No Concall was conducted this time after Q3 results. But an interview with Rishi Sanghvi was there instead of it.
3 Likes
Thank you Mr. Wagleji for the update and valuable inputs. It’s good to see big investors like you still invested and having conviction in this company. Gives us smaller investors a lot of confidence. 
2 Likes
Wind installation picking up pace:
April- June : 1139;
April- July : 1306;
April- August : 1456;
April- September : 1551MW (monsoons)
April - October: 1659
April - November: 1930
April- December : 2103
April- Jan : 2336
April-Feb : 2520
April-March : 3253
10 Likes
Sir, which website is this?
Rupeevest
2 Likes
Hi Aditya Ji, Management in Q1 FY24 Concall mentioned that the EBIDTA Margins for EPC business would be in the range of 30-35 %, any specific reasons you have calculated using just 12% margins?
If we take the lower end of the mgmt’s EPC margin guidance, the FY25 Pat could be ~ 350Cr. Please share your thoughts
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Yes, although i completely respect the experienced views of Mr Adityaji, even i was wondering the same. Margins in EPC could be higher as spoken by Rishiji in concall.
Awaiting your reply Mr. Aditya ji. Thank you
1 Like
Generally found EPC to be a topline heavy business with slimmer margins of 12-14%.
I will be happy to be proven wrong and I hope Sanghvi Movers does earn margins that they have stated. In the meanwhile I wanted to be conservative in my estimates.
7 Likes
You are correct. Mr. Rishi Sanghvi himself said that EPC margins will be lower but definitely in double digits. See from 6:45.
6 Likes
Wind installation picking up pace:
April- June : 1139;
April- July : 1306;
April- August : 1456;
April- September : 1551MW (monsoons)
April - October: 1659
April - November: 1930
April- December : 2103
April- Jan : 2336
April-Feb : 2520
April23-March24 : 3253
1April24-30thApril: 275
4 Likes
