Q1-FY27 · Ashwani Seagel
We have spent almost 890 crores on the cell line. Our total debt is just 341 odd crores because we are still spending some money. So it won't be more than 350-360 crores on the cell business.
ALPEXSOLAR / language trends
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Alpex Solar · tone and specificity signals across the available quarters.
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Language signals
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Q1-FY27 · Ashwani Seagel
Those who have complete integration will survive, not only survive, they will thrive also and they will expand also. And those who will get struck at only one item of the value chain will suffer.
Q1-FY27 · Ashwani Seagel
1 GW fetches anywhere around 2,300-2,400 crore. Assuming we do even 70% of that, we should be able to do 4,000 crore easily in the next full financial year.
Q3-FY26 · Ashwini Sehgal
Our guidance for the next year is 2x of our general guidance for this business. So our next year guidance will be around 3,000 cr.
Q3-FY26 · Ashwini Sehgal
Once cell comes into picture, the EBITDA margins are going to rapidly expand and not only insulated but will be expanded very rapidly.
Q3-FY26 · Ashwini Sehgal
We are better prepared than most of our competitors have. So this 14% margin can be sustainable for next two quarters at least.