Solar Industries (SIL) reported Q1FY19 numbers that were above our estimates. Revenues came in strong at | 614.7 crore, up 31.7% YoY (our estimate: | 541 crore). This was due strong growth in overseas and exports' markets. The same grew 32% YoY to | 237 crore. Overseas and exports'. This segment has contributed 38.7% to the topline in Q1FY19 (against 25-30% contribution in earlier years). The...