Primer: Vikram Solar (0490158D IN) - May 2026
Leading Indian Solar PV Module Manufacturer with Ambitious Expansion Plans: Vikram Solar is one of India's largest solar photovoltaic (PV)...
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Aequitas: Vikram Solar IPO Lockup Expiry - US$170m Lockup Release, Likely to Be in Smaller Chunks
Vikram Solar raised around US$238m in its IPO in August 2025. The lockup on its pre-IPO investors is set to expire soon. In this note, we will talk...
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ALMM-II: India’s Solar Shift From Modules to Cells
Starting June 1, 2026, Indian government mandates solar projects to use PV cells from ALMM List-II, reshaping the solar industry towards domestic...
138 Views
China’s Supply Chain Squeeze: Mapping India’s Opportunity Across Four Critical Sectors
China's rare earth curbs boost India's role in specialty chemicals, pharma, solar, and EV components. Indian firms secure contracts with policy...
139 Views
The Indian Solar Fall: What’s Really Behind the 126% US Duty?
US imposes 126% duty on Indian solar cell imports, but impact minimal due to strategic use of non-Indian cells. Long-term sector outlook remains...
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