Last month, the CFO of a textile giant in Gujarat sat with two proposals on his desk. On paper, the decision was a “no-brainer”: A 60-paisa gap feels like a dealbreaker when you are consuming millions of units. But just before he signed the “cheaper” term sheet, he asked the one question that changed the […]
Author Archives: Gaurav Kawatra
25
Jan
Jan
Most CFOs sign Solar PPAs assuming Grid Tariffs (e.g. ₹8.00) only go one way: Up. But in a world of political volatility, what happens if industrial rates crash to ₹5.00 tomorrow? Your “guaranteed savings” don’t just vanish, they turn into a contract you can’t escape. In Episode 6 of the Unfiltered Renewable Energy Series, we […]
22
Jan
Jan
Executive Summary: The ₹50 Crore Clause: Why I Stopped a Gujarat Steel Giant from Signing a ₹3.65 PPA Last month, the CFO of a massive steel manufacturing plant in Gujarat called me. He was sitting on a PPA (Power Purchase Agreement) offer for a Solar-Wind Hybrid solution. The offer looked perfect on the surface: He […]