Borosil Renewable CMP : 540

โœMy view on Borosil Renewable: 

๐Ÿ‘‰๐Ÿป  People say Borosil Renewable is monopoly and yes it has major market share in solar glass business. 

๐Ÿ‘‰๐Ÿป  Though Borosil Renewable is a kind of market leader or monopoly but the business doesnโ€™t have โ€“ MOA (itโ€™s a weak moat). On paper, Borosil Renewable has a strong MOAT in terms of exclusive solar glass production.

๐Ÿ‘‰๐Ÿป   When there is no moat disruption comes with competition in pricing n further loses margins  

๐Ÿ‘‰๐Ÿป  The disruption mainly comes from China which has more than 90% market share in solar glass n panels in the world 

๐Ÿ‘‰๐Ÿป  If the Govt won’t put restrictions on Import of Solar glass or solar panels, obviously these kind of businesses faces tough challenges.

www.aasthafintech.com 

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