00:01 Borosil Renewable's share price has been volatile, rising sharply during COVID and then correcting around 50%. 01:24 Borosil Renewable is India's largest solar glass manufacturer with worldwide presence and significant revenue from exports. 02:50 Borosil Renewable is expanding its capacity to leverage the demand in solar energy. 04:20 Borosil Renewable's share price rose due to profit growth but declined due to operating margin contraction. 05:54 Unrealistically low import prices are eroding margins for domestic solar glass industry. 07:21 Borosil's share price is rising despite expected margin pressure due to Chinese competition. 08:47 Expectation of custom or anti-dumping duty leading to rising shares 10:17 Government intervention impacting Borosil share price
Cheaper solar panel will help India produce cheaper renewable energy which is of more importance to the country than protecting the domestic solar panel industry. Great analysis by the way.
Lol😂😂...what about economic development...?? If govt can't support a domestic company ( a company with strong expertise in solar glass) then govt shouldn't expect anything from the company
Well and good explanation actually I was waiting for somebody to come out with details, fine, I sold all my borosil renewables I was holding fire almost a year with a margin of 7%. Though I know it’s the monopoly in INDIA and currently having bought a German company too it could not with hold its position . And this is mainly due to lifting import taxes on Chinese product. Nice that I wanted this kind of video from you as it’s unique. Thank you
Am holding Borosil renewables, its in minus, had averaged couple of times, thanks a lot, you have explained the reasons, hope for the best, govt intervenes to protect domestic companies, borosil back to glory days 🙏
Bhai, in my view looking at the speed at which India is trying to expand its renewable energy sector, I see it is hard to expect any step towards curbing imports as demand is immense. Just look at the capacity alone this year added to our energy sector and you will know I'm not bluffing. It's more about necessity and demand over grooming in house companies in this scenario ! But as an Indian, I seriously wish I should be wrong and March 31 event may happen 😊.....
Hello sir Kindly upload a video on Polycab management issues Which is widely spoken topic, and if true it is the first Financial Fraudulent activity of 2024 in India
Thanks sahil for giving analysis on borosil renewable Request this kinda analysis on D Mart too Holding large quantity but in losses ur view might help Thanks and regards
Even i have been aggregating position in this since its peak valuations. I am still in -5% loss. Will continue to hold. Its definitely monopoly in India. And Post elections, there can some govt intervention for sure. Hoping for best to bring domestic growth to our products.
Sahil pls make a video on Wipro Q3 results and why the Wipro ADR shoots up more then 16 % after the result announced whereas the results were not so encouraging.
Very good analysis. Please share your analysis on graphite electrode industry like Graphite india, HEG . I had researched that industry looks promising in future ❤
@@shantanumundhada360 you mean antidumping duty apply. I suggest you to watch solar energy chain video by yadnya investment academy,you will see borosil is not a big player at world level.There are many good companies also borosil has very high PE ,even if eps increase the growth won't be much.Its already overvalued.
As economy of scale would catch up, which it would in India, cost effective ness wud usher in. An advocacy group by company is impressing the gov on Chinese import ban. But gov also wants very low price per unit of solar electricity So that more people use it . Hence the hesitation in levying a duty on Chinese products.Stock is good from a 5 yr holding period view.
If eurpoe company buys from india with as u says company has better margin over there. Why they buy from india when they can also buy from china. As this company facing competition.
Anti dumping = high price stress to retail customer.. so greedy log chunna lagoo in the name of patriotism ... All advantages and still cannot compete with imported chinese
Thanks Dear Brother For great video on Borosil Renewal. I think this is not Money making company I have Exited from this company because there are many companies who give better opportunities Thanks good night 🙏🙏
Thanks Sahil for valuable information And pls tell me are u going to give any kind of discount on Ur subscription on the occasion of Republic day❤❤❤ Thanks again.
I wanted a video about 63 moons its a software ccompany selling odin platform for trading i think its used world wide i have used in personelly when i was working in india. For kotak and vertex securities as a teeminal operator.i want to know about its future aspects
K Solves is an excellent Company..You made a video on K Solves that it is not a worthy company..I Sold my holdings after watching your video..Now I am regretting..
-Link to explore my exclusive weekly video series: www.sahilbhadviya.in/
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00:01 Borosil Renewable's share price has been volatile, rising sharply during COVID and then correcting around 50%.
01:24 Borosil Renewable is India's largest solar glass manufacturer with worldwide presence and significant revenue from exports.
02:50 Borosil Renewable is expanding its capacity to leverage the demand in solar energy.
04:20 Borosil Renewable's share price rose due to profit growth but declined due to operating margin contraction.
05:54 Unrealistically low import prices are eroding margins for domestic solar glass industry.
07:21 Borosil's share price is rising despite expected margin pressure due to Chinese competition.
08:47 Expectation of custom or anti-dumping duty leading to rising shares
10:17 Government intervention impacting Borosil share price
Cheaper solar panel will help India produce cheaper renewable energy which is of more importance to the country than protecting the domestic solar panel industry. Great analysis by the way.
Then by this philosophy we should buy everything from China...
It doesnt work like this, industries are to be developed considering long term view
Lol😂😂...what about economic development...?? If govt can't support a domestic company ( a company with strong expertise in solar glass) then govt shouldn't expect anything from the company
Concise and crisp yet covering all relevant aspects. Good Work!
Well and good explanation actually I was waiting for somebody to come out with details, fine, I sold all my borosil renewables I was holding fire almost a year with a margin of 7%. Though I know it’s the monopoly in INDIA and currently having bought a German company too it could not with hold its position . And this is mainly due to lifting import taxes on Chinese product. Nice that I wanted this kind of video from you as it’s unique. Thank you
Am holding Borosil renewables, its in minus, had averaged couple of times, thanks a lot, you have explained the reasons, hope for the best, govt intervenes to protect domestic companies, borosil back to glory days 🙏
me too same opinion bhai
Bhai, in my view looking at the speed at which India is trying to expand its renewable energy sector, I see it is hard to expect any step towards curbing imports as demand is immense. Just look at the capacity alone this year added to our energy sector and you will know I'm not bluffing. It's more about necessity and demand over grooming in house companies in this scenario !
But as an Indian, I seriously wish I should be wrong and March 31 event may happen 😊.....
Perfect explanation..... Viewers.. Pls watch video coz sahil is THE PERFECTIONIST...
Pls cover Polycab also after last 3 days fall
Polycab results on 18th Jan. Will discuss it then. Not a hurry. Let things settle down.
@@SahilBhadviya thank you very much sahil
Hello sir
Kindly upload a video on Polycab management issues
Which is widely spoken topic, and if true it is the first Financial Fraudulent activity of 2024 in India
Not for public, only for paid subscriber😅😅😅😅
Thanks for this video... I requested and I saw my picture and Comment also during video... Now I will watch this video
I was holding this shares from last one year, recently sold some portion at loss. Kept some stocks hoping to revive margins in near term.
Thanks sahil for giving analysis on borosil renewable
Request this kinda analysis on D Mart too
Holding large quantity but in losses ur view might help
Thanks and regards
Thank you Sahil for researching all these info and sharing with us.
Even i have been aggregating position in this since its peak valuations. I am still in -5% loss. Will continue to hold. Its definitely monopoly in India. And Post elections, there can some govt intervention for sure. Hoping for best to bring domestic growth to our products.
Kitne ma buy karq tha apna
Sahil pls make a video on Wipro Q3 results and why the Wipro ADR shoots up more then 16 % after the result announced whereas the results were not so encouraging.
Make video on Globus spirits
I have invested at 1200
Now it is 800 something
I want to know whether I can hold or what
As per my knowledge, iam not convinced with PE, its very expensive,
( knowledged gain from your previous videos)
Very valuable information. I was considering buying this stock. But now reconsidering.
Please do review MTAR tech. Its a next gen product company, but with promoters selling and share not moving at all
I am also waiting for the same. Sahil, please review on these share.
Thanks for the Borosil analysis - helped me to gain good insight . can you analyze IFCI share pls - for long term - can it be accumulated
Ur stock analysis is always clear and unbiased 🎉
Good analysis. Please also give analyse about Polycab IN the present position.
Eye opener on Borosil Renewables. Can you analyse the future of Cupid, which is hitting upper circuit on daily basis.
Thank you sahil for the complete information to make right decision on this stock.
Very nice explanation and clear way to research any share movement
Added recently Borosil renewables and I am 16% profit now
Please do a video on recent results and your analysis on future
Thanks for your efforts to give such a detailed insights about the company. Really help retail investors/traders a lot.
Very good analysis. Please share your analysis on graphite electrode industry like Graphite india, HEG . I had researched that industry looks promising in future ❤
You can’t be double faced now 3 yrs back I bought this share since you reviewed it and marked this stock as good for investment
Sir please make video on TVS supply chain
Sir, Your sincere efforts in sharing the knowledge is very useful to the investing community.Sincerely thankful to your efforts
This is a very useful video. Please make video on KFin Tech.
Thanks
Can you please cover about following 2 companies
1 . Datamatics global services
2 . Saksoft
Very High PE stock - Borosil Renewable
Yes pls don’t buy the stock ..
Brother, if anit-dumping duties are removed, PAT increases. This increases EPS and reduces PE. At that time, the stock will be at the top.
I will buy only high PE stocks
@@shantanumundhada360 you mean antidumping duty apply.
I suggest you to watch solar energy chain video by yadnya investment academy,you will see borosil is not a big player at world level.There are many good companies also borosil has very high PE ,even if eps increase the growth won't be much.Its already overvalued.
You must understand that PE is Past info. Don’t drive by looking in the rear view mirror
Nice explanation but need to be cautious on the investment on this company
As economy of scale would catch up, which it would in India, cost effective ness wud usher in. An advocacy group by company is impressing the gov on Chinese import ban. But gov also wants very low price per unit of solar electricity So that more people use it . Hence the hesitation in levying a duty on Chinese products.Stock is good from a 5 yr holding period view.
i sufeered a lot of loss because of Borosil Renewable
Portfolio mein allocation kaise karein is topic par vdo kijiye ga pls....
Any update on anti dumping duties by government??
If eurpoe company buys from india with as u says company has better margin over there. Why they buy from india when they can also buy from china. As this company facing competition.
Already have borosil in my portfolio on your recommendation . Thnx for sharing the info
Margin compaction and profit depletion in the short term is digestable. Under utilised capacity is frightening.
Anti dumping = high price stress to retail customer.. so greedy log chunna lagoo in the name of patriotism ... All advantages and still cannot compete with imported chinese
Can you please throw some light on Mayur Uniquoters , if it is worth holding for a long term...Thank you
Very good analysis. Thank you 👍
Very nice insights. Request to make an analysis on Honeywell automation of India.
Excellent information and analysis
Thanks Dear Brother For great video on Borosil Renewal. I think this is not Money making company I have Exited from this company because there are many companies who give better opportunities Thanks good night 🙏🙏
Very good, i already bought 30shares@328//-
Sir will you please dynamic cables
🎉🎉👍🙏
Hi Sahil, I like your in depth analysis of companies. Thanks a lot.If possible please make vedio on Just dial company
What is your opinion on PG Electroplast?
Thanks Sahil for valuable information
And pls tell me are u going to give any kind of discount on Ur subscription on the occasion of Republic day❤❤❤
Thanks again.
Mr Sahil
Please cover latest developments in Gujarat Fluro Chemicals. Can we accumulate at current levels
CAN U PLS SHARE DETAIL ANALYSIS OF POLYPLEX
Add....what you will be doing
Thank you for your valuable information, can you make a video fir POCL
Thanks for this update..it's very useful to take informed decision..Thanks!!
Thank you Sahil for your wonderful analysis.sahil i request you to make video on Avenue supermarket ( D Mart)
Sold and bought bel. Ab hogi portfolio me moye moye
Hey Sahil good morning, try to make video on sectoral analysis for running decade. Thanks
Kindly make video on polycab
Agar custom duty lagti hai to renewable sector ke liye to bura hoga or made in India products ke liya acha to sochane vali bat hai ke Gov Kyra karege
Requested many times to make video on Best Agrolife Share price..pls make
Perfect overview. Thanks for posting
Thank You 🙏. Can u pls cover ADSL and GTL Hathway next ?
You are protecting our money too. thank you.
Samjhdar ko ishara hi kafi hae 😊
Thank you very much for your effort and knowledge sharing
Exited today, very high PE compared to performance
I wanted a video about 63 moons its a software ccompany selling odin platform for trading i think its used world wide i have used in personelly when i was working in india. For kotak and vertex securities as a teeminal operator.i want to know about its future aspects
Was waiting for this
Thanks Sahil ❤
Very Very good information about the share thanks 🎉🎉🎉🎉🎉
Thanks for the analysis Sahil..
Thanks
Vertoz please share details
Polycab opportunities or not
Please discuss the HLE glasscoat share
Thank u gentleman for sharing such valuable info...
What happened Sahil?????? Why are you replying to things regarding Polycab. Not interested in any stock
Thank you very much sir for your valuable informations.!
Great video. Very informative. Thank you
Thanks for the detailed Analysis
K Solves is an excellent Company..You made a video on K Solves that it is not a worthy company..I Sold my holdings after watching your video..Now I am regretting..
Why did you sell it? You will always regret if you take decisions based on others opinion. You need to build your own thought process.
Thank You Very much, this info is really helpful
Please make videos on Kanchi karpooram if possible. Thanks
Hi Sahil Can you pls cover HPL power / Rattan india enterprises, thanks
Nice narration.. clear explanation
Very well explained
Sahil, can u do an analysis of avantel
Plz share your analysis on Shivalik Bimetals....
Really well informed vlog....😊
Please one video on Arham technology
Hi Sahil, can you talk about polycab correction.
Sir, please please make a in depth analysis on Shalby hospital
Exceptional analysis.
Very informative 👍👍 Thank you Sir
Please cover Himadri Speciality Chemicals
Please upload a video on Saksoft
Thanks for your input
Please share view about polyplex