Saurabh Agarwal
@saur_agar7
Changing Prespectives and stories behind the numbers.
Total addressable market (TAM) for BESS. Current BESS projects in India including Work in progress is around 500MWh. Total demand by FY 30 is 132GWh. Now, To set up 1 GWh of BESS you require approx 2500 Crore. Hence for 132GWh it comes approx 3 lakh Crore. While choosing a…
In this video I have discussed ,Aditya Vision and its outlook for rest of FY. Key tailwinds due to festive ,GST2.0 ,free electricity. Inventory question?? youtu.be/w-2-mAv8oYU?si…
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Aditya Vision Q2 and beyond
DP Abhusan Q2FY26 and beyond. youtu.be/gvti17al4pA A regional central India player trying to expand beyond its borders. Overall muted numbers,though Ebitda and PAT my look huge. But there is a catch. Get store expansion outlook and how festive is going on for this…
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DP Abhusan Q2 and Beyond
Superb Execution from Acharya Ji. youtu.be/9dN9vopTgjk?si… There is some change in bed expansion methodology. Tie up with Chandan Diagnostics. Tie up with Entereo. Focus on franchise model for expansion across East and South India. Products segments doing good traction.…
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Jeena Sikho Lifecare Q2 and beyond
Ethos despite 16% SSSG and 32% topline in Q2. Profitability is getting butchered due to currency fluctuations,and expansion.
In this video I have discussed Alpex Solar how the business is progessing from here. Its outlook and approach wrt to rest of Industry. Concerns,Outlook and Valuations. youtu.be/Ii9F2coW97E
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Alpex Solar Q2 and Beyond
Consistent Performance From KPI Green Energy, In a way reflection of Q1 numbers in Q2 as well. Overall portfolio is slightly increased. Depreciation cost will be high with commissioning of new plants.
Continiing on the moentum of 1st Qtr. Saatik Green Energy saw enhanced capacity utilisation from its new 1GW plant in Ambala facility. This led to 36% jump in topline QoQ.YoY jump is much higher due to earlier increased capacity. Business is expanding capacity on Odisha with…
In this Video I have discussed TD Power Systems Its a good proxy to study whole Data Centres and AI theme and how it relates to RE transition. I have discussed as:- youtu.be/SPsssphk5Rc?si… 1 Sector 2 Drivers -->AI,Data Centres,Oil and Gas,Waste to Energy, Hydro,Nuclear,…
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TD Power Systems Q2 and beyond
youtu.be/0FQEzdAAYDg?si… Suzlon Energy Q2 and Beyond. How the business in transitioning in Wind Sector in India,all major concerns and opportunities ion business. Questions on Orderbook, Is BESS a challenge. Margins Profile and overall business prespectives. Get your answers here
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Suzlon Q2 and beyond
In this video i have discussed. Zinka Logistics Blackbuck Q2 and beyond. Is rapid expansion at the cost of profitablity. Will operating leverage sustain?? youtu.be/6dv866HyyQs
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Zinka Logistics Blacckbuck Q2 and beyond
If Jwellery sector is growing at a pace of 10% CAGR. Now,in this high gold price environment if retail players are unable to show volume growth ( except few). Still if B2B player like Utsav , Sky Gold and Shanti gold can show > 10% volume growth and also doing massive capex.…
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