Current/ Expected Orderbook/ Pending Orders?

The transcript does not explicitly mention a current or expected order book or pending orders for Orient Green Power Company Limited. It discusses challenges in the renewable energy sector such as subdued installations, delays in land allocation, grid connectivity, and financial closures impacting project completions. There is a mention of ongoing discussions for strategic tie-ups and potential transactions, but no confirmed pending orders. The company is focusing on refinancing and completing the sale of biomass assets. They are hopeful of improvement with government initiatives and expect so

Any current/future new fundraising through debt or equity?

The company is in discussions with various banks for refinancing its Beta loan portfolio of over Rs. 900 crore to achieve lower interest rates and extended tenure. Due to delayed payments from Andhra Pradesh, banks are hesitant, causing challenges in securing refinancing or bridge loans without security. Once the Andhra Pradesh payment situation improves, the company expects banks to be enthusiastic about refinancing. There is no mention of any immediate new equity fundraising. The company is focusing on reducing debt consistently and improving liquidity through receivables and asset sales. Th

Any current/future capex/capital investment/strategic investment?

Advances of Rs. 110 crore were given in 2016 for the Phase III project in Andhra Pradesh Beta Wind Farm; this capital is currently stuck with the group company and decisions regarding this will be taken between Q2 and Q3 to minimize impact on the company. The company is exploring options including potential sale of the Andhra project due to delays and policy uncertainties. Strategic initiatives including restructuring, complete buyout, or reverse merger are being actively pursued. Talks are ongoing with three to four interested groups despite delays caused by sector uncertainties. Biomass b

Future growth expectations in sales/revenue/volumes?

The company expects improved performance and better returns in the next couple of years, focusing solely on wind power after hiving off biomass units. Q2 FY2020 revenue is anticipated to be better than Q1, contingent on favorable wind conditions. Wind season started late in Q1 FY2020 due to a cyclone but improved thereafter, with hopes to beat last year’s generation. Government targets for renewable energy capacity (175 GW by 2022) suggest long-term growth potential for the sector. Competitive bidding challenges and tariff renegotiations have created near-term uncertainty, but the gove

Future growth expectations in earnings/operating earnings/profits/EPS?

The company is hopeful for improved returns and steady performance in the renewable energy sector over the next couple of years (Page 13). Management is confident about better times ahead despite past setbacks, expecting resolution of issues like the Andhra Pradesh payment delays soon (Page 14). No specific speculative timelines are given, but optimism exists for earnings improvement possibly earlier than two years (Page 13). Q2 is expected to perform better than Q1 due to improved wind conditions, with hopes to beat last year's generation (Page 10). The company aims to reduce interest costs t

Orient Green Power Company LtdQ1 FY20Power

Orient Green Power Company Ltd Q1 FY20 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹8.34P/E: 18.3Market Cap: ₹978 CrSector: Power

Management growth scorecard

Revenue

Category 4

Margin

Category 3

Fundraise

Yes

Order

N/A

Capex

N/A

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 4

The company expects improved performance and better returns in the next couple of years, focusing solely on wind power after hiving off biomass units.
Q2 FY2020 revenue is anticipated to be better than Q1, contingent on favorable wind conditions.
Wind season started late in Q1 FY2020 due to a cyclone but improved thereafter, with hopes to beat last year’s generation.
Government targets for renewable energy capacity (175 GW by 2022) suggest long-term growth potential for the sector.
Competitive bidding challenges and tariff renegotiations have created near-term uncertainty, but the government is taking steps to make tariffs more sustainable.
The company is hopeful that ongoing government initiatives and improved macro environment will support steady performance and value creation.
Delays in payments and projects, especially in Andhra Pradesh, remain short-term setbacks but are expected to resolve soon, enabling revenue normalization.

Margin guidance

Category 3

The company is hopeful for improved returns and steady performance in the renewable energy sector over the next couple of years (Page 13).
Management is confident about better times ahead despite past setbacks, expecting resolution of issues like the Andhra Pradesh payment delays soon (Page 14).
No specific speculative timelines are given, but optimism exists for earnings improvement possibly earlier than two years (Page 13).
Q2 is expected to perform better than Q1 due to improved wind conditions, with hopes to beat last year's generation (Page 10).
The company aims to reduce interest costs through refinancing and improving operational efficiencies, which could enhance margins (Pages 3-5).
Strategic efforts to focus solely on wind energy and divest biomass assets are intended to strengthen the financial profile and support growth (Pages 5, 14).
Overall, the outlook is cautiously optimistic with the government’s support towards renewable targets of 175 GW by 2022 fostering long-term growth potential (Page 14).

See what Orient Green Power Company Ltd management said on margin guidance — free account, 30 seconds.

Fundraise plans

Yes

The company is in discussions with various banks for refinancing its Beta loan portfolio of over Rs. 900 crore to achieve lower interest rates and extended tenure.
Due to delayed payments from Andhra Pradesh, banks are hesitant, causing challenges in securing refinancing or bridge loans without security.
Once the Andhra Pradesh payment situation improves, the company expects banks to be enthusiastic about refinancing.
There is no mention of any immediate new equity fundraising.
The company is focusing on reducing debt consistently and improving liquidity through receivables and asset sales.
They are open to various strategic options, including complete buyout or mergers, but no firm equity fundraising plans have been announced yet.
Continued waiver of promoter loan interest shows focus on managing existing financial obligations rather than raising fresh funds currently.

Order book

The transcript does not explicitly mention a current or expected order book or pending orders for Orient Green Power Company Limited.
It discusses challenges in the renewable energy sector such as subdued installations, delays in land allocation, grid connectivity, and financial closures impacting project completions.
There is a mention of ongoing discussions for strategic tie-ups and potential transactions, but no confirmed pending orders.
The company is focusing on refinancing and completing the sale of biomass assets.
They are hopeful of improvement with government initiatives and expect some announcements or resolutions in the next 3-6 months.
Competitive bidding has affected tariff realizations, and the government is moving away from extremely low bids.
Overall, no specific order book figures or pending orders are reported in the transcript.

See what Orient Green Power Company Ltd management said on order book — free account, 30 seconds.

Capex plans

Advances of Rs. 110 crore were given in 2016 for the Phase III project in Andhra Pradesh Beta Wind Farm; this capital is currently stuck with the group company and decisions regarding this will be taken between Q2 and Q3 to minimize impact on the company.
The company is exploring options including potential sale of the Andhra project due to delays and policy uncertainties.
Strategic initiatives including restructuring, complete buyout, or reverse merger are being actively pursued. Talks are ongoing with three to four interested groups despite delays caused by sector uncertainties.
Biomass business is being hived off and assets are being sold; process expected to complete within six months.
Efforts toward refinancing existing debt (Rs. 900 crore Beta loan portfolio) and securing bridge loans are ongoing but delayed due to payment issues with Andhra Pradesh utilities.
The company aims to focus solely on wind business going forward and is hopeful of improvements within the next couple of years.

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