Waaree Energies Acquisition Blitz for Scale Strategic M&A Push Waaree accelerates buys across solar mfg → EPC → batteries → grid infra amid pricing wars and consolidation. ₹30,000 Cr capex fuels modules, storage, electrolysers; open to QIP for firepower. Capacity Ramp - Solar cells: 5.4 GW → 15 GW next year. - Adds 10 GW ingot/wafer for backward integration. - Brokerages eye 22 GW+ modules by FY27. Recent Acquisitions - Kotsan (transformers). - Racemosa (smart meters). Revenue Diversification - Solar modules <40% by FY30. - Energy storage pillar: 4 GWh Li-ion plant. Competitive Edge Integrated mfg + services + downstream trumps pure price play vs Chinese oversupply. Key Takeaway Acquisitions + ₹30k Cr capex position Waaree as green energy conglomerate beyond solar modules.

#WatchOutFor#StockInNews

800 likes·43 comments