I am studying SW solar I still I am trying to figure out their MOAT in EPC business, promoters selling is not a big deal as Shapoorji Pallonji group is under a lot of debt and this is business is not their focus, also since Reliance has entered I am assuming it will receive a lot of EPC contracts for their upcoming capex for solar plants they had announced to be built in jamnagar, they have also won a lot of orders in Nigeria and raised a QIP so there is revenue visibility too, could you please share your thesis on SW solar.
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