China ke naye solar tech export restrictions ki news se darr rahe investors ke liye good news hai. Fujiyama Power Systems ne saaf kar diya hai ki unke **1.2 GW** ke Ratlam plant par iska koi farak nahi padega.
Project bilkul on-track hai!
Market mein charcha chal rahi thi ki China ke solar cell manufacturing tech par naye export restrictions se Indian solar companies ko dhakka lagega. Lekin Fujiyama Power Systems ne clear kar diya hai ki unka 1.2 GW ka Ratlam facility project bilkul sahi chal raha hai. Commissioning Q1 FY 2027-28 tak hone ka plan hai.
Machinery ki tension khatam
Company ne confirm kiya hai ki jitni bhi zaroori manufacturing machinery chahiye thi, wo already site par deliver ho chuki hai. Iska matlab hai ki supply chain mein koi bhi rukawat ab project ke timeline ko delay nahi kar payegi.
Strategic Advantage
Management ne bataya ki unka main focus retail rooftop solar segment par hai, jiske liye unhe baar-baar foreign tech transfers ki zaroorat nahi padti. Ye 1.2 GW ka plant ek 'backward integration' project hai jo unke existing business ko support karega. Kyunki machine pehle hi yahan hai, isliye external trade policy mein ho rahe badlav se company ko koi farak nahi pad raha.
Aage kya track karein?
Investors ko bas Q1 FY 2027-28 ki timeline par nazar rakhni chahiye. Company ne ye bhi clear kar diya hai ki abhi unka solar cell manufacturing mein expansion ka koi aur bada plan nahi hai, toh capital expenditure ka scope ab clear hai.