[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Grandmaster of Stocks💎 [@AdeptMarket](/creator/twitter/AdeptMarket) on x 157.4K followers Created: 2025-07-09 11:41:29 UTC SPML INFRA looks good ✅ All points are from Concall Do read the entire tweet (only for educational purposes) 1) As of March XX 2025, order book is 3000 CR VS FY25 revenue of XXX CR & Market Cap of 1823 CR L1 orders at 2571 CR - expected conversion in Q1-Q2FY26 Bidding pipeline exceeds 9000 CR 2) SPML is setting up a BESS manufacturing facility in Maharashtra 3) Plant capacity: XXX GWh (CAPEX: Rs. XXX crore in X phases, first phase Rs. XXX crore via equity). At full capacity, expected revenue generation of Rs. 1,000–1,500 crore p.a. Management expects to reach 60–75% utilization in the first year. 4) GW BESS EPC order value is ~Rs. XXXXX crore (market rate). SPML is bidding for NTPC and other government tenders; expects to target Rs. 1,500–2,000 crore BESS orders per year 5) BESS Facility: Rs. XXX crore CAPEX (2 phases); first phase (Rs. XXX crore) fully equity funded from promoter infusion. 6) Management is confident of a “significant portion” of L1 orders converting in Q1/Q2 FY26, driving strong revenue growth. “Momentum is clearly picking up.” 7) Management indicates targeted topline and bottom-line growth of ~50% “if things remain normal.” XXXXXX engagements  **Related Topics** [l1](/topic/l1) [market cap](/topic/market-cap) [infra](/topic/infra) [stocks](/topic/stocks) [Post Link](https://x.com/AdeptMarket/status/1942911983973802007)
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Grandmaster of Stocksđź’Ž @AdeptMarket on x 157.4K followers
Created: 2025-07-09 11:41:29 UTC
SPML INFRA looks good âś… All points are from Concall Do read the entire tweet (only for educational purposes)
As of March XX 2025, order book is 3000 CR VS FY25 revenue of XXX CR & Market Cap of 1823 CR L1 orders at 2571 CR - expected conversion in Q1-Q2FY26 Bidding pipeline exceeds 9000 CR
SPML is setting up a BESS manufacturing facility in Maharashtra
Plant capacity: XXX GWh (CAPEX: Rs. XXX crore in X phases, first phase Rs. XXX crore via equity). At full capacity, expected revenue generation of Rs. 1,000–1,500 crore p.a. Management expects to reach 60–75% utilization in the first year.
GW BESS EPC order value is ~Rs. XXXXX crore (market rate). SPML is bidding for NTPC and other government tenders; expects to target Rs. 1,500–2,000 crore BESS orders per year
BESS Facility: Rs. XXX crore CAPEX (2 phases); first phase (Rs. XXX crore) fully equity funded from promoter infusion.
Management is confident of a “significant portion” of L1 orders converting in Q1/Q2 FY26, driving strong revenue growth. “Momentum is clearly picking up.”
Management indicates targeted topline and bottom-line growth of ~50% “if things remain normal.”
XXXXXX engagements
Related Topics l1 market cap infra stocks