A good insight on Solar cell manufacturing process from Premier energies DRHP.
Transitioning from MonoPERC to TOPCon line is easier with less capex. Ms. Vasanthi Sreeram mentioned this point in one of her interviews.
Huge Capex requirement for Solar Cell (almost 3x more than Module) makes it a high entry barrier business in the entire solar module value chain.
As we are aware that Websol is at an inflection point, a huge uptick of 11X in share price shows the same. Management successfully executed the Cell line which is believed to be the most complex process.
I believe the execution of Module line is a cakewalk for the management. Hope the production announcement comes soon.
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