Investor Presentaiton
AEL: MSPVL - Strategic Priorities aligned to leverage Growth in Industry
Strategic Priorities
Expand EPC and Solutions offering along with latest technology implementation to
achieve a policy independent self-sustainable business model
O & M Services
Latest Technology
Adoption to improve
unit economics
adani
EPC Services
Strategic Priorities
Cost-
comeptetiveness
through value
engineering
65
Pumps/ Other
Solutions
Q1FY19
Branding through
Channel Sales
Order Book provides Growth Visibility
Actual Sales
Order Pipeline
298
259
Order book of
-800* MW
134
120
Q2FY19
Q3FY19
228
126
111
Q4FY19 Q1FY20 Q2FY20 Q3FY20
Q4FY20
* the above book excludes spot orders of ~15-20 MW per month
Key Drivers for Growth
➤ Forayed in to retail segment by appointing Channel Sales Partners on Pan-India basis to
tap up to 100 MW annually with high margins
Rollover of CPSU scheme of 12 GW to boost solar manufacturing with additional margins
Government Schemes like KUSUM, SRISTI, SKY to augment additional demand
➤ Building sustainable model by booking value added solutions viz EPC/RT/DG/Pump
business upto 25% of the capacities to give additional margins of Rs.3-5 per wp.
No moving parts, ideal for distributed generation – generation that occurs close to the
point of consumption
➤ Unlimited resources with no cost (irradiation level varies)
No carbon footprint from solar
Decline in battery storage product price
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