Questions across 1 call
Sweta Jain
Anand Rathi, Shares and Stockbrokers Limited
Waaree Energies Limited CC-May26.pdf · 2026-04-30
So just wanted to understand the two things. One is, how would the cost metrics change if we're importing cells from Ethiopia or any other African market versus Indonesia?
So why I'm asking this question is, in the recent ADD order, the anti -dumping duty, apart from the CVD that came in earlier, the ADD specifically mentions India and Indonesia. So, with that into perspective, this cost dynamics would have really changed. You know, the last, I think what we call is the cell imports we did was majorly from Ethiopia and then Indonesia. So, are we looking at new markets considering this cost gap would have increased towards like 10% or 40%, but Indonesia is now more than 100% with ADDs at least?