Shashank · SB Capital
partialPlans after 3.2 GW module capacity by FY28?
maybe 2.4 4 GW of additional capacity for modules can be installed at the same new factory... We will announce this once we have a very clear visibility further.
ALPEXSOLAR / Q3-FY26 / claim-ledger
Audit the questions that mattered.
Alpex Solar · Analyst questions, management answers, and the quality of the response where the ledger is available.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
67%
Numeric claims
2
Consistency
contradicted
Question ledger
What was answered, and how?
Shashank · SB Capital
evasiveExport opportunities?
we were one of the pioneers of export... but now we are not exporting... we hope that America market will open up... we will enter the export market if it is profitable.
Shashank · SB Capital
partialNature of order book visibility?
our order book is sufficient to expand our business... our guidance for the next year is 2x... will be around 3,000 cr... we have more than that orders... orders is not going to be any problem.
Shashank · SB Capital
evasiveMargins with own cell and aluminum?
once cell comes into picture... the VA margins are going to rapidly expand... margins will be insulated and expanded very rapidly.
Sil Sha · Paris Investments
partialExpected EBITDA and PAT margins with cell manufacturing?
industry colleagues are enjoying a pat margin of around 25 26% on cell manufacturing... we anticipate better margins than our industry... because we are directly starting from G12R.
Sil Sha · Paris Investments
directTimeline for full utilization of cell capacity?
within 45 days we should be able to achieve 90 to 95% of the capacity utilization.
Yash Jarani · Q advisors
partialCurrent blended realization per watt?
it's a still in the similar region... we hope the blended per watt price realization will reach around 18.5 or maybe 19 rupees also.
Yash Jarani · Q advisors
directWhy was NCD cost high at 13-14%?
the main reason was the timing... banks are quite conservative and slow... we raised this 125 cr of debentures... these are slightly expensive because of essence in timing.
Chitra Lunawat · 9enture
directSilver cost savings with new technology?
silver cost in the cell is already probably at 40%... we will be saving at least 15 20% on the silver cost because of this and then we will be again migrating to the copper paste.
Apurva Bandi · Whiteststone PMS
directExecution timeline for 1,900 cr order book?
19004 will be not more than they will not last more than six seven months sir... This all will be completed by FI 26.
Apurva Bandi · Whiteststone PMS
directCapex and revenue potential for 2.2 GW cell line?
including the soft cost... total cost is 825 crores... hard cost will be roughly 750 crores... 1 gawatt of solar cell will generate a turnover of around 1,200 cr.
Abi Seagel · Singularity
directAdditional profit from aluminum frame business?
on our expanded capacity which we will be generating an additional profit of around 60 odd cr from the aluminium business in the next year.