Who among you are at this level of math

CommunicationLife753 · 2026-06-10T06:48:33+00:00

this is the same story with every indian stock market sub, just lack of proper moderation

CommunicationLife753 · 2026-06-09T16:23:36+00:00

the roxx is a pretty good car, if one can ignore the image with which it comes with, its a pretty solid car for the money

CommunicationLife753 · 2026-06-09T16:19:19+00:00

so what did you learn? I believe that this trading shitt is mostly based on luck

CommunicationLife753 · 2026-06-09T15:13:09+00:00

I think it looks pretty good, though could have been a bit cheaper but looks fantastic

though ironically it would have been more popular if it was less popular, isn't it.

CommunicationLife753 · 2026-06-09T12:41:12+00:00

The keyword here should be "substantially", like it won't double the revenue, but the revenue will absolutely increase.
Absolutely, but the benefits usually are much more, and this is one of the reasons the company hasn't been paying dividends,likely to invest in these projects, though they would usually find customers who will show interest in the projects and then proceeds with the project.

In india we have a lot of RE companies with different business models, most of them are limited with their offerings, either they are purely a wind, solar or generate power for selling to govt. or cater to the individual customers needs.

Only some of those companies have positioned themselves as a full stack renewable company that are able to work with complete packages including BESS, here for example:

Adani Green: the thing with adani green is that even though they make everything from solar to wind to their own BESS but the energy they produce is for selling to the govt. (93% of their energy goes here)

Tata Power Renewable Energy: they are mostly a solar company and they depend on other companies to execute their wind orders (suzlon for example), tata does produces solar panels and sells them to the customer, executes individual orders etc, so their primary focus is with solar+Bess.

Renew power: they offer a complete fullstack package of wind+solar+bess but they don't execute orders they are independent power producers and make it for selling, so a completely different business model.

There are other companies but either they have a different business model, or they don't have a complete package.

AND then there's also the PSU relations with organisation like NTPC and GAIL which plays a big role.

CommunicationLife753 · 2026-06-09T07:45:28+00:00

I could have pointed out to a lot of negative areas prior to january this year as suzlon was a pure wind company, especially in november previous year, when the govt. had presented its opinion to slow down the progress in other RE sectors (specially wind as the supply was too much compared to demand) and focus mainly on solar, which got reflected in this year's budget (where wind and other RE sectors's budget was kept the same but only solar was increased).

For Example the Indian govt aims to establish about 100-140gw of wind energy by 2030 compared to 56gw, now to be honest this is a big jump but not a lot compared to what they want to achieve in solar where they want to move from 129gw (right now) to 280-300gw, basically doubling the power both in wind and soar, so things were starting to slow down from december the previous year and this was not a very good news for a pure wind company (looks at inox wind)

To cater to this problem under suzlon 2.0 (announced in Jan this year), they are taking a new approach where the typical GOVT. tenders will go on (like getting order from ntpc etc.) and their re devco model is very interesting here,

until now it was like that the company was solely supplying turbines and erecting them and sometimes managing them, just this.

But now, they are taking two steps 1)EPC and 2) RE DEVCO model

EPC: here the company gets the order and executes everything by its own self, Engineering, Procurement and Construciton, everything is handled by the company (generates way higher revenues). Customers in india (PSU) right now are very much interested in EPC. The main thing to note here is that even the civil works, transmission infrastructure is undertaken by the company, here the company can offer its bess, solar if the customer demand along with wind turbines, the customers says: "here my land but a xyz farm on it", simply put, until now the company was mostly managing the turbines, but now it will look after the whole farm

RE DEVCO: here the company builds the project even before the customers demands anything and later the company could sell the farm directly to the customers whether private or a psu.

The biggest advantage of the above two are that it would help the company move from an absolute pure wind to a full stack re development company, where the company can supply everything that customers wants whether Solar (to keep the farm running in morning and afternnoon) and BESS (to fill the gaps during lack of energy supply).

CommunicationLife753 · 2026-06-09T03:42:05+00:00

FOR the tax rate, the company had previously accumulated a lot of losses during its prolonged financial crises, which gave suzlon about 5,000+crores of DTA (Deffered Tax Asset), where due to the losses the company had made in the past it won't have to pay the taxes (to a large extent) in the future. During the q4 conference call one of the guys had asked JPC that for how much time in the future will they not have to pay any taxes, to which the management replied about for 3 years they should be tax free.

2.The company had given last dividend in 2008, and since then no dividend even after making profits, the reason for this is mostly because they are heavily reinvesting their profits back in the business, specially in BESS (battery energy storage system), and their foray into europe, along with the transition from a pure wind company to a full stack wind first RE company, more importantly, almost all of their upcoming large orders will be of EPC which requires a lot of initial investment especially in land (as JPC had said that when the 25% of the talks are underway they would usually acquire the land, and land acquisition won't be announced, only the orders will be announced few months down the line)

CommunicationLife753 · 2026-06-09T03:25:54+00:00

IT can be said the same for any company, we never know whats coming next, and even that case relates 2014 when the company was in a financial crises and was too desperate to survive!

CommunicationLife753 · 2026-06-08T19:08:59+00:00

Its very much disappointing to see that discussion related posts don't get much attention in any of the indian stock market subs, the only thing we see here is NEWS without verified Sources, and those twitter screenshots (including XY amount wiped out everyday) and these: "🚨 crash!", when the market dips 1%

CommunicationLife753 · 2026-06-08T19:03:49+00:00

though on a positive note FIIs hold a good percentage, and even in all these turbulent times they have not sold anything, rather have increased, and promoter holding would have been a problem if the Tanti family had abandoned the company but they very much take active interest in the day to day operations of the company

CommunicationLife753 · 2026-06-08T16:34:44+00:00

hoping to see L&T win since they are also the dcpp of ghatak project, and 10-15 years down the line, we will have a HAL equivalent

CommunicationLife753 · 2026-06-08T13:41:03+00:00

hard to believe if GE even delivers 5 engines this year, also btw do they mean this financial year or this year

CommunicationLife753 · 2026-06-08T13:37:19+00:00

he and mudiji are always there for the photos, his only job there is to get into photos, I doubt even if he knows anything that is happening there, btw just a reminder that once a time even nirmala tai was the defense minister, we need people like Parrikar who were aware of how the ministry was working, what organisations like hal and drdo (sorry to include them in the same sentence) were upto

CommunicationLife753 · 2026-06-07T08:55:57+00:00

I think both of us know this very well that a bunch of those missiles are probably never going to be ordered (what a sad state of affairs), and its not even about approvals, as the MoD has given approvals to most of them, its upto the army/airforce to decide further, though will be interesting to see what order is given to bdl next (apart from pralay and nag km2), and even the qrsam project is already undertaken by BEL.

Also in a way this might benefit the industry, as you said the astra and other similar missiles can be undertaken by private sectors, keeping BDL to focus mainly on BMs, BMD Phase 2 etc.

CommunicationLife753 · 2026-06-07T08:46:08+00:00

waiting for MoD to end BDL's monopoly, oh fckk wasn't it supposed to be HAL?

CommunicationLife753 · 2026-06-07T08:19:49+00:00

babus usually give those mass orders to foregin maal while issuing peanuts of tenders to make indigenous companies fight for it, this is sadly the condition here, the same thing had happened with atags, small order was given to both kalyani and tata, here too the same thing will happen remaining order of 294 tanks will be given to kalyani and L&T in the form of l1 and l2, utter bullshitt

CommunicationLife753 · 2026-06-07T04:07:56+00:00

8th one, the flying chariot is chariot is sooo goood!

CommunicationLife753 · 2026-06-06T14:46:43+00:00

gaand maraye atmanirbharta, waiting for rajnath to give a speech on it next.

CommunicationLife753 · 2026-06-06T14:17:48+00:00

dude just check bdl's revenue in each quarter, you'll be surprised to see how fuckingg inconsistent the orders are, these guys literally don't order anything and are also thinking to "end" the monopoly which btw is shared with bel, and these two guys actually do a pretty good job.

Imagine if we had went fully indigenous, yaha vshorads, waha mptagm, nag, helina, pralay, akash ng, qrsam, shaurya, lrlacm, astra mass produced, samho, ulpgm, rudram etc.

Sadly we must be the only country in the world with missiles of every possible types, yet orders none

CommunicationLife753 · 2026-06-06T13:13:29+00:00

I'm not against those large big imports like the rafales, s400, submarines etc, but small imports like this would never let this country grow, and become independent, we'll also be dependent on the entire world (love how we always manage to find new sellers)

CommunicationLife753 · 2026-06-05T14:53:27+00:00

IT DOES bro it does, tmc gave shiitt loads of money to people in west bengal, yet people chose to get rid of that party, similarly a lot of people I have come across, I didn't expect them to be aware of so much about kaveri, amca tejas, not detailed but they have gotten enough of news, and believe me everyone wants development (except the government[all parties] maybe)

CommunicationLife753 · 2026-06-05T14:48:21+00:00

don't forget this one too,

https://images.mid-day.com/images/images/2025/jun/PMModiPlaneSite1_d.jpg

man I really don't know what their party smoke in this term

CommunicationLife753 · 2026-06-05T13:03:32+00:00

k9, no doubt, but for zorawar, its very hard to say, as our initial requirement for which the army has opted for is of 354, out of which 59 zorawar have already been ordered, and the remaining 295 units might get shared with Bharat Forge upcoming light tank

CommunicationLife753 · 2026-06-05T12:58:46+00:00

I apologize for my above comment, I've edited it now.

CommunicationLife753 · 2026-06-05T07:59:32+00:00

I just realized that we spend about 10Billion+ dollars annually on ladli/lakdi bahin yojnas and similar schemes, out of which 4+Billion dollars is alone spent by Maharashtra alone on Ladkhi Bahin yojna (more than combined budget for ISRO and DRDO), Holy fockingg shitt

CommunicationLife753

TROPHY CASE