Solar energy stocks opened on a positive note on Thursday, rebounding after the sharp sell-off witnessed in the previous trading session. The recovery came as leading brokerages played down the long-term impact of recent US tariff announcements on Indian solar manufacturers, boosting investor sentiment across the sector.

Key Highlights

• Solar stocks recovered after brokerages reassured investors about limited long-term impact of recent US tariffs.
• Strong domestic demand and policy support continue to drive confidence in India’s renewable energy sector.

Shares of major players such as Waaree Energies and Premier Energies posted notable early gains, reversing part of the losses recorded earlier. Market participants appeared reassured by brokerage assessments indicating that the US tariffs may have limited financial impact on Indian companies due to their diversified revenue streams and increasing focus on domestic demand.

Analysts highlighted that India’s rapidly expanding renewable energy market, supported by strong government policies and capacity expansion plans, continues to provide robust growth opportunities for domestic solar manufacturers. Brokerages also noted that companies have proactively diversified export destinations and strengthened their local supply chains, helping mitigate risks associated with international trade barriers.

While concerns surrounding global trade tensions and evolving tariff structures remain, analysts believe the sector’s medium- to long-term outlook remains constructive. Strong domestic installations, rising investments in clean energy infrastructure, and policy-driven incentives are expected to sustain demand momentum.

Also Read: Trump Hits Indian Solar Imports With 126% Tariffs, Trade Tensions Rise

The rebound in solar stocks reflects renewed investor confidence that the recent market correction was largely driven by short-term sentiment rather than structural weaknesses. Market watchers advise investors to remain selective, focusing on companies with solid balance sheets, strong execution capabilities, and diversified business models as the renewable energy transition accelerates