WAAREEENER

Another significant player in the solar segment, Waaree Energies, has also undergone a notable valuation adjustment, falling from a P/E of around 60 to below 30, now more in line with the renewable energy sector average. While US tariffs have undeniably created some headwinds, I believe the company's fundamentals have shown resilience in recent quarters, and management appears confident. The real game-changer here is the vast B2B opportunity in large-scale projects for data centers, extending beyond just rooftop solar. I plan to strategically accumulate shares on further market dips, adding to any existing holdings, as part of a balanced solar portfolio after careful valuation checks.