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![vileh111 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::861221883785510913.png) Vileh Rai [@vileh111](/creator/twitter/vileh111) on x XXX followers
Created: 2025-07-28 03:45:47 UTC

(3/4)
 ⚠️ Domestic IDT realizations are notably lower than export markets, and there's a limited pricing moat in this segment

As capacity rises, margin pressure could build—especially if domestic demand normalises or export tailwinds remain muted

But it’s not all cautious:
 🔁 Solar project backlog can keep demand sticky in the short term
 🌬️IDTs are used beyond solar — in wind, cement, industrial VFDs, and railways
 🧰Shilchar & Danish also produce distribution transformers, offering product diversification
 📦Orders can be booked before new capacity goes live — reducing revenue risk during scale-up

#IDT #Shilchar #Danish #Transformers realisations

![](https://pbs.twimg.com/media/Gw6lHAyaAAEAqm4.jpg)

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**Related Topics**
[sticky](/topic/sticky)

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