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Sishir Garemella

Clean Energy | Climate Finance

Sishir Garemella is a seasoned expert in the field of clean energy and solar energy solutions. With over a decade of experience, Garemella has played a crucial role in the development and financing of solar energy solutions in India. He has led pioneering ventures in the consumer solar market, revolutionizing the use of solar energy for economic, environmental, and social development.

Garemella attended the prestigious London School of Economics and Political Science for his postgraduate diploma and Master of Science, both in Accounting and Finance. He also completed his undergraduate degree in Electrical Engineering Hons. with Co-op Education at the University of Windsor.

Garemella has held various leadership roles throughout his professional career, including Head of Renewable Energy Financing at ECube Investment Advisors and Founder & CEO at Sunvest Energy and Sunvest Capital. Before venturing into clean energy solutions, Garemella held various roles in finance and engineering at L&T Infrastructure Finance Co Ltd, Barclays Capital, RiverRock European Capital Partners, and Nemak.

A passionate advocate for sustainable and clean energy solutions, Garemella's expertise in renewable energy financing and development has helped drive the global shift to cleaner and more efficient energy solutions.

Highlights

Aug 16 · linkedin

This year at RE+ I will be sharing an overview of the Indian manufacturers serving the US market.

  • Comparison of module reliability data of India vs RoW manufacturers.
  • Things to watch out for while importing from India.
  • Trending issues in module reliability.

Here is the link to the event: https://lnkd.in/d5PAej75

But it's not all India - If you want to say hello to the Kiwa PVEL team, we will be there in full strength. Please reach out via DM and we would be happy to schedule a meeting.

Tristan Erion-Lorico, Ashley Fallon, Kevin Gibson, Max M., Eddie Hu

#makedatamatter #REPlus24 #solar #India

Jul 31 · linkedin

A key indicator of a maturing industry is when more companies go public. At present there are over a dozen solar companies in India that are listed. They are across upstream, downstream, financing, supply-chain, and across, small, mid, and large-cap. It is expected that another set of IPOs will happen in the coming months. However, this is only the start of the solar revolution.

India is a global major in solar and the 'China + 1' strategy has provided strong tailwinds. India has taken a 'carrot + stick' approach. Not only are there strong local demand and significant manufacturing incentives but also protectionism in the form of duties.

That said, tailwinds for the sector don't always mean tailwinds for stock prices. Many think that since "solar is hot" and well, even "India is hot" - they ignore the fundamentals.

I plan to start a quarterly newsletter with my observations on listed solar companies in India. I hope to provide some clarity to the investment community with bottom-up insights. I am also interested in testing my own frameworks, mental models, and in writing more - something that I love doing in my spare time.

The newsletter in no way intends to provide stock tips or company specifics. The solar industry in India is a tight-knit community of very hardworking people that are driving the energy transition forward despite domestic and international policy changes and immense competition. I am in no position to comment on anyone's effort, least of all, provide a buy / sell call on them. My views are personal and not those of any firms that I am associated with.

Subscribe to the newsletter and watch this space for more.

sishir.substack.com

#solar #investing #India #newsletter

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Sishir Garemella
Sishir Garemella, photo 1
Sishir Garemella, photo 2
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Location

Hyderabad, Telangana, India