Green Energy & Power Sector in India!! ⚡♻

[@SOICfinance]

Two Links:- Sectoral Valuations and SOIC Membership! 🏫 SOIC Membership (Use Code: SOICBONUS10 for 1 year of membership): learn.soic.in/learn/SOIC-Course Next video on which sector folks? docs.google.com/spreadsheets/d/1DlQ2c6lICprI63Zgyo5_JNsse7eteSkc1daFEjyZVlg/edit#gid=0

[@SOICfinance]

+One small mistake in the video: Copper is a conductor of electricity as mentioned in infographics. Out of 50-60mins- Please excuse us for 1 mistake

[@devintel113]

​@@SOICfinance🙏

[@vineethjain10]

Websol energy is also coming up with 1.8 mw and can expand upto 2.4 cell module

[@sandipanmukherjee509]

Can KAYCEE INDUSTRIES be a proxy play?

[@Moneytalk112]

Great and very informative video. You described the value chain of power sector in very good manners with proxey companies. I will feel hunger more information of some best companies analysis. .. I have invested 5 companies of renewable energy..i want to know where I am right and wrong.. All my companies gone up 30%50% in a month but I am long term investor. How they will performance in coming years. Please make a second video or teach me soic member class. I am a soic student. Thanks you sir ji

[@niladribanerjee2821]

People are going pagal in some other platform of 2 minutes stock analysis where everything was talked apart from 2 minutes of stock. And channel like this still underrated where stocks are discussed threadbare. Subscriber should be million after 2 years.

[@gtsgang5510]

BM 😜

[@jasbirkaur3828]

Yes you are right..... Some simply beat about the bush......

[@ajayjain8131]

Correct

[@Les3058]

Now he's charging 20 rupees to view his crap

[@sunildhas9684]

20 rs cncp kiya....ab aur sochenege

[@SansaraFamilyHoldings]

Dear Ishmohit, I wanted to express my sincere appreciation for the incredible video on the Green Energy/ power sector. It was truly amazing and enlightening. Your insights and presentation were not only informative but also inspiring. The way you explained the key aspects of this sector made a complex topic easy to understand. I learned so much from your video, and it has fueled my enthusiasm for sustainable and environmentally responsible energy solutions. Thank you for your dedication to educating and raising awareness about the importance of green energy. Your video has undoubtedly made a positive impact and contributed to a greener, more sustainable future. I look forward to more of your informative content. This one of the best content of SOIC. Keep up the fantastic work! Tx, Shami

[@natraj6120]

Hi Ishomohit, i think better wud hav been coming up with limited number of companies and do research for every video you present. You can think of rather doing extensive research in very few may be 2 companies in each area, build a strong conviction and come with thesis after doing your extensive analysis to justify why they can do much better. Stick to them for massive bagger. If you are trying to take credit if anything rallies by throwing tens of stocks every month in different videos, you will remain same as other people. But i end with saying "No doubt you remain the best analyst in whatever i've seen so far" I still like the way how you explain the ecosystem and which best companies are working in it. Your contribution will always be remember in my heart 💌 Thank you very much wholeheartedly as you are helping community to grow

[@manojdparmar]

If anybody wants in depth knowledge about any stock and it's fundamental analytics. This channel is best for those.😊😊🎉🎉

[@SOICfinance]

We're happy to know our content is resourceful for learners like you. We hope to continue adding value to your investing journey. 🤞😃

[@chessified_only]

I don’t watch your videos in one go because there is so much infromation and I’m somebody who listen and take notes of things carefully. I have completed this video in 3 sittings but I loved every bit of it. Cheers to your good work SOIC team and Paji tussi great ho

[@SOICfinance]

We're glad that you're taking time out to learn with us. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤝

[@mehulsuri3273]

It’s amazing how week after week, you guys do such explosive content. Hats off!! Quick question; can you explain/ do a follow up on which part of the value chain is the most profitable and has clear moats against competitors? While I perfectly understood the entire value chain, I would also like to know which part of the chain should I focus on, because it’s so so scientific 😅

[@soumikchanda9409]

Yes sir, if you tell us on the most profitable part of the value chain according to you, I think our thought will be much more alligned though we know that will not be any recommendation from your side. It may be that the video may be little bit longer for discussing this, but I know every second taken to watch your entire video is worthwhile.

[@SOICfinance]

Cables & Wires: Most consistent

[@healyou4243]

Soic apne ap mei ek contrabet tha ...logg 5 min mei stocks chahtey h...soic in that time made hours long videos...hats off sir!!!!! Nothing is impossible....will hono chhaye

[@tushardhanu]

This video provides a concise and insightful overview of the power sector, its value chain, and proxy for sector. It is especially helpful for investors who are looking for exposure to this critical sector. Thanks SOIC ❤

[@sangamlal9082]

Aapki analysis ka jawab nahi. Main Ayaan sir Ko bhi dhanyvad Dena chahunga jinhone mujhe aapse milaya❤ se bahut bahut dhanyvad

[@shindedc]

In details about energy sector of india. Very nice explanation.

[@soumikchanda9409]

May be next sector 1) EV with automobile companies and their OEM or 2) Chemical ?? By the way, any analysis made by you has become a must consumable video for me. Your vlog and video are truly exceptional. Kudos to you, sir.

[@vedanthkogileru4263]

Hey @ishmohit, i wanted to point out that copper is a conductor of electicity and not insulator. timestamp 9:57. great video loved it

[@ravijag73]

Was wondering why this was not caught on comments till I read this one👍

[@mekailazh]

Devil is in the details

[@mdabuzar6686]

Swelect energy system, Websol energy system, KPI GREEN ENERGY, K.P energy ltd is all in my long term investment portfolio....

[@guptraja]

Awesome education...the way you explain business concepts and value chain and teach how to spot value is unique. Your videos demonstrate the research and effort you put in. Just great.

[@tirthdaveactivities1436]

All the companies discussed in this video are jumped almost 50-60%. Great analysis and most valuable information about the value of chain of Power.

[@sandipbhakta5378]

I think this is the most undervalued channel in utube...hope people will value it in the long run

[@sudarshannayak2004]

the most informative video i ever watched on the renewable energy. Thank you :)

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

[@KirtiRanjan]

OMG!! Is this video for free on youtube!! What wonderful content in comparison to other so-called content creating Finfluencers, who repeat the same 10-20 stocks for so many years now, and how Indian economy is doing great and how the stocks will become 100 times in few years!! Whereas other creators are just sweet looks, pleasing talks, this channel serves actual real wonderful financial insights...

[@SOICfinance]

We're glad to know you find value in our content. Our team at SOIC is committed to adding value to your investing journey, and we look forward to providing you with more educational resources in the future. 🙏

[@sushillanke4287]

​@@SOICfinance you are great... Thank you

[@somabhattacharyya769]

Simply spellbound ❤..awesome intricate indepth outstanding presentation!!!

[@SOICfinance]

We're absolutely thrilled to hear that you've found our content to be spellbinding, awesome, intricate, and outstanding! We're grateful for your kind words and appreciate the time you took to share your thoughts with us. Your feedback means the world to us, and we'll continue to strive to create high-quality content that resonates with our audience.🙏🏻

[@balendra964]

Already have KEI from 1250 because of you. Thanks a lot

[@AjeetYadav-gz6gp]

Amazing video....I m an electrical engineer...u explained things in very clear manner ❤......torrent power is also a player in power generation and distribution . I appreciated ur work🎉

[@SOICfinance]

We're happy to know that our content adds value to your investing journey.😃 Thankyou for watching our videos. 🤝

[@shindedc]

Best channel with micro review of all energy sector. Eager to learn and learn

[@tanmaymondal3179]

Loved it Mohit, very useful and gave holistic view of the entire alternate energy industry in India

[@shankardas4539]

I feel like I am at engineering class ..best ever vedio ..proud of you

[@growyourinvestment.]

One of the best sectorial analysis with complete value chain.👍👍👌

[@rameshverma45]

Excellent!! Superb!!! Jeeyo pyare❤

[@SOICfinance]

We deeply appreciate your ongoing support. We're delighted to contribute to your investing journey and look forward to being a part of your continued growth. 😊🌟

[@Harshal_Goyal]

Thank you for explaining everything in this detail...

[@gangalareddy]

Presentation is excellent.. This kind of study takes days together to collect the info precisely, compile it and make it easy to understand.. Highly appreciated your efforts Ishmohit bro and SOiC team.. Keep up your work. Great job, as always..

[@SOICfinance]

Your support means the world to us! We're thrilled to be able to enhance your investing journey with our content. We hope you keep learning and achieve great success with SOIC. 😄🚀

[@jeeveshlilani]

Bhai Adani ko toh bhul hee gaye aap. Other yhan that brilliant video, Thank you so much!

[@hardiksolanki6687]

You are the path maker of success. Every retail investor should see these videos to change there view from crazy participation to inteligent partisipation in market. Millions of Thanks brother.

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@cdas3317]

@@SOICfinance please upload the pdf of this presentation

[@Mrabhinandan99]

I'm a Power professional with 16 years of experience and you have described the challenges very well...

[@abc-ud4ry]

Please share byour mail id

[@stockmarket2244]

Jyoti structure stock It's a turn around story from loss making to making it EBITDA positive business. I have bought the stock at 12 rs and currently trading at 25rs. A very interesting study.

[@bhavanadedhia3145]

हिन्दी में पूरा विडियो बनाने के लिए आपका आभार खूब धन्यवाद🙏🙏🙏👌👌👌

[@SOICfinance]

हमारे वीडियो देखने के लिए धन्यवाद। हमें दर्शकों और उस भाषा पर विचार करना होगा जिससे वे सबसे अधिक परिचित/आरामदायक हैं (हिंदी/अंग्रेजी)। हमारे वीडियो हिंदी और अंग्रेजी में हैं। हिंदी उपशीर्षक प्राप्त करने के लिए आप निम्न सेटिंग्स का उपयोग कर सकते हैं: Video settings -Subtitles -Auto-translate-Hindi

[@SmitDubey-j5w]

Extremely educational session today. Can you make a video on EPIGRAL it is at a very good level and almost monopoly in CPVC Resin

[@sanjubaba4507]

thanks guruji, wealth of knowledge for engineering knowhow investors

[@deepeshmehta5559]

Once again excellent video. Even it is nearly one hour video, I found it is relatively short because you explained so many things but cannot provide deep insight.For power sector I have identified tata power in large cap, jse energy in mid cap and kpi in small cap. You have provided very good idea about jsw energy. Also, very good information about tega industries because it is running but why generally people do not understand. Also, some more companies like cummins, borosil etc. We cannot invest in every company but as we study more companies, our understanding will develop. Then probability of choosing right stock always increases and this will lead to wealth creation along with intellectual satisfaction. I know that my comment is lengthy but it is nothing compared to your sincere and consistent effort. God bless you. 🙏

[@VivekSir90]

Great topic to discuss. You Ashmohit and your team very very congratulations to you for doing this great work. You are scientist as well as financial analyst. I have no doubt why sebi has appointed as a registered analyst. Thank you so much for all this knowledge.

[@Firozvoice]

Excellent and mind-blowing explanation sir ji 👍🙏

[@BobyEJ]

Thanks. I don't know Hindi. But I have understood most of the points. Your clear explanation and writings in English could help me.

[@SOICfinance]

Please try opening subtitles for the video to get English transcript. 😃🤝

[@guptapraveen1977]

Absolute GEM 💎 thanks for explaining the entire value chain of Power and Energy sector

[@SOICfinance]

Glad you enjoyed it!

[@2009dwine]

Great video. He has actually given everything that is need to invest in Power sector , now it’s our hard work and analysis to invest in the best among all the companies mentioned here. I am not very confident about the Green Hydrogen sector because I deal with the queries and challenges of utilising hydrogen as a fuel. It will need some time to be implemented on ground level. The common factor among all the generation options are T&D, Cables, EPC. There might be a slowdown in one or two of the generation options but these three will always be required with the IEX.

[@ranjanbisoi1597]

great job paaji , thank you -expecting and waiting your new videos

[@SOICfinance]

Thank you so much for your kind words! We’re thrilled that you’re enjoying the content and eagerly awaiting the next videos. Your support means the world to us🙏🏻

[@arindersinghbedi814]

Exhaustive,deep analysis. Impressive presentation 👏

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@tsa106]

Great video paaji as always! However, copper is not an insulator but good conductor of electricity 😊

[@swaroopjain3091]

Bro aapka mind and Aapki Research Hats off! 👏🙌

[@SOICfinance]

Bohot shukriya! 🙏 Research aur analysis aapke liye valuable banaye rakhna hi hamara mission hai. Aise hi connected rahein!

[@piyushchikshe7314]

Hi ...I m member I enjoyed today's session...can you please make a video on chemical sectoral analysis

[@SOICfinance]

Sure I will

[@dr.maheshpareek3464]

❤❤surprisingly to listen you & I think How can a man work so hard. Hatsoff you Ishmohit

[@nagarajualuvala8203]

A Big thank you. I am benefitted.

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@pritamball723]

Ishmohit please make a video about top 10 , 10 year high average roce companies of India . And why their ROCE is too consistent over the years !!!! Please !!!!

[@say2alok]

Bring back Time Stamps as they are like Contents in a book.

[@satya.jaiswal]

Bahot hi insightful and informative video Paji. Hats off to you ❤

[@SOICfinance]

We're glad to know you find our work informative and insightful. Thank you for watching our videos. 😃 We hope to continue adding value to your investing journey. 🤞

[@ankitmathur1987]

Ishmohit,Hats off again for your Genuine Efforts and Toil to prepare this type of content for us!!, You Inspire!

[@ranjanagupta555]

Thanks Soic for spreading knowledge……requested to make a full depth video on defence sector….

[@jogendersingh3632]

Again Great learning, Thanku brother. You have putin a lots of hardwork in this.

[@SOICfinance]

Thank you for choosing SOIC. We're happy to know that our content adds value to your investing journey. Happy learning! 😃🖐️

[@villagelifestyle3113]

Sir your analysis is very good and deep. One request please make video short less than 30 min. 1 hr video is very long... Some times want to see video but not completed.

[@sehajsingh75]

HELL YES!!! You have superpower of knowledge sir..... Disclaimer- I am a medicine physician but your analysis is far more interesting than mine books...

[@SOICfinance]

We're glad to know you're taking time out to study with us to become an intelligent investor. 🤝😃 Thank you for watching our analysis videos & your support.

[@deepakarora9055]

POWERful video! This is the best content available on KZbin. Smash that like button guys!

[@vicksgaming4u]

This is why SOIC IS THE BEST CHANNEL Explained everything in such a good way thanks a lot sor you are the best❤

[@e.sivasankaransankaran1434]

Thank you very much, for giving valuable information.

[@SOICfinance]

We're pleased that you're enjoying learning with us. 😃 Thankyou for watching our videos. We hope to continue adding value to your investing journey. 🤝

[@paragpanpaliya1785]

Great explanation i ever had heard. It would be great if you do analysis on defence sector like this.

[@captveeresh]

Amazing information extremely helpful thanks so much

[@SOICfinance]

Thank you for watching our videos. 😃 We hope this video was informative and is relevant to your investing journey. We hope you continue learning with us. 🤝

[@guptnptube]

Excellent analytical information on power sector that growin fastly.

[@saurabhsiddharth1103]

56:00 In energy storage systems there is need of shunt resistors as well which is a monopoly of Shivalik Bimetal in India. So in that sense, Shivalik Bimetal is also a proxy for storage players. Please correct me if I am getting it wrong.

[@ShaileshNaik-m7j]

Whoo! I jst couldn't able to watch this video in one go.. Required at least 2 breaks to grasp.. Such a knowledge packed video for free on youtube, unbelievable!

[@gotiygotiy4849]

Sir bahot achha samja rahe ho.

[@shajinair8648]

Dear Ishmohit Ji, Thanks a lot for your excellent analysis. So Power sector is done! Looking forward for another epic soon. Once again Thanks a lot.❤❤❤❤❤🙏

[@neerajjain6064]

Thanks ..good video ...gives the end to end view on Semiconductor industry..l

[@niladribanerjee2821]

Brother it's been long you didn't do any IT related video. I understand it's not good time for IT but many macro small and midcap companies are increasing multifold though large caps are stopped. What is happening? Please think to do a video explaining these phenomenon. For myself I'm happy that my wire companies did very good after following you from last 1 and half year but investing in other companies alway makes me fearful as you suggested kab sicklicle jaise behave krne lge, kab raw material badh Jaye, kab china aa Jaye, kab debt jyada ho jaye. All these I learn from your video. Hence requesting you again thoda IT wala ho sake to discuss kare.

[@connectingbhaichara4937]

Deeply explained sir,learned a lot to learn a lot.

[@SANJAYSHARMA-zp6yv]

Good peace of learning sir, thank you.

[@SOICfinance]

We're glad to know you're enjoying learning from our content. Thank you for watching our videos. 😃

[@anilpudota290]

Amazing video , I feel like to watch again to understand the content fully. Thank you

[@kartiknune1331]

Should have added time stamps like previous video. Ik it might be a lot of work to do that. Please do it if possible next time.

[@JAIHIND-rt3bt]

Mind-blowing session sir ji Love you from the bottom of the hurts 💖

[@kanakaraj4295]

Very extensive research done on the power sector!! Really helps retail investors... Hat's off to you!!

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@pennagaram1]

excellent video sir. One mistake i noticed i copper is the condutor of electricity

[@freshtechupdate]

Bhai sab... This is a quality education... Thank You for such Videos ❤

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@freshtechupdate]

Yes Man have followed you and Invested 60000 now it's 2500+ profit and all stocks are for long term @@SOICfinance

[@abhijitrana64]

After installation of smart meter our electricity bill rose by approx 35% although the usage remains same

[@neelsoni7149]

When doing a value chain analysis can you please also add a rating factor to each value chain in terms of importance, value, complexity and competition. Might as well give points and grade it in to A B C. That will help in knowing which part of the whole value chain is more lucrative in terms of value and quality

[@pradeepkr5382]

Excellent...Excellent..Excellent

[@SOICfinance]

We're glad to know you find value in our content. We hope to continue adding value to your investing journey. 🤝😃

[@ExploretheAmazing]

Thanks for great explanation of the sector. Please your comment of Servotech

[@manikkumardass9774]

Guruji ji pranam 🙏🙏 thanks for your valuable analysis information for us 🙏🙏🙏

[@mohammadahmadkhan4000]

I present sir teach for everyone, Thanks

[@tousifahmed8248]

Excellent video 👌👌 This video shows how capable you are.

[@kartiknune1331]

Just look at the returns of the stocks mentioned in the video in just 5 months from the date of upload 🙌🔥🔥

[@Akhileshkumar-td9wk]

Thanks Sir for a wonderful sectoral analysis.

[@cristianouzumaki2455]

I leave this video after learning so much. So grateful to SOIC

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our analysis videos. We hope to continue adding value to your investing journey. 🤝

[@ramanasharanam]

Absorbing and Outstanding,Seminal research in power sector !

[@kartiknune1331]

Add timestamps in comments if possible.

[@rajkumarnandy4982]

Sir , your analysis is too good. I like your analysis.

[@PavanKumar-zd7sm]

This is super informative and you are an excellent teacher :) Platforms like IEX where power is traded might also fit into this value chain.

[@SOICfinance]

True

[@jayeshkawle7097]

Absolutely knowledgeable video 👍👍👍👍

[@harishvh9840]

Fantastic video 👍🏽😊. At the 10th minute there was a reference about copper as an insulator but it was rather a great conductor. As it was not the factor of focus that doesn't matter... All of your videos are super and very useful for people like me... Thanks bro. 👍🏽

[@SOICfinance]

Corrected in the comments :) Thank you for watching

[@rajeshm16]

Very informative. Appreciate all your hard work. I am just wondering no chemicals are required in this value chain 🤔?

[@mwshubham]

Fantastic work as always. Please make a video on Investing in an unlisted market. Please answer questions like who should invest, how much one should invest, standard risk and rewards, traps and common practice etc

[@Er.KaushalTripathi]

Soic ke abtak ka Best Ind. sector analysis video ❤ Analysis & Infographic is 👌👌

[@SOICfinance]

Thank you so much for the kind words! We truly appreciate your support and are grateful for your positive feedback. It means a lot to us to hear that you enjoyed our content and found value in our analysis. We hope to continue adding value to your investing journey. 🤝

[@amithjoshi5196]

Very detailed information. Thanks

[@Mohammedshaadkhan]

I would like to request you to Please make a detailed video about WIRE & CABLE sector...

[@sunildhas9684]

Yes needed sr

[@MohitYadav-th7fz]

Best small and mid cap stock bataiye jo Multibegger ban sakte ho 🔥

[@ShivangTaluja]

Gensol

[@nemindoshi4598]

Superb explanation style and indeed very informative

[@ravikiran6424]

thnak you - very professional analysis