Can India beat China in the Energy race? : Detailed Case Study

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VIDEO INTRODUCTION:
A wild truth in the market that I have empahised very often is that Whenever the godfather speaks, those that listen to him prosper.
The godfather in this case in our market is none other than the government of India, and every time the budget is released or when the govt announces a new policy, there is always a set of companies whose stock prices go up, and certain companies whose stock prices go down!!

If you don't believe me, take the example of Ethanol blending, as soon as the announcement of Ethanol blending was done, the sugar stocks shot up, why? Because ethanol is made out of rice corn, wheat, and sugarcane, India has a surplus of Sugarcane which was to be used for ethanol.
So sugar stocks started to see a rally whereby they shot up by up to 14% in just 2 weeks.
Ugar Sugar Works went from 87 rs to 100 rs, Dalmia Bharat sugar from 332 to 346, and Balrampuri Chini mills went from 365 to 373.

Similarly, when the govt announced huge capital expenditure into roads, the cement stocks saw a rally!! In fact, in the past 5 years, the cement stocks of India have seen an extraordinary return due to the most ambitious highway projects in India!!

This is the reason why, every time the budget or the PM makes an announcement, the investors watch it very carefully to pick the best stocks in the market!! And you know what guys, on 1st February 2024, one such announcement was made by the prime minister of India and this is a huge opportunity in the solar sector of India!!

This announcement was about something called the rooftop solar scheme, where by the govt would provide free electricity to one crore households in India, who opt to install solar panels on their rooftops. And not so surprisingly, Waaree Renewables, Adani Green Energy, & Insolation Energy saw a rise in their prices!!!
This is absolutely insane, isn’t it?

But you know what? When the execution of this project happens with 100 million panel installations, India will see a huge surge in demand for solar modules, panels, solar glass, wires, inverters and even silicon!
So if you understand this industry in-depth, you can use the knowledge from this case study to both, invest or start a business in the solar industry!!

So if you want to be sharp investor or an entrepreneur let’s deep Dive into this solar goldmine and understand,

What exactly is this rooftop solar scheme?
What is the value chain of rooftop solar?
Which Indian companies could benefit from this scheme?
And most importantly, how can you find a golden opportunity in this space?

Our Best Indian Business Case Studies:

✅Study Materials:

Solar Rooftop Calculator

Companies in Solar

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#thinkschool #businesscasestudy #geopolitics Credits: CNN-News 18, WION, NBC News, Money control pro, Business standard, TV18,Business Today, ABC news, CNBC, ET now ,Bloomberg originals, Financial Times, DW documentary, AL Jazeera English, BBC news, Firstpost. Fair use - This video is for educational purposes only. All materials used in this video, including images, audio, and video clips, are the property of their respective owners and are used here under the doctrine of fair use. This video is intended to provide commentary, criticism, research, and education on the subject matter. We believe this constitutes a fair use of any such copyrighted material as provided for in Section 107 of the US Copyright Law.

[Lifestyle]

Don't you think Adani is the guy who understands geopolitics linked with business very nicely and very well understands that government is the god father of the market. Like in everything India is lacking behind and the government steps up to increase India's control in the space. Adani is one of the first guy in everything to step up and build a business in that space. Whether it's solar, copper smelting or transhipment port etc.

[PriyanshuSingh-iuyy]

bro i installed a 3kw on grid solar system which cost me only 2 lakh rupees and got a subsidy of 108000 rupees and at last it cost me only 92000 rupees

[Karvarez.]

"well, not really" 😂😂 each and every time

[IamDevesh]

What China does is it works way ahead of time whereas India works when it is deemed necessary so China is ahead of most countries in manufacturing

[samikshagoyal]

Videos ‘bout govt and geopolitics are really amazing. The HARD WORK you do is visible 😊❤️

[ninjs]

@Think School, if you ever go public let us know..! 😉😊

[mayank]

I think you @thinkschool are doing a great job … where other YouTubers try to criticize/ favour government and give biased opinions you on the other hand try to explain the problem and key insights properly .
Atleast subconsciously audience is being awared that we have to compete with China and not with other neighbours who are in financial crisis .

[bharatpurohit]

12:00 one thing is for sure, through adani, govt is pushing atmanirbhar bharat when no one want try something new which is very critical for our country adani is one who step in, I’m ok what people think about adani, I think he is the one who will play key role to built india and its growth story like Tata.

[coldram]

Please make video on RnD in India and Manufacturing hurdles and why Only service sector startups have been successful so far.

[sapavathsamraj]

Wah...
Great research brother..

Very very useful information..
Keep on doing it

I will tell my friends to hit subscribe button

[therandomthings]

Even opponents also appreciate Modi government with his progressive policies. Kudos to Modi ji 👏👏🙏

[aryanyadav]

The stocks of Waaree Renewables, KPI Green, Adani Green, KP Energy, Zodiac Energy, Tata Power, Borosil Renewables are going up 📈

[choosy]

No sir.
Surya ghar scheme is ongrid scheme (without battery storage). In this cost of installing panels range bw 60000-70000 per kilowatt, depending upon panel brand and height of panel from base. The breakeven in max 3 yr, and not 6.3 yr

[eternalsunshine]

Great video! I like how this video turned into an educational advisory for entrepreneurs entering the field of solar energy manufacturing while giving us knowledge on how good this idea of installing rooftop solar power grids is for making our people richer. Also it was nice to see the whole thing from a perspective of how we can contribute in making ourselves really atmanirbhar, rather than talking about just what the government is doing or not doing. Good job!

[manjularao]

Very informative Mr. Ganesh.Thanks again.

[mokshitgogna]

Do come up with these kind of video, I really like it🔥

[brizhnev]

I am learning more from Think School channel more than what Learned during my School and College ...😢😢😢😢... Todays students are blessed to have this Channel ..
Amazing Deatiling and Narrative ❤❤❤

[jrmahesh]

One of the company is bharat electronics limited
I saw the solar panel assembly completly when I was an intern in it.

[Inspiration.]

Bro, You are hacking the policy so deeply, I would love to look into more such insightful policy and business casestudy 👏 Hats of You Brother 😊

[ShravzP]

Thanks a lot for this video 😊 Always looking forward for your videos.