Interesting take on Solar Manufacturing Co's Must watch

Be careful if you are buying at absurd valuations Lot of capacities coming live in next few years Can lead to oversupply

Colgate will be used more frequently. Solar in 25 years. Agreed. But it will take 5-7 years to get the solar capacity we wanted. Imo, There is still 2-3 years growth possible in share price and 4-6 years in EPS. Obviously if you are buyung at 100 PE than one needs to be cautious

Kindly note that Solar is emerging market while FMCG is mostly static. Besides the companies who install Solar will be giving maintenance too as part of additional revenue. This is the way car companies make money, they don't just sell car and sit idle for next 10 years -service.

How much colgate mkt will grow in a year? And How much Solar will grow? How much cells will grow? How much production under ALMM ? Can India export cells and panels? If solar modules cheaper then Solar EPC companies margin increase? If people go towards mouthwash then wht happen

Ye sab pesa kama chuke he issilye gyan pel re h... lekin idhar apko pesa kamana h

To keep it civil, I’d only say the analysis is skewed in his limited understanding. Solar’s potential is beyond households that themselves are growing at a rate of 7%. Add to that the untapped infra market in commercial, industrial, minicipal and national, they will never be able to fulfill the demand.

Yes, on point. That’s why I like EPC companies for now as they get to lock in prices for every project.

2 kw का सोलर मान लीजिए 1 लाख का लगता है उम्र 25 साल । एक परिवार एक महीने में 100 रुपये का कोलगेट इस्तेमाल करता है 25 साल में इस्तेमाल किये गए कोलगेट की कीमत 30,000 महंगाई जोड़ ले तो 40,000 कौन बिजिनेस ज्यादा सही हुआ? बाकी कम्पटीशन सब मार्किट में हैं ।

thats why entered only in Brand Waaree renew. having lower cost due to self backward integration self mfg.

Sir Miss One thing if Turnover increases than profits also Increase comparison is awrong after 5 years period what will happen