Global Climate Solution Stocks

Incap Limited specializes in manufacturing insulators which are a key part of building out the electrical grid.

Sterling Powergensys is a renewable energy developer that is building a green hydrogen plant in India

Ujaas Energy specializes in selling solar panels in India, but it also generates revenue from selling electric scooters and power transformers for the electrical grid, all climate solutions.

DCH Cables and Wires specializes in building copper wires and cabling that enable the expansion of the grid and the electrification of everything.

Focus Lighting and Fixtures is an Indian pureplay seller of LEDs for a variety of purposes that enable the same light to come out with less energy.

Cospower Engineering specializes in harmonic filters and other elements that enable the grid to operate smoothly

Delta Autocorp specializes in manufacturing electric two and three wheeled vehicles in India, thus enabling more people in India to move on electricity than fossil fuels.

Diamond Power Infrastructure specializes in building products for the power grid from towers to substations, that enable the electricity grid to expand.

Baheti Recycling specializes in collecting and recycling aluminum in India so that it can be reused in new products, thus reducing the demand for virgin aluminum.

Sundram specializes in building fasteners like nuts and bolts. While these certainly have use cases in climate solutions, their products are so generic, we cannot discern how much revenue they generate from climate solution use-cases.

Kirloskar Industries owns 7 wind farms, but generates most of their revenue from refining iron and steel, which are not climate solutions.

EP Biocomposites makes some climate solutions like a bio-digester toilet, but it also makes doors. It does not provide a revenue breakdown, so we exclude them for lacking information.

Madhav Copper specializes in making copper connectors and like components that are needed in the grid and broader electrical system.

Schneider Electric Infrastructure specializes in providing products and services for expanding and maintaining the electrical grid, a key part of the electrification of everything.

Arrow Greentech generated some revenue from building biodegradable bags in India, but most from distributing security cameras, which are not a climate solution.

Websol Energy Systems is a pureplay manufacturer of solar systems in India, enabling the Indian grid to run more on sun and less on fossil fuels.

PAE Limited is a manufacturer and distributor of batteries that are largely for automotive and industrial uses, not energy storage.

Orient Green Power is an Indian pure play developer of wind farms, enabling the Indian electrical grid to run more on wind and less on fossil fuels.

Indo Borax generates most of its revenue from refining Boric acid which is not a climate solution and only a small amount from lithium which can be used in batteries.

Precision Wires India is a large manufacturer of wound wires that are used in a range of cables like those used in upgrading the electrical grid.