Next Speaker of the Day in @ias_summit: Gunjan Kabra from @niveshaay Company Name : Valiant Communications Ltd Market Cap: 960 Cr #IAS2025
Power Sector Thesis
Old Grid: Coal power generation to higher substation & then to lower substation for distribution. New Grid: Renewables share is increasing. Targeting 500 GW by FY30. Why communication infra is important.
Business Segments: 1. Power & Utilities - Major revenue contributor 2. Data Centers Strong Management Team
Product Portfolio: Teleprotection, MPLS Router & Phasor Measurement (PMU) which is primarily manufactured by 2 producers i.e. Hitachi & Valiant. Data Centre: Network & Storage attached storage (NAN/SAN)
Gris Islanding concept: A mechanism where a part of the electricity grid intentionally separates from the main grid during a major disturbance & continues operation independently. Each rollout is worth 35-40 Cr.
PMU based grid islanding which will be a proactive approach where it will predict if the grid is about to fail.
Robust order book with high entry barrier & indigenisation advantage.
Top tier customers with major revenue from India (~70%), Europe (~10%) with 100% outsourced model.
Key Risk: Amazing analysis done by @niveshaay
