TD Power Systems (TDPS) Q2 and beyond
Автор: Saurabh Agarwal
Загружено: 2025-11-02
Просмотров: 31
In this Video I have discussed TD Power Systems
Its a good proxy to study whole Data Centres and AI theme and how it relates to RE transition.
I have discussed as:-
1 Sector
2 Drivers -- AI,Data Centres,Oil and Gas,Waste to Energy, Hydro,Nuclear, Railway,Geothermal
3 Market in India
4 Why TDPS ?
5 Historical Context of Cycles
6 Order Book questions
7 Capex and Cycle intrerplay
8 Cash flow ??
9 Tariff Uncertanities
10 Turkey and Ukraine advantage or ??
11 Financials
12 Margins aspects
13 Guidence
14 Valuations
15 Key risks
16 Overall Scenario
Use this video as an introduction to capex cycles and whole Data Centre and AI theme.
Timestamps
00:00 Introduction
05:00 Drivers
06:00 AI and Data centre
07:00 Relation to RE
07:50 Why not diesels?
09:40 Why not India?
10:20 Storage and Gas context.
11:37 Demand from Oil and Gas
12:40 Waste to Energy
13:14 Hydro driver
14:00 Nuclear Drivers
14:51 Railway
15:13 Geothermal Driver
16:02 Indian market
17:00 History and present
18:15 Moat
19:55 Order book Prespective
21:30 Financials
22:00 Margins aspects
23:20 Capex and Kaizen method
25:20 Cash flows
26:25 Turkey context
30:00 Margins and Guidence
33:00 Risks
34:30 Valuations and Prespectives
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