Will Solar Industry be the next Sunrise Sector? 🌞🔋

[@amrindersingh_1986]

Bhaji very nice content.. Only genuine information, No Bakwaas

[@SOICfinance]

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

[@medicine_nd_beyond]

He makes so detailed videos ,definitely after 10 yrs he will be on different level 🫡 keep it up

[@SOICfinance]

Thank you for your incredible support and belief in our journey! Here's to growing and reaching new heights together in the years to come!🌟

[@rk.1690]

Most knowledgable and accurate data provided by You....

[@SOICfinance]

We appreciate your thoughtful feedback! We're committed to providing insightful content, and it's great to know you're finding it helpful. 😊

[@affansiddhiqui3739]

Loved on how you accounted for Fragility which is coming from artificial demand ; and how it can be sensitive to competition to import duties going off ; sensitive to over supply (as growth is coming from steroids)

[@geek_for_life]

Just Awesome 🔥 Content! Simple 👌🏻 and Easy to Understand! Thanks Ishmohit & SOIC Team for Superb Video on Solar Sector! 🙏🏻

[@SOICfinance]

We're glad to know you find value in our content. As a channel, we're committed to providing high-quality content that is both informative and educational 🙏🏻 We're proud of the work that our team, SOIC, has put into creating engaging videos✨

[@darshanthacker773]

Amid the high bull run and dopamine rush of 2x 3x return on stocks via tips from youtube, Only channel that makes sensible content for actual learners. Thank you for putting this effort and making it free for common folks to learn.

[@SOICfinance]

Thank you for recognising the effort we put into creating thoughtful content! We hope to continue adding value to your investing journey. 🤝

[@PRANONGC]

Thanks for a very crisp presentation and repeated emphasis on risk management in this sector.

[@SOICfinance]

Thank you for your kind words! If you have any more feedback or topics you'd like us to cover, feel free to share!🙏🏻

[@lambert-op4yx]

Since the cells have a warranty of around 15 years, it'll be a one time profit scenario for the company. As explained the company which is well integrated will reap benefits of this. We can see the warranty of cells coming down in future so that customers keep buying and then cyclicity will come into play. This is pure hypothesis from my part.

[@dayakarreddypalwai5574]

Thanks a lot Ishmohita and SOIC for your continuous knowledge sharing videos. Much appreciated🙏☝👏👏

[@SOICfinance]

Thank you so much for your kind words and appreciation! We're thrilled to hear that you loved our analysis.🙏🏻

[@vikashsinha607]

Wow....! Hats Off to you and your channel for doing sector research...!!

[@SOICfinance]

Thank you so much! Your support means a lot to us and motivates us to keep delivering high-quality content. Thanks for being such an engaged viewer! 🙏🏻

[@AnuradhaSingh-e1c]

SOIC a gem indeed.

[@SOICfinance]

Thank you so much for your kind words! We're honoured and will continue to work hard to bring valuable content your way.🙏🏻

[@Kus2023]

This is clear and useful analysis to the viewer where we actual know how sector is performing. Thank you paaje🎉🎉🎉🎉

[@SOICfinance]

Thank you so much! We're glad the analysis was clear and useful. Your support and enthusiasm keep us motivated. 🎉

[@PankajGehlot-ii2fy]

Excellent Insights. He is talented. Thanks for sharing.

[@SOICfinance]

Thank you so much for your kind words and appreciation. It's truly humbling to know that our content has been valuable to you.🙏🏻

[@SuperShashi91]

Excellent analysis

[@SaiPraneethMullapudi]

Thanks for providing such a detailed analysis. I believe the government policy support will be continued. And second thing is the PLI for production of Solar cells and wafers which can give cost advantage while selling. I think that support will continue till the production costs come down and also not to forget the government's focus to start production of Green Hydrogen in house which requires a lot of Solar Power. Also add the plans of individual captive solar power generation capacities of Cement and Steel companies to reduce costs of electricity and increase margins as they usually utilise power in GW scale. Soon Government is expected to come out with a policy on Green Steel with a proper definition. I think it would be good if Government starts to provide Capex incentive on setting up of Ingot, Wafer and Cell facilities just like how it's nurturing the Semiconductor units. Also it's time to start focus on producing the machinery/ Capital Goods required to produce this commodity in order to prevent shocks to the production in long run and achieve desired yield in long run.

[@keepGoing612]

Wonderful session with amazing insights,you always provide in-depth analysis paaji.Thank you team SOIC🙏

[@SOICfinance]

Thank you so much for your kind words! We’re thrilled you enjoyed the session and found the insights valuable. Big thanks from the SOIC team! 🙏

[@duljitpatgiri7538]

Bcz of my competitive exam I missed your weekly videos.Now I'm excited to finish all of your pending videos. Thank you Pa Ji 🙏🏻 It was a great lesson on solar industry with proper information

[@SOICfinance]

Best of luck for your exam! We're thrilled that you're excited to catch up on the videos. If you ever have questions or need further clarity on any topic, feel free to reach out! 🙏🏻

[@dhavalsoni05]

Very good explained and covered all the details in the video. A bunch of knowledge.

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃 We wish to keep enriching your investing experience. 🤝

[@11aniruddha]

What about borosil renewable?

[@jimmykagathara5626]

Good indepth coverage, just one small query, Why not included Insolation & Alpex solar in comparison which are listed and have also announced capacity expansions?

[@aquariusneon]

HELL YES. THANK YOU, always such sn amazing learning experience!

[@SOICfinance]

You’re very welcome! It’s awesome to hear that you find the learning experience so valuable.🙏🏻

[@sidtawadey]

Amazing work Sir.. how can I get the further resources for more in depth research in solar energy stocks?

[@nileshkhandray8977]

RIL is setting up a facility, of 10 Gw expandable to 20 Gw, to manufacture fully integrated solar panels. Even SW solar is a big player

[@patel93Deepak]

Wow....just pure knowledge....learnt about solar euphoria in an efficient manner in just one video ....thanks 👍👍🙏🙏

[@SOICfinance]

Thank you so much! We're glad you found the video informative. If you have any more questions or topics you'd like to explore, feel free to reach out! 👍🙏

[@chittaranjansahoo2818]

Very good detailed information,Thanks

[@SOICfinance]

Glad it was helpful!

[@gaurav3dartist11]

Wow...thanks for knowledge.... Respect Ishomit....

[@SOICfinance]

Thank you for your continued support. We're glad to add value to your investing journey and hope you keep learning with SOIC. 😃🤝

[@amarnigam8036]

Ultimate peer comparison analysis, good that you included chinese solar companies, Anti thesis was spot on . Pure play of commodities and govt policies.

[@shiwalijain7489]

Superb analysis of solar panel industry..... really hats off t make such crisp notes only in 40 minutes. Thanks ish mohit . 🙏 . Added lot of value in my investing journey. Must watch video 🎉🎉

[@SOICfinance]

Thank you for taking the time to appreciate our channel! We're delighted to hear that you enjoyed and found our content useful.🙏🏻

[@hemantmanchanda8914]

Excellent reserch

[@SOICfinance]

Thank you so much for your kind words and appreciation.🙏🏻

[@sumanication5649]

Great Video Ishmohit and Team!

[@SOICfinance]

Thank you! We're glad you enjoyed the video. Your support keeps us motivated to deliver more valuable content.🙏🏻

[@dhrubajyotikundu4627]

Very helpful ❤

[@advghc1279]

Very helpful video

[@binaysgautam]

Nicely covered! Thanks! 👍

[@SOICfinance]

We are delighted to hear that you appreciated our content, and we truly value your kind words🙏🏻

[@varunkabra2486]

Thanks

[@himanshudahiya1173]

Excellent Analysis 💯

[@abhisheksrivastav1951]

Simple and crisp ❤

[@SOICfinance]

Thank you so much! We are glad the videos are helpful. Happy learning🚀

[@kartiknune1331]

Getting videos on days other than sundays are best surprises ❤❤❤

[@SOICfinance]

Thank you for watching our videos. We hope to continue adding value to your investing journey. 😃

[@akshay_bothra]

Great content. Any other channels that give as good content as yours. Would like to widen my knowledge.

[@gulamsoni9273]

very detailed video,Thanks ishmohit sir

[@SOICfinance]

Thank you! We're happy to hear you found the video detailed and informative. If you have any more questions or topics you'd like us to cover, feel free to let us know!😃

[@vikramsingh3736]

Deep and thoroughly elaborate, great hold on subject

[@SOICfinance]

Thanks a lot! If there’s anything specific you’d like us to dive into next, just let us know! 🙏🏻

[@manishsathvara7680]

Sir How to find your Paid Webinar's Recording as a Non-Membership Tribe Member.

[@SOICfinance]

Please email us at [e-mail] Our team will assist you🙏🏻

[@dineshpatil1070]

Thanks once again...

[@831mayank1]

Great video. Can you please touch on Solar glass as well.

[@SOICfinance]

We appreciate your suggestions. We'll consider it for our future content. 😃 We hope to continue adding value to your investing journey. 🤞

[@travelwithkashmiri510]

Got an ipo of waree energies should i hold this stock as tailwinds are their in this solar sector ? Or just exit with bumper listing gain

[@IAMBHARTIY]

Hold till 2 year...5000 achievable target easily

[@punjab2downtown817]

Very well explained Brother!! Keep the good work

[@SOICfinance]

Thank you so much for the kind words and appreciation! We truly appreciate your support and it means a lot to us.🙏🏻

[@punjab2downtown817]

@@SOICfinance Brother I owe you so much appreciation already. I have been watching your videos from Canada and following similar methods and ideas for the USA market. I have a small request to make some videos related to investing in USA market for portfolio diversification.

[@vinayagrawal2265]

Excellent coverage

[@SOICfinance]

We're happy that you're taking learnings from our content.😃 We hope to continue adding value to your investing journey. 🤝

[@SunilKumar-ru8xw]

Solar installed once and run 25 years. How the demand will continue.

[@mem1001953]

@@SunilKumar-ru8xw average 10 years sir.

[@keepcalmuvlb5n]

Iam in a fix... Pls make a video on which sectors are safe to invest in long term and suppose you have 10L where do you invest??

[@mem1001953]

@@keepcalmuvlb5n depends on your target sir. Plus risk.

[@tusharm7451]

Stay in FD😅

[@dhruvkumar8242]

Super analysis Ishmohit!

[@SOICfinance]

Thank you so much! We are glad you enjoyed the analysis.🙏🏻

[@hemantjain455]

Where does borosil renewables stands

[@jaypatil2603]

only Indian player in solar glass industry, can give better returns if it turns profitable in the coming quarters owing to recent import BCD of 10%

[@niladribanerjee2821]

Websol listed hai na!

[@vinayakkariwal2506]

Premier ke DRHP ka link kha h jisse y video bna h ?

[@SK-gx5jx]

THANKS FOR CHANGING THE BACKGROUND IT LOOKS LIKE GOOD THANKS FOR CHANGING THE BACKGROUND IT LOOKS LIKE GOOD

[@SOICfinance]

😀🙏🏻

[@prameyprabhudesai864]

Wow Ishmohit paaji. Hats off to you. This is excellent analysis. I just spent 2-3 hrs understanding solar value chain 2-3 days back myself as part of my research for buying some Waaree Energies unlisted shares. 🙂 your analysis helped me make that decision even better. 👍🏼

[@SOICfinance]

Thank you for the amazing feedback!🙏🏻

[@thehungrysinger6211]

Hi Pramey, would love to know your source of reliable unlisted shares... for myself..😊

[@prameyprabhudesai864]

@@thehungrysinger6211 well i do my own research. I use precise app to buy unlisted shares by providing Zerodha demat account. I go thru annual reports and past financial results and then research about industry prospects and value chain in general.

[@prameyprabhudesai864]

@@thehungrysinger6211hello, i usually study the annual reports and financial statements of the company that’s available along with industry analysis. 🙂 precize app is the app i use. As we can buy in smaller lots

[@SharanappaPolicePatil]

Every video new direction and clear mind to invest as professional ✨️

[@SOICfinance]

We appreciate your trust in our work. 😃Thank you for watching our videos.🙏🏻

[@thelearner3315]

Very insightful, thanks 🙏🙏

[@SOICfinance]

Thank you! We're glad you found the insights helpful.🙏🏻

[@FunScience3216]

Great information🎉

[@SOICfinance]

Glad it was helpful! 🙏🏻

[@pranzy1]

Very well researched

[@SOICfinance]

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

[@dhruvthakkar6917]

Where does Swelect fit in all this? How it is positioned??

[@TravelVlog74]

Please make one video on ethnol & Sugar Industries what the new action taken by govt and what impact on whole industries.

[@healyou4243]

Ab aya iss sal ka most imporrtant video ...isko tou mai 10 hours bhi sunn sakta hu

[@SOICfinance]

Thank you for your enthusiasm! We're thrilled that you found the video so engaging. Your support keeps us motivated to keep creating content that adds value! 😊

[@heavenofskynocopyrightmusi9721]

Chemical sector per video bannao Sir please 😢🙏🙏🙏​@@SOICfinance

[@heavenofskynocopyrightmusi9721]

@@tripathilavkush sree raylaseema Hi-strength Stock hain apke pass 😊

[@heavenofskynocopyrightmusi9721]

@@tripathilavkush kitna hain Aur price 🤔

[@vinayakkariwal2506]

Bhai premier ka drho s nikala h pura video

[@omarmashwani]

Sir, please do top down research on companies for a equity Research analyst

[@gurvindersingh9154]

You dont talk about waaree Renewable,borosil renewable

[@VelayuthamLakshmi-c6p]

@soic why can't company import solar cell from chone with 40pc custom duty and export it to US??

[@IAMBHARTIY]

Us ban

[@ajitkumarjain6585]

Excellent!

[@SOICfinance]

Thankyou ✨

[@healthychildbrain]

Superb analysis. Thanks a ton 🙏

[@SOICfinance]

We truly value you viewing and liking our video! 🙏🏻

[@chetanyourheart]

Hell yes... please make an update video on all the previously discussed sectors❤

[@SOICfinance]

Thank you for the suggestion! We'll definitely consider making an update video soon.🙏🏻

[@chetanyourheart]

@@SOICfinance thank you so much.. your videos are of great value.. appreciate with full gratitude ❤️

[@Gpsuraj99]

How about swsolar I still can't understand that company and their numbers

[@SOICfinance]

Low gross profit margin business

[@anirbandas9255]

Awesome knowledge video....thanks sir😊

[@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.

[@NJ01313]

Thanks ishmohit

[@SOICfinance]

🙏🏻🙏🏻

[@gajanangunjal2878]

Very great analysis we would like to see video on value chain of credit card industry in india and how is it different than Bajaj finance like NBFC. How to value credit card business based on price to book or price to value? How to forecast future profits?

[@sharma7801]

Knowledgeable video

[@SOICfinance]

Thank you so much for taking the time to watch and appreciate our content.🙏🏻

[@jagadishgoudar4154]

Sir I got waaree energies ipo... Can i hold for longterm?

[@SOICfinance]

Kindly read our disclaimer, we are an educational organisation and don't give any buy/sell/hold investment advice, suggestions, or recommendations. 😃🙏 We encourage you to do your own research.

[@gagangupta3422]

Got confused a little as you said that our production will increase so much that we will be dependent on exports for keep making profits, however you said that even by 2028 , we will be dependent on 50 percent of imports, can you please clarify?

[@SOICfinance]

First point is for modules and second point is for solar cells

[@gagangupta3422]

@@SOICfinance okay, you also said the companies that will be able to export are those that have solar cells. Why is that? Also, are we exporting cells or.modules or both? If we will be earning profit by selling cells, wouldn't it be contra indicatory because we need cells for home supply or am I thinking all wrong here?

[@natraj6120]

superb analysis. please make a video even on the remaining part of this value chain which is EPC. Are these companies also going to die if govt and US govt policies are removed ?

[@SOICfinance]

Thankyou for your kind words🙏🏻 We'll take your feedback into consideration as we continue to develop our content. Happy learning! 😃🙏

[@devesh2133]

Waah paaji gr8 analysis lot of things came to know from your side... NICE one video... Thanks for these valuable information. ❤❤

[@SOICfinance]

Thank you so much for your kind words and appreciation! It means a lot to us to know that our hard work is being noticed and valued. 🙏🏻

[@rasikchauhan1105]

Classic video on through analysis of solar industry Sir

[@SOICfinance]

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

[@IAMBHARTIY]

Sugar sector ki mithas par bhi jara najar daldijiyega .....Eathanol

[@aksharbhavsar7053]

Great content bro❤

[@SOICfinance]

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

[@eternalsoliloquy]

Does a company like Oriana Power stand to benefit?

[@ranjithKumar-nu1nm]

Any one please guide me how to download this presentation hatsoff SOIC for this content it is next level.

[@SOICfinance]

Thank you for the kind words! The link to download the presentation is mentioned in the description box🙏🏻

[@ranjithKumar-nu1nm]

@@SOICfinance When i go with the link i couldn't find the presentation of this video, there are related to other videos, Please guide me

[@nirmalpatel2537]

Good information for us

[@SOICfinance]

We're glad you found the information useful!🙏🏻 We hope to continue adding value to your investing journey.

[@abhishekjharkhade]

Any plans to launch a SmallCase ?

[@SOICfinance]

We don't have a small case at the moment. We will update if we do so.

[@Djrahul1000]

Thank you for this one, waiting for solar pump video, also waiting for next video 😊

[@BrijeshSanandiya]

Perfect analysis sir 👍

[@SOICfinance]

Thankyou 🙏🏻

[@IAMBHARTIY]

Chaina has already achieved 1200 GW installed capacity till 2024 previously set as a 2028.

[@vinayakkale6347]

The green energy equipment suppliers/proxies will turn to be a commodity business in future, please advise on the companies that will generate/distribute green energy in future. Congrats on 400k, many more true learners are yet to subscribe.

[@swarajavianne7207]

Thank you for this details video sir

[@SOICfinance]

You're very welcome! We're happy you found the video detailed and helpful.🙏🏻

[@niranjankumarpanchal293]

good evening sir, good information sir, isame KPI GREEN ENERGY ko shamil nahi kiya????

[@suryasainath708]

HELL YESS!!!❤❤❤

[@riteshranjan2130]

Again a wonderful video from Ishmohit Jee

[@SOICfinance]

hanks for the compliment! We are glad you enjoyed the video.🙏🏻

[@KhalidB-hp2lr]

Stockscans mai mutual funds, fiis and investors track kar sakte hai kya.

[@justinwilson7511]

Valuation comfort is not there in many of these companies. Solex and Websol looks fine to an extent considering their forward earnigs, which is why I think he mentioned those names and avoided other ones.

[@abhishektiwari6977]

Awesome background sir

[@SOICfinance]

Thank you!😃

[@ali_edittz7]

Great informative and valuable video keep going SOIC 💯👍🏻

[@SOICfinance]

Thank you so much for the positive feedback! We’re thrilled to hear you found the video informative and valuable.🙏🏻

[@healthtalktips9684]

Very deep analysis, plz sir one more video about solar epc business

[@SOICfinance]

Thank you for your feedback! It sounds like a fantastic idea. We’ll look into it🙏🏻

[@SiddiZafar2607]

Please make video on solar EPS and solar pump

[@SOICfinance]

We'll take your feedback into consideration as we continue to develop our content. Happy learning! 😃🙏

[@wealthbuilder7389]

Well done 👏

[@SOICfinance]

We're happy to hear that our content is helping you learn. We appreciate you viewing our videos. 😃

[@x_man007]

Chinese companies r 10-20X than ours & cost is 1/4th how cheap electricity production in China. US and India gov policies r key, I think gov should not allow huge profit in an industry where they r providing support ultimately cost will be beared by consumers. Gov will remove all support one day but till then our production cost should match to Chinese.

[@anujverma1399]

Excellent sector analysis thanks

[@SOICfinance]

Thank you! I'm glad you enjoyed the sector analysis. If there's anything else you'd like us to cover, just let us know!🙏🏻