Author argues Waaree Energies looks interesting after a ~30% correction due to vertical integration into ingots/wafers, entry into BESS/Li-ion storage, and upcoming Q3 FY26 earnings as a catalyst.
WAAREEENER.NS — LONG Author argues Waaree Energies looks interesting at current valuations after a ~30% correction from Sep-Oct highs, driven by sector-wide headwinds like commoditization and oversupply fears. The company is pursuing 100% vertical integration via ingot and wafer plants, and is entering Li-ion storage/BESS with 3.5GWh by FY27 and 20GWh by FY28, plus capex into inverters, power infra, and green hydrogen electrolysers as future revenue verticals. Q3 FY26 earnings expected in late January are cited as a catalyst to clarify the picture. Main risk implied is the ongoing sector correction and oversupply concerns.
Still, I think at current valuations Waaree looks interesting since
- they are going a step ahead and setting up ingot and wafer plants as well to get 100% vertical integration in solar panel manufacturing
This Reddit post, published January 14, 2026, features u/akapredanon discussing WAAREEENER.NS. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/akapredanon · Tickers: WAAREEENER.NS