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India Renewable Energy • Turnaround Watch India’s Solar Gold Rush — Can Indowind Energy Ltd (Rs.9.49) Finally Rise from the Ashes? Beyond the ESG PowerPoint files: A hard data audit of a micro-cap wind legacy operator attempting a high-stakes pivot into hybrid asset engineering. The Indian renewable energy sector is no longer a sleepy ESG PowerPoint presentation served with hotel coffee and government slogans. It has turned into a high-stakes battlefield of aggressive capital, intense speculation, policy shifts, and corporate survival. Everywhere you look, the market landscape is flooded with massive declarations: gigantic solar parks, green hydrogen blueprints, hybrid renewable corridors, and billion-dollar clean-energy pledges. Amid this titanic macro transition, a tiny, legacy player has suddenly crawled back into market discussions: Indowind Energy Ltd. For years, Indowind was treated ...
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Tulip Telecom Ltd: Annual Report For FY13
In case of Tulip Telecom Ltd (Rs.7,71), its flagship Data Center commenced operation only in 4QFY12 against earlier guidance / project of 3QFY12. This has probably brought in some trouble in the company in the short term. 

Last year (CY12) Tulip Telecom Ltd booked orders worth Rs.6 bn (Rs.600 Cr) for 5 years for 30,000 sq ft. The company has achieved financial closure for its funding requirement of Rs.5bn over a 3-year period. It has already got visibility of ~40% of usable capacity. Tulip Telecom Ltd's Fibre segment is enabling higher wallet share per customer driven by expanded product and service offerings. Therefore, the key triggers for the stock would be: 
  • Stake sale in data center subsidiary. It debt increased during the last couple of years, basically, due ongoing expansion in both NLD & Data Centre space.
  • Higher-than-expected growth in business. Till February, 2012, its order book was whopping Rs.2700 Crores.
  • Besides, the the reduction in capex from FY14, an expected lower interest rate in the coming quarters and restructuring of its loans is likely to provide the much needed cushion on interest burden going forward and improve return ratios.
Also, with the improved outlook in the Indian Telecom,  the cash flow from the going concern is expected to improve considerably in the coming quarters.

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