Thread by @Chart_Wallah108

𝐌𝐮𝐥𝐭𝐢𝐛𝐚𝐠𝐠𝐞𝐫 𝐏𝐢𝐜𝐤 : 𝗕𝗘𝗦𝗦 🔋

🎇 BONUS : Best Stocks with huge future potential 💥

Sector to grow 375 Times by Fy32 🔥🔥🔥

A Mega ( Thread ) 🧵
Below 👇

Need for BESS 🧐

👉 Solar power depends on sunlight, no energy is at night, production falls on cloudy days

Without energy storage, excess renewable energy is wasted & fossil fuel power plants are needed as backup

BESS store energy during peak time & releasing it later

BESS ~ Renewable & Transmission Proxy ☀️

reduces peak load pressure, Improves Grid Stability & Enhances Transmission Efficiency

41,50,000 Crores Estimated Capex in Transmission Sector by FY50 🔥

500 GW of clean energy by 2030 🔥

BESS ~ Mega Opportunity 💹

BESS ecosystem a Rs. 3.5 trn opportunity till FY32 🔥

BESS will see an astronomical surge of 375x to 42 GW by FY32, from FY24 levels 🔥

BESS ~ Sectoral Tailwinds 🍃

- PLI for Advanced Cell Manufacturing

- Greater Priority to Storage Based Projects

- Battery prices crashed 82% in last 10 yrs & are expected to Crash further

Government Focus on BESS

12,500 MW of Battery Energy Storage System (BESS) projects currently under tender 🔥

additional 3,300 MW is in the pipeline

massive scale-up from the earlier pilot of just 1,000 MWh in 2021 💥

Proxy Sectors to play BESS Theme 👇

Maxvolt Energy Industries Ltd

M. Cap : 260 Cr
Forward P/E : 15
ROCE : 32%
Sales Growth : 123% 🔥

Fy26 Guidance
- 180 Cr Topline 🔥
- margins to improve

manufactures lithium-ion batteries

plan to set up a lithium recycling plant

Targeting 5% market share in India by 2028

CLN Energy

M. Cap : 662 Cr
P/E : 51.3
ROCE : 30.5%
Sales Growth : 65%

manufactures customized lithium-ion batteries

Did preferential issue of 3.6 L shares at Rs.281 to promoter, increasing promoter holding to 73.5% 🔥

plans to expand from 112 to 500 distributor in 2 yrs 🔥

Prostarm

M. Cap : 1,258 Cr
P/E : 41.2
ROCE : 30%

Promoter Holding : 72.82%

investing 25 Cr in 1.2 GWh BESS manufacturing facility by FY26 end 🔥

got 22 MWh order from adani electricity

company plans to enter international markets in future

SPML Infra

M. Cap : 1,970 Cr
Forward PE : 27

Order Book : 3,000 Cr

Targeting 50% revenue & PAT growth in FY26 🔥

Significantly Reduced debt

175 Cr capex for 2.5 GW BESS battery pack facility in Pune

BESS to be 50% of revenue in 3yrs 🔥

Advait Energy

M. Cap : 2,103 Cr
YoY Sales Growth : 226%
QoQ Sales Growth : 98%

Ace Investor Ashish Kacholia holds 2.67% Stake 🔥

Eyeing on 1 GW of BESS Projects over the period of next 5 years

Quality Power

M. Cap : 6,267 Cr
Forward PE : 55

Guidance
FY26 : 800 Cr 🔥
FY28 : 2000 Cr 🔥

Recently acquired majority stake in STATCON Energiaa, a domestic power electronics manufacturer whose offerings include BESS.

( Note : Posted earlier in telegram )

KPI Green Energy 👇

https://x.com/Chart_Wallah108/status/1941872552965751158

Some More Companies 🔋

Peer Comparison 📋

Some of the companies have the upto 5X potential in next 3 years 💥

which is your BESS Pick ?

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𝐅𝐫𝐞𝐞 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 👇
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🚨 Disclaimer : There is no recommendation to buy or sell analysis provided is just for educational purposes only

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