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Ujvin Nevatia

11th Feb · SEBI-Registered Analyst

The "Elephant" is turning Green!

India’s solar energy sector just hit a MASSIVE milestone. 🚨 As of February 2026, India’s total solar capacity has officially crossed 140 GW! To put that in perspective, that’s more than 66% of our total renewable energy capacity (excluding large hydro). The Breakdown: Where is the power coming from? 📊 Ground-mounted (The Giants): 107 GW+ 🏭 Rooftop Solar (The Home Heroes): 24.30 GW 🏠 Off-grid/Hybrid (The Specialists): ~9 GW 🔄 Why should you care as an investor? 🤑 2025 was a record-breaking year with 38 GW added. The momentum isn't slowing down—January 2026 alone saw 4.79 GW added in a single month! Stocks to keep on your Watchlist: 🔍 This growth isn’t just good for the planet; it’s a goldmine for specific sectors: The Manufacturers: Companies benefiting from the PLI scheme (Production-Linked Incentive). Think

TATAPOWER
,
WAAREEENER
Energies, and
ADANIGREEN
Green. The Financers: Who’s lending for these massive projects? Keep an eye on IREDA and REC Ltd. 🏦 The Tech-Players: Companies like Sterling & Wilson (EPC) and CleanMax (heading for an IPO soon!) are riding the execution wave. The "Viksit Bharat" Goal: 🇮🇳 NITI Aayog projects that by 2070, we’ll need between 6,150 GW to 6,700 GW of renewables. We are currently at 140 GW. Do the math—the runway for growth is insane. No Recommendations Only for Education purposes

#WatchOutFor#TrendingSectors#FundamentalViews
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