Thanks sirji.. hope November and december sales data show good improvements in coming days.
Baby step in further backward integration
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From the latest presentation . Efficiency levels have improved for cell from Unit 1 + unit 2 production started + Module output improved for Oct + Nov . Q3 should be much better than Q2. Valuations have also become very attractiveâŚ.
Disc: Holding
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Could not find this interview on YT.
Some important points covered
websol mgmt on ndtv profit
q3 guidance
- some deficit will b there in earlier guided 500 cr
- impacted by delayed take-off from some client due to expectation of lower prices & inventory mgmt
- also prices saw some 10% softness in last 2 months
- trying best to reach target & come v close to what was announced
ingot/wafer - linton mou
- will come later, lot of prep works to be done
- next 6 months understanding the tech since it is new area & train websolâs people
have a look at video for more details..
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Still Sale data very weak on DCR Portal..
Any insights behind why the sales is substantially lagging the production on DCR portal data as on today? This doesnât seem to be the case for other companies.
Doesnât that have to do with captive consumption by their module line?
they have mentioned in concallâŚwhether it is cell sales or module salesâŚboth counts as dcr sales. hence, data should reflect either sales.
