In this video, I’m discussing one of India’s most trending renewable energy stocks – Waaree Energies Ltd, a leading solar manufacturing company in India.
Waaree Energies operates across the complete solar value chain including solar cells, solar modules, EPC projects, and renewable energy solutions, making it one of the most important players in the green energy sector India.
The company has delivered strong growth backed by India’s solar mission, Make in India, PLI scheme, and rising global demand for solar panels, especially from the US market. However, recent developments like US tariffs on solar imports, crude oil price impact, global solar oversupply, and interest rate risks have created uncertainty among investors.
In this detailed Waaree Energies stock analysis 2026, I break down everything – including business model, order book, US exposure, tariffs impact, BESS opportunity, solar sector risks, and valuation analysis – so that you can understand whether this renewable energy stock in India is worth tracking.
This video is purely for educational and informational purposes.
No hype, no stock tips – just clear explanation of stock market fundamentals, business analysis, and growth potential.
📌 What’s inside this video
📊 Technical Analysis – Strong ₹2500 support level and price structure
🌍 Global Impact – US-Iran war and crude oil impact on solar business
🇺🇸 US Tariffs Issue – 126% duty impact on Indian solar exports
🏭 Tariff Strategy – How Waaree is bypassing CVD through supply chain shift
📦 Order Book – ₹60,000 crore strong visibility and US dominance
⚙️ Vertical Integration – Cells, modules, wafers expansion strategy
🔋 BESS Opportunity – Entry into battery storage (20 GWh capacity plan)
🔌 New Segments – Inverters, transformers, and green hydrogen
⚠️ Sector Risk – Solar oversupply and export dependency risk
📈 Valuation – PE ratio analysis and future growth expectations
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Oversupply Risks in Solar Sector – https://youtu.be/_-aotYJMds0
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⏱️ Timestamps
00:00 – Introduction
01:38 – Support Level still protected
02:58 – Any Impact of Israel – US – Iran War
05:27 – Latest update on US Tariffs
07:08 – Steps to bypass Tariffs and CVDs
08:52 – Massive Order Book Visibility
10:42 – Vertical Integration Strategy
13:22 – Diversification into BESS
14:57 – Other Growth Drivers
17:21 – Oversupply Risks in Solar Sector
18:16 – Valuation
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⚠️ Disclaimer
Rohit Tripathi is registered with SEBI as an Individual Research Analyst vide Registration number INH000022543 dated August 6, 2025, and provides Research Analyst services to clients. The content shared is purely for knowledge and educational purposes and should not be treated as investment advice or buy/sell recommendation of any kind.
Neither Rohit Tripathi nor any associated entities shall be held liable for losses incurred by viewers acting upon this content. Investments in securities are subject to market risks. Viewers are advised to read all related documents carefully before investing.
Registration granted by SEBI and certification from NISM do not guarantee performance or assure returns. The securities discussed are only for illustration purposes and are not recommendatory.
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Video Edited by PixaHive Studios
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