๐๐ฎ๐ฅ๐ญ๐ข๐๐๐ ๐ ๐๐ซ ๐๐ข๐๐ค : ๐๐๐ฆ๐ฆ ๐
๐ BONUS : Best Stocks with huge future potential ๐ฅ
Sector to grow 375 Times by Fy32 ๐ฅ๐ฅ๐ฅ
A Mega ( Thread ) ๐งต
Below ๐
Need for BESS ๐ง
๐ Solar power depends on sunlight, no energy is at night, production falls on cloudy days
Without energy storage, excess renewable energy is wasted & fossil fuel power plants are needed as backup
BESS store energy during peak time & releasing it later
BESS ~ Renewable & Transmission Proxy โ๏ธ
reduces peak load pressure, Improves Grid Stability & Enhances Transmission Efficiency
41,50,000 Crores Estimated Capex in Transmission Sector by FY50 ๐ฅ
500 GW of clean energy by 2030 ๐ฅ
BESS ~ Mega Opportunity ๐น
BESS ecosystem a Rs. 3.5 trn opportunity till FY32 ๐ฅ
BESS will see an astronomical surge of 375x to 42 GW by FY32, from FY24 levels ๐ฅ
BESS ~ Sectoral Tailwinds ๐
- PLI for Advanced Cell Manufacturing
- Greater Priority to Storage Based Projects
- Battery prices crashed 82% in last 10 yrs & are expected to Crash further
Government Focus on BESS
12,500 MW of Battery Energy Storage System (BESS) projects currently under tender ๐ฅ
additional 3,300 MW is in the pipeline
massive scale-up from the earlier pilot of just 1,000 MWh in 2021 ๐ฅ
Proxy Sectors to play BESS Theme ๐
Maxvolt Energy Industries Ltd
M. Cap : 260 Cr
Forward P/E : 15
ROCE : 32%
Sales Growth : 123% ๐ฅ
Fy26 Guidance
- 180 Cr Topline ๐ฅ
- margins to improve
manufactures lithium-ion batteries
plan to set up a lithium recycling plant
Targeting 5% market share in India by 2028
CLN Energy
M. Cap : 662 Cr
P/E : 51.3
ROCE : 30.5%
Sales Growth : 65%
manufactures customized lithium-ion batteries
Did preferential issue of 3.6 L shares at Rs.281 to promoter, increasing promoter holding to 73.5% ๐ฅ
plans to expand from 112 to 500 distributor in 2 yrs ๐ฅ
Prostarm
M. Cap : 1,258 Cr
P/E : 41.2
ROCE : 30%
Promoter Holding : 72.82%
investing 25 Cr in 1.2 GWh BESS manufacturing facility by FY26 end ๐ฅ
got 22 MWh order from adani electricity
company plans to enter international markets in future
SPML Infra
M. Cap : 1,970 Cr
Forward PE : 27
Order Book : 3,000 Cr
Targeting 50% revenue & PAT growth in FY26 ๐ฅ
Significantly Reduced debt
175 Cr capex for 2.5 GW BESS battery pack facility in Pune
BESS to be 50% of revenue in 3yrs ๐ฅ
Advait Energy
M. Cap : 2,103 Cr
YoY Sales Growth : 226%
QoQ Sales Growth : 98%
Ace Investor Ashish Kacholia holds 2.67% Stake ๐ฅ
Eyeing on 1 GW of BESS Projects over the period of next 5 years
Quality Power
M. Cap : 6,267 Cr
Forward PE : 55
Guidance
FY26 : 800 Cr ๐ฅ
FY28 : 2000 Cr ๐ฅ
Recently acquired majority stake in STATCON Energiaa, a domestic power electronics manufacturer whose offerings include BESS.
( Note : Posted earlier in telegram )
KPI Green Energy ๐
Some More Companies ๐
Peer Comparison ๐
Some of the companies have the upto 5X potential in next 3 years ๐ฅ
which is your BESS Pick ?
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๐จ Disclaimer : There is no recommendation to buy or sell analysis provided is just for educational purposes only
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