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Trump's 126% Tariff Hits Solar Stocks Hard, Though Experts Predict Minor Lasting Effects
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Solar Stocks Plunge on Trump's 126% Tariff, Experts See Limited Long-Term Impact
M
Moneycontrol
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26-02-2026, 08:21
Solar Stocks Plunge on Trump's 126% Tariff, Experts See Limited Long-Term Impact
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Solar stocks fell sharply after the US imposed preliminary 126% countervailing duties on Indian solar cell and module imports.
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Experts believe the market overreacted, as direct earnings impact on most companies is limited due to minimal US export exposure.
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Companies like Waaree Energies and Premier Energies can adjust sourcing strategies to mitigate tariff effects.
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India's domestic solar demand is robust, capable of absorbing potential export reductions.
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Investors are advised to wait for clarity on final duty rates and sourcing adjustments before making investment decisions.
Read Full Article on Moneycontrol in English
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