Saurabh Agarwal
@saur_agar7
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Perspectives & stories behind the numbers.
Kolkata
Joined July 2015
Total addressable market (TAM) for BESS. Current BESS projects in India including Work in progress is around 500MWh. Total demand by FY 30 is 132GWh. Now, To set up 1 GWh of BESS you require approx 2500 Crore. Hence for 132GWh it comes approx 3 lakh Crore. While choosing a
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#update Saatvik Green Q3FY26, being just a module maker,also faced margin pressure in Q3, but it's cell plant will come earlier than Websol. Lets see what they say in concall. Sector will become tough for smaller players if they don't B/C integrate . Sector is intensifying.
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ACME Solar Holdings Q3 FY26 Earnings Analysis | The FDRE Shift, Battery Aggression & PPA Outlook Description: In this video, we dive deep into Acme Solar Holdings' Q3 FY26 earnings call . We analyze how the company is navigating the transition from "plain solar" to Firm and
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ACME Solar Holdings Q3 FY26 Earnings Analysis | The FDRE Shift, Battery Aggression & PPA Outlook Description: In this video, we dive deep into Acme Solar Holdings' Q3 FY26 earnings call . We analyze how the company is navigating the transition from "plain solar" to Firm and
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Waaree Energies and Waaree RTL Q3 FY 26 detailed discussion. 1) Waaree Energies Limited's Q3 FY26 Earnings Call. The company reported record-breaking numbers with a 118% YoY revenue growth and significant margin expansion, driven by strong operational leverage and high
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Waaree Energies and Waaree RTL Q3 FY 26 detailed discussion. 1) Waaree Energies Limited's Q3 FY26 Earnings Call. The company reported record-breaking numbers with a 118% YoY revenue growth and significant margin expansion, driven by strong operational leverage and high
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In this video, we dive deep into SG Finserve’s Q3 FY26 Earnings. We break down the record AUM growth, the new RBI Factoring license, and the heated management discussion regarding the ₹388 Cr capital infusion and proposed subsidiaries. 📌 Key Highlights & Discussion Points 1.
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Premier Energies Q3FY26 vs Doomsday Predictions !! 🚀In this video, we break down the Q3 FY26 earnings call of Premier Energies Ltd. The management discusses their record financial performance, debunks the "oversupply" myths in the Indian solar market, and outlines the massive
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💱 Rupee DepreciationExplained: Tariffs, Gold Rush & FDI Outflows!” ✅ Why is the Indian Rupee falling? How do U.S. tariffs and global trade tensions impact emerging markets like India? Why are FDI and FPI flows declining, and why is gold buying surging during currency
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Premier Energies Q3FY26 vs Doomsday Predictions !! 🚀In this video, we break down the Q3 FY26 earnings call of Premier Energies Ltd. The management discusses their record financial performance, debunks the "oversupply" myths in the Indian solar market, and outlines the massive
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#Update Excellent Q3 numbers from Premier Energies also,note QoQ comparision are not correct in a sector where your revenue depends on ramp up of plants. Unlike the speculations there was margins uptick both in non-DCR as well as despite rising silver prices. This reflect
Awesome numbers from leader Waaree Energies Q3FY26 with superb margin expansion. Most likely will beat guidence or reach higher wnd of guidence ie 6000Cr of Ebitda. Its concall will be very important for the sectoral trends.
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In this video, we dive deep into SG Finserve’s Q3 FY26 Earnings. We break down the record AUM growth, the new RBI Factoring license, and the heated management discussion regarding the ₹388 Cr capital infusion and proposed subsidiaries. 📌 Key Highlights & Discussion Points 1.
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One stop solution to understand everything you need. https://t.co/vPSloOQ6jL
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In this video, we do a deep dive into Poonawalla Fincorp's Q3 FY26 results, where the company has shifted gears from an "investment phase" to delivering structural operating leverage. With Profit After Tax (PAT) doubling Quarter-on-Quarter to ₹150 Cr and AUM surging 77.6% YoY to
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In this video, we do a deep dive into Poonawalla Fincorp's Q3 FY26 results, where the company has shifted gears from an "investment phase" to delivering structural operating leverage. With Profit After Tax (PAT) doubling Quarter-on-Quarter to ₹150 Cr and AUM surging 77.6% YoY to
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This from @elonmusk at WEF will answer all the Overcapacity questions in India wrt Solar and RE transition . Why India is focusing on RE as a source of energy for upcoming decades. This also answers Export opportunities in USA for whole Module makers and developers. This also
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Much of the dialogue at Davos has focused on geopolitical turbulence. Justifiably so. However, when the co-founder of one of the world’s most dominant private equity firms states that India provides their highest rate of return globally, that is massive news, even by Davos
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