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 Dreambigger - Follow | Private Message
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14 days ago
@sa9, the developers are customers of other oem`s as well. so it is wrong to assume that all the order will come to suzlon bcos they were clients of suzlon before....
  Dreambigger
15 days ago
This is from seci 4 auction....
  Dreambigger
17 days ago
@phreakji, it was for fy18 and they were close :p to 40 %.. they have not guided for 25% market share in fy20 in terms of commissioning , he was refering to the order win... ...
  Dreambigger
 
23 days ago
@rich1day, speculation :p.. did you attend inox con call??? if not please read the transcripts when it is available to understand how much they are expecting to execute......
  Dreambigger
Reposted 23 days ago by rahul20802
23 days ago
@rich1day, me invested here amd i didnt have anything to be disappointed... i know it was a tough year and my expectations was not much for this quarter of not more than 350mw. my expectations are a...
  Dreambigger
     
23 days ago
@rich1day, also it would be d same case with inox as well . i wont be suprised if they do at max 350 to 400mw in fy19. so maybe if market is not generous even 180 looks a far cry. ...
  Dreambigger
23 days ago
Coming to the order execution this year , seci 2 would be completely done. part of seci 3 would be done , 700mw of ppa`s which are to be signed will be done .. so all in all may be 1.3 gw commission...
  Dreambigger
23 days ago
@rich1day, lets see the order book which is 1200mw which comprises of 1015mw of seci 2 , 3 and 4 orders. the remaining is 75mw of maharashtra bidding and captive. seci 2 order was issues in late oct...
  Dreambigger
     
23 days ago
@rich1day, q4 was a washout?? in what terms ??? they have done similar to q3 and they had almost met their guidance(they had guided for 1200mw in q3 when they had done 850mw ) they have fallen short...
  Dreambigger
23 days ago
@sensexji, the diff you see in oms business is bcos of the closure of brazil business. the oms revenues from brazil has to be removed if you are doing a comparision... i dont remember the exact numb...
  Dreambigger
     
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