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Alpex Solar Q1 FY26: Stellar Growth Pushes Company to New Peaks
business update, Equities, Investor Forum, Markets, Result Updates - August 12, 2025

Alpex Solar Q1 FY26: Stellar Growth Pushes Company to New Peaks

Alpex Solar Q1 FY26: Stellar Growth Pushes Company to New Peaks

Demonstrating explosive revenue and profit surges, Alpex Solar shows robust operational momentum backed by strategic capacity expansions

Financial Performance Overview: Q1 FY26
Alpex Solar Ltd posted outstanding unaudited consolidated results for the quarter ended June 30, 2025, showcasing a remarkable turnaround fueled by soaring sales and improved operational efficiency.
The company reported revenue from operations of approximately ₹380.32 crore, marking an astonishing 395.7% increase compared to the same quarter last year.
Profitability indicators were even more impressive. PAT jumped an astounding 3,888% to ₹42.29 crore from ₹1.06 crore in Q1 FY25, while EBITDA soared 1,058% to ₹57.39 crore, reflecting significant margin gains and effective cost management.
The company’s basic earnings per share (EPS) ballooned to ₹17.28, a substantial leap from ₹0.43 share a year earlier, signaling enhanced shareholder value and operational leverage.

Capacity Expansion Driving Growth Ambitions
Aligned with its aggressive growth strategy, Alpex Solar’s Board approved a capital expenditure of ₹110 crore to establish a new 1.2 GW solar module manufacturing facility at Kosi Kotwan, Uttar Pradesh. This plant is slated for commissioning in FY 2026-27 and will augment the company’s total manufacturing capacity to 3.6 GW—including 1.2 GW currently operational at Unit I, and an upcoming 1.2 GW facility expected in FY 2025-26.
This expansion plan reflects Alpex Solar’s commitment to meeting rising global and domestic demand for high-efficiency solar modules. The new capacity is expected to enhance input cost efficiencies, support larger scale production, and enable the company to compete effectively with international manufacturers.

Market Dynamics and Operational Strength
Alpex Solar’s explosive growth comes amid a favorable policy environment promoting renewable energy adoption in India and worldwide. Government incentives, ambitious solar capacity installation targets, and increasing corporate sustainability commitments fuel demand for solar technologies.
The company reported strong sales growth led by both volume expansion and improved selling prices, underscoring effective market penetration and premium product positioning. Higher realizations per unit reflect advancements in module efficiency and the ability to command better pricing in competitive markets.
Additionally, stringent cost management and supply chain optimization helped Alpex significantly expand operating margins despite global supply chain pressures.

Sustainability and Future Outlook
Alpex Solar’s operational success dovetails with the global energy transition toward clean sources. With an industry-leading capacity scale-up strategy and technological investments, the company expects to sustain revenue and profit growth in coming years.
Leadership reaffirmed the focus on:
• Accelerating capacity augmentation to capitalize on growing demand.
• Advancing module efficiency and innovation to maintain competitiveness.
• Expanding export markets alongside domestic sales.
• Leveraging government schemes and policy frameworks supporting renewable energy.
The strong order book and ongoing product development pipeline position Alpex Solar as a key player in the Indian and global solar sectors.

Conclusion: Onward and Upward in Solar Energy Leadership
Alpex Solar’s standout Q1 FY26 results mark its emergence as a leading force in solar manufacturing.
The near quadrupling of revenues and nearly 40-fold profit growth underscore operational excellence and market acceptance.
With aggressive capacity expansions and a strategic vision aligned with global clean energy trends, Alpex is poised for sustained momentum. The company’s trajectory points toward expanding market share, enhanced technological capabilities, and deepened stakeholder value.
While solar markets remain dynamic, Alpex Solar’s robust execution and financial strength provide a solid foundation to capitalize on the surging demand for sustainable energy solutions in India and worldwide.

 

 

 

 

 

 

 

 

 

 

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INOX Green Share Price Surges After Sealing 182 MW Wind O&M Deal

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Tata Power Supercharges India’s Green Goals with Bold Investment Drive
Business, business update, Markets - July 8, 2025

Tata Power Supercharges India’s Green Goals with Bold Investment Drive

Tata Power Supercharges India’s Green Goals with Bold Investment Drive

Accelerating Clean Energy: Tata Power’s Multi-Year Investment Drive

Summery
Tata Power is embarking on a transformative journey, committing ₹20,000–₹25,000 crore annually for the next two years to vastly expand its renewable energy capacity, modernize its infrastructure, and support India’s sustainability goals. This article explores the latest developments, strategic priorities, and the broader impact of Tata Power’s historic investment plan on the nation’s energy landscape.

Introduction
As India transitions to a greener energy mix, Tata Power stands at the helm of this sweeping transformation. As the demand for reliable and sustainable power escalates, Tata Power has unveiled an ambitious investment roadmap, allocating over ₹20,000 crore each year through FY25 and FY26. This initiative is set to reshape the company’s portfolio, strengthen the grid, and accelerate the transition to clean energy sources.

Tata Power’s Investment Blueprint: Scale and Ambition
Unprecedented Capital Commitment
• Annual Investment: Tata Power plans to spend ₹20,000 crore in FY25 and ₹25,000 crore in FY26, a significant jump from previous years, reflecting the company’s confidence and long-term vision.
• Strategic Allocation:
o Around 50% of the capex is earmarked for renewable energy projects, including solar, wind, and hydro.
o The remainder supports transmission, distribution, and select conventional generation projects to ensure grid stability and reliability.
Funding and Partnerships
• The investment will be financed through a combination of internal accruals and external debt, ensuring financial sustainability while enabling rapid expansion.
• Tata Power has also secured major partnerships, such as a multi-billion dollar agreement with the Asian Development Bank to finance new green energy projects3.

Renewable Energy: The Heart of Tata Power’s Growth
Expanding Clean Capacity
• Capacity: Tata With its installed power generation capacity now at 15.7 GW, Tata Power derives close to 7 GW from renewable sources. The company added over 1 GW of clean energy capacity in the past year alone.
• Solar and Wind Initiatives: The company has commissioned a 4.3 GW solar cell and module manufacturing facility in Tamil Nadu, further strengthening its position in the solar value chain.
• Major Projects: Recent agreements include supplying renewable power to major industrial clients, airports, and public infrastructure, as well as a partnership with Bhutan’s Druk Green Power Corporation to develop 5 GW of clean energy projects.
Rooftop Solar and Community Initiatives
• Through its flagship ‘Ghar Ghar Solar’ initiative, Tata Power is driving widespread rooftop solar adoption in support of the PM Surya Ghar Yojana. The company has already executed over 2 GW in rooftop projects, with a robust order book and plans for further expansion.

Transmission, Distribution, and Digitalization
Strengthening the Grid
• Transmission Expansion: Tata Power is investing in new transmission lines and upgrades, with over 4,600 circuit kilometers operational and additional capacity under construction.
• Distribution Reach: The company’s customer base has grown to nearly 13 million, with a target to reach 50 million consumers in the coming years through expansion into new states and enhanced service offerings.
Smart Solutions
• Tata Power is deploying digital technologies for grid management, smart metering, and customer engagement, aiming to improve efficiency, reliability, and user experience.

Diversification: Nuclear and Beyond
• The company is preparing to enter the nuclear energy sector, pending regulatory approvals, with a focus on small modular reactors as part of its long-term diversification strategy.
• Tata Power is also exploring opportunities in electric vehicle charging infrastructure, with thousands of public and home chargers already deployed across India5.

Impact on India’s Energy Transition
Supporting National Goals
• Tata Power’s capex surge aligns with India’s target to achieve 70% non-fossil fuel capacity by 2030 and net-zero emissions by 2070.
• The company’s efforts are expected to catalyze job creation, spur technological innovation, and foster sustainable economic growth.

Challenges and Outlook
Navigating Hurdles
• Tata Power faces challenges such as regulatory uncertainties, supply chain constraints, and the need for continuous technology upgrades.
• The company’s robust financials, strategic partnerships, and clear focus on renewables position it well to overcome these obstacles and lead India’s energy transformation.

Conclusion
With its ambitious investment drive, Tata Power is shaping a new era for India’s power sector. By channeling unprecedented resources into renewables, grid modernization, and digital innovation, Tata Power is not only future-proofing its business but also playing a pivotal role in India’s journey toward a sustainable, low-carbon future. The ripple effects of these investments will be felt across industries, communities, and the environment for years to come.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Nissan Considers Foxconn Deal to Sustain Oppama Operations as EV Demand Surges

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Diversification Strategy: IOC’s Foray into Petrochemicals and Renewable Energy
Market News, Markets - June 24, 2025

Waaree Renewable Technologies: Order Book Surges to ₹1,480 Crore as Growth Accelerates

Waaree Renewable Technologies: Order Book Surges to ₹1,480 Crore as Growth Accelerate

Waaree Renewable Technologies cements its leadership in India’s solar EPC sector with a major contract revision, robust earnings, and expanding global ambitions.

Contract Value Upgraded: Waaree Project Now Estimated at ₹1,480 Crore
In June 2025, Waaree Renewable Technologies announced a significant update to its ongoing EPC contract, leading to an increase in its total value. First awarded in November 2024, the project entails the development of a 2,012.47 MWp ground-mounted solar PV installation for an Indian client.
Importantly, all original terms and conditions remain intact, and there are no related party transactions involved. The execution timeline will be jointly decided by Waaree and the client, allowing for flexibility as the project expands in scale.

Financial Performance: Strong Growth in Revenue and Profit
Waaree’s upward contract revision comes on the back of stellar financial results. In the fourth quarter of FY25, the company reported a consolidated net profit of ₹93.81 crore—an 82.7% jump over the previous year. The company posted a 74.4% increase in operating revenue, which climbed to ₹476.58 crore during the same period.
For the full fiscal year, Waaree Renewable Technologies posted a remarkable 82.29% growth in revenue, outpacing the broader Indian solar sector. The company’s EBITDA rose by 50.06% year-on-year, reflecting improved operational efficiency and disciplined cost management. As of Q4 FY25, Waaree had executed 1,524 MW of EPC projects, with an unexecuted order book of 3.2 GW—demonstrating both delivery capability and future visibility.

Market Response: Shares Rally on Positive News
The stock market responded positively to Waaree’s announcement. On June 20, 2025, shares of Waaree Renewable Technologies ended at ₹986.90 on the NSE, marking a 4.63% gain for the day. The stock has appreciated 15% over the past year, indicating continued investor faith in the company’s growth prospects.

Strategic Expansion: International Foray into Vietnam
The company’s vision reaches beyond domestic boundaries. In June 2025, the company signed a non-binding Memorandum of Understanding with Viet Khanh Joint Stock Company to develop a 100 MWp ground-mounted solar project in Vietnam. This move signals Waaree’s intent to expand its international footprint and tap into Southeast Asia’s growing demand for renewable energy infrastructure.
The agreement, disclosed in compliance with SEBI regulations, marks a strategic step in Waaree’s global growth plan. The final terms will be outlined in a future binding contract, but the partnership already positions Waaree as a credible EPC player beyond India’s borders.

Business Model and Sectoral Position
Waaree Renewable Technologies, a subsidiary of the Waaree Group, is a leading player in the solar EPC space. The company offers turnkey solutions for both on-site (rooftop, ground-mounted) and off-site (open-access) solar projects, catering to a diverse client base in India and now internationally.
Waaree’s robust order book, rapid execution capabilities, and focus on operational excellence have allowed it to capture a significant share of India’s transition to clean energy. The company is also exploring adjacent opportunities, such as energy-intensive data centers, to further diversify its portfolio.

Challenges and Outlook
Despite its successes, Waaree faces several challenges:
• Cash Flow Management: The company’s working capital cycle is complex, with significant retention money affecting liquidity. There is a noted mismatch between sales growth and cash flow from operations, which could pose risks if not managed carefully.
• Competitive Pressures: As the renewable sector attracts more players, Waaree will need to maintain its edge in cost, technology, and execution to protect margins.
• Project Diversification: While the company is tracking a robust order pipeline, it has yet to secure orders for new segments like data centers, indicating potential delays in diversification.
Nonetheless, Waaree’s strong order book, proven execution, and strategic international moves position it well for continued growth.

Conclusion
Backed by robust financials, a growing order pipeline, and a strategic push into international markets, Waaree is set to play a pivotal role in India’s—and Asia’s—renewable energy transition. While challenges around cash flow and competition persist, the company’s proactive approach and operational resilience provide a strong foundation for future expansion.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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L&T Launches India’s First ESG Bonds, Raises ₹500 Crore!

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Alpex Solar Q1 FY26: Stellar Growth Pushes Company to New Peaks
Business - June 16, 2025

Dharan Infra-EPC’s Green Leap: New Subsidiary to Power Solar Ambitions

Dharan Infra-EPC’s Green Leap: New Subsidiary to Power Solar Ambitions

From penny stock to renewable pioneer, the company’s creation of Dharan Infra Solar Private Ltd signals a bold shift toward India’s clean energy future.

Introduction
Corporate interest in India’s renewable energy sector continues to rise, with Dharan Infra-EPC Limited becoming the newest entrant in the space.
Once known primarily for its real estate and construction projects under the name KBC Global Ltd, the company is now charting a new course. By establishing Dharan Infra Solar Private Ltd, it aims to become a key player in the solar and hybrid power ecosystem—a sector critical to India’s clean energy transition and global climate commitments.

Strategic Rebranding and Vision
The evolution from KBC Global Ltd to Dharan Infra-EPC Limited marks a strategic shift that goes well beyond just rebranding.
It reflects a deliberate shift from traditional real estate to a broader focus on infrastructure and engineering, procurement, and construction (EPC) services, with sustainability at its core. The board’s approval of this move, alongside a recent 1:1 bonus share issue, signals management’s intent to reward shareholders and align the company’s identity with its evolving business model.

Dharan Infra Solar: Scope and Ambitions
Comprehensive Renewable Solutions
Dharan Infra Solar Private Ltd is designed to be a one-stop shop for solar and hybrid energy projects. Its made up of the full value chain:
• Designing, manufacturing, and upgrading solar modules and cells
• Trading, importing, and exporting solar hardware
• Assembling, fabricating, and maintaining solar-plus-hybrid systems
• Offering comprehensive solutions spanning from project planning to complete execution
By integrating these capabilities, the subsidiary aims to deliver seamless, end-to-end services for clients seeking to adopt solar power or hybrid renewable systems.
Aligning with National Priorities
This strategic expansion comes at a time when India is fast-tracking its shift toward solar and wind energy, creating massive new opportunities for EPC companies with green ambitions. Dharan Infra Solar’s market entry comes at an opportune moment, aligned with government incentives, growing corporate sustainability commitments, and the pressing demand for decentralized clean energy solutions.

Financial and Market Context
Stock Performance and Order Book
Despite being classified as a penny stock, trading below Re 1, Dharan Infra-EPC Limited has shown resilience and adaptability. The company’s order book stands at ₹260 crore, reflecting ongoing demand for its infrastructure and EPC services. The announcement of the new subsidiary and the company’s foray into renewables have already sparked positive market reactions, with recent share price surges noted in response to the news.
Bonus Issue and Shareholder Value
In February 2024, the company declared a 1:1 bonus share issue, further underlining its commitment to shareholder value. The reserves being capitalized for this bonus issue total approximately ₹261.4 crore, providing a solid foundation for future expansion.

Industry Implications and Competitive Edge
Positioning in a Crowded Market
India’s renewable energy sector is intensely competitive, with both seasoned players and emerging contenders striving to capture market share.
Dharan Infra Solar’s strategy to offer integrated, turnkey solutions—spanning design, manufacturing, installation, and maintenance—sets it apart from firms focusing on just one segment of the value chain.
Sustainability and Diversification
Management has emphasized that the move into renewables is both a business imperative and an environmental responsibility. By diversifying into green energy, Dharan Infra-EPC not only reduces its carbon footprint but also opens up new, sustainable revenue streams that can buffer against cyclical downturns in traditional construction and real estate.

Challenges and Future Outlook
While the company’s ambitions are clear, execution will be key. The renewable energy sector demands technological expertise, robust supply chains, and the ability to navigate regulatory complexities. However, with an experienced management team, a growing order book, and a clear strategic roadmap, Dharan Infra-EPC is well-positioned to make a meaningful impact.

Conclusion
The launch of Dharan Infra Solar Private Ltd by Dharan Infra-EPC Limited represents a pivotal step in its transformation from a conventional infrastructure firm into a progressive force in India’s renewable energy landscape.
As the nation accelerates its clean energy transition, the company’s integrated approach and strategic timing could see it emerge as a notable force in solar and hybrid power solutions.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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ITC Completes Acquisition of 24 Mantra Organic: A Major Leap into India’s Organic Food Market

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Oswal Pumps IPO: 34x Subscription Sparks Confidence!
Market News - June 13, 2025

Shakti Pumps Secures ₹114.58 Crore Maharashtra Order!

Shakti Pumps Secures ₹114.58 Crore Maharashtra Order!

The solar pump manufacturer secures a 4,500-unit off-grid water pump order under the PM-KUSUM Scheme, boosting investor sentiment and reaffirming its leadership in clean energy solutions.

Summary:
Shakti Pumps (India) Ltd., a renowned manufacturer of solar-powered water pumping systems, has secured a significant order worth ₹114.58 crore from the Maharashtra Energy Department Agency (MEDA). The order involves the installation of 4,500 off-grid solar photovoltaic water pumping systems under the government’s PM-KUSUM scheme. With this contract, Shakti Pumps’ order book now stands strong at ₹1,655 crore. The news pushed the company’s stock up by 4.61% to ₹1,010, registering a stellar 140% return from its 52-week low.

In a significant development for India’s renewable energy sector, Shakti Pumps (India) Limited, a leading solar pump and motor manufacturer, has won a prestigious contract from the Maharashtra Energy Department Agency (MEDA). The order is valued at ₹114.58 crore (inclusive of GST) and includes the supply, installation, and commissioning of 4,500 off-grid solar photovoltaic water pumping systems (SPWPS). This order is part of the Component-B of the Ministry of New and Renewable Energy (MNRE) ‘s PM-KUSUM scheme, a central initiative aimed at promoting the use of renewable energy in agriculture.

Big Win for Shakti Pumps
This new contract highlights Shakti Pumps’ growing dominance in the domestic solar pump sector and reinforces its commitment to sustainable agriculture solutions. The systems will be deployed across multiple rural locations in Maharashtra, providing farmers with reliable, clean, and grid-independent irrigation solutions. The scope of work includes the complete value chain — from design, manufacturing, and transportation to installation, testing, and commissioning, with a tight delivery deadline of just 90 days from the issuance of the work order.

Stock Market Reaction
Following the announcement, shares of Shakti Pumps jumped 4.61% intraday, hitting a high of ₹1,010 from the previous close of ₹965.45. This rise came on the back of a sharp increase in trading volume, which surged by 1.6 times on the BSE, indicating heightened investor interest.
The stock has emerged as a multi-bagger, delivering returns of over 140% from its 52-week low of ₹421.12. With the current momentum, analysts believe the company could witness further re-rating, particularly as its order book now touches an impressive ₹1,655 crore, reflecting strong business visibility and demand for its clean energy solutions.

Boost to India’s Solar Mission
This agreement is also an important milestone in achieving the objectives of the Pradhan Mantri Kisan Urja Suraksha evam Utthan Mahabhiyan (PM-KUSUM) initiative. The program aims to install off-grid solar pumps in remote areas to reduce dependence on diesel and grid power, offering a sustainable and cost-effective solution to farmers.
Component-B of the scheme particularly focuses on off-grid solar pumps for areas where grid connectivity is not viable. By enabling farmers to irrigate their fields using solar power, the scheme also reduces carbon emissions and helps in achieving India’s broader climate goals under COP28 and net-zero commitments by 2070.

About Shakti Pumps
Founded in 1982 and based in Pithampur, Madhya Pradesh, Shakti Pumps has earned a name as a leader in solar energy solutions and stainless steel water pumping systems. It caters to both domestic and international markets, offering solar pumps, submersible pumps, motors, and solar infrastructure systems.
With an increasing number of government schemes favouring clean energy adoption, Shakti Pumps has realigned its business strategy to cater aggressively to the solar segment, which now constitutes a significant chunk of its revenue. The company’s proven execution capabilities, strong R&D, and robust supply chain give it a strategic edge in securing large-scale government tenders.

Analyst View: What This Means for Investors
Revenue Visibility: The new order further cements the company’s FY25 revenue projections and ensures strong earnings momentum.
Execution Capacity: The short timeline (90 days) underlines Shakti’s agile execution model — a key differentiator in a competitive market.
Renewables Play: With an increasing focus on climate-conscious investing, companies like Shakti Pumps stand to gain from ESG-themed portfolios.
Rural Electrification Opportunity: India’s massive rural irrigation market still remains largely untapped by solar, offering multi-year growth potential.
Analysts believe Shakti Pumps is well-positioned to benefit from government-led initiatives, export demand, and technological advantages, making it a long-term growth story for investors looking at the renewables space.

Management Speak
Commenting on the order, Shakti Pumps’ top management stated,
“We are proud to contribute to India’s green energy mission and rural empowerment. This order reaffirms our leadership in the solar pump industry and reflects the trust reposed in us by state and central authorities. We are committed to timely execution and delivering value to both our customers and stakeholders.”

Outlook
With this new contract in hand, Shakti Pumps has consolidated its leadership position in the solar irrigation space, which continues to grow with support from central and state government policies. The current order inflow, rising market demand, and strong execution capability pave the way for the company’s continued growth in both domestic and international markets.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Silver Prices Recover as Buyers Step In at Crucial Support Zones

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International Conveyors Shares Rally Over 15% Following Promoter Stake Expansion
Market News - June 9, 2025

Taylormade Renewables’ 2504% Rally: Recurring Revenue Fuels Next Growth Phase

Taylormade Renewables’ 2504% Rally: Recurring Revenue Fuels Next Growth Phase

Clean tech leader Taylormade Renewables pivots to a Build-Own-Operate model, promising stable recurring income and scalable impact after a historic share price surge.

Introduction
Taylormade Renewables Ltd (TRL), a trailblazer in India’s clean technology sector, has delivered a staggering 2504% return to shareholders over the past three years. Now, the company is embarking on a strategic transformation—shifting from one-time project contracts to a recurring, infrastructure-led revenue model. With its first Build-Own-Operate (BOO) plant set to go live in June 2025, TRL is positioned for long-term growth, stable cash flows, and continued market leadership.

From Project Contracts to Recurring Revenue: A Strategic Pivot
Taylormade Renewables, headquartered in Ahmedabad, has built its reputation on innovative clean technologies—especially in water treatment and solar thermal solutions. Historically, the company’s revenues were driven by engineering, procurement, and construction (EPC) contracts, which, while lucrative, were largely one-off in nature.
In 2025, TRL is making a decisive shift. The company is moving towards an asset ownership model, specifically through the Build-Own-Operate (BOO) framework. This transition means TRL will not only design and construct clean tech plants but also own and operate them, generating steady, annuity-like income from long-term service agreements.

Tarapur BOO Plant: The First Milestone
The company’s inaugural BOO industrial wastewater treatment facility in Tarapur, Maharashtra, is set to be inaugurated on June 19, 2025. Positioned within one of India’s largest chemical hubs, this plant utilizes TRL’s patented TRL RAIN™ technology—a chemical-free, self-cleaning system engineered for highly efficient Zero Liquid Discharge (ZLD).
Key Features of the Tarapur Plant:
• Enhanced processing of challenging industrial wastewater from chemical, textile, and pharmaceutical sectors
• High water recovery rates with minimal sludge generation
• Full compliance with environmental regulations
• Foundation for stable, recurring revenue streams
The plant is already operational, having received the necessary regulatory clearances, and is expected to serve as a template for similar projects across India.

Financial Performance: Record Growth and Profitability
FY25 was a landmark year for TRL. The company recorded a 51.65% year-over-year increase in revenue, totaling ₹71.19 cr, along with a net profit of ₹12.30 cr. This growth was bolstered by its first consolidated financials, incorporating its subsidiary Taylormade Enviro Private Limited.
Recent Financial Highlights:
• 3-year share price return: +2504%
• FY25 revenue: ₹71.19 crore (+51.65% YoY)
• FY25 net profit: ₹12.30 crore
• EBITDA: ₹18.16 crore
• Promoter holding: 58.79%
• Market cap: ₹357.92 crore
• Return on Equity (ROE): 25.27%
• Return on Capital Employed (ROCE): 33.56%
Despite a recent dip in search interest and some quarterly volatility, the company’s long-term fundamentals and market positioning remain robust.

Innovation and Patent Portfolio: Building a Moat
TRL’s success is anchored in its proprietary technologies. The TRL RAIN system is part of a growing patent collection, with three patents granted and six awaiting approval.
The company’s innovations extend to high-efficiency solvent recovery (TRL RAIN ULTRA™) and sugar juice concentration technologies, both of which offer industry-leading performance and sustainability benefits.
TRL holds more than 70% of the Indian solar thermal market, providing cutting-edge parabolic solar solutions for industrial applications. Its partnership with Indian Oil Corporation Ltd. (IOCL) sets a national standard for public-private collaboration in clean energy, contributing to India’s Net-Zero Mission.

Expansion Plans and Future Outlook
Buoyed by the initial success of the Tarapur facility, TRL is speeding up brownfield expansion at the location and advancing new BOO projects in Gujarat (Dahej and Sayakha), all planned to become operational in FY26. Additionally, the company is undertaking a ₹231.50 crore infrastructure project in Andhra Pradesh, with revenue expected to be recognized in the coming quarters.
The company’s chairman, Dharmendra Sharad Gor, emphasizes that TRL is now structurally positioned for scale—combining technological superiority, financial sustainability, and environmental responsibility at every step.

Market Sentiment and Share Price Outlook
After a meteoric rise, TRL’s share price has entered a consolidation phase, but technical indicators remain bullish. Analysts and investors are watching closely to see if the new recurring revenue model will translate into even more stable and predictable returns.
As its portfolio of BOO assets expands, TRL is projected to generate recurring income, strengthen its balance sheet, and increase shareholder value as these projects progress.

Conclusion
Taylormade Renewables’ shift to an infrastructure-led, recurring revenue model marks a new era for the company and the broader Indian clean tech sector. With a proven track record, patented technologies, and a robust pipeline of BOO projects, TRL is set to deliver sustainable growth and value creation for years to come. Investors and industry watchers alike will be keenly following the company’s next chapter as it scales its innovative solutions nationwide.

 

 

 

 

 

 

 

 

 

 

 

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GTV Engineering’s Stock Soars 4,500%: What the 2:1 Bonus Shares and 1:5 Split Mean for Investors!

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Tata Power Rises 4% on ₹4,500 Crore Deal with NTPC!
Equities, Market News - April 16, 2025

Tata Power Rises 4% on ₹4,500 Crore Deal with NTPC!

Tata Power Rises 4% on ₹4,500 Crore Deal with NTPC!

Tata Power Renewable Energy’s 200 MW agreement with NTPC boosts investor confidence and aligns with India’s clean energy vision.

Tata Power jumps after NTPC deal.

Mumbai, India – Tata Power shares rallied nearly 4% in early trade after its renewable energy subsidiary, Tata Power Renewable Energy Limited (TPREL), clinched a massive Rs 4,500 crore order from NTPC. The deal, confirmed through a regulatory filing on Tuesday, involves a 25-year Power Purchase Agreement (PPA) with NTPC Vidyut Vyapar Nigam Ltd (NVVNL), a wholly owned subsidiary of NTPC Limited. The agreement is for the supply of 200 MW of firm and dispatchable renewable energy, a significant step forward in India’s clean energy mission.

A Major Win in India’s Green Transition

This contract marks a crucial milestone in TPREL’s journey, underscoring its leadership in the renewable space and aligning perfectly with India’s ambitious goal of reaching a capacity of 500 gigawatts (GW) from non-fossil fuel sources by 2030. The project entails integrating solar, wind, and energy storage systems, ensuring a stable and consistent renewable energy supply. According to the company’s filing, the project is expected to be completed within 24 months, contributing to NTPC’s commitment to increase its renewable energy footprint.

Investor Confidence Soars as Tata Power Climbs

The announcement of the deal had an immediate and favorable impact on Tata Power’s share prices. The company’s shares rose more than 4% intraday on the BSE, demonstrating robust investor confidence. The market reacted positively due to the size of the order and the increasing relevance of dispatchable renewable energy in balancing grid demand, a segment that’s becoming increasingly critical in India’s evolving energy infrastructure.

Strategic Importance of Dispatchable Renewables

What sets this deal apart is the emphasis on firm and dispatchable renewable energy—a category where energy generation can be controlled or scheduled based on demand. Unlike traditional solar or wind projects that depend on weather conditions, dispatchable renewables incorporate energy storage solutions such as batteries, providing power even when the wind isn’t blowing or the sun isn’t shining. This flexibility is vital in supporting grid stability and accelerating India’s transition to a more sustainable power mix.

Tata Power’s Expanding Renewable Portfolio

Tata Power, through TPREL, has been aggressively expanding its renewable portfolio, with operational capacity surpassing 4.1 GW and an additional 3.5 GW under implementation. This latest deal is a testament to its focus on integrated energy solutions combining solar, wind, and battery storage. Earlier this year, the company signed several agreements with state governments and private players, positioning itself as a frontrunner in India’s clean energy landscape.

NTPC’s Role in Powering Green Growth

NTPC, India’s largest energy conglomerate, has strategically pivoted toward renewable energy. With plans to install 60 GW of renewable capacity by 2032, the company has been actively partnering with private sector players to fulfil its clean energy agenda. This collaboration with Tata Power reflects NTPC’s strategy of creating reliable and environmentally sustainable energy assets, contributing to India’s energy security and net-zero ambitions.

Market Analysts Predict Further Upside

Following the announcement, several brokerage houses issued bullish outlooks on Tata Power, citing the large deal size, positive implications on revenue visibility, and strong execution capabilities. Analysts expect further re-rating of the stock as Tata Power continues to secure similar high-value contracts in the renewable space. Additionally, the deal could boost the company’s EBITDA margins, given the high-value nature of dispatchable renewable projects.

Looking Ahead: A Green Future for Tata Power

As India intensifies efforts to decarbonise its economy, companies like Tata Power are anticipated to play a crucial role in developing the future energy landscape. With robust technical expertise, scalable infrastructure, and a clear strategic direction, Tata Power capitalises on immediate opportunities and builds a long-term foundation for sustainable growth.
This Rs 4,500 crore order is more than just a commercial win—it symbolises India Inc.’s readiness to embrace innovation and sustainability in equal measure. As the world watches India’s green energy journey unfold, Tata Power stands tall as one of its strongest pillars.

 

 

 

 

 

 

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