Dabur At a Glance 1.Turnover of Rs. 5,283 Crore (FY12) 2. 2 major strategic business units (SBU) 3. Consumer Care Business 4. International Business Division (IBD) – 2 Subsidiary Group companies, Dabur International, NewU 5. 17 ultra-modern manufacturing units spread around the globe 6. Products marketed in over 60 countries 7. Wide and deep market […]

Pantaloons Pantaloon Retail (India) Limited is a large Indian retailer firm. It is a part of the Future Group and operates in multiple retail formats in both value and lifestyle segments of the Indian consumer market. Pantaloons India is headquartered in Mumbai, with over 1,000 stores across 71 cities in India. The Company employs over 30,000 people […]

Renewable Energy Industry is going through some of the toughest times yet with profits and share prices of Green Companies crashing. 2011 was a horrendous year with the biggest solar company by value First Solar being the worst performer in S&P 500. Many of the biggest wind and solar companies were mired in red ink as competition and oversupply from China led to green indicies falling by more than 50% . Many of the biggest companies collapsed and many others are on lifeline.

Solar and Wind Stocks have been massacred in 2011 mainly due to the following reasons

1) Chinese oversupply which is outcome of its massive industrial overcapacity and investment. This has decimated wind and solar companies in the West while also leading to margins and profits collapsing
2) Commoditazation of Technology and Erosion of Entry Barriers

3) Massive and Irrational Subsidies by Asian countries to support Green Industry

Xinjiang Goldwind Science and Technology Co (Goldwind) is the 2nd biggest Chinese wind turbine producer and amongst the top 5 wind turbine companies in the world. Goldwind stock has been punished alongwith other Chinese wind turbine stocks as a fierce price war in the Chinese market has led to nosediving margins and revenues. There is massive overcapacity in the Chinese wind market as there are around 100 odd producers of wind turbines with 7 out of the 15 top global wind turbine makers. Chinese Government policies have been changed to weed out the smaller inefficient wind turbine makers, however the competition still remains quite high just like the Solar Panel Industry.

China adds around 100 GW of Electric Power Capacity each year to meet the growing energy demands of its population.Most of it is thermal power which is becoming costlier besides the dangerous disadvantages of coal.China has been trying to increase its hydro and nuclear power capacity,but nuclear energy has recived a setback with Fukushima.Solar Power in China is also increasing but it will take time as well to satisfy the electricity deficit.China is already the largest wind power market in the world installing almost 50% of the wind capacity in 2010.It intends to keep up the furious pace of wind turbine installations at around 25 GW per year for the next 35 years to reach 1000 GW by 2050.China already has around 7 of the top 15 wind turbine producers.However a vicious price war has thrown a lot of the wind producers into bankruptcy.