Everybody with Suzlon shares can relax… no need to worry… the time for worries are behind. Don’t invest in this company for short term. Suzlon is good ONLY for LONG TERM holders…. those who can wait till 2030.

Today India & China are under immense pollitical pressure by Western International agencies to reduce carbon foot print (although the west keep using fossil fuel yet they lecture us… but this is how US does business by stepping on the country’s weakest part).

So because of the above… India … whether it likes it or not… has to add 500GW of Renewable Energy in next 7 years (by 2030). This is a huge target… it is 3 times the installed capacity that India did in the last 25 years… So India has to do 3 x 25 yrs work in 7 years…. meaning 75 yrs work in 7 yrs… IMAGINE

This is because we just have 160GW installation till now.

This is just in India… we can assume…

that Suzlon will not win tenders in Europe due to the situation there and China’s recent Wind Energy Push. But if Suzlon is able to get installation outside India it will be a boon. I am not even considering this factor.

India cannot do 100% of 500GW installation by solar alone because solar requires daily cleaning… its ok for rooftop & houses but when kilometers of panels are laid… cleaning it becomes THE MOST DIFFICULT TASK. As the project becomes bigger wind is the better solution.

In spite of so much focus on solar in last 10yrs the installation is in the ratio of 60% Solar and 40% wind. This is when the years for Wind Energy was at its worst especially after Lehman Bros, Indian Note-Bandhi, Covid19 & European War and many Indian companies suffered.

Suzlon can consider itself very lucky to survive the worst part of its career and has paid back a lot of its debt and turned profitable.

Suzlon is not some fly-by-night operator… It was one of the best Wind Energy Company… not only in India… but the world…

READ: Suzlon is a sure shot multibagger

Investing in Europe was the biggest mistake as they do not allow Asian companies to succeed there. They use many laws against them unless they offer to buy loss-making european companies.

Even TATA Steel & Tata Motors is trying to escape from Europe… as they had enough of it… but Europeans will not let Tata go easily… they will take a hand & a limb before it lets it go… just like it happened to Suzlon .

Future of wind energy in India looks promissing… especiall for Suzlon

Suzlon could touch Rs1,000 in next 10 yrs… if not Rs3,000

As far as Indian company investment in SemiConductors & Hydrogen … I personally dont expect ANYTHING to come out of it.

1. West will not let India have it.

2. I have yet to see any Indian company doing any commercial production of something we need… they cannot even make flex-fuel bikes in India which are available in Brazil since 10 yrs… inspite of our Transport Minister Gadkari crying for it since 10yrs.

We will not do anything… if at most… Reliance might give contract to some Chinese company to build it. But I have lost trust in Reliance too… Mukesh will soon retire and Anant Ambani cannot take care of his health… what will he take care of the company…

I cannot understand why we are running after hydrogen… when we can easily do biogas and even cleanup Indian city garbage by doing so… but we want hydrogen…

For eg Electric Vehicles are so simple… its as simple a technology as a ceiling fan. Its exactly the same… yet these big companies are doing “technological tie-ups” with western countries and buying startups… what nonsense

Tatas are still peddling that Tiagao-tigor-Nexon as EVs when in real they are retrofitted vehiles… thats why they have that ugly petrol/diesel fuel hatch.

I think we Indians are made to copy from early age to in school from blackboard to notebook so we cannot do genuine research work.

We can only remake something that already exists… even our Bollywood movies are copies of south Indian movies…

most of the dot.coms business were a copy.

most of the ecommerce… a copy of the west.

most of the food delivery business are a copy of the west… when in India food
delivery is FREE even today… order directly from any restaurant and it comes free… and these bozos are putting multi millon dollar valuations on Swiggy & Zomatto.

Even delivery from Kirana store was free… the guy used to bring it home… even climb 4 floors… without request for even tip.

Its sad to see investors investing in thee “BOGUS BUSINESS” food delivery & grocery delivery companies & then come to Suzlon and say Suzlon is no good.

Thats why India is best country in tiktok… where we just have to copy stuff.

I thought this pattern will change as Indian technology matures… but looks like it will not…

we will ONLY copy technology that already exists… NEVER build our own.

So comparing all this… Suzlon is a REAL GEM. It has the potential of Nestle or MRF.