RAJARAM N

[RAJARAM N @rajaram2hyd]

@IndianRailMedia
@indianrailway__
@Indianrailway18
@SCRailwayIndia
@southernrailway @AshwiniVaishnaw @PMOIndia
@narendramodi
Travelling now by train number 07192 a 24 hr journey, horrible comp. in 3AC pnr 4434929767 AC switched off for morethan a hr and no one to respond

[RAJARAM N @rajaram2hyd]

@MeAmitMishra Wish you a happy new year amitji

[RAJARAM N @rajaram2hyd]

@MeAmitMishra Positive news

[RAJARAM N @rajaram2hyd]

@ramgopalrao6 @MeAmitMishra @ShankyG61602294 Good

[Gopal @ramgopalrao6]

#websol @MeAmitMishra @ShankyG61602294

[Gaurav Pradhan 🇮🇳 @OfficeOfDGP]

. @nitin_gadkari sir, This Biker has paid Road Tax, GST on bike & Excise Duty, VAT, Cess for E20 Fuel.

Who will pay for his Broken Spine? 🔔

And sir, he was not paid by anyone to fall and break spine to defame you

[Amit Gupta @TheObscureInt]

The whole Indian twitter was fed with this stupid over capacity narrative. Thanks to Mohit and some other folks, the narrative is going to change for the better.

The best in class ROCE companies from renewables are at lowest PEs while the ones running on only narratives are trading at obnoxious PEs - this will change and change very very soon!

My guess is accumulation happened by big players during this overcapacity narrative play - and now the moves may begin.

[Amit Mishra @MeAmitMishra]

nice - websol looks to set up its next phase of capex (4 gw cell + 4 gw module) in Andhra Pradesh - let’s wait to hear more details.

[RAJARAM N @rajaram2hyd]

@narayan_2 @DC_Malkajgiri @CommissionrGHMC @ZC_Secunderabad @MarriRajasekar @revanth_anumula And also road from neeredmet x roads to vivekanadapuram colony, exactly road passing thru bhavans school back side

Where due rains mud formation on the road is causing skidding for two whellers

[narayan v @narayan_2]

@DC_Malkajgiri @CommissionrGHMC @ZC_Secunderabad There are lot of pathholes in road causing accidents in vivekanandapuram colony CDM main raod near rd no 2 ,7 13 junction represented DCmalkajgiri and submitted letter no response need swift action @MarriRajasekar @revanth_anumula

[umesh chandra @iamuc]

Websol Energy (WEBELSOLAR) just dropped a NUKE on the market! 💣
Q1 Results are INSANE:
🚀 Net Profit: +194% YoY
📈 Revenue: +96% YoY
This isn't just growth; it's a full-blown turnaround story firing on all cylinders. After a major tech upgrade, they've delivered 5 straight quarters of accelerating profits.
The stock hit the 10% upper circuit today. Is this the multi-bagger solar stock everyone's been looking for?

#StockMarket #Investing #WebsolEnergy #Q1Results #MakeInIndia #SolarEnergy #Stocks #Risk #Solar #StockMarketIndia #WEBELSOLAR #Nifty #Sensex #IndianStocks #DataVisualization

[Amit Mishra @MeAmitMishra]

govt dcr portal has improved quite a bit in recent times on dcr data & it’s presentation

check it out here https://t.co/oZPSs6dVTp

[Ujwal Kumar @ujwal_kr]

Websol breaking the trendline and with it hopefully the long consolidation.
Needs to be seen if the 600 MW cell capacity gets operational in July.

Discl: Invested from lower levels

[Amit Mishra @MeAmitMishra]

why cell:module capacity ratio?

Yes, correct:
higher this ratio > better blended margins > better valuations

[Amit Mishra @MeAmitMishra]

market run on sentiments and at their own speed in phases, but business operations don’t stop looking at markets, they continue to run with their own dynamics as per their own and sectoral strengths.

correction in most of small/mid cap has been brutal & most of us suffered (notional if you haven’t sold your scrips). while such phases comes every now and then, in long run fundamentally strong businesses will always thrive & jump back quickly when sentiments improve.

look at websol - it has corrected nearly 50% from its top like many names, but the business looks geared up and hiring - seems to be for ongoing capex of new 600mw cell line, scheduled to come online in july 2025! this new line has potential of doubling top & bottom line, plus module line is getting healthy order as informed in q3 results.

at times like this, panic isn’t the answer but it is time for careful review of the business and investment thesis - if both are ok, then there should be no issue. But important part is that we must do honest review free from our price prejudices.

discl: invested and biased. above shared for information & discussion only, and shall not be considered as buy / sell/ hold recommendation - please do your own due diligence and study market risks carefully.

[RAJARAM N @rajaram2hyd]

@MeAmitMishra Well said amit

[Amit Mishra @MeAmitMishra]

I’ve been saying this for long time: solar cell capacities won’t materialize simply because of wishful thinking or ample funding

prevailing narrative in msm / sm has misled many into believing that cell capacities would expand exponentially, similar to module growth, within short time by merely throwing money at it.

this narrative is now being shattered as the reality sets in - new players are encountering significant difficulties in their cell capex. cell lines are v complex to install/commission/ramp up as discussed before - so will take time to add capacities effectively

again, I don’t think local cell mfg capacity reaching 50-60gw to meet demand before 2028-2029. and once we reach there demand will further increase given the potential India has & govt longer term targets for next few decades.

India’s annual cell mfg capacity is ~10gw for monoperc & topcon, vs current local demand of 40gw** & export opportunities (china+1), so need to scale the capacity dramatically.

** 300gw of solar power by 2030 - given that we already have 100gw installed, avg of 34gw of solar power to be added each year. this translates to ~ 38 GW of cell mfg capacity (assuming 90% utilization) to be self-sufficient for local demand. this avg demand will only increase, especially since we installed only 15gw of solar power last year.

[RAJARAM N @rajaram2hyd]

@MeAmitMishra Well said amit

[RAJARAM N @rajaram2hyd]

@VirajSwaroop1 @MeAmitMishra Totally agree

[RAJARAM N @rajaram2hyd]

@MeAmitMishra Amit… thanks for giving a detailed explination