Solar Stocks Plunge on Trump's 126% Tariff, Experts See Limited Long-Term Impact

• Solar stocks fell sharply after the US imposed preliminary 126% countervailing duties on Indian solar cell and module imports.
• Experts believe the market overreacted, as direct earnings impact on most companies is limited due to minimal US export exposure.
• Companies like Waaree Energies and Premier Energies can adjust sourcing strategies to mitigate tariff effects.
• India's domestic solar demand is robust, capable of absorbing potential export reductions.
• Investors are advised to wait for clarity on final duty rates and sourcing adjustments before making investment decisions.