Trump announces tariffs on key component for solar panels and semiconductors:-
Waaree Energies Ltd:-
About
Incorporated in December 1990, Waaree Energies Limited is an Indian manufacturer of solar PV modules with an aggregate installed capacity of 12 GW.[1]WEL has five solar module manufacturing facilities in India, with international presence.
Market Leadership
The company is the Largest Non-Chinese module manufacturer in the world.
Business Segments: -Solar Photovoltaic Modules (91% in FY26 vs 93% in FY24): [2] [3] The company manufactures standard multi-crystalline and mono-crystalline PV modules, advanced TOPCon modules such as bifacial monocrystalline, flexible module, passivated emitter, rear cell (Mono Passivated Emitter and Rear Cell PERC) modules and building-integrated photovoltaic (BIPV) modules.
Key Operational Metrics: Module Production (GW): 12.6 in FY26 vs 7.1 in FY25Cell Production (GW): 2.3 in FY26 vs 0.1 in FY252) Other (9% in FY26 vs 7% in FY24):The company designs and produces semi-flexible solar panels for international markets and generates revenue from EPC services, operations, and maintenance, and renewable power generation. It also engages in trading solar-related products, such as water heaters and pumps, as well as ancillary product sales and scrap disposal.
Revenue Mix Utility/IPP/C&I: 35% in FY26 vs 31% in FY24 Overseas: 33% in Q3 FY26 vs 57% in FY24 Retail: 21% in FY26 vs 10% in FY24 EPC: 11% in FY26 vs 1% in FY24
Export The company exports its products to key markets including the U.S., Canada, Italy, Vietnam, and over 20 other countries.
Clients The company serves 5,000+ customers globally, across key segments including B2B partners such as utilities and enterprises, EPC contractors, and project developers.
Need to see Management strategy before investment
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