Gaurav Pareek

@Riz_Capitaledge I am primarily positive because Oriana is one rare company that has not had a single guidance miss, has always exceeded it. 1200 to 1500 cr in revenue will be greatly cheered as the EPS of around 85-90 (H2) makes PE drop to 12. Very bullish on this particular result somehow.

@Riz_Capitaledge Expecting 1200 cr plus revenue from H2 due to part payments of floating solar and asset sale in Actis JV. I could be off target but this is my expectation. All depends on execution of decent sized order book. 200 cr is being carried forward from last Q, so that is also a plus.

Anyone expecting steller results from Oriana Power tomorrow ? #orianapower #sme #smallcap #Nifty #nse

@inikhilbhandari I am very buillish on it too but please elaborate on your vision and viewpoint.

TRUALT is Next Reliance.

@vandit_jain1994 It also teaches patience. And lots of it. All of them gave out great results. SME and smallcap companies rise upto PE of 40-70 even 80 in bull run when FIIs buy. This is consolidation cycle with PEs down to 10. Quality businesses meetings guidance regularly will again rerate.

What do Oriana Power, Rajesh Power, Bondada teach us..? Stocks which are overloved stop performing..

Rajesh Power and Bondada Engineering after Q4 results: RP P/E 12.8 vs BE P/E 21 as of today post both results RP Q4 sales is 57% of BE RP PAT is 65% of BE Both have OPM of 11-12% RP Market Cap is 41% of BE RP Order Book is 72% of BE The valuation gap is not justified.

@bhaveshkk15 @Sandeep_Majj Trualt Bioenergy seems better placed with all 5 plants operational for ethanol (mostly dual-feed now) and mega 80000 TPA SAF (Aviation Fuel Blending) facility in pipeline (first mover advantage), plus high-margin CBG plants in JV with GAIL. It is better placed to catch the shift.

@Sandeep_Majj TruAlt bioenergy? What's your view?

How about the player who sets up plants to make ethanol ? It recently broke out into stage 2 as well 😉

Considering all disclaimers and risks in TruAlt Bioenergy, their ethanol capex cycle is done for now and full capacity will be achieved soon. CBG being very high margin business and Aviation fuel blending their posterboy project, adding more on every dip for long term. Excited.

I have full faith in Rajesh Power Services’ swift recovery as fundamentally it looks good, has big orderbook plus the power transmission sector tailwind is a multi-decadal story. It is probably paying the price of being an SME and mature mgmt’s conservative guidance.

@shashank_jha_12 @Alchemist1320 Agree on this, Alpex and Oriana are only paying the price for being SME. They should do very well.

Maine sare module maker ka concall suna , ek analyst ne data backed questions nahi puch hai sir, I am accumulating these day by day, risk reward ratio highly favourable.. ek baat logo q nahi samajh aati ki agar Alpex Solar apna module nahi bech paega to kaun bech paega.. majority will come to buy Alpex at 2500😅

Falling module prices are bad Rising module prices are bad Module prices not changing is bad Reality is lofty positive stories are easy to sell in bull markets and selling fear is easy in bear markets. Reporters (who make money via engagement) will compulsorily tell you a story…dig your truth away from headlines Also no sector has one fit all business model so each company handles all this differently

@shashank_jha_12 Thank you!

@GPnomics Multibagger or meltdown? 👀📷New video on Oriana Power breaking down the current situation — no hype, just analysis. Title says it all: Next multibagger or disaster waiting to happen? Watch and judge for yourself. 📷📷 youtu.be/WToNK_hbMAc #orianapower

Three beneficiaries of the Indian solar gridlock can be BESS companies like Oriana Power, Transmission companies like Rajesh Power and Solar Cell Manufacturers like Websol, Vikram Solar, Premier Energies among others. Q3 25-26 is important to watch. Hope sitting patiently pays.

@ankurjain83 Whats your take on Alpex Solar? I think its results will be great and once PE adjust to it should stabilise. Oriana is a clear winner with early moves in BESS and big order wins.

Congratulations..... Websol is now at half PE of Premier Energy :)👏👏👏👏👏

@ankurjain83 Looks like Websol the Cell manufacturer is caught up in the Module storm. The data shows sales have improved till Week 2 of Dec Q3 and surpassed Q1. I think the bashing is due to another big aim of Andra Pradesh expansion and years long capex cycle in subdued funding times.

@DB2Guide Rerating should be quick too as solar sector stocks are spooked by over supply news. Its the best stock in renewable energy small cap space.

So how much P/E market want to give Oriana power ? Not more than 10? ridiculous

@Vibenest1 Best ever it is!

@Vibenest1 Looking at the massive growth in their order book and history of executing orders fast Oriana Power should post the best ever quarterly revenue and PAT. BESS could further positively surprise. It is the fastest growing solar (and others) company. Save this tweet.

@equities_samjho Very apt analysis covering all important details 👏🏻

KPI Green Energy Also discussed Promoter Pledging & Trump Tariffs Impact 00:00 Introduction 00:43 What is solar EPC? 02:31 My view on KPI Green Energy 03:08 Business Model: IPP vs CPP 12:20 Comparing KPI with Waaree Renewables 16:16 Orderbook 19:51 Land Bank & Evacuation Capacity 21:37 Best Ever Numbers Again 24:33 Why Hybrid Model is important? 25:46 Very Important Insights 28:32 What about promoter pledging? 31:30 Impact of Trump’s Tariffs #kpigreenenergy

Adding smallcap Solar, Water treatment, Waste Management and Finance stocks in a staggered manner as the market has fallen and this small and midcap buffet has started looking delicious. Alpex, Websol, KPI Greens, EMS, Oriana Power to name a few. Will hold them for 5 to 10 years.

@darshanvmehta1 Timing the market is less important than time in the market. Holding everything for 5 years, not a day less. What’s important for stock market investors is have no loans at all, liabilities of life alter investor’s mindset and holding period.

Still not seeing Buffett quotes here or whatsapp groups...

At around 350/- Rs per Kg Waaree Energies’ Green Hydrogen plant should have annual revenue capacity of approx 3000 crores (90000 MT). Looks like they are working hard to stay on top of their game, stellar results and now this news.