Thread by @desiwallstreet

(1/n)
KP Energy Ltd - A New Dawn
India's only listed profit making wind energy sector company.

A Detailed Thread 🧵on the Cheapest Wind Energy Stock in India

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(2/n)
KP Energy provides complete solutions from concept till completion of project lifecycle of Wind Project
Co provides complete turnkey solutions including on BOT basis for wind energy clients which includes all the processes from Site Identification to Capacity Installation

(3/n)
Business model of company is designed to bring scalability in wind sector by serving OEM (Original Equipment Manufacturers) of Wind Turbines, IPPs (Independent Power Producers), Captive Users as well as Institutional Investment Programmes

(4/n)
KP Energy Ltd. Has achieved phenomenal growth records in the last 7 years in Gujarat state as an EPC player of Wind Energy sector.
Co is a part of the promoter group of KPI Global Infra

(5/n)
Strong order book & ready pipeline of Project Sites
▪️Co has a massive order book of 1035+ MW equal to their last 10 yrs execution
▪️Co is confident of completing full execution in JUST 2.5 years (i.e. upto FY 24)

(6/n)
KP Energy MD stated “Company is targeting 1000 MW of BoP execution (EPC) in the next 2.5 years”
▪️Co has reported Strong Q2 with an EPS of ₹5.3
▪️H2 EPS can be ₹12+x

▪️In last 10 yrs Total execution was 500 MW, while co is targeting 1000 MW in just 2.5 yrs now

(7/n)
Co is closely working with stakeholders in renewable energy industry to conceptualise & execute hybrid projects in India
▪️Hybrid & Offshore wind energy projects have tremendous potential
▪️India is expected to install nearly 20.2 GW of wind power capacity between 2021-25

(8/n)
Execution & Capacities
▪️~200 MW energised as EPPC service provider
▪️~514 MW Power evacuation capacity
▪️~1035 Business pipeline

(9/n)
Won “Best Project Site Mgmt Initiatives”, “Project Electrical Design Innovations” & “Best Project EHS Management Initiatives” by Wind Insider Engineering Excellence Awards India

Won Business Excellence Award "Co of the year: Developer >1000 MW" at India Wind Energy Forum

(10/n)
FY23 Estimates
▪️Revenue of 250cr
▪️PAT 24cr
▪️EPS of 28+
Co has a Strong Balance sheet & Net Debt Free Status with Cash Balance of 28cr

(11/n)
Other listed wind energy companies like Suzlon, Inox Wind making HEAVY LOSSES BUT STILL trading at EV/Sales of 2x, 3x
▪️KP Energy is trading at EV/Sales of just 1x of FY23E Sales
▪️KP Energy Ltd has huge potential with a Massive order book & Strong execution capabilities

(12/n)
Further National Offshore Wind Energy Policy by the Govt provides a Huge opportunity in Offshore Wind Energy which is untapped in India
Gujarat has a coastline of 1600 KM & Provides a BIG opportunity for KP Energy in Offshore Wind Energy projects