Websol energy system ltd

Thanks sirji.. hope November and december sales data show good improvements in coming days.

Just Fresh Update. 602 MW of Cells enlisted in ALMM List-II. Great development.

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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 attractive….

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 websol’s 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 doesn’t seem to be the case for other companies.

Doesn’t that have to do with captive consumption by their module line?

they have mentioned in concall…whether it is cell sales or module sales…both counts as dcr sales. hence, data should reflect either sales.

Module capacity is 550 MW but ALMM enlisted capacity is 579 MW. Interesting.

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