1st time in India that a tariff below ₹3/kWh for has been achieved for FDRE. BESS is the next mega theme, much required for grid stability as well as FDRE. FDRE = Firm & Dispatchable Renewable Energy BESS = Battery Energy Storage System

Solar + ESS is growing rapidly : FY21+22+23 = 0 FY24 : 0.6 GW FY25 : 6.2 GW Q1 FY26 : 4.8 GW (Source : Tata Power Q1 FY26 Investor Presentation)

In short: BESS is no longer optional. India must grow from 0.3 GWh → 270 GWh in 5 years. It’s the only way to balance 500 GW of renewables & build a 24×7 green grid. The decade of batteries has begun 🔋⚡️🇮🇳 (8/8)

🌏 Global comparison: US/UK: 12–18% IRR (merchant, risky) China: 8–10% IRR (state-driven) India: 12–16% IRR (fixed rentals, safe) India is building a secure & scalable storage market. (7/8)

💰 Returns snapshot: (in case of a listed company) 150 MW / 300 MWh BESS project in Karnataka: Capex: ~₹390 cr (post subsidy/VGF) Annual rental: ₹45.7 cr IRR: 12–13% (unlevered) Equity IRR: 14–16% (with 75% debt @7–8%) Stable, infra-style returns. (6/8)

🛡️ Policy support is strong: ✅ 4% storage obligation by 2030 ✅ ₹91 bn Viability Gap Funding ✅ PLI scheme for 50 GWh battery factories ✅ Transmission charge waivers Govt is creating both demand & supply push. (5/8)

📉 Costs are collapsing: Battery prices down 90% since 2010 Today: $150–200k/MWh in India By 2030: could fall to $100–120k/MWh This makes solar+storage cheaper than new coal 🔥 (4/8)

Why does BESS matter? Think of electricity like water: Energy (MWh) = tank size Power (MW) = tap size A 1 GW / 1 GWh battery = big tank + big tap → 1 hour at full blast. Slow the tap = longer backup. (3/8)

🔋 Today, India has <0.3 GWh of installed BESS. By 2030, with the 4% Energy Storage Obligation, we’ll need ~270 GWh. That’s a 1,000× scale-up in just 5 years! 👉 Equivalent to ~70 GW of 4-hour batteries. (2/8)

🚨 India’s power sector is at the cusp of a storage revolution. BESS (Battery Energy Storage Systems) will be the backbone of our renewable future. Here’s a deep dive into what’s coming for 🇮🇳🔋⚡️ 🧵 (1/8)

For me, the standout speaker from @ias_summit is Kumar Saurabh (@suru27). Not for his pick but for this pertinent observation. 🙌

The best time to invest doesn't exist. You will have to bet on : "Quality businesses with unnoticed moats at the valuations you have certain margin of safety." Research --> Build Conviction --> Buy / Hold --> Get Rewards 🎯

July Goods Exports up 7.2%; Trade Gap Hits 8-Mth High https://t.co/8aZTRcx33T

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Today marks the 3rd death anniversary of Rakesh Jhunjhunwala, India's Big Bull and a legendary investor. Let's take a moment to remember his remarkable journey and draw inspiration from his disciplined approach to investing. His legacy continues to guide us in the world of

Rural Gets Past Urban FMCG Sales FOR SIXTH STRAIGHT QUARTER

https://t.co/Tmn0sEsEdV

Con call notes Zim lab – Q1FY26 #zimlab -CAPA by month-end; EU recheck in 6–9 months. -Base biz steady; EU growth delayed. -NIPs via third parties for licensing. -Strong ROW growth; 12 NIPs in pipeline. -No data issues; only automation needed. -EU story intact; UK unaffected.

Buy Uncertainty at A Discount Sell Clarity at A Premium To do so requires 4Cs ✅Courage ✅Clarity ✅Conviction ✅Character In the era of information overload,.Judgement💭 is the ultimate leverage @Rachitpandey299

Why Oswal Pump Stands Out Compared to Shakti Pumps? #OswalPumps #ShaktiPumps -Stronger EBITDA and PAT margins -Superior return ratios -Outperformed Shakti Pumps in Q1FY26 results -Management has provided a more robust and confident growth outlook Comparison Sheet 👇