2f2c6147-914f-4f86-b3a8-4c165a197dd6.pdf (315.3 KB)
Pumping money in Inox Green. Just like he said in the above podcast. Shifting his view to Green and Solar.
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Merger is here! 21st June is the record date. A doubt: Inox wind is merging into IWEL. What happens to the derivatives part of it?
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Can someone please explain what policies/orderbook/something else got changed after first week of September 2024 after which I am seeing a continuous fall in price in Inox wind and same is seen in Suzlon. I tried going back on this thread but couldn’t get any information. Anyone tracking this business very closely, can pls help me here?
One of the reasons, i guess is ISTS charges were waived till 30th June,2025 , no extensions and now 25% will need to be paid and more going forward, so more Costs for projects
Details
Crisil Report here
Wind Issue here
Other impacts here
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Most of the renewable stocks have been derated. Also, people have become cautious after the Gensol debacle. I believe they won’t participate in the next bull run. I might be wrong. There are so many companies doing wind/solar EPC/cell production; there is no moat left, even though the power demand will increase multifolds from here as well. Transmission stocks are going through the same phase as well. The same thing happened to Suzlon, KP Group, and Waaree Renewable stocks, just to name a few. Now these stocks will run based on results and healthy cash flows. They all have a healthy order book and good visibility for atleast 2-3 years.
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