PACEDIGITK / language trends

Read confidence between the lines.

Pace Digitek · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q3-FY26 · Venu Gopal Rao Mariceti

We are proud to say that we have 3.3 GW of developer project plus the 1 GW of EPC project... by 2030, 236 GWh is required for the country. Out of which 25+ GWh is already awarded and we have 3.3 plus 1 is 4.3 GWh.

tracked

Q3-FY26 · Venu Gopal Rao Mariceti

The BESS project IRR will be anywhere between 10 to 11.5%. The project IRR is low but if you add the product margin and EPC margin which we earn internally, the equity IR comes to about 19-20%.

tracked

Q3-FY26 · Venu Gopal Rao Mariceti

We are the largest BESS manufacturer from cell to container in the country currently. Some people are doing pack to container but cell to pack is the critical thing. Others are not doing it today. We want to maintain this lead by adding capacity to 10 GWh by September.

tracked

Q4-FY26 · Venu Gopal Maddisetty

We have operationalized best manufacturing facility with installed capacity of 2.5 gawatt hour during FI26. We have also delivered 178 best containers during the last year which was the record. There is no other company which has manufactured 178 containers within India.

tracked

Q4-FY26 · Rajiv

We have diversified executable order book of 11,338 crores. The bifurcation of that is in energy sector is 8,854 crores. On the telecom side we have the order book of 2,484 crores.

tracked

Q4-FY26 · Venu Gopal Maddisetty

Cell cost is almost 60% to 63% of the overall container cost. The container cost ranges again the current price is about $82 to $84 is the current trending prices and the cell is at about $48 to $50 currently which is on the peak now and we hope that after this war settles down and commodity prices should come down.

tracked