Borosil Renewables Ltd. – The rising solar giant of India

November 27, 2021 | Stock Talk, Quick Reads

The exemplary journey of Borosil Renewables Ltd. where it has recently crossed $ 1 billion market cap which was around $ 10 million to $ 100 million for almost a decade.

When most of the entrepreneurs around the world gave up, Mr. Kheruka just hung on there. He sprang into action at the very first sight of opportunity and like a true champion moved with God speed and made the company ready for its biggest leap ever.

Luck came on their way, where the Chinese couldn't ship containers and defaulted on commitments, the Indian government also gave it another home run by imposing import duties. On seeing the opportunity, the eyes of our Indian tiger lit up and took the Chinese hands on and set on a journey to expand its territory.

Onlookers kept on questioning and doubting but Mr. Kheruka kept on announcing new capacities to fend off any competition that started on the way thinking of attacking its castle.

We are happy to ride this fantastic journey and with almost 10x returns it's more than a dream come true for us.

Checkout our detailed research note on Borosil Renewables Ltd. - https://niveshaay.wordpress.com/2020/12/14/niveshaay-borosil-renewables-ltd-research-report/

Entrepreneurs like him are true inspiration and lead by example who make our country, investors and all the stakeholders proud and confident.

While our research work on the enterprise and management of Borosil, it prompted us to look even further into the sector for other such strong companies and trigger. During the whole process we caught hold a good comfort with the sector.

Keeping this rationale in mind, we introduced our “Green Energy” smallcase portfolio in March, 2021 on the theme of “Energy transition - towards renewable energy sources”. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal — to renewable energy sources like wind and solar, as well as other sources like biofuels.

With this shift in trend towards renewable and clean sources of energy, companies within the industry are expected to flourish. Also, with the Government’s support such as raise of Production Linked Incentive (PLI) scheme funding from Rs. 4500 Cr to Rs. 24000 Cr the “Green energy” sector will be benefitted.

Our Green Energy smallcase has delivered a return of 108.93% till date.

The portfolio has outperformed for the last month also with a phenomenal return of 12.79% compared to the equity smallcap return of -2.27% and nifty return of -5.71%.

Had you invested Rs. 1 Lakh in Niveshaay’s green energy smallcase a month back, it would have given Rs. 1,12,790/- back.

Had you invested Rs. 1 Lakh in Niveshaay’s green energy smallcase at the inception, it would have given Rs. 2,08,930/- back.

We thank our patrons for choosing Niveshaay!

Happy Investing!

Disclaimers and Disclosures

SEBI Registration No. :INH000017338, IN/AIF3/24-25/1571, IN/AIF2/24-25/1607 | BASL Membership ID: 6276

Investment in Securities Market are subject to market risks. Read all related documents carefully before investing. The securities quoted are for illustration only and are not recommendatory. Registration granted by SEBI, membership of a SEBI recognized supervisory body (if any) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.