Inox Wind Limited
3,657words
3turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
96%
192%
613%
28%
82%
Rs 220 crore
rs
3
Rs 112
189 MW
469 MW
90%
Guidance — 4 items
Execution target
opening
“• 3 MW WTG prototype installed • Ramped up 3MW WTG supply chain • Divested non-core asset • Order intake of > 2 GW • Full year profitability to be largest in company’s history • Value unlocking in Inox Renewable Solutions and IGESL • Acquisitions in IGESL FY26”
Execution target
opening
“At IGESL, we are well placed to capture this opportunity going forward.”
Execution target
opening
“Group’s foray into solar to add large scale solar project O&M to IGESL’s portfolio.”
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opening
“In particular, such statements should not be regarded as a projection of future performance of IWL.”
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Risks & concerns — 1 flagged
These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond IWL’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward looking statements.
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Speaking time
2
1
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Opening remarks
Execution target
~ 800 MW • Current orderbook stands at ~ 3.3 GW; strong order pipeline • Achieved net cash status • IPO of Inox Green Energy Services Ltd. • 3 MW WTG prototype installed • Ramped up 3MW WTG supply chain • Divested non-core asset • Order intake of > 2 GW • Full year profitability to be largest in company’s history • Value unlocking in Inox Renewable Solutions and IGESL • Acquisitions in IGESL FY26
Execution target
> 1,200 MW • • • Execution target backed by large existing orderbook and strong pipeline of orders Launch of 4.X MW WTG platform Large jump in profitability and cash flows • Macros aligned for larger execution To targeting > 2 GW of annual execution in FY27 as India moves towards 10GW of annual wind addition With a large order book, strong order inflow visibility, macro tailwinds, robust balance sheet, plug-and-play infrastructure moat and technologically advanced offerings, Inox Wind has established a firm base to embark on its next leg of growth 11 WHAT SETS US APART – 5 PILLARS OF STRENGTH Strong Group Pedigree Robust Creditworthiness Exceptional Turnkey Capabilities Diversified Orderbook • Strong backing of the US$ 12 bn INOXGFL Group • Sizeable promoter holding • Synergies among the Group companies resulting in additional opportunities • Unparalleled management team expertise • One of the strongest balance sheet amongst Wind OEMs • Net cash balance sheet • Strong relationships wit
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This presentation and the related discussions may contain “forward looking statements” by Inox Wind Limited “IWL” or “the Company” that are not historical in nature. These forward-looking statements, which may include statements relating to future state of affairs, results of operations, financial condition, business prospects, plans and objectives, are based on the current beliefs, assumptions, expectations, estimates, and projections of the management of IWL about the business, industry and markets in which IWL operates. These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond IWL’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward looking statements. Such statements are not, and should not be construed, as a representation as to future performance or achievements of IWL. In particular, suc
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