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@VikasgoelCeo
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Green Hydrogen sample plant Layout showing essential & important sections of the plant.
❤Siemens & ABB
⚡Cummins & Thermax
⚡Elgi & Ingersol Rand
⚡KSB & Kirloskar Brothers
❤Ion Exchange & De Nora
2
12
40
My choice
🚩Largecaps
Titan, Siemens,ABB, Indian Hotels
🚩Midcaps
3M,Cummins,Thermax, Honeywell
🚩Smallcaps
Ion Exchange, BEML, Kirloskar Brothers, Schneider, Sheela Foam
🚩Microcaps
Denora, Kirloskar Electric, Salzer, Chembond
🚩Tinycaps
Mohini, Cosco, KPT Industries
12
67
324
💚GREEN HYDROGEN theme
🚩Transformers/Rectifiers
Siemens
ABB
🚩Electrolysers
Cummins
Thermax
🚩Compressors
Elgi Equipments
Ingersol Rand
🚩Pumps
KSB India
Kirloskar Brothers
🚩Water Treatment
Ion Exchange India
🚩Electrodes/others
De Nora India
8
99
293
Fundamentally 4 big sectors for Zero to Hero India 🇮🇳
🚩Water is a raw material for Green Hydrogen
🚩Water is almost a raw material for Semiconductors
🚩Water is critical for Solar cells manufacturing
🚩Water is source of Lithium for EV batteries
Value water
Value Ion Exchange
8
23
172
My Choice
🚩Large Caps
Titan, Siemens, ABB, Indian Hotels
🚩Midcaps
3M, Cummins, Thermax, Honeywell
🚩Small Caps
Ion Exchange, BEML, Kirloskar Brothers, Schneider, Sheela Foam
🚩Microcaps
De Nora, Kirloskar Electric, Salzer, Chembond
🚩Tinycaps
Cosco, Mohini, KPT Industries
6
67
168
Green Hydrogen plant layout showing important sectors of the plant:(Transformers/Rectifiers, Electrolysers, Compressors, Pumps, Water Treatment etc)
(Siemens, ABB, Cummins, Thermax, Elgi, Ingersol Rand, KSB, Kirloskar Brothers, Ion Exchange, De Nora)
7
38
139
My favourite 5
Large cap 🧢 : Siemens
Mid cap🧢 : Cummins
Small cap🧢 : Ion Exchange
Micro cap🧢 : De Nora
Tiny cap 🧢 : Cosco
2
26
109
Equipment called electrolyser for green hydrogen production.
These require electrodes which are like heart of these electrolysers like chips are for computers.
De Nora India parent company in Italy is a global leader for supply of patented electrodes for such electrolysers.
3
15
92
One Proxy for many futuristic sectors
⚡Semiconductor manufacturing
⚡Solar Cell manufacturing
⚡Green Hydrogen production
⚡Lithium extraction(EV)
⚡Pharmaceuticals
❤Ion Exchange India
3
16
88
Green hydrogen plant layout showing important sectors of the plant. (Transformers/Rectifiers, Compression, Pumping, Water treatment, Electrolysis) (Siemens, ABB, Cummins, Thermax, Ingersoll, Elgi, KSB, Kirloskar Brothers, Ion Exchange, De Nora)
1
21
86
Small caps
⚡BEML
⚡Sheela Foam
⚡Schneider Electric
❤Ion Exchange
❤De Nora
⚡Kirloskar Electric
⚡Salzer Electronics
❤Biased
2
14
83
10 industries:10 Microcaps
⚡Industrials: KPT Industries
⚡Healthcare: Mohini Health
⚡Sports: Cosco
⚡Chemicals: Chembond
⚡Electronics: Salzer
⚡Electricals: Kirloskar Electric
⚡Real Estate: Eldeco
⚡Skin/Hair care: Kaya
⚡Aviation: TAAL/Taneja
⚡Drilling/Mining: Revathi
3
21
83
Green hydrogen sample plant layout showing important sectors of the plant
(Transformers/Rectifiers, Electrolysers, Compressors, Pumps, Water treatment etc)
(Siemens, ABB, Cummins, Thermax, Elgi equipments, Ingersol Rand, KSB, Kirloskar brothers, Ion Exchange, De Nora etc..)
3
22
80
See how a famous twitter handle having more than 100k followers can have contrasting opinion about a company in a matter of few months .
@BMTheEquityDesk
@AnilSinghvi_
27
11
77
Turnaround Microcaps on verge of Multiyear high breakout
⚡Revathi Equipment 15year high
⚡Kirloskar Electric 13 year High
⚡Salzer Electronics 8 year High
⚡Schneider Electric 8 year High
1
21
70
Exciting Small/Microcaps
⚡Ion Exchange India
⚡De Nora India
⚡Kirloskar Electric
⚡KPT Industries
⚡Cosco India
1
15
70
Exciting smallcaps/Microcaps
⚡Ion Exchange India
⚡De Nora India
⚡Kirloskar Electric
⚡Cosco India
⚡KPT Industries
1
18
68
Two twins with different product & different scope
❤Ion Exchange India 🐢
❤De Nora India 🐇
💚Green Hydrogen
🚩Semiconductor
💦Water Treatment
It's a journey not a race
1
11
66
Green hydrogen sample plant layout showing important sectors
⚡Electrolysers/Transformers/Compressors/Pumps/Water Treatment
⚡Siemens, ABB, Thermax, Cummins, KSB, Kirloskar brothers, Ingersoll, Elgi equipments, Ion Exchange, DeNora
4
17
67
Small caps : Large runway 🏃💨
⚡Sheela Foam
⚡Hindware
⚡Ingersol Rand
⚡Action Construction
⚡BEML
⚡Kirloskar Brothers
⚡KSB
⚡Schneider Electric
❤Ion Exchange India
❤Denora India
❤Biased
2
18
66
Be it NDA or INDIA,My boring 12
❤Siemens
❤Titan
❤ABB
❤Zomato
❤Indian Hotels
❤3M India
❤Honeywell
❤Ion Exchange
❤De Nora
❤Kirloskar Electric
❤KPT Industries
❤Cosco India
My boring 12:
🏴Consumer Discretionary
❤Titan
❤Indian Hotels
❤Zomato
🏴Necessity
❤Siemens
❤ABB
❤Ion Exchange
🏴Innovation
❤Honeywell
❤3M India
❤De Nora India
🏴Microcaps
❤Cosco India
❤KPT Industries
❤Mohini Health
2
2
17
3
20
64
My 4 Microcaps/Tiny caps
❤De Nora India
❤KPT Industries
❤Mohini Health & Hygiene
❤Cosco India
3
16
62
Microcaps
⚡Kirloskar Electric
⚡De Nora India
⚡Salzer Electronics
⚡Chembond Chemicals
⚡KPT Industries
⚡Cosco India
2
17
62
Diwali-22 to Diwali-23
❤Ion Exchange 3X
❤De Nora 2X
❤KPT 2.5X
⚡Chembond 2.5X
❤Cosco +10%
5 picks which have potential for giving very good returns by next diwali in descending order of drawdown risk.
❤Ion Exchange India
⚡Chembond Chemicals
❤De Nora India
❤KPT Industries
❤Cosco India
#StockMarket
6
8
24
8
4
62
Next Generation commodities:
⚡Solar Panels
⚡Smart meters
⚡Solar glass
⚡Wires & cables
Anything u can add or debate here
6
8
55
🚩Water is raw material for green hydrogen
🚩Water is virtually a raw material for semiconductors
🚩Water is source of lithium extraction for EV batteries
🚩Water is most critical for solar cell manufacturing
Value Water💦
Value Ion Exchange India
CMP: 487
FY24 Forward PE <25
0
10
55
My team
❤Playing 11:
Siemens,ABB,Titan, Indian Hotels,3M,Honeywell,Ion Exchange,De Nora,KPT,Cosco, Mohini
⚡Reserves:
Cummins, Thermax, KSB, Ingersol, Elgi, Kirloskar Brothers, Kirloskar Electric, Schneider, Salzer, Revathi, Chembond, Sheela foam.
3
16
52
Microcap Watchlist
⚡Roto Pumps
⚡Eldeco Housing
⚡Kirloskar Electric
⚡Revathi Equipment
⚡Kaya
⚡TAAL Enterprises
⚡Salzer Electronics
❤De Nora India
⚡Chembond
⚡Chemfab Alkali
❤KPT Industries
❤Cosco India
❤Mohini Health
1
14
46
Green Hydrogen pack
❤Ion Exchange india new high
❤De Nora india new high
❤Kirloskar brother new 52WH
❤Siemens new high
❤ABB india new high
Green Hydrogen plant layout showing important sectors of the plant.
(Transformers/Rectifiers, Compression, Pumping, Water treatment, Electrolysis)
(Siemens, ABB, Cummins, Thermax, Ingersoll, Elgi, KSB, Kirloskar brothers, Ion Exchange, De Nora)
0
8
34
3
15
46
Expectations from SEBI in next few months to prevent pump & dump in SME's
⚡Shareholding pattern to disclose names of top 100 shareholders excluding promoters
⚡Bulk Deal disclosure cutoff at 0.1% instead of 0.5%
⚡Monthly shareholding pattern for first 12 months of listing
0
5
46
Two twins with different product & scope
❤Ion Exchange India
❤De Nora India
💚Green Hydrogen
❤Semiconductor
💦 Water
It's a journey, not a race.
4
7
46
Smallest company of indian stock market with regularly high dividend payout since last 10 years.
#dividend
3
7
45
Stock market
0-10Lakh : Hard work
10-100Lakh : Courage/Patience
1-10 Cr: knowledge/Luck
10-100cr: Skills
Vica versa
100-10cr : Greed/Leverage
10-1 cr: Revenge trading
100-10Lakh: Hopeless
10- 0 Lakh : Bad luck
⚡All in our hands except luck
1
8
45
Green hydrogen sample plant layout showing important sectors:
(Transformers/Rectifiers, Electrolysers, Compressors, Pumps, Water Treatment etc)
(Siemens, ABB, Cummins, Thermax, Elgi, Ingersol Rand, KSB, Kirloskar Brothers, Ion Exchange, De Nora)
1
7
44
10 reasonably valued Microcaps
❤De Nora
⚡Kirloskar Electric
⚡Salzer Electronics
⚡Chembond Chemicals
⚡Chemfab Alkali
⚡KPT Industries
⚡Revathi Equipment
⚡Eldeco Housing
⚡TAAL Enterprises
⚡Taneja Aerospace
❤ Disc: Biased
1
15
42
See how hard investing is even for a famous twitter handle with more than 2 lakh followers:
Proud & conviction on promoters of Gensol in July-24 but sold within 2 months in october 24.
12
3
44
Blue tick at 900/month is not at all costly for them but these people are always on ground as always despite achieving much in their life.
@faltoo
@ayushmitt
3
1
38
Future needs Electric Vehicles(EV)
EV needs batteries
Battery needs lot of Lithium
Lithium needs Sea Water/Lithium Ores
SEA WATER needs treatment technology to extract Lithium
Value Water💦
Value Ion Exchange India❤
2
5
35
Ion Exchange India is expected to receive environment clearance soon for its long awaited 200+ crore capex for new green field plant of Ion Exchange Resins so as to double the present capacity by end of FY2024.
1
5
35
Green Hydrogen plant layout showing important sectors of the plant.
(Transformers/Rectifiers, Compression, Pumping, Water treatment, Electrolysis)
(Siemens, ABB, Cummins, Thermax, Ingersoll, Elgi, KSB, Kirloskar brothers, Ion Exchange, De Nora)
0
8
34
Xinyi Solar -Worlds largest solar glass manufacturer based in China is down 70% from its ATH in 2021.
2
3
33
If somebody put a gun on my head & force me to invest all my money in 1 stock & lock it for next 20 years.
❤Indian Hotels 🏨
4
6
34
❤Ion Exchange concall highlights:
⚡Revenue Growth guidance:25-30% with sustained or better margins
⚡Key proxy for futuristic sectors Green hydrogen, Semiconductor & solar cell.
⚡Order booking to remain robust during FY24
⚡ Robust growth & breakeven in consumer segment
4
6
33
See how big this electrolyser(Green Hydrogen) industry gonna be.
A company(Nel) got a single order to supply 200 MW of electrolysers which is equivalent to 80% of total installed electrolysers (260MW) across the world.
3
10
31
Stocks to study for Green Hydrogen Theme
🚩Transformers/Rectifiers
Siemens
ABB
🚩Electrolysers/Fuel Cells
Cummins
Thermax
🚩Compressors
Elgi
Ingersol Rand
🚩Pumps
KSB
Kirloskar Brothers
🚩Water Treatment
Ion Exchange India
🚩Electrodes/Others
De Nora India
3
7
30
Green Hydrogen sample plant layout showing essential sections/Technologies in the plant.
Siemens,ABB,Cummins,Thermax
Elgi, Ingersoll Rand,KSB,Kirloskar Brothers,Ion Exchange ,De Nora
1
6
29
This was ordinary company few years ago but after:
2X:its a good EPC play
4X:its speciality EPC play
8X:it's also a chemical play
16X:it's a speciality chemical play
At 32X we may start realizing it was neither about EPC nor chemical but a ....... Play.
❤Ion Exchange India
1
3
30
You are among top 1% indians if
⚡Staying in ur own house
⚡With parents & family
⚡24 hrs electricity & water
⚡Hospitals at walking distance
⚡Shopping at walking distance
⚡Schools at walking distance
⚡Transport at walking distance
Think Simple, Think positive
1
3
29
⚡Approx 5000 listed companies
⚡Out of 5000 approx 2600 are manufacturing companies
⚡Out of 2600 approx 700 are almost debt free
⚡Out of 700 approx 300 paying dividends
⚡Out of 300 approx 80 have RoE, RoCE >20%
⚡Out of 80 approx 60 are Indian companies & 20 MNC
1
6
30
💚Green Hydrogen
⚡Elgi equipments new high
❤ABB india new high
⚡Kirloskar Brothers new high
❤Ion Exchange India new high
❤Biased
💚GREEN HYDROGEN theme
🚩Transformers/Rectifiers
Siemens
ABB
🚩Electrolysers
Cummins
Thermax
🚩Compressors
Elgi Equipments
Ingersol Rand
🚩Pumps
KSB India
Kirloskar Brothers
🚩Water Treatment
Ion Exchange India
🚩Electrodes/others
De Nora India
8
99
293
0
7
29
Ion exchange india got environment clearance for green field resin manufacturing plant to be established in Roha, Maharashtra for expansion of existing capacity by 3X in 2 phases with total capex of approx 400 crore.
1
6
28
Two twins with different products & different scope
❤Ion Exchange India 🐢
❤De Nora India 🐇
💚Green Hydrogen
💙Semiconductor
💦Water treatment
It's a journey not a race 🏃💨
3
5
28
Pure indian small caps(Sheela Foam, Ion Exchange, BEML, Kirloskar Brothers) seems to have good risk reward in short/medium/long term.
2
5
27
Two twins with different product & scope but with common theme
💚Green Hydrogen
❤Semiconductor
💙Water Treatment
🚩Ion Exchange India
🚩De Nora India
2
7
28
3 stocks which may try to attempt their 7-8 year high breakout & 1 which did it last week.
⚡Schneider Electric
⚡Kirloskar Electric
⚡Salzer Electronics
⚡Revathi Equipment
1
4
26
❤Ion Exchange India
🏴Results highlights (QoQ)
⚡Sales growth 25%
⚡Operating profit growth 50%
⚡Improvement in margins
5
2
27
Microcaps/Smallcaps at life time high with multiyear high breakouts
⚡Chembond : 5 year breakout
⚡Salzer : 8 year breakout
⚡Schneider : 8 year breakout
⚡Revathi : 15 year breakout
0
8
27
Did u know
Mohawk Industries, USA is world largest manufacturer of Tiles & Floorings with sales >70000 Cr in 170 countries, Price to sales<0.8 and PE<9 and has given negative returns in last 8 years.
Kajaria Ceramics has sales<3800 Cr is trading at PE>44 & Price to sales>4.5
4
0
24
❤"For me real multibagger is a stock which can give quick 10X in 2-3 years & thereafter compound for next 1-2 decades"
2
2
26
Did u know 🤫
Ion Exchange India is only company among all listed stocks where >16% shares are held by employee trust & >30% shares are with old employees which now is professional management.
Overall 45-50% equity is held directly/Indirectly by employees of Ion Exchange India
0
0
24
Solar module companies which are not making enough provisioning for potential claims in future towards offered warranty of 10-25 yrs may face tough times going ahead especially if operating on thin margins.
⚡one major warranty claim in future can wipe off gain of many years.
2
2
24
Playing 11 remains same
❤Titan
❤Siemens
❤ABB
❤Indian Hotels
❤Honeywell
❤3M India
❤Ion Exchange
❤De Nora
❤KPT Industries
❤Mohini Health
❤Cosco India
0
1
25
5 picks which have potential for giving very good returns by next diwali in descending order of drawdown risk.
❤Ion Exchange India
⚡Chembond Chemicals
❤De Nora India
❤KPT Industries
❤Cosco India
#StockMarket
6
8
24
Pure water is like raw material for Green Hydrogen,Solar Cell & Semiconductor mfg
Lithium is necessary for EV batteries, Sea water is major source of lithium, Ion Exchange technology helps to extract lithium from sea water
Excipients/API for Pharma industry.
❤Ion Exchange
@VikasgoelCeo
Can u give a short explanation as how ion exchange participates in these industries?
0
0
0
3
5
25
A new generation home appliance backed by four patents.
Value water 💦
Value Ion Exchange India ❤
Value Hydrogen water 💦
0
3
24
Green hydrogen surely going to be much bigger than we can imagine now and so as their proxy
⚡Cummins
⚡Thermax
⚡Elgi equipments
⚡Ingersoll Rand
⚡KSB
⚡Kirloskar Brothers
❤Ion Exchange
❤De Nora
3
8
24
💚Green Hydrogen proxy Sectors
🚩Transformers/Rectifiers
🚩Electrolysers
🚩Compressors
🚩Pumps
🚩Water Treatment
🚩Electrodes/Others
1
6
23
There are total 650 companies above 3000 cr Mcap
Out of these 650,only 380 belongs to manufacturing sector
Out of these 380,only 125 are almost debt free
Out of these 125,only 52 have RoE>20%
Out of these 52,only 7 have PE<15
Out of these 7,Ion exchange is one of them
3
3
23
Trial Blast.
❤Ion Exchange India
4
0
23
Green Hydrogen proxy valuations
⚡Siemens : 103 PE
⚡ABB : 115 PE
⚡Thermax : 100 PE
⚡Cummins : 60 PE
⚡Elgi : 50 PE
⚡Ingersol : 51 PE
⚡KSB : 73 PE
⚡Kirloskar : 32 PE
⚡De Nora : 35 PE
⚡Ion Exchange : 33 PE
Green Hydrogen sample plant Layout showing essential & important sections of the plant.
❤Siemens & ABB
⚡Cummins & Thermax
⚡Elgi & Ingersol Rand
⚡KSB & Kirloskar Brothers
❤Ion Exchange & De Nora
2
12
40
0
3
22
Turn around microcaps at New high
⚡Revathi equipment
⚡Salzer Electronics
⚡Schneider Electric
⚡Kirloskar Electric
Turnaround Microcaps on verge of Multiyear high breakout
⚡Revathi Equipment 15year high
⚡Kirloskar Electric 13 year High
⚡Salzer Electronics 8 year High
⚡Schneider Electric 8 year High
1
21
70
0
3
22
4 type of manufacturing companies:
1)Difficult to manufacture but easy to sell
2)Easy to manufacture but difficult to sell
3) Easy to manufacture & easy to sell
4) Difficult to manufacture & difficult to sell
In investing always look for No. 4.
2
1
22
Lets see how these largest 2 music streaming companies are doing.
Tencent Music: China largest music streaming company.
Spotify:Worlds largest music streaming company(Ex-China)
#SAREGAMA
6
3
19
Innovative consumer products but many still perceive this company as an EPC company.
❤Ion Exchange India
2
5
21
Worlds largest Solar glass company in China - Xinyi solar is down 80% from its high of 2021 & trading at PE<9.
2
0
21
In last 1-2 decades there have been many microcaps which became 10,50 & even 100 baggers at their peak valuation but very very few stocks like Eicher, Bajaj finance, Page, SRF have sustained this momentum to become largecaps/Midcaps.
😴💭 Dream Big, Dreams do come true
0
0
20
After Nippon, Abbakus, Franklyn & LIC now entry of HDFC mutual fund in Ion Exchange India.
0
3
20
🚩Water is a raw material for green hydrogen
🚩Water is virtually a raw material for semiconductors
🚩Water is critical for solar cell manufacturing.
🚩Sea water is source of lithium extraction for EV batteries
Value water 💦
Value Ion Exchange India 💦
🚩Water is a raw material for green hydrogen
🚩Water is virtually a raw material for semiconductors.
🚩Sea water can be a source of lithium extraction for EV batteries.
🚩Water is critical for solar cells manufacturing
Value water
Value Ion Exchange India 💦
1
1
13
1
6
20
❤Playing 11( No change)
🚩Siemens
🚩ABB
🚩Indian Hotels
🚩Titan
🚩3M India
🚩Honeywell Automation
🚩Ion Exchange
🚩Denora India
🚩KPT industries
🚩Cosco India
🚩Mohini Health
1
6
20
⚡India's first Hydrogen water crafter for Homes
⚡India's first Lab water purifier for laboratories & research centres
⚡India's first Tap water purifier for rural homes
⚡India's first Automatic water bottling plant for Hotels
❤Ion Exchange India
1
5
20
Ion exchange concall highlights
1)Revenue growth to be 30-35% with sustained/improved margins for whole FY23.
2)EC approval for new resin plant to double capacity by this month end & production to start during FY24.
3)Consumer segment growth to sustain & breakeven in FY23.
5
2
19
Reliance + Adani whole group
Employee cost : 29K Crore
TCS + INFY + HCL+ TechM+ LTI
Employee Cost : 360K crore
Tata Motors + Tata Steel
Employee cost : 54K crore
Larsen & Tubro
Employee Cost : 37K crore
0
1
19
Ion Exchange India Q1FY25 result highlights.
⚡YoY Sales growth 18%
⚡YoY Profit growth 35%
⚡Change/appointment of new statutory auditors-Deloitte Haskin
⚡Change/Appointment of new Managing Director- Indraneel Dutt
⚡Appointment of 3 additional independent directors.
1
1
18
10 industries:10 microcaps(<500cr)
Industrials:KPT Industries
Sports:Cosco India
Healthcare:Mohini Health
Chemicals:Chembond
Electronics:Salzer
Skin/Haircare:Kaya
Electrochemistry:De Nora
Electricals:Kirloskar Electric
Aviation:TAAL Enterprises
Drilling/Mining: Revathi
2
5
18
Playing 11
🚩Siemens
🚩ABB
🚩Indian Hotels
🚩Titan
🚩3M India
🚩Honeywell
🚩Ion Exchange
🚩DeNora
🚩KPT Industries
🚩Cosco
🚩Mohini Health
❤Playing 11( No change)
🚩Siemens
🚩ABB
🚩Indian Hotels
🚩Titan
🚩3M India
🚩Honeywell Automation
🚩Ion Exchange
🚩Denora India
🚩KPT industries
🚩Cosco India
🚩Mohini Health
1
6
20
2
2
18
Two twins with common themes but different products & different scope
💚Green Hydrogen
💙Semiconductor
💦Water Treatment
❤Ion Exchange India 🐢
❤De Nora India 🐇
It's a journey, not a race.
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Saregama profits grown 3X in last 3 years but seems zero growth in employee cost:
2020 : 60 cr
2021 : 61 cr
2022: 62 cr
On the other hand growth in MD +CFO salary during these years
2020 : 7.5 cr
2021 : 8.2 cr
2022 : 11.4 cr
#Saregama
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@ArindamPramnk
Decarbonisation is need of the hour and biggest theme in this decade and there is no better company than De Nora India.
Global leader in Electro Chemistry with Patented Technologies,
Huge tailwind- Green Hydrogen,Grid Energy storage.
Giant is in making.
All the best.
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⚠Contingent liabilities for future warranty claims can be biggest risk for Solar Panel companies being a low margin product with 25 year performance warranty.
Investors should track whether enough provisions are being made in balance sheet to mitigate this risk in future.
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@finowinn
If u can't wait for these 3-7 years.
Here are the stocks which can touch 5000+ next week.
⚡GMM pfaudler
⚡Bayer Crop
⚡Gillette
⚡Bajaj Holdings
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Ion Exchange India crisil rating upgraded to A+(Stable) from A (Stable).
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Never seen such type of corporate announcement from a company.
For me it is funny & also a red flag 🚩 on corporate governance especially due to special mention of a twitter handle & particular tweet in their official announcement.
Inflame Appliances
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Companies where CWIP(Capital work in progress) is more than their whole gross block at present.
⚡Borosil Renewables
⚡Vidhi Speciality
⚡Venus Pipes
⚡Krishna Phoschem
⚡Shiva Cement
⚡Prevest Denpro
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Companies selling Solar Modules with 10 year replacement warranty & 25 years performance warranty.
Being low margin buisness without entry barriers,It is important to keep check if these are making enough provisioning in balance sheet for future warranty claims & litigations.
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