Margin compression from higher EPC mix in H2
EBITDA margins may moderate in H2 as EPC revenue (lower margin) increases relative to turbine supply, though full-year guidance is upgraded.
INOXWIND / Q2-FY25 / risks
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Inox Wind · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
medium
Competitive intensity from new entrants and Chinese players
Analyst raised concern about Chinese players and new domestic entrants; management downplayed but acknowledged potential pricing pressure in equipment supply segment.
Execution risk in scaling to 1,200 MW
Ramping from 140 MW quarterly run-rate to 1,200 MW annual requires significant operational scaling; management expressed confidence but risks remain.