Thanks, @Ketan_Chheda. This is exactly the kind of anti-thesis I was looking for.
I may go with a small allocation purely betting on the fact that India currently has a manufacturing capacity of 3GW of solar cells. The target is to increase it to 25 GW by April 2023. There is a union budget allocation of 19500 Cr PLI for this year. [source].
Some players will benefit just by the scale ambition. Hoping WebSolar to be one of those. What I am not sure about is how are they funding this.
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