Supply chain constraints for STATCOM and HVDC equipment
Management acknowledged challenges in transformer and HVDC equipment availability due to global demand, though insulated by firm-price contracts.
Powergrid · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Management acknowledged challenges in transformer and HVDC equipment availability due to global demand, though insulated by firm-price contracts.
CERC draft regulations expected by Nov-Dec 2023; any adverse changes could impact regulated equity returns.
High-altitude terrain and extreme weather limit working months to 5-6 per year, posing timeline risks.
H1 FY24 saw fewer bids; management expects pick-up in H2, but any delay could impact order book.