I’m an odd one, but all these solar module and cell makers doing IPOs right now will be in deep trouble 2-3yrs down the line 🙏🙏
Why? Cuz, their biggest customers will no longer be buying from them. That will leave a market with just small players
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Anonymous 1
Stealth • 16d
Don’t write off standalone players so quickly. Not all projects will come from giants like ReNew or Adani. Small and mid-scale solar developers still need reliable suppliers.
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Jayant Mundhra
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Dexter Capital Advisors • 6m
Why just blame Adani Group? 📛📛
Days ago, there was a big furore over Adani depending on Chinese vendors for the machinery to domestically manufacture solar modules and cells.
But, that’s highly misleading. And in fact, it’s highly hypocritical.
I’m an odd one, but all these solar module and cell makers doing IPOs right now will be in deep trouble 2-3yrs down the line 🙏🙏
Why? Cuz, their biggest customers will no longer be buying from them. That will leave a market with just small players
See More
4 replies12 likes
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