So After going through almost 5 to 7 industry report available in india. What I understand is Even in the best year we wont have more than 4GW or 5GW installation. The peak installation as on date looks like will happen on H2 FY25 to H1FY26 ( This is when I plan to exit if things go right).
If the Price goes to lets say a 3.5 Rs or 4 Rs per KWH I believe 50% to 70% of the problem will be solved.
But what is happening on ground level in this industry is very difficult to judge hence it is very very risky like their CEO is resigning
So god know what is happening in reality. Hence portfolio allocation is very important as it is very risky.
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