Rajasthan CTU grid curtailment
The 525 MW CTU project in Rajasthan faces ~30% curtailment currently, impacting ~12% of run-rate EBITDA. Grid expects resolution by September 2026, but management advises conservatism.
medium · management_commentaryClean Max Enviro Energy Solutions Ltd — Q4 FY26
CleanMax reported a strong Q4 FY26 with revenue of ₹1,295 crore (up 28% YoY) and PAT surging to ₹86 crore from ₹19 crore.
bullish
high
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Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Deviation Settlement Mechanism (DSM) impact
New DSM rules could increase costs for power producers. Management is still assessing impact and expects to provide clarity in 3-4 months.
medium · analyst_questionALMM implementation and module price uncertainty
Domestic module prices may rise after ALMM takes effect from June 2026, potentially increasing project costs. Management expects tariffs to adjust but notes uncertainty.
low · analyst_question