Supply overhang is likely to persist, affecting the profitability of players in several sectors

Solar Energy: Investors vulnerable to getting singed

Over-capacity has led to a huge fall in solar panel prices and countries are scrambling to arrest the downfall

Borosil Renewables: What are the pain points?

Though BRL is expanding capacities quite rapidly, competition in the sector remains a constant threat. Also, challenges on realisations and margins are expected to persist for at least two quarters.

Borosil Renewables: Turning cautious on rising competitive risks

After the removal of Anti dumping duty, the selling rates in the domestic market have dropped by 10-15 percent

Borosil Renewables: Long-term thesis intact, rising competition a challenge

Though cost pressures have eased a bit, increased supply from Chinese manufacturers can put strain on the company’s performance

Discovery Series | Borosil Renewables: This industry leader has its sunny side up

The numbers for FY21 and FY22 are truly impressive on the back of a big spurt in volumes and favourable government policies

India investing themes for 2021 Part 3: Renewables and commodities

Once the inflation cycle sets in, the cost of power production through fossil fuels will rise with every passing year, with the energy switchover to renewables becoming a viable and attractive option.