Скачать или смотреть Why Vikram Solar Fell from ₹408 to ₹228 | Full Reality Check

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📌 Video Description
In this video, I do a detailed fundamental analysis of Vikram Solar Limited, one of India’s leading solar PV module manufacturers, recently listed on the stock exchanges.

We break down Vikram Solar’s business model, growth plans, and how the company benefits from government policies like ALMM, DCR and PLI. I also explain whether the current 21% EBITDA margins are sustainable or if they represent a cyclical peak in the solar manufacturing industry.

I also discuss:
Why the Vikram Solar stock fell from ₹408 to ₹228
Whether the current market cap of ~₹8,900 crore is justified
Valuation analysis using EV/EBITDA and earnings visibility
Key red flags from the RHP, audit report and notes to accounts
High working capital intensity and receivables risk
Related party transactions (including VSL Logistics)
Promoter pledge / encumbrance and what it means for investors
Entry barriers and competitive moat in the solar manufacturing business
Comparison with other listed solar peers in India

This video is meant for long-term investors, serious equity research followers, and anyone tracking India’s renewable energy and solar manufacturing theme. I focus on facts, disclosures, and management commentary, not stock tips.

If you are researching solar stocks in India, renewable energy investments, or evaluating whether Vikram Solar is a long-term compounder or a cyclical policy-driven stock, this video will give you a balanced and practical perspective.

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About Me:
I am Varun Agarwal, a SEBI Registered Research Analyst (RA) and Chartered Accountant (CA) specialising in deep-dive fundamental research. My focus is on discovering high-quality small-cap businesses with scalable models, strong balance sheets, and the potential to deliver multi-year growth. I regularly conduct management meetings, plant visits, channel checks, and industry-level research, allowing me to analyse companies from both a financial and operational lens.

This channel is an extension of my research practice — a platform to share unbiased insights, detailed company studies, sector analyses, and valuation frameworks. My goal is to help you understand businesses the way professionals do, avoid common investment mistakes, and build a long-term portfolio that compounds wealth sustainably.

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This video is for educational purposes only. It should not be construed as any stock recommendation or advice. Please consult your financial advisor before making any investment decision. The channel owner will not be responsible for any consequences of your taking actions of investment.

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