We would love to hear your thoughts about our site and services, please take our survey here.
Interesting read
" CEO of Airtel Business (India), says the company has already secured contracts to power close to 50 million smart meters and is looking out for further deals. Adani Energy Solutions has gone exclusive with us across Assam, Andhra Pradesh, Bihar, Maharashtra, and Uttarakhand. We have entered into a strategic partnership with IntelliSmart Infrastructure Private Limited to power up to 20 million smart meters."
We are working with smart meter manufacturers to ensure they get access to the right technology for communication and are able to test it with various meters. We are enlarging our network to ensure smart meters communicate with each other across the country. "
"We are smart meter agnostic. We recommend communication modules the meters could use. We have wide 4G coverage nationwide. Our network is being enhanced with Near Band-IoT (NB-IoT) capability."
We will also explore other technologies if NB-IoT can't cover a small percentage of locations.
https://www.business-standard.com/companies/interviews/aim-to-power-250-million-smart-meters-in-india-airtel-business-ceo-124011800810_1.html
I am not sure Tony. Maybe its to do with asset identification and security of hardware in rural areas...., and nothing to do with any Rf solutions that may come later...but it did mention "replacing the radio frequency (RF) mode site survey .."
Which i understand has to be completed before RF mesh rollout - so wherever is implementing the meters can identify the challenges of the geography etc and plan quantity of nodes etc etc
so i am hoping someone else may understand what this article is actually saying in terms of meter implementation ...
I noticed this article was released a few days ago, and again today.
Anyone have any insight into what this means for any RF communication awards in that particular region , or for that matter how they can change the details of the award when it had already began the mapping exercise.
I imagine this was originally a RF solution awarded , as they were doing a RF mapping exercise in field to evaluate the number of nodes, areas of resistance etc that they will come across.
https://timesofindia.indiatimes.com/city/noida/discom-set-to-install-gisbased-smart-meters-latest-news/articleshow/106881581.cms
Hi LT and All,
Just thought i would post a Tata Power tender for smart meters asking for Universal HES, from last year.
Page 14
It seems what Tata mean by universal HEs is
"HES shall be designed to work in a ‘Main’ and ‘Standby’ mode wherein two instances
of the software will be running on different physical systems at different locations
with the ‘Standby’ assuming functionality in the event of failure of the ‘Main’ system"
Which i understood was Hybrid.
Trilliant use Universal also, and i am wondering whether the actual meaning is boiling down to semantics.
https://www.tatapower.com/TenderDocument/Tender_CC24VKD001_6e91d02bff.pdf
I do not think this has been posted before, could be wrong !
"Assam Power Distribution Company Limited has signed a contract with IntelliSmart Infrastructure Pvt. Ltd. for the installation of 15 lakh smart meters across 9 circles of Assam".
https://www.linkedin.com/posts/intellismart_apdcl-contract-signing-activity-7151882833433653249-anZG/
Thanks LT
I hope we get more info on Cyan's new Unified Head End System ( UHES) which will bridge cellular and RF meters, and is aimed significantly at rural and semi rural regions.
Do you have any view on where the new UHES sits, considering that the first tranche of approx. 100 m meters have already been awarded and these AMISPS will be already selecting the communication and technology to implement their awards. Is it possible that within the first tranche of AMISPS - some may have already selected this product or do you think its too late for the first tranche, and this new product is aimed at the second wave of meter awards of approx. 150 m .
GL Vas
Thanks CB,
It look as if the 200,000 award is for
"In the Croatian tender, which entails the rollout of over 200,000 Iskraemeco meters over an 18-month period, the IE.5 meter’s multi-communication technology was a key differentiator. This technology integrates both LTE and G3-PLC within a single unit, enhanced by the Iskraemeco data concentrator AC750. The AC750 is crucial to the solution, expertly managing network connectivity and monitoring connected devices. "
https://iskraemeco.com/news/iskraemeco-secures-croatian-smart-meter-tender-with-advanced-multi-communication-capability/
Another of cyan's Smart meter manufacturers has won an award from a AMISP
"orders totalling Rs 240 crore from AMISP clients"
https://www.financialexpress.com/business/industry-hpl-electric-bags-smart-meters-order-worth-rs-240-crore-3365315/
Sorry. Here is the link
https://www.tndindia.com/financial-bids-for-puducherry-smart-metering-project-to-be-opened-soon/
Afternoon LT and Tony.
So many numbers to contend with, and i appreciate your number crunching and feedback . One thing is for sure - the future for Cyan ( and many others) has never been so full of potential as it is today.
Regarding the Tamil Nadu tender...
Financial Bids For Puducherry Smart Metering Project To Be Opened 19th January 24. Parts of project essentially aims at installing 4.07 lakh smart meters covering all the four regions of Puducherry.
The project is expected to be completed within 10 months from the date of signing
The Union territory of Puducherry is geographically spread over four non-contiguous areas in three states – Puducherry and Karaikal (both in Tamil Nadu), Yaman (Andhra Pradesh) and Mahe (Kerala).
Nice quote
" It is interesting to note that a smart grid pilot project was initiated in UT of Puducherry (covering only the Puducherry and Karaikal regions) under the National Smart Grid Mission (NSGM). Under this, a total of 31,444 smart meters were installed and are currently operational."
PFCCL has technically qualified seven bidders for the purpose of opening of financial bids. The selected bidder will act as the Advanced Metering Infrastructure Service Provider (AMISP) under RDSS
The eight qualified entities are:
Genus Power Infrastructures Pvt Ltd
EDF India Pvt Ltd
IntelliSmart Infrastructure Pvt Ltd
Tata Power Company Ltd
Adani Transmission Ltd in consortium with Fluentgrid Ltd
Apraava Energy Pvt Ltd in consortium with BCITS Pvt Ltd
Nsure Reliable Power Solutions Pvt Ltd and Iskrameco India Pvt Ltd
Good show of partners in the final list. Thanks Vas
Morning LT.
My understanding is that the 2 x 20 million orders referred to for IntelliSmaret and Adani are not individual single tenders but refer to their accumulated order books currently - so they both have received approx. 20 million smart meter awards in total, but from various different customers, since this process started. I do not read it as new 20 m meter awards to each.
Which, means between them they have 40 million meters banked - nearly 40% of the total amount of awards made so far , which we are informed is around 99 million meters.
If we assume that between now and June 24 the 99 million, already allocated meters will be given out to the subcontractors such as Cyan.
So by June 24, we should know the full extent of Cyans win rate from the 99M already allocated meters, as they would have been informed and would need to inform their investors!
So, If for example Cyan continue with a win rate of say 20% then we would expect another 15 m meters to be allocated to Cyan from this 60 m first tranche ( all things being equal, which we know they are not as Cyan could receive larger awards in the second tranche of 150 m meters, and the sizes of each order are unpredictable ) but as a general rule of thumb.
Therefore, Cyan would have their existing 5 million meters, and another 15 million meters, approx. 20 m meters allocated to them in total by June 24.
Then their is the second tranche of 150m smart meters ...
It would be good for confidence and share price if we hold our win rate in the first tranche, but there is always the chance that we really excel in the second tranche. Exciting times ahead GL Vas
Do the above assumptions sound reasonable to you (anyone) , and if not can anyone explain the errors in my reasoning.
I do understand the win rate is a gamble, and not a fixed percentage, in fact its probably the most important statistic at this time, and can never really be known until all 250 m smart meters are allocated and started installing.
But its all we have to go with.
The other thought i have is if Cyan did win in total, say 20 million meters in summer this year, and have a installation time period of 27 months ..that works out at around 750,000 units a month over 27 months !! This is surely when Genus and the other ten! or so meter manufacturers would have to step in....Whatever, people presently think about Genus , or any manufacturing business at this time - they will not be turning down manufacturing smart meters at a time when the whole country need smart meters by the bucket full. GL Vas
John Cronin signed posted to this article on Linkedin a few days ago. Therefore, i assume rather significant for the future.
"The next phase of RDSS might also facilitate sanctioning of funds for new projects, aimed at improving operational efficiency of the country’s electricity distribution infrastructure."
Sounds like even more money from India Government for other energy based projects following the 250 million smart meters rollout......RDSS II could prolong the sweet spot in India to 2030 for those involved.
https://www.financialexpress.com/policy/economy-govt-plans-second-phase-for-discom-financing-scheme-3352096/
https://www.***************************/cyanconnode-to-see-many-years-of-high-double-digit-revenue-growth-bob-liao/4121138264
If i am correct then the award to the four AMISps was made in September 23.
Fantastic that we are working with all four AMISPS and todays RNS relating to MonteCarlo is possibly the first.
https://www.tndindia.com/msedcl-awards-six-smart-metering-contracts-worth-over-rs-20000-crore/
Morning LT and All,
Continuing the telecom theme.
Gujarat claiming it is full 5G enabled. I think i am correct in saying at present Cyan have the only meters in Gujarat. I am not sure if this still stands.
"Today Gujarat is fully 5G enabled – something that most of the world does not yet have......This will make Gujarat a Global Leader in Digital Data Platforms and AI Adoption. 5G-enabled AI revolution will make Gujarat’s economy...."
https://telecomtalk.info/gujarat-is-completely-5g-enabled-mukesh-ambani/912961/
Eveneing lT
All this talk of cellular technology reminds me of this paragraph from Hardman report in 2021 which i have repeated below , as a reminder and especially for anyone new here.
"CyanConnode announced its new Omnimesh cellular products, which use mobile
network technologies as an alternative to RF to connect meters, where required.
The products are available in all cellular regions and bands, and support all the 2G,
3G, 4G and emerging 5G standards, including NB-IoT and Cat-M1-IoT cellular
technologies. As a consequence of these hybrid capabilities, and in light of the
successful SLA delivery from the several existing Indian implementations of
Omnimesh, CyanConnode is seen as a proven technology provider for the Indian
rollout. New tenders in India are typically specifying dual cellular and RF Mesh
capabilities for bidders, playing firmly to CyanConnode’s strengths"
https://cyanconnode.com/wp-content/uploads/2021/05/210527-Hardman-CyanConnode-CYAN-Major-announcement-in-India-with-IntelliSmart.pdf
Cheers Vas
Are doing good bisiness these past few weeks.
Working with IntelliSmart on 20 m smart meters
https://www.intellismartinfra.in/allsectorupdates/bharti-airtel-and-intellismart-collaborate-for-indias-largest-smart-meter-rollout
and today, working with Adani Energy Solutions on another 20 m smart meters !
https://telecomtalk.info/airtel-business-power-20million-smartmeters-for-adani/912712/
I do seem to remember Cyan stating that they where in discussions with telecommunications operators, in India. Lets hope that's still the case. GL Vas
HI Tony,
Richard Penny in the CRUX article said something along the lines of " I do not think you will see a RNS saying that they
( CYAN) have been given a 10 m smart meter contract ......(he thinks) , they will get a call off, they will connect the smart meter ( order!) back to a categorised data base".
To my knowledge we have two Framework agreements and that's with IntelliSmart ( 3M units ) and Genus (1m units). I understand that IntelliSmart do not manufacture meters, so who is manufacturing on behalf of IntelliSmart ?
I sometimes wonder if IntelliSmart and Genus are being used as some kind of template for other AMISPS to copy as they were both given solid orders at a very early stage, the same with cyan who received solid orders also at a very early stage compared to others!!! ( where are they)
How many individual meter manufacturers are now aligned with Cyan in India? i forget but it s over ten , i think.
Who will place orders with these manufacturers ? what about IntelliSmart who so not manufacture meters, and who have ordered over 1.5 m meters from framework.....who is manufacturing these, it cant be Genus as we would have heard, and there is well over the one million agreement with Genus...
Just some frustrating thoughts...