as you mentioned, we have land bank also with us? Also, I just wanted to understand in both of these categories, do we have any competitive edge or differentiating factor that help us make much bigger order win in the domain?

And, sir, one more thing regarding the capacity that we have; when do we expect to have a full capacity utilization? And secondly, any CAPEX ramping up plan or something like that?

Inox Wind Limited CC-Dec23.pdf ·

Regarding this 4 MW new tu rbine setup. Can you help us understand more on the, regarding the infrastructure that we have? How does it get into, gel into these current infrastructure, or do we need to set up a new infrastructure? What sort of visibility can we consider about winning some orders on these turbines?

Okay. And sir, just one more question. In this cycle, there's this interesting thing of loss of demand orders that we are winning is also split into like core turnkey plus also orders with regards to pure turbine supply. So, how does this help us with significant revenue growth? Is it from the side of the customers who ar e asking to go for turbine and execute on their own?