AI-generated · cited to primary sources · not investment advice
Inox Wind (539083) May 2025 Filing Analysis
How durable is the business?
The order book grew to 3.2 GW, maintaining strong revenue visibility for the next 2-3 years with a mix of turnkey and equipment supply. (2 expanding, 1 shifted, 2 stable)
“Order book currently stands at ~ 3.2 GW providing a large revenue visibility in the next 2-3 years”
See the full cited Business Model analysis of Inox Wind
What could break the thesis?
EASING. The order book has grown to ~3.2 GW, a 21% increase YoY from 2,656 MW in FY24. Order inflows for FY25 stood at ~1.5 GW, indicating sustained demand momentum. (3 easing, 2 stable)
“Orderbook at ~ 3.2 GW; FY25 order inflows stand at ~1.5 GW... Order book (MW) 3,203 [vs] 2,656 [YoY 21%]”
See the full cited Risk analysis of Inox Wind
AI-generated informational research only. ThesisLoop is not investment advice, a stock recommendation, or a guarantee of returns.