✍My view on Borosil Renewable:
👉🏻 People say Borosil Renewable is monopoly and yes it has major market share in solar glass business.
👉🏻 Though Borosil Renewable is a kind of market leader or monopoly but the business doesn’t have – MOA (it’s a weak moat). On paper, Borosil Renewable has a strong MOAT in terms of exclusive solar glass production.
👉🏻 When there is no moat disruption comes with competition in pricing n further loses margins
👉🏻 The disruption mainly comes from China which has more than 90% market share in solar glass n panels in the world
👉🏻 If the Govt won’t put restrictions on Import of Solar glass or solar panels, obviously these kind of businesses faces tough challenges.
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