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Yash Jhurani

Qode Advisors
SWSOLAR

Sterling and Wilson Renewable Energy Limited

All company calls
Quarter ended Jun 2026
17 Jul 2026
Open call
  1. Hi, sir. So how much of our INR13,000 crores UOV is exposed to, say, the ALMM list to sale? And with domestic sales being like at around 130%, 160% premium and a 6-month certification backlog, what is the risk of that our execution ramp slips off into say these next few quarters?

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  2. Understood, sir. Just a follow-up for that. So for future orders and tenders that we will bid, the DCR cost tariff shock, will it break any project IRRs for you guys?

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  3. And for BESS it has its own, say, localization pressure. So how exposed is your BESS margin to the duty charges on the imported sales?

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