Waaree Energies and Premier shares rise up to 11% as US solar stocks fall post-Trump tax bill. Here’s what caused the rally and what investors should know.
🌞 Waaree Energies, Premier Shares Jump Up to 11% Amid US Solar Stock Slide
In a surprising twist on [May 23, 2025], Waaree Energies and Premier Energies witnessed a stock price surge of up to 11%, even as US-based solar peers saw sharp declines following the introduction of the Trump-era tax bill revamp. The unexpected divergence has sparked conversations among global energy investors and policy watchers.
This latest shift is seen as a reaction to global market shifts, differing government incentives, and investor realignment with India’s green energy ambitions.
🔍 Why Indian Solar Stocks Like Waaree Are Rising in 2025
While the US solar industry took a hit due to proposed tariffs and subsidy withdrawals under the updated Trump tax bill, Indian energy players rallied, fueled by domestic incentives and export optimism.
✅ Key Drivers of the Rally:
- Indian government incentives on solar exports and domestic projects.
- Positive Q4 earnings reports from Waaree and Premier Energies.
- Increased FII (Foreign Institutional Investor) interest in Indian renewables.
- Comparative undervaluation vs. global green energy stocks.
📊 Performance Snapshot (May 23, 2025):
| Company | Share Price Change | Volume Surge |
|---|---|---|
| Waaree Energies | +10.8% | 2.3x avg volume |
| Premier Energies | +11.2% | 1.9x avg volume |
| First Solar (US) | -6.7% | 2.5x avg volume |
| Sunrun Inc. (US) | -9.1% | 3.1x avg volume |
Read also – https://quicknews.press/waaree-energies-soars-36-in-9-days-buy-now-or-wait/
🇺🇸 Trump Tax Bill Impact: Why US Peers Tumbled
The Trump Tax Bill 2.0, unveiled on May 22, 2025, introduces higher tariffs on Chinese-made solar modules and rolls back existing green energy subsidies in the US.
⚠️ Key US Policy Changes:
- 20% tariff on imported solar modules.
- Phased rollback of solar tax credits by 2026.
- Reduced federal support for renewable transition projects.
🗣 Expert Insight:
“The bill severely disrupts the financial viability of many US solar firms. Indian manufacturers like Waaree are now better positioned globally,”
— Sandeep Mehta, Energy Policy Analyst, Global Green Insights
Domestic Tailwinds: India’s Pro-Solar Policy in 2025
India’s aggressive push toward net zero by 2070 and domestic manufacturing incentives under PLI Scheme Phase-II continue to benefit local solar firms.
🚀 Policy Boosts for Waaree and Premier:
- 80% capex subsidy for new solar manufacturing plants.
- 0% import duty on solar-grade polysilicon.
- Renewable Purchase Obligation (RPO) extended till 2030.
These tailwinds have made Indian solar stocks more resilient, attracting both retail and institutional inflows.
📈 Market Analysts’ View: “India’s Solar Moment”
Analysts predict continued outperformance for Indian solar players, especially those with export-ready capacity and backward integration.
🔍 Brokerage Reports:
- ICICI Securities: Upgraded Waaree Energies to Buy, revised target ₹1,220.
- Motilal Oswal: Premier Energies is seen as an “Emerging Solar Star” in the Southeast Asia market.
- Nomura India: Projects 30% CAGR for Waaree over FY25–28.
🧠 Analyst Summary:
“Waaree’s ability to tap export demand and the Indian government’s push for solar localization places it in a sweet spot.”
— Rahul Bansal, Head of Renewable Equities, Nomura India
❓ FAQs on Waaree Energies & US Solar Stock Impact
1. Why are US solar stocks falling in 2025?
Due to the Trump Tax Bill 2.0, US firms face reduced subsidies and high import tariffs, which impacts their profitability.
2. Is Waaree Energies benefitting from global shifts?
Yes, due to India’s pro-solar policies and rising global demand for non-Chinese solar components.
3. What are experts predicting for Indian solar stocks?
Analysts expect strong performance, with Waaree and Premier projected to outperform thanks to local incentives and export traction.
4. Should investors consider Waaree Energies in 2025?
Based on expert upgrades and strong fundamentals, Waaree is considered a promising long-term solar play.
5. How does India’s policy differ from the US in solar?
India continues to subsidize and promote solar aggressively, unlike the US which is scaling back under the new bill.
Relevance to global market shifts, including the solar sector
https://www.whitehouse.gov/briefing-room/statements-releases/
💬 Final Word: Solar Stocks Enter a New Phase
As the global green energy race evolves, the contrasting fortunes of Waaree Energies and US solar giants reflect the growing importance of national policy in shaping stock market outcomes.
India’s positioning as a non-China solar hub may very well reshape the global solar supply chain in the next five years.
📢 Call to Action:
👉 What’s your take on India’s solar boom?
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