Megharaj Kavalur Profile picture
Investor || IPOs || DRHP || Business || Analysing Startups || Views Are Personal || Not SEBI Registered https://t.co/8dgyaU0v5d
Aug 24 โ€ข 12 tweets โ€ข 3 min read
๐—”๐—ฐ๐—บ๐—ฒ ๐—ฆ๐—ผ๐—น๐—ฎ๐—ฟ โ€“ ๐—œ๐—ป๐—ฑ๐—ถ๐—ฎโ€™๐˜€ ๐—œ๐—ป๐˜๐—ฒ๐—ด๐—ฟ๐—ฎ๐˜๐—ฒ๐—ฑ ๐—ฅ๐—ฒ๐—ป๐—ฒ๐˜„๐—ฎ๐—ฏ๐—น๐—ฒ ๐—ฃ๐—ผ๐˜„๐—ฒ๐—ฟ๐—ต๐—ผ๐˜‚๐˜€๐—ฒ ๐Ÿงต๐Ÿ‘‡
One of Indiaโ€™s largest Independent Power Producers (IPP) and among the Top 10 renewable players.
A deep dive into business model, capacity, financials & valuations Image 1/ Business Model & Moat
โ–ช Integrated structure with inhouse EPC + O&M provides:
โ€“ Lower execution costs
โ€“ Superior EBITDA margins/MW
โ€“ Reduced vendor dependency

โ–ช 25-year PPAs with central/state entities ensure long-term cash flow visibility.