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@tatwtarang "Competitive Moat and Entry Barriers The XXX kV qualification creates a significant moat as few Indian transformer-component makers hold it. Major players with PGCIL-approved XXX kV capabilities include: Hitachi Energy India (supplied XX units of XXX kV transformers to PGCIL in 2025). GE Vernova (70+ units of XXX kV transformers/reactors for renewable corridors). CG Power (bulk orders for XXX kV transformers under PGCIL packages). Alstom T&D India (now GE; historical supplies for XXX kV substations). Roechling Engineering Plastics (component-specific e.g. Trafoboard HD-PH for XXX kV insulation)"
X Link @tatwtarang 2025-10-14T18:16Z XXX followers, XX engagements