Wonderful analysis Sir. Doing SIP in this and as future growth in data centre theme, this one will become multi-bagger. Expecting 10x returns by 2030 😊.
Regarding Techno mgt has given capEx plan of Rs 25,000 Cr . So, how the company is going to fund this capEx plan ? If we look at the order book which is around Rs 9,100 Cr and in the current FY expected order book is around Rs 4,000 Cr. So, there is a gap for the funding in the CapEx plan. This clarification is need from the mgt. Next question is on Trade payable which is increasing qoq , is there any delay happening in the payments ?
Hi Suraj. The proposed capex is 8k-10k Cr for both Power EPC, Smart meters & Data Centers. Of all the segments, Data Centers will have a capex of around 6-7k Cr over the next 5-6 years. Out of which, the company already secured 2500 Cr (1300 Cash + 1200 QIP).
