Green Hydrogen as a Fuel – Indian Companies leading the Green Revolution

@1957 Om, I agree with all the points you mentioned.

1. Large/PSU energy names seem to continue their upward journey, though perhaps not at the same speed. We’re on the same page here. Let’s wait and see.
2. I don’t foresee any policy changes, especially considering recent polls.
3. Renewable energy (solar, wind, hydro, CBG) is indeed here to stay and will only grow.
4. Green Hydrogen is still in its nascent stage, but if the technology evolves and becomes cheaper, it could completely transform the energy and chemical landscape, offering significant opportunities for the economy and stocks involved.

Points I’d like to add:

1. Solar EPC names appear to be labor-oriented businesses. I’ve heard that margins are around 6% for private works and 10% for government contracts. I believe the solar EPC space is already crowded, and I anticipate their margins will be squeezed soon.
2. Solar panel manufacturers, from what I’ve gathered, are likely to continue experiencing revenue growth for the foreseeable future. I agree with your estimate of 2030.

I’m curious about the names you own and which ones you believe still have more stem left.

Though my experience in equity is shorter comparatively,When i say new sectors. I think it’s essential to keep an eye out for new sector that offer quick returns at the portfolio level. While I’m uncertain whether renewables are still the market darling, I’m also unsure when or if a new sector will become more favored by the market. Nonetheless, I continue to check and ask for sectoral movements in the market.