Solar Stocks Stabilize After US Tariff Rout: Waaree, Premier Energies Rebound

• Indian solar stocks stabilized and traded higher on Thursday after a sharp sell-off due to US tariff concerns.
• Brokerages clarified that the 126% US countervailing duty applies only to modules using India-made solar cells, not panels assembled in India with imported cells.
• Waaree Energies saw its stock rise 0.5% to Rs 2,722, with brokerages like Nomura, Motilal Oswal, and Nuvama reiterating 'buy' calls.
• Premier Energies shares were marginally up at Rs 731.7; Motilal Oswal maintained a 'buy' call, while Nomura held a 'neutral' stance.
• Investors are now focusing on cell sourcing, US manufacturing capacity, and domestic demand to offset export uncertainty.