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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
The solar module maker must fix a key metric—its cell utilization—before embarking on a costly capacity surge that can strain its balance sheet.
Few stocks have captured India's renewable energy ambitions—and its anxieties—quite like Waaree Energies in 2026.
Its shares have had a rollercoaster year. They slid for most of January, at one point sitting nearly 30% below their 52-week high as investors fretted over US regulatory uncertainty and the prospect of domestic oversupply. Then came a sharp recovery, lifted by institutional buying and blowout quarterly results. The stock now trades at Rs 3,000, roughly flat for the year and still roughly ~18% off its peak.
For all the turbulence, the market has yet to make up its mind about Waaree. That indecision …
FY26 numbers show that Airtel is stealing a march on its larger rival on most counts and is unrelenting in its ambition, casting a cloud on Jio’s valuation.
Surprisingly strong metrics alongside aggressive expansion mask a lurking balance-sheet risk. Moreover, competition is not going to be kind to the retail giant any time soon.
Telecom and retail both continue with their ‘hit and miss’, while O2C delivers an unsurprisingly poor performance in Q4. This is a year RIL will be glad to see the back of.
