Geopolitical Headwinds in Q1 FY27
Management explicitly flagged near-term demand pressure in Q1 FY27 due to geopolitical tensions, supply chain pressures, and rising energy prices affecting customer decision-making.
POWERICA / Q4-FY26 / risks
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Wind Land Acquisition Delays for Khavda Project
The 2 GW Khavda joint venture with GE Vernova remains stalled pending Gujarat government land allotment. Management acknowledged land acquisition is still in the final stages with no timeline certainty, which could delay project initiation.
Q4 FY26 Platinum Revenue Unavailable
Analyst directly asked for Q4 FY26 revenue figures for associate company Platinum, but management deflected, providing only full-year data (Rs 22 crore revenue, Rs 5.8 crore PBT) without quarterly breakdown, limiting visibility into associate performance trajectory.
Competitive Intensity in Wind Business
Management acknowledged that competition is increasing with new investments flowing into wind segments, creating demand-supply gaps especially in prime wind locations. Challenges described as structural issues to be managed rather than solved.