Suzlon
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Wertpapier: Suzlon Energy GDR |
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Wertpapier: Suzlon Energy GDR |
After two quarters of operating profits, India’s leading wind turbine maker Suzlon expects to turn the corner by the fourth quarter of FY15 and to reduce some of interest cost also by capital structure optimisations. "The policy environment in the domestic market and global market is so positive for renewable energy that the growth potentiality is equally good. Therefore Suzlon is now standing excellent opportunity for the turnaround," Tulsi Tanti, chairman said. The company has current order book of 4900 megawatt or worth USD 7 billion. He strongly believes that this order book will increase, at the end of the year again it's above USD 7 billion. Tanti is hopeful of repaying almost all of the company's Rs 8000 crore debt by end of FY15 via raising cheaper foreign debt and listing German subsidiary Senvion on the LSE. "Currently, Senvion is more concentrated on a European market base. We are expanding its geography this financial year by adding more markets. So, consolidation is the business of the group is most important, step one. Step two, raise the debt on Senvion side and reduce the rupee debt on Suzlon side. Step three, taking Senvion on a capital market raising equity in the current financial year and reduce the rupee debt. So, plan is there, end of the year we want to target to reduce our rupee debt completely. We can able to raise about euro 500 million via listing Senvion," he explained....
Read more at: http://www.moneycontrol.com/news/buzzingstocks/..._source=ref_article
Read more at: http://www.moneycontrol.com/news/stockstowatch/..._source=ref_article
Suzlon chairman to CNBC-TV18: Tulsi Tanti says -Company at a turnaround point after capital restructuring -Q1 was weak due to seasonal factors -May see low volumes in Q2 as well -H2 will be better than H1 as new order intake will increase -FY15 order book will continue at USD 7 billion and increase at year-end -Working capital ratio will increase but stay between 6-8 percent -Expect gross margins to improve from 33 percent to 35 percent -Expect to turn profitable in Q4 FY15 -Will reduce interest costs by 50 percent to Rs 250 crore by Q4 -May swap 50 percent of Rs 8,000 crore rupee debt with low cost foreign debt -May borrow euro 400-500 million foreign debt via Senvion to retire Suzlon’s rupee debt -To list Senvion on London Stock Exchange in FY15 -May raise approximately euro 500 million via 25 percent stake sale in Senvion -Target to repay entire Suzlon's Rs 8000 crore rupee debt by FY15-end -Suzlon will concentrate more on Indian market and Senvion on global -May sell some manufacturing capacity in India to meet Rs 1000 crore asset sale -Expect 1000 MW new orders in India over next 3 quarters -Company to grow India market share from 20 percent to 30 percent in FY15 -India contribution to revenue will increase from 20-25 percent to 35 percent -Expect high growth from emerging markets this year -Expect Europe to grow at 10 percent this fiscal -Expect Germany to grow at 20 percent this fiscal -To see stable growth at 5-10 percent in US after a big jump this year
Read more at: http://www.moneycontrol.com/news/stocksnews/...utm_source=ref_article
http://www.business-standard.com/article/...asset-114040201042_1.html
Suzlon Energy today acquired one of the wind parks, which owes it as much as $228 million (around Rs 1,358 crore). The wind turbine maker has been struggling with the receivables for over two years from the Illinois-based Big Sky Wind Park.
The wind park which has 114 installed turbines is owned by a bankrupt power generator, Edison Mission Energy. Suzlon is looking to release its receivables by selling this wind asset within a month-and-a-half, company officials told in anonymity. Pittsburgh-based EverPower Wind Holdings is the front runner to buy the wind power asset, which is located close to Chicago.
Im Auftrgsbuch stehen fast 5000MW ,die 2016-17 ausgeführt werden sollen in Indien,Deutschland,Canada,Australien,Frankreich und Belgien.Derzeit macht Suzlon 25% seines Umsatzes in Indien.mit den verbesserten Aussichten wird man das auf 30% steigern können
Read more at:
http://economictimes.indiatimes.com/industry/...icleshow/39656186.cms
Bei der gefährlichen Börsenlage wegen der Ukraine fühle ich mich bei suzlon relativ wohl und heute sind wir auch wieder mit 5% plus in Indien schon kurz nach Börsenöffnung (!) oben angeschlagen.
So kann es doch jetzt wieder mal einige Tage fortgesetzt weitergehen, damit wir die 30 Rupien möglichst bald wiedersehen. Habe deshalb heute unter 1,10€ nachgelegt und glaube, dass wir so niedrige Kurse so schnell nicht mehr wiedersehen werden.
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Wertpapier: Suzlon Energy GDR |
Read more at: http://www.moneycontrol.com/news/stocks-views/...m_source=ref_article
Gleich noch einmal nachgelegt, denn wir sind schon wieder mit 5% (22,75 Rupien) oben angeschlagen und der Börsengang von senvion-Teil wird im Detail erst noch verkündet werden (wenn er überhaupt nötig ist). Dafür wird die Braut natürlich hübsch gemacht und nicht zu billig abgegeben, denke ich.Vielleicht sehen wir einen schnellen Durchmarsch zu den 30 Rupien, vielleicht aber auch nicht...
Ich setze einfach mal darauf, da mir suzlon im Mai schon so manchen
Wunsch erfüllt hat und man im Vergleich zu den damaligen 2€ jetzt zum halben Preis einsteigen kann.
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Wertpapier: Suzlon Energy GDR |
Suzlon Energy Ltd. (SUEL)’s Senvion SE unit is preparing to raise about 500 million euros ($665 million) in a bond sale this year to fund a takeover of the parent’s global business servicing wind turbines.
The plan intends to make Hamburg-based Senvion, the third-biggest maker of offshore wind turbines, more attractive to investors ahead of a proposed listing, Suzlon Group Chairman Tulsi Tanti said in an interview in Mumbai.
Deutsche Bank AG (DBK) and Royal Bank of Canada are arranging the placement of notes, which may offer about a 5 percent yield. Senvion will use the sale proceeds to buy the group’s contracts to monitor and repair 25,000 megawatts of machines worldwide -- a business which generates about 500 million euros a year and is growing at about 20 percent, according to Tanti. Suzlon Energy will use the money from Senvion to pay down high-cost loans in India, where it defaulted on bonds in 2012.
“It’ll make Senvion a great opportunity for investors,” Tanti said. “It’ll be an asset-light, debt-light business with huge cash generation.”
Senvion will be vying for service deals with Vestas Wind Systems A/S (VWS), which has led the industry in developing maintenance as a buffer against uncertain demand for turbines. Turbine makers favor the contracts because they offer steady streams of revenue and high margins, mimicking a strategy used by established manufacturers, such as Rolls-Royce Holding Plc (RR/), which earns more than half of its revenue from after-sales support.
http://www.bloomberg.com/news/2014-08-20/...bid-to-revamp-suzlon.html
http://www.bloomberg.com/news/2014-08-22/...offshore-wind-market.html
India’s Suzlon Energy Ltd. (SUEL) may seek a Japanese partner to make offshore wind turbines, attracted by access to cheap yen loans as projects at sea get costlier and more complex.
Suzlon, whose German unit Senvion SE is the third-biggest supplier of offshore turbines, is in talks with Japanese companies about forming a potential joint venture, Suzlon Chairman Tulsi Tanti said in an interview in Mumbai this week.
“This type of business is very capital-intensive so you must leverage the lowest cost of funds,” said Tanti. “Where is that? Japan and the U.S.,” he said, adding that Japan is also attractive because it introduced an offshore-specific tariff for wind power this year.
Tanti declined to name the Japanese companies Suzlon has approached. Fuji Heavy Industries Ltd. (7270), Hitachi Ltd. (6501) and Mitsubishi Heavy Industries Ltd. have supplied turbines for about 20 megawatts of the world’s 7,110 megawatts of offshore projects as of 2013, according to data compiled by Bloomberg. ....
Prime Minister Shinzo Abe’s government introduced a fixed rate, known as a feed-in tariff, for offshore wind power in April.
That rate of 36,000 yen ($347) a megawatt-hour is double the tariff Germany offers and 85 percent higher than Denmark, according to data compiled by BNEF. That may still not be enough, the London-based researcher said in April, estimating that investors could require about 25 percent more to make a project viable.
http://renewables.seenews.com/news/...ore-wind-turbines-report-435519
The Japanese market also provides opportunities due to the government's efforts to promote renewables after the Fukushima disaster in 2011. Attractive feed-in tariffs (FiTs) for offshore wind power were introduced in April, of JPY 36 (USD 0.347/EUR 0.261) per 1 kWh. According to the Japan Wind Power Association (JWPA), the country is expected to have 75 GW of installed wind power capacity in 2050, both on- and offshore, as compared to an earlier goal of 50 GW.
Cash-strapped Suzlon expects to return to profit in its fourth quarter through March 2015 and pay down most of its INR-80-billion (USD 1.3bn/EUR 996m) debt by the end of fiscal 2014/15, Tanti told business news channel CNBC-TV18 earlier this month. The Indian firm narrowed its net loss to INR 7.56 billion in its first fiscal quarter through June from INR 10.61 billion a year earlier.
Chennai, August 25:
In the wind power business, it is axiomatic that the higher you go the more electricity you generate.
The larger the circle the blades sweep, the more they yield. But the problem is, as the height of the towers increases, the costs go up, too.
Wind turbine maker Suzlon Energy believes it has found a solution to this problem. The company has tested a hybrid tower with which it is possible to go higher, while keeping the costs the same.
The new machine that Suzlon will offer to the market will sit on a funky tower, but the company hopes its customers will love it because of better economics.
In power-producing windmills, the tower carries the weight of the nacelle — the box that sits on top, housing the turbine, generator and the hub to which the blades are attached.
Costs
Bigger machines, of 2 MW capacity, have towers as high as 80-85 metres. The towers cost about ₹1.3 crore, a tenth of the total cost of the system.
Suzlon says its hybrid tower would cost 15 per cent (₹20 lakh) less. On the other hand, it is possible to increase the height of the tower to generate 12-15 per cent more electricity. The company’s Chief Financial Officer, Kirti Vagadia, terms the new product a “game changer”, because the lower cost helps viability of the machines in less windy sites, where electricity generation is lower.
This makes it attractive for investors to put up wind farms in less windy geographies, too, such as Madhya Pradesh.
Rotor diameter
Meanwhile, Suzlon’s European subsidiary, Senvion (formerly REpower) has developed a 6.2-MW offshore wind turbine whose blades sweep a 152- metre diameter circle. Senvion currently sells 6.2-MW machines whose ‘rotor diameter’ is 126 metres.
The company has sold 50 of these machines. http://windenergy.einnews.com/article/220464504/hLmrWoFoB-cIGr45
Suzlon Energy is betting big on the offshore wind market with its German subsidiary Senvion Systems SE. The company is confident of tapping this market especially in Europe via Senvioin, which produces 6.15MW turbine and is the third-biggest supplier of offshore turbines.
“When compared to the onshore, the plant load factor (PLF) and costs for offshore are double, but this option is commercially viable. Also, this market has huge untapped potential and as of now there are only few players in offshore. We expect to benefit from our early entry in this segment,” he said in a recent interaction with the press. The offshore market is expected to grow by a compound annual growth rate (CAGR) of over 31 percent between 2011 and 2016. In the current fiscal year (FY15) the company is likely to execute only a small part of the offshore orders, but from FY16 onwards revenue of 2 billion euro per megawatt is likely to start flowing into the company’s books, he said.
eiterating that FY15 will be a turnaround year for the company , Vagaria said that the company’s debt in terms of rupee is likely to be at Rs 1,000 crore by March next year. “There was repayment pressure due to defaulting on FCCBs, but now the situation has improved and the debt overhang from Suzlon will be removed,” he added.
Read more at: http://www.moneycontrol.com/news/business/...l?utm_source=ref_article
Chennai, August 31:
Suzlon Energy is eyeing engineering, procurement and construction business in the solar power segment.
It’s a plan the company had evolved six years ago, but shelved later due to various reasons.
Speaking at the India Economic Summit in New Delhi in November 2008, Suzlon’s Chairman and Managing Director Tulsi Tanti had said the company was interested in building solar plants for others — just as it does windmills.
A lot happened in the past six years. While the cost of putting up solar photovoltaic plants dropped steeply — from $3 to 60 cents per panel space needed to produce a watt of energy — Suzlon’s fortunes dropped, too, after its acquisition of German company REPower for $1 billion, just before the global economy collapsed.
Now, Suzlon’s finances are getting back in shape, thanks to a major restructuring exercise.
Restructuring
Under the exercise, the company is selling chunks of its business to its European subsidiary Senvion (formerly REPower) and paying off debts with the proceeds. (Alongside, the profit-making Senvion will raise €500 million by selling bonds and another wad of cash by selling shares.)
Net profits, Tanti has said in statements, are visible in two quarters.
Therefore, the time has come to revive solar plans. Sources in Suzlon have told BusinessLine the company has enough land-plus-transmission infrastructure to support creation of 80-100 MW of solar PV capacity. Land for another 300 MW can be quickly mobilised, as the company has ‘agreements to sell’ in place.
Global emphasis
Suzlon’s intention is to build solar power plants and sell parcels of them to investors.
Today, it costs around ₹7 crore to create 1 MW of solar PV capacity.
Thanks to global emphasis on green power, there has emerged a crop of renewable energy companies. These ‘independent power producers’ would like to have in their portfolio all kinds of renewable power, mainly wind and solar. Suzlon wants to put both on the offer platter.
http://www.thehindubusinessline.com/companies/...t/article6367058.ece
trotz Verkaufsempfehlung von Sudarshan Sukhani,der meint das sei unsicher und man solle lieber in Banken und iT investieren
und bloomberg mit einem langen Artikel zu Tanti ,der sagt,dass Suzlon Ende des Jahres die Schulden Restrukturierung verlassen kann und weil Modi hilft ,die Anzahl verkaufter Turbinen zu verdoppeln durch das erneuerte Abschreibungsmodell
http://www.bloomberg.com/news/2014-08-31/...urbines-india-credit.html
Davon gibts weltweit ca. 1,5 Millionen (VWL und BWLer zusammen) - keiner, aber wirklich keiner hat das Timing der Finanzkrise vorhergesehen.
Und die Erholung der Deutschen Wirtschaft ebenfalls nicht.
So grandios (und gleich zweimal) hat bisher keine Berufsgruppe in der Geschichte versagt.
Ich bin ziemlich sicher (sonst hätte ich nicht massiv gekauft), dass sich dieser Laden in den kommenden Jahren deutlich erholen wird, wenn Modi das Wachstum nicht abwürgt.
Jedoch selbst dann wird Wind wachsen; solange die Tesla-Perpetuum-Mobile-Turbine noch nicht verkauft wird, stellt Windkraft die einzige sichere und günstige Stromquelle dar.
Einfach abwarten! Beste Grüße!
Wie gut dass es solche "Spezialisten" wie ETKA gibt, sonst wäre die
Börsenwelt wahrscheinlich schon im Sumpf versunken.
Immer wieder die gleiche Geschichte wenn selbsternannte "Durchblicker"
ihr Wunschdenken-Senf auf die Brote schmieren.
Hier handeln/manipulieren Big-Player und keine Taschengeldzocker.
Der ADS-Zock bis 2,35€ bricht mit Diskrepanz in sich zusammen.
http://de.advfn.com/...0&height=600&min_pre=0&min_after=0
http://timesofindia.indiatimes.com/city/pune/...icleshow/41898325.cms
The alleged fraud came to light in the company's audit report. Later, the CBI took over the probe from the Bund Garden police. Sridhar, Bangad, S Ram Kumar, who was accounts executive to general manager international logistics and Girivar Ashiya, who was deputy manager (operations), were among the six accused arrested.
Investigations revealed that Sridhar and Bangad were handling exports of Suzlon windmills. The duo, with four others, started exporting goods of another manufacturer along with Suzlon's shipments. As the ships would return empty after delivery, they started importing goods to India using Suzlon's name. They opened fictitious companies and, using Suzlon's name as guarantor, would ask exporters to deposit rent for the shipment in the name of these companies. They used ships hired by Suzlon for their benefit and duped the company.....
http://timesofindia.indiatimes.com/city/pune/...icleshow/41898325.cms
heute super +10% auf 23,80 Rupien, Volumen zieht kräftig an; in Indien dürfen jetzt 70 Millionen ärmere Inder Girokonto zusätzlich eröffnen und wenn es dort nicht zu Kriegen kommt wird diese Wirtschaft die nächsten Jahre einen schönen Boom erleben und natürlich besonders auch die erneuerbaren Aktien in einen Höhenflug ähnlich der vestas, gamesa, nordex Aktien bei uns. Also riesige Chance, aber natürlich auch hiohes Risiko....
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