Strategy Lead

Role & responsibilities

1. Develop and execute business strategy for the Solar Cell Manufacturing business, aligned with long-term growth and profitability objectives.

2. Evaluate market opportunities, industry trends, competitive landscape, customer requirements and regulatory developments impacting the solar cell industry.

3. Develop strategic business cases for capacity expansion, new manufacturing facilities, technology investments, and backward/forward integration.

4. Build comprehensive financial and commercial models covering revenue, CAPEX, OPEX, working capital, margins, cash flows, Project IRR, Equity IRR, payback and sensitivity analysis.

5. Conduct techno-economic and commercial feasibility assessments across manufacturing technologies, production configurations, capacity scenarios and strategic investments.

6. Analyse manufacturing economics, cost structures, pricing, margins, sourcing strategies and competitive positioning to identify business improvement opportunities.

7. Develop and evaluate business models, pricing strategies, customer segments and go-to-market strategies, including opportunities across the broader solar value chain such as modules, IPP and EPC.

8. Evaluate partnerships, JVs, investments, acquisitions and strategic alliances, and support project finance, funding requirements and financial closure for strategic initiatives.

9. Track government policies, incentives, tariffs, import/export regulations, technology developments and market trends, and benchmark competitors on capacity, technology, cost and market positioning.

10. Prepare business plans, investment proposals, feasibility studies, TEVRs and management presentations, and present strategic recommendations to CXO / CEO / CFO / Business Head-level stakeholders.

Preferred candidate profile

• 13 years of experience in Strategy, Business Consulting, Corporate Finance, Project Finance or Business Development, preferably in Solar, Renewable Energy, Manufacturing or Infrastructure.
• Strong experience in financial modelling, business cases, CAPEX/OPEX analysis, valuation, IRR, payback and sensitivity analysis.
• Exposure to solar manufacturing, techno-economic feasibility, manufacturing economics, capacity planning or technology evaluation will be preferred.
• Strong understanding of market research, competitive analysis, regulatory developments, pricing and business strategy.
• Candidates from top-tier consulting firms, solar/renewable companies, infrastructure funds or project finance/transaction advisory firms will be preferred.
• B.Tech/MBA, CA, CFA or equivalent qualifications with strong analytical, problem-solving and communication skills.