SW Solar is buying the pessimism- Debt should subside with the QIP and promoter contribution. There is very little entry barrier in the business- agreed. With the positioning and past track record of execution that they have they are well placed to get orders. Solar capacities will increase manifold, there could be a big jump in revenues, it could even grow at what EMS companies are growing at. Investment thesis is nothing but sectoral tailwind and reasonable valuations.
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