In a big boost to domestic solar companies, the India's Ministry of New and Renewable Energy (MNRE) announced the reimposition of the Approved List of Models and Manufacturers (ALMM), effective from 1 April 2024. This basically means that solar rooftop and open access projects will have to procure modules from ALMM approved manufacturers. This is a big positive for all the solar module manufacturers enlisted under the ALMM. To give a little context... ALMM was suspended from March 2023 due to concerns over an inadequate supply of domestically made modules to meet demand. The ALMM was set to be reimposed from April this year, as announced by MNRE in February 2024. Only back then, MNRE stated that the ALMM would not apply to projects "set up under open access" and rooftop solar projects by private parties. However, the latest announcement from MNRE has brought about a change, eliminating these exemptions for these projects. Among the listed companies, the manufacturers enlisted under the ALMM include - WEBSOL
2 things incorrect. 1. Reliance didn't dilute its stake ar 365. Just that QIP resulted in more equity and thus the percentage of reliance holding got reduced. 2. Company didn't not cancel the contracts during COVID time when the RM prices shot up. It was the module and other suppliers who didn't honour their contracts and the company still fulfilled their contractual obligations even by taking losses. Arbitration cases still pending, and already the company has received compensation award in few cases from the arbitration settlement wit those suppliers. Im tracking this company since Feb 2020. Currently holding free shares of the company, as I hav taken out my cost. My avg price was 144.
Truely. could you share your research if you have done on it , this video is very basic and does not give any conviction? any pdf or twitter link you have where can get deep dive into the company ? m also invested in it but recently, looking to build conviction with additional data. thank you.
Arvind Fashion has the same story and i think it is on the same path. Company having brands like U.S Polo,Calvin Klein,Tommy Hilfiger, Arrow & Flying Machine. It was in losses but recently its became profitable
Sahil very good to hear this turn around story of loss making company... I am also researching for a turn around loss making company... in this effort I came across one another company named- DU Digital Global; This also has a struggling fundamental but FII are continiously increasing their stake + Ashish Kchaoliya ji is also increasing his stake in DU DiGiTAL GLOBAL, Could you plz do one detailed anlysis on DU DiGiTAL GLOBAL tooo.... it wud be a great great help..
Eicher motor is the manufacturer while Sterling Wilson is an EPC. So it won’t be fair comparison for turnaround story. Sterling and Wilson have undertaken over $1B worth of Solar farm projects in Australia and badly getting burnt by Liquidated damages due to delayed project completion. So not all is green with this company. Investors be aware of this as well!
Coming to stock and option I will always be grateful and thankful to Mr Ronal’ for giving me the knowledge and helping me recover my loss from the market 💯
@@saravana8500I booked full profit in this stock coz promoter holding decreased from 52.92 to 45.75% & I invested the amount in premier energies which is way far better than swsolar.
The price of this share has fallen by around 20 pc now to 660 levels. Sales have also fallen inspite large order book. I understand forward looking etc in share market but at the ridiculous opm the risk is too much
Good Coverage. All set well except Valuation. Considering 23.3 Cr Shares it's P/E turn to be 100+ now. For FY25, If Full year revenue turns to be 9000 Crore (Ex RIL & Nigeria) then apx. Net margin 3.5% implies 315 Crore -35Crore interest roughly. Net Profit=280Cr. EPS =280/23= apx. 12. P/E then turns to be 800/12=66. Though potential are sky rocketing. High Valuations turns it be High Risk High Reward Game. Thx for Posting. Kindly, suggest correction if there is a mistake in a calculation.
Still, I am not convinced, have doubt on this company. Whenever in doubt, better stay out.... There are many other companies which are doing great, then why to run behind it.
Thanks for the awesome video Sahil! Wanted to check if the company is still entering contracts on fixed price basis and if yes, how is it mitigating risk of price hike of raw materials.
It is expected this year SW Solar will have an income of 5000Cr. Last year I had purchased a few shares 120@average of 343+. Your analysis is absolutely correct and once RIL starts its production of 2 GW solar panels all or most of the installation will go to this & one can imagine the revenue & profits. By 2029 share price may be around 5000/
another point- the parent company shapoorji pallonji are a big global construction co, and rel is big in india. So, contacts in India and outside to get new businesses.
You didn’t mention about competitor role in market. If we are considering long term, individual company’s performance alone doesn’t matter but competitive edge plays key role.
Pl clarify why most of the stocks connected to RE trade daily upper or lower circuits? Problem for entry mainly. We should suppose that even by bad luck govt changes RE May not be affected as it is global commitment, but traders are tricky get scared very fast and sell off. Your comments Pl. 😅😅😅
Great story is in future, can please do a video on the same industry Sahil and compare it. Do like it this message if you are on thesame path looking more likes Sahil may do a video for us...
Sanjiv bhasin recommended this stock 1 year back in ET now interview! On april 2023, He told the stock will get to 750 in 2024.... The stock was 230 at that time...nobody believed because it has debt! Now it went past 550!
P/S of 43 for Waree, craziness in many pockets of Indian market. It is not going to end well. Right now the retail investors are blinded by well written stories by brokers/operators. This will end like Dotcom bubble burst. Even for S&W, how can you give 6-7 P/S multiple if the management is only forecasting 15-20% growth. Anything goes up in Bull market, but retail investors won't sell at the top, most of them surely will end up holding these shares on its way down and will end up with big losses.
-Link to explore my exclusive weekly video series: www.sahilbhadviya.in/
IDFC 1ST Q4 ????
HUL REVIEW too much down
Hi Sahil,
You shown Reliance took at 275/- per share. But you told 375/- ?
Can you please confirm this point.
In a big boost to domestic solar companies, the India's Ministry of New and Renewable Energy (MNRE) announced the reimposition of the Approved List of Models and Manufacturers (ALMM), effective from 1 April 2024.
This basically means that solar rooftop and open access projects will have to procure modules from ALMM approved manufacturers.
This is a big positive for all the solar module manufacturers enlisted under the ALMM.
To give a little context... ALMM was suspended from March 2023 due to concerns over an inadequate supply of domestically made modules to meet demand.
The ALMM was set to be reimposed from April this year, as announced by MNRE in February 2024. Only back then, MNRE stated that the ALMM would not apply to projects "set up under open access" and rooftop solar projects by private parties.
However, the latest announcement from MNRE has brought about a change, eliminating these exemptions for these projects.
Among the listed companies, the manufacturers enlisted under the ALMM include - WEBSOL
2 things incorrect.
1. Reliance didn't dilute its stake ar 365. Just that QIP resulted in more equity and thus the percentage of reliance holding got reduced.
2. Company didn't not cancel the contracts during COVID time when the RM prices shot up. It was the module and other suppliers who didn't honour their contracts and the company still fulfilled their contractual obligations even by taking losses. Arbitration cases still pending, and already the company has received compensation award in few cases from the arbitration settlement wit those suppliers.
Im tracking this company since Feb 2020. Currently holding free shares of the company, as I hav taken out my cost. My avg price was 144.
Truely. could you share your research if you have done on it , this video is very basic and does not give any conviction? any pdf or twitter link you have where can get deep dive into the company ? m also invested in it but recently, looking to build conviction with additional data. thank you.
Pls share any thread or solid input pls
Arvind Fashion has the same story and i think it is on the same path. Company having brands like U.S Polo,Calvin Klein,Tommy Hilfiger, Arrow & Flying Machine. It was in losses but recently its became profitable
nah its brand concepts who has the IP for tommy
@@masteroogway9281 not for the apparel likes clothes etc. brand concept has the IP only for accessories
Appreciate your labour and enterprise that went into this presentation.
Thank's Sahil, you are a gem and truely a guide. Really appreciate your hard work.
Capital & Gains channel has predicted its turnaround just before q4 results
100 % thanks a lot for your research
Ur Chanel is worth watching for investors ❤
Sahil very good to hear this turn around story of loss making company... I am also researching for a turn around loss making company... in this effort I came across one another company named-
DU Digital Global; This also has a struggling fundamental but FII are continiously increasing their stake + Ashish Kchaoliya ji is also increasing his stake in DU DiGiTAL GLOBAL, Could you plz do one detailed anlysis on DU DiGiTAL GLOBAL tooo.... it wud be a great great help..
Eicher motor is the manufacturer while Sterling Wilson is an EPC. So it won’t be fair comparison for turnaround story. Sterling and Wilson have undertaken over $1B worth of Solar farm projects in Australia and badly getting burnt by Liquidated damages due to delayed project completion. So not all is green with this company. Investors be aware of this as well!
thanks for sharing these valuable input.
Coming to stock and option I will always be grateful and thankful to Mr Ronal’ for giving me the knowledge and helping me recover my loss from the market 💯
he’s mostly on Telegrams, using the user.
@R o n a l f x 2.
Sir Ronal’ has offered profits to investors who wish to recover losses including myself and it's a great honor to be part of them 🥳
Thank you Ronal’ for your TA 💯. I'm excited how my trading is going so far. I'm on $1m challenge right now. Already earning $35k weekly
Thank you so much, Sir Ronal' I never imagined to receive 8 lakhs rupees after investing in my trades with you. God is going to continue to bless you.
Boss...my average buy price of Rs 310/- and it is my top holding 😊 atlast you are covering it
Already purchased on 22 April at 580.
It's upcoming multi bagger.
Thank you for enlightening us
Now its 490
Did u average it
@@saravana8500I booked full profit in this stock coz promoter holding decreased from 52.92 to 45.75% & I invested the amount in premier energies which is way far better than swsolar.
साहिल भाऊ तुमचा शर्ट छान आहे मलाही असेच कपडे आवडतात
Tuzya tar aai ghalya
Purchase started from diwali 2021 from 443 then average @294, sold @336 6-7 months back
The price of this share has fallen by around 20 pc now to 660 levels. Sales have also fallen inspite large order book. I understand forward looking etc in share market but at the ridiculous opm the risk is too much
Bought it @275 has turned out to be a multibagger but will give more returns due to stable order book
How did u get know about this stock during that price
Akshat already spoken about this stock, i have aggregate this stock at @488 when it recently fell
Good Coverage. All set well except Valuation. Considering 23.3 Cr Shares it's P/E turn to be 100+ now. For FY25, If Full year revenue turns to be 9000 Crore (Ex RIL & Nigeria) then apx. Net margin 3.5% implies 315 Crore -35Crore interest roughly. Net Profit=280Cr. EPS =280/23= apx. 12. P/E then turns to be 800/12=66. Though potential are sky rocketing. High Valuations turns it be High Risk High Reward Game. Thx for Posting. Kindly, suggest correction if there is a mistake in a calculation.
Still, I am not convinced, have doubt on this company.
Whenever in doubt, better stay out....
There are many other companies which are doing great, then why to run behind it.
Thanks for the awesome video Sahil! Wanted to check if the company is still entering contracts on fixed price basis and if yes, how is it mitigating risk of price hike of raw materials.
You are really making difference.Thank you❤
I researched and invested at lower levels and still holding. Your analysis is Awesome.
Your value towards your community will increase directly proportional to markets 😅📈 and will be 2x
thank you so much sir for your efforts
Thanks a lot, Sahil. I bought this stock sometime back and was thinking of selling it. Got a better picture now Stay blessed.
Just superb... fantastic research and info..keep it up dude
Sahil - Thank you very much for this beautiful and informative video.
GOD BLESS YOU
Yes God bless you Sahil ji
Soon after meger with Reliance, company started getting huge government projects, needless to say the reason.
It is expected this year SW Solar will have an income of 5000Cr. Last year I had purchased a few shares 120@average of 343+. Your analysis is absolutely correct and once RIL starts its production of 2 GW solar panels all or most of the installation will go to this & one can imagine the revenue & profits. By 2029 share price may be around 5000/
Dear Sahil, Admiring to your content and analysis video. Its really worth of watching. Thanks for your valuable time.
Absolutely great - Thank You Sahil for bringing this turnaround story (probably). Fingers crossed. :)
another point- the parent company shapoorji pallonji are a big global construction co, and rel is big in india. So, contacts in India and outside to get new businesses.
this video was extremely informative.. how do you even find such gems Sahil?
Excellent analysis. Keep up the good work 👍
How they manage in Rainy season ? Will it impact thier proftis in Rainy season ?
Very well done video, Sahil. Looks like a very solid company, especially with Reliance's weight behind it. Please do a video on Websol as well.
Loaded big time - 4.25 % of portfolio at 469 Rs and waiting patiently 😊
Sterling & Wilson Renewable Energy (SW. Solar )
Thank you so much. God bless you 👍
Very Good Research and Presentation..
Dear Sahil, great analysis. May God bless you. Keep your great work going.
You didn’t mention about competitor role in market. If we are considering long term, individual company’s performance alone doesn’t matter but competitive edge plays key role.
Your channel is worth viewing for investors
Need update on this , stock is falling sharply
Unfortunately Ambani take over companies don't reward shareholders much.
100% true
Yes true by 200 percent
Hello Sir what's your opinion on Waaree renewables technology?
This guy make video when whole world know abt it
Then y r u wasting time here
U make then
Yes worth taking risk
Not taking risk is a big risk
Very informative. Thank you so much for your time and effort.
Nice analysis done on SW solar . Thk u Sahil Sir
Well researched and narrated Sahil
Very good research ❤
Pl clarify why most of the stocks connected to RE trade daily upper or lower circuits? Problem for entry mainly. We should suppose that even by bad luck govt changes RE May not be affected as it is global commitment, but traders are tricky get scared very fast and sell off. Your comments Pl. 😅😅😅
Sir Daily this share going down, anyone please suggest hold/exit/accumulate ?
Really appreciable!
s it worth to take the risk
Sahil, IEX was your dream company. What is future now. We have purchased at Rs 700 after your advice.
Bro , I am also stuck in IEX with a big amount
😅😅😅
Great story is in future, can please do a video on the same industry Sahil and compare it.
Do like it this message if you are on thesame path looking more likes Sahil may do a video for us...
Hi Sahil, is there a comparison between order book and order execution? Out of 8000cr how is being executed?
Sanjiv bhasin recommended this stock 1 year back in ET now interview! On april 2023, He told the stock will get to 750 in 2024.... The stock was 230 at that time...nobody believed because it has debt! Now it went past 550!
Past 750
Excellent Sahil 🎉
SW Solar , Sterling & Wilson Solar
I'm sorry but, not one stock that I bought based on your inputs gave me profits.
He recommended Newgen when it was trading at a low price and not many people knew about it.. it gave very good returns
As usual fantastic analysis bro..Thank you..
Great video Sahil , thank you so much
Sir you are doing good 👍 analysis thank you
It is worth investing in SWSolar company , thanks for best analysis of the company.
Hi Sahil, but the promoter pledging is high around 37%. So is it safe in long term?
Definitely this company is risky but 1 to 2% of this company can be part of our entire portfolio.. Risk vs Reward always
Suggest suzlon energy future prospects after two years?
Nice Study and Analysis
Great research sahil
Wow! Super analysis.
Yes. It's worth in investing in this stock..
Phoenix move by sw solar ❤️🔥
Is it a good to have stock under 700rs?
Great coverage 👍
Good fundamental video.. Technically uc Lc stock but in momentum now
Great insight... Damn... Thanks sir
very good analysis....thanks a lot
Thankyou shail good analysis
Your commitment have to appreciated sir. Very great sir.
Thank you very much sir
You should more explain business model rather than numbers, and explain how much maximum market cap they can reach.
Already bought at Rs. 284.
How many quantity
@@niteshlalwani716 148 shares
How did you get to know this stock at that price
@@niteshlalwani716 250 shares
Please review this stock again. It's moving in a range, just Reliance promoter label not helping
appreciate your hard work.
Finally, a solar stock from you.
Websol also going to be a turn around company
Very informative and valuable information sir
Can uh please give a analysis for Refex industries
Thanks for this insightful video
Awesome update
Sir recommend another stock which can show turnaround story like same stock & started receiving stock.
Sahil... How to get details of company orderbook
P/S of 43 for Waree, craziness in many pockets of Indian market. It is not going to end well. Right now the retail investors are blinded by well written stories by brokers/operators. This will end like Dotcom bubble burst. Even for S&W, how can you give 6-7 P/S multiple if the management is only forecasting 15-20% growth. Anything goes up in Bull market, but retail investors won't sell at the top, most of them surely will end up holding these shares on its way down and will end up with big losses.
Can u make a video for borosil renewal
Hi sahil, very good informative vedio.your research always give good returns.Thank u.
Great video ❤
Detailed analysis on concord biotech and share holding patterns if you can do it is more helpful for me
Sterling and Wilson Renewable Energy
Nice analysis sir thank you
thank u sahil🎉
Very useful vedio.