Depth bar: LNM peer pilot dossier. Use
[~]for estimates. Confirm bills on discovery.
1. Company overview & snapshot
Poona Forge is a long-standing Pune forging group with HT and machining. Javalekar family leadership. ~₹156 Cr [~].
2. Energy profile
DISCOM / supply: MSEDCL HT industrial supply — confirm consumer number, sanctioned load and tariff on two redacted bills.
2.1 Bill band, tariff & demand
₹18–32L/month per unit [~] · qualify ≥₹30L on chosen pilot meter
2.2 Generation, fuel & renewables
Captive DG common at forge plants [~]; confirm rooftop solar or open access separately. HT furnaces may be electric, gas or mixed — do not attribute fuel cost to the grid bill without confirmation.
2.3 EnMS, PAT, ISO, BRSR
Check IATF 16949 / ISO 14001 / ISO 45001 on site. ISO 50001 often absent — Stamped is continuous M&V with verified with evidence, not another EnMS portal.
2.4 Likely ₹ leak categories (hypothesis)
Coincident furnace preheat + press starts; sealed-quench / mesh-belt HT hold; compressed air and quench pumps; hydraulic press idle; shift-change MD stacks on MSEDCL.
3. Operations, equipment & digital stack
Closed-die forge → HT → machine. Multi-unit — single-meter pilot.
4. Stamped Energy fit analysis
4.1 ICP scorecard
| Gate | Result |
|---|---|
| Process (forge + HT) | Pass |
| Geography / DISCOM | Pass — MSEDCL |
| Bill ≥ ₹15L/mo (peer pilot) | Qualify on call |
| LNM social proof | Active deploy at LNM Auto Faridabad |
4.3 Wedge (parser-critical)
The strongest wedge is: one Bhosari or Talwade HT meter: press–furnace coincidence, maintenance-owned stagger, evidence-verified savings — LNM playbook.
4.4 Objections
“We already watch the bill” → assign ₹ owner on WhatsApp with evidence on Stamped’s ledger. “HT is gas” → pivot to presses, quench support, compressors, MD overlap. Solar capex → Stamped is demand and process load, not another rooftop pitch.
5. Before you reach out
5.1 Discovery checklist
- Two recent MSEDCL bills (redacted): ₹, MD, PF, units
- Electric vs gas/oil per furnace family
- Sanctioned kVA / MVA per meter; multi-plant meter map
- Who owns MD reviews (Maintenance vs Plant Head)
- Shift calendar for peak weeks
5.2 Do not lead with
Solar, fleet electrification, or generic ESG. Do not cite unverified LNM export geographies beyond Europe / Agritechnica / Volvo MiI angles Utso has cleared.
6. Risks, flags, controversies & sources
- Pick pilot unit before visit — do not aggregate Aurangabad blindly
- Public web, company site, LinkedIn, prior Stamped outreach where noted
- LNM reference:
outreach/2026-08-faridabad/01-lnm-auto.md