One more thing which needs an explanation is they are setting a solar cell line but no solar module capacity.
With whom they will be partnerning to convert the solar cells to solar module , again it does not lead to not complete backward integration as there will be a third party dependancy.
While margins are less in solar module could be one of the reasons but just setting up a cell line will not address their complete backward integration and they will still have to send it to someone else to get the module
Disc : Not invested but tracking closely