India’s Secret Weapon to counter China’s Solar Dominance? : Waaree Energies | Business Case study
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VIDEO INTRODUCTION:
Hi everybody,
The Modi 3.0 govt has made a bold promise for India and that is a commitment to become the 3rd largest economy in the 3rd term of Narendra Modi!! And while most people are extremely excited about it, there is one big big problem for India!! And because of this problem, inflation in India is increasing, we are being bullied by America and Europe and most importantly, our companies are not able to compete in the global market!! And this problem is the Oil dependency problem!!!
And the most straightforward solution to it is obviously renewable energy, which is why the Modi govt tried several policies to boost the Indian solar industry!!
But you know what?? As much as I would love to believe that India could become a superpower, the bad news is that China is dumping in India!!! And as I have consistently stated, India is dangerously dependent on China for Solar materials!!
You don’t believe me if you look at this chart, Solar panel production has 43 stages, Polysilicon, Ingot Wafer, Solar Cells, Solar Modules polysilicon, solar cells and solar modules, and China single handedly has an 80% market share in all stages of solar panel production!!!
And China has done such an incredible job that, In January, a research unit of the European Commission calculated that Chinese companies could make solar panels for 16 to 18.9 cents per watt of generating capacity, whereas European companies cost 24.3 to 30 cents per watt, and U.S. companies about 28 cents!! So a Chinese module is 50% cheaper than Europe and 65% cheaper than US!! This is why not just India but even the US and Europe are dependent on China!!
But you know what guys?? There is one big piece of good news here!!
While going through my research I found that there is one Indian company that is finding ways to break this monopoly of China!! And, soon this company is planning for the biggest IPO in the entire renewable energy industry!! And if successful this company could be our brahmastra to Challenge the Chinese dependency!! Why? Because if you look at this graph, while Adani solar has a capacity of 4GW, Vikram solar stands at 3.5 W whereas this company alone stands at 13.35gw!! So it has 3 times the capacity as that of Adani’s solar!! Similarly, in FY23 while revenue growth of Adani’s Mundra was -12%, Vikram Solar was -7%, Websol energy solutions was -92%, and for Tata power it was -19%, whereas for this company it stood a positive revenue growth of 136%!! And a 538% growth in its net profit
This company is not an Adani or reliance or Tata company but a Unique sounding company called Waaree Energies!!!
So the question is?
When the entire world is dependent on China, how is this Indian company trying to beat china?
How are they so far far ahead of the Tatas and Adinis of India?
What is their business strategy that makes them India’s brahmastra to the Chinese domination and most importantly, what are the business lessons that we need to learn from the incredible rise of Waaree energies?
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4. Lijjat Papad – https://youtu.be/EdpoEmifW7M
✅Study Materials:
1. https://bit.ly/3XyrFMt
2. https://bit.ly/3XBL7YD
3. https://www.sebi.gov.in/filings/public-issues/jan-2024/waaree-energies-limited-drhp_80409.html
4. https://indosolar.co.in/press-releases/
5. https://www.bloomberg.com/news/articles/2024-01-18/china-s-solar-manufacturers-face-fraught-2024-after-output-boom
6. https://www.mercomindia.com/china-to-manufacturing-capacity-until-2026
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Does buying shares of these companies give a good return after 10 years
Love your channel. You are doing amazing job educating you kids and everyone learn so much . I wish I can help your platform to become more famous. Let me know how can I help your channel with some sponsorships if you need any.
Your videos project an anti India initiatives. Your way of talking and the way you show it’s a shame that you project it that way. I have been following your videos since a long time. But surprisingly what has changed is YOU in your videos.
Your insights may be good, but how correct – I don’t know.
So my friend – introspect how you record your videos
Don't Waaree, be happy! 😅
Solar energy still Capital intensive with very low Returns ; As installed , the Capex is 0.5 Million USD per MW minimum ; 16 Lakh Units only produced per Annum ; With a sale price of 0.08 USd / KW , Revenue itself is 0.128 MUSD ; with operating costs deducted , it may give 5 percent return ; May be my Grand Children can enjoy the benefits that also I am not sure as the panels are not warrantied for 20 years ; Chinese panels only Chinese & God knows ; Best wishes for reduction in Capex ; This is my understanding ; Another extreme is , free power supplies from State Governments which is Quite promising !!!!!
Itna tax next pm koi aour banega
I believe that India should consider alternative options such as hydroelectric cells, which are 100% eco-friendly and have more power than solar panels.
Key features of HEC include:
– Generates electricity with just a few drops of water
– Completely eco-friendly
– No external energy or chemicals needed to process
– A groundbreaking solution for sustainable energy
Hydroelectric cells were invented by Dr. R K Kotnala and Dr. Jyoti Shah. If the government invests in this invention, I believe that India will be able to dominate other countries since it's an invention by Indian scientists and is made in India.
#HydroelectricCell #HEC #DrRKKotnala #Drjyotishah
I believe that India should consider alternative options such as hydroelectric cells, which are 100% eco-friendly and have more power than solar panels.
Key features of HEC include:
– Generates electricity with just a few drops of water
– Completely eco-friendly
– No external energy or chemicals needed to process
– A groundbreaking solution for sustainable energy
Hydroelectric cells were invented by Dr. R K Kotnala and Dr. Jyoti Shah. If the government invests in this invention, I believe that India will be able to dominate other countries since it's an invention by Indian scientists and is made in India.
#HydroelectricCell #HEC #DrRKKotnala #Drjyotishah
The fact that instead of giving so much subsidies to people, govt should start giving better subsidies to companies so that the people can make benefits from the growing economy itself. Politicians should focus on national interests rather than political interests and of course medias, instead of focusing on masala news and controversies they should consider educating people about the available resources and opportunities in the market.
But Adani is already investing large amounts of renewable energy project at Kutch district.
Would have been nice if you have focussed on Solar PV plants of TATA power, in Tirunelveli, The Impact of PLI for PV module production By Reliance and Adani. Secondly if Waree's Financials are so good, why did they go for such a huge equity issue…Not sure what will they do with addnl equity and generate similar numbers going forward…
Have been observing TBZ since you suggested it in one of your videos it's almost 2.5x now sadly I didn't invested in it🥲
Well informed video with essay way ❤
Is this Waaree's pitch ? Secondly, you are not talking about Reliance foray into market with 20-30 GW capacity. Waree would need to handling Reliance because of its superior pricing power. It has already demonstrated in telecom space. The presentation has a lot of talk but no clear direction. By the way, the government of India is already beginning to open floodgates for Chinese investments in India in the aftermath of Galwan incident. I don't think Waaree will be the only player benefitting from 1plus China strategy. Imagine if Reliance is going to collaborate with an American company, Waaree will need to rethink its strategy.
while i understand the hype because of "nationalism"
the raw material is still dominated by china
and the tech is also better in china product
Make a case study on Lavasa.
Please make a video on Gen AI, it's a buzzword nowadays. As always you keep us updated, so we should know about Gen AI too sir , most of the corporates are asking about this.
Hi Ganesh
I hope you're doing well. I wanted to request a video discussing the potential recession in the US and Europe, as many experts are predicting that these regions will be hit hard. With a significant number of Indian students, like myself, planning to pursue higher education abroad, this topic is becoming more critical for us. It would be great if you could address how this might impact job markets, both in these countries and globally, and how it could affect India. Additionally, I’d love to hear your insights on how global interest rates influence economic recovery and how global stock market trends affect the Indian markets. Lastly, it would be helpful if you could discuss which types of companies are generally safer for investment during a recession. Looking forward to your insights!
Your biggest challenge is Poverty. Not China.