CA Saurabh

@ankit24fps They committed growth not pat growth. PAt Just passed on to next quarter. Its not like they are getting valuations for 2x growth . Barely traded at 15 pe before results

Oriana Power's promoters should not commit in euphoria. Committing PAT growth 2x where it's hardly half of that is something we didn't expect. Tough questions should be asked in concall.

@samarjitbedi23 @Vismaya9999 This is organic only.. They develop under IPP mode and sell.. Its better to wait for orders and have higher margins. Its purely organic

@Vismaya9999 2500 cr revenue guidance was organic not due to sale of assets. They have missed big time

Oriana Power Did you get disappointed with over expectations on headline numbers⁉️ but the game is going on FY numbers optically weak due to the deferred asset deal but not operational deterioration ✅ Watch Q1 FY27 for asset monetization closure and the resulting balance sheet/profitability boost. This FY marked by geopolitical stress, supply chain disruptions, module price inflation, dollar volatility, and grid curtailment issues. ⏺️Strategic pivot Moving beyond conventional solar EPC/IPP to integrated clean energy platform spanning Solar + BESS + Floating Solar + Green Hydrogen + AI-enabled execution. ⏺️BESS Already revenue-contributing; targeted to reach 30–40% of overall revenues by FY27. Strong policy tailwinds on storage and hybrid projects. ⏺️Green Hydrogen Meaningful revenue contribution expected only from FY28 onwards. ⬆️Asset monetization Planned solar asset recycling couldn’t close in FY due to external/regulatory delays and deferred to Q1 FY27. This was supposed to be a major profit contributor - explains the reported PAT shortfall. Management insists underlying operations are healthy. ⏺️AI/Tech integration Embedding AI-enabled systems across EPC, O&M, finance, compliance functions for speed, cost efficiency, and scalability #oriana

@Riz_Capitaledge Either they take the debt along visible in the books already or they just pay cash and doesn’t take debt. In both cases balance sheet will be cleaned or simply say cash will be received around 700 cr

🚨 ORIANA POWER — BIGGEST CATALYST IN COMPANY HISTORY Actis buying solar subsidiaries at enterprise value of 💰 ₹954 CRORE 💰 Oriana gets ~₹706 Cr cash (74% stake) What happens next 👇 ✅ Entire debt wiped out (₹508 Cr) ✅ Finance costs ₹63 Cr → near ZERO ✅ Net cash positive overnight ✅ Still keeps EPC revenue from Actis 1 GW JDA This is NOT an asset sale This is a BALANCE SHEET TRANSFORMATION 🔥 Build assets → Sell to Actis → Become debt free → Build MORE → Repeat Tomorrow’s open will be very interesting 🧠 DYOR / ❌ NFA #OrianaPower #ORIANA #TrueRE #Actis #IndianStocks #RenewableEnergy #BESS #SmallCap #CapitalEdge

@HarveyGirish @Riz_Capitaledge Either they take the debt along that is visible currently in the books or they pay cash. So u can simply say cash will be received 700 cr

@Riz_Capitaledge But Enterprise value includes debt at subsidiary level too.Actual equity cash inflow to Oriana could be lesser than 706cr depending on debt inside those subsidiaries Still potentially very bullish for balance sheet deleveraging,but ₹706 Cr cash to Oriana may be oversimplified

@Riz_Capitaledge Its an ACTIS deal

@Riz_Capitaledge Bhai update check kro.. one more notification

@Riz_Capitaledge Bhai 954 crore ka bh aa gya

@Cryptified_Soul LTCG and STCG are Direct taxes.. GST is indirect tax

As per me, Once a person has given direct tax then there shouldn’t be any further taxation on the money the person owns. No LTCG STCG, it is the person’s money that’s it

Great!!

@reachanandl Arrogance.. I am not invested in any of your portfolio.. just asked a simple question for my understanding but look at the answer. Thanks

@iamCASaurabh1 Build your own conviction. Don't mirror others.

👍

@SAURABH84034448 Kya hi kre bhai.. 1220 se 980 aa gya

Rajesh Power m FII & DII increasing......

@rajsum74 @Alchemist1320 Cashflows has to be positive for 2 years

@Alchemist1320 Management’s only fault was listing on SME platforms. apart from that I feel they never over guided. Delivered what said. Also maintaining margins in war scenarios was tremendous. Hope management will take a call to migrate on Mainboard. 😍🤔

Rajesh power : company of this size and calibre should have not been listed on SME platform. Segment doesn’t have enough investor depth and profile to appreciate that growing on large bases is not a cake walk. And then raw material volatility and war supply shock must have made execution even more challenging for all companies. Such price volatility and then price crash on result gives very bad feedback to good managements as they are left wondering what exactly is the investor expectation. Management’s best course of action would be to keep on pitching to investors who are active in both mainboard and SME while final redemption will only come once they reach main board.

@Ashish_4vedi Aa rhe h Iran vale

Negative for markets. Iran rejected second round of peace talks. Positive for crude oil. Blockade by US and Closure of Strait of Hormuz is in full force.

@AstroPrashanth9 Tweet aane k baad badal gya sb kuchh.. kamal k log h

Donald Trump will fail miserably to stop Crude oil supply to India....

@GabbbarSingh Crash landing on you

Tired for war monitoring. Suggest something good to watch on TV.

@Tosskaboss101 Kaha se padh liya bhai.. no promoter stake selling

@SAURABH84034448 Ye log bs subsidiary bnane me lge hue h. Koi order update kuchh ni

Phir bhi gadhe logg Oriana Power ko bechenge....ha ha ha.....

@nileshkurhade So how can it benefit oriana. It will be bidding process

Tamil Nadu Advances Large-Scale Energy Storage Deployment with new 1,500 MWh BESS initiative — Oriana Power already developing 100 MWh project under Tamil Nadu’s first 1,000 MWh BESS tender timesofindia.indiatimes.com/city/chennai/1…

@HarveyGirish Whats the news. Anyone can get this under bidding..

just the start ✨💣 Oriana Power !