Why I am long on Alpex solar specifically

1. Attractive PE, discounted by everyone

2. Tailwinds on energy sector

3. UP is going to be the number one power usser in 3 years, there is 10x energy demand scope rhere as large number of people come out of poverty

Alpex is one of the top producers in North, you look at every other company theu are either on west or south.

Alpex has higher advantage to serve entire north + east at lower cost as transport costs seeing an increased curve.

I see that it can increase its revenue and pat to 10000 cr and 1800 cr by 2028. And at same PE the stock will easily 5x and with feb 2027 rerating the stock will easily 10x its a value buy today.