The maturation of the solar energy market in Brazil was the starting point of the lecture given this Monday (20) by Bruno Kikumoto, founding partner of Canal Solar, during the first day of the 5th edition of Canal Connect.
With the theme "New Opportunities in the Solar Sector: How to Structure Your Company," the panel highlighted that the sector's maturation does not represent a sign of stagnation, but rather of evolution and professionalization—a movement that requires companies and professionals to have a strategic vision, constant updating, and a focus on training.
According to Kikumoto, the market's growth rate, which previously saw annual increases of 40% to 50%, is now more moderate. This slowdown, however, opens up new opportunities and requires professionals to adopt a more innovative and analytical approach.
During his speech, the executive presented global data that points to a trend toward equalization between investments in fossil and renewable energy in the coming years. He believes the challenge for companies operating in this sector lies in identifying niches and emerging areas within the energy transition—and preparing before the market consolidates.
Three cases that illustrate new opportunities
To demonstrate how a vision for the future can transform businesses, the CEO shared three success stories — two of which he developed himself. Canal Solar and one from a former student of the platform.
Storage training program
Launched in 2021, the battery storage projects course It was the first in Brazil to focus on this topic. At the time, the national market was still in its infancy, with few real applications and high costs.
Even so, the Canal Solar bet on an international trend, observed in countries like the United States, Europe, and China, anticipating the growth curve. The results came quickly: the course now represents 41% of the total revenue of the training area. Canal Solar and brings together classes with more than 80 students each.
Canal VE
In 2022 the Canal Solar launched the Canal VE, a media outlet specializing in electric mobility. At the time, the topic was still largely unexplored in Brazil, but the team decided to invest in people, travel, and events to consolidate the brand.
The initiative proved to be correct: currently, the Canal VE has 3,7 thousand users, more than 13,7 thousand views and around 94 thousand followers, accounting for 5% of the group's revenue. Canal Solar.
Azzon Energia
The third case presented was that of Lucas Fernandes, a former GE design engineer, who in 2018 sought technical training through courses at Canal Solar. A year later, he founded Azzon Energia, a company that invested heavily in after-sales services and built a solid business model. Today, the company has six points of sale, a distribution center, over 100 employees, and has generated revenues of over R$100 million.
Vision and strategy as differentiators
At the end of the talk, Bruno emphasized that the success of these cases has one thing in common: the ability to anticipate trends. "As entrepreneurs and business owners, we're always looking for an opportunity that will eliminate the product we're currently selling. The market evolves—especially in our industry, where technology changes so rapidly. We need to maintain a healthy cash flow, but also be aware of what's coming next," stated Kikumoto.
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