I believe that we are at the cusp of an upcycle. The company seems interesting too.
I noticed that this company is also in the Solar space.

I am sure there is more here which meets the eye. Can this be the case of large players lobbying with the govt and weeding out the small players. Imagine the amount of small players which had cropped up from past few years and the industry had witnessed phenomenal growth. Once this phase of consolidation sets in, the small players will shut shop. The big players will take a hit but will come back to larger playfield and to reign for years to come. At this point all this might be a conjecture and subjective imo. But for sure the supply side will get pretty limited once the situation normalises ( if it does). i m focusing on the longevity of the industry, the players which might survive and subsequently the profitpools once this storm passes away.
best
divyansh
disc: interested and waiting for dips to add

If anyone has attended AGM on Saturday, please provide update here

There’s a report by Axis on their recent company plant visit which mentions the new product line in works by SSWL and some capex related stuff and general updates.

You can find the report here (Axis has it available publically so I hope that doesn’t violate any VP guidelines)

https://simplehai.axisdirect.in/research/reports/fundamental

Those of you following up Amar Raja Battery, do you have any info on Li ion battery start of production at the company.
I know they are putting up a Li ion batteries on their own ( they did not get PLI scheme from Govt for their brown field project )

What I wanted to know do they have plans for lithium ion batteries for EV only or they would be manufacturing Li ion batteries for BESS ( Battery Energy storage systems). There is a huge requirement/ opportunity coming up for storage of renewable solar energy / wind energy since hydrolyser capacities are lagging behind in our country. And at a later date , even if hydrolyser capacities come up, BESS -Li ion will have its own demand all through out this renewable energy boom.

If not Amar Raja, is there any other battery manufacturer who makes / plan to make Li ion batteries for BESS.
If you are following Green hydrogen thread , may be you would be understanding what I am talking about.
BESS batteries are supposed to be larger in size and comes as a large pack.