IEX ne Q2 FY27 ke apne operational results share kiye hain. Total electricity trading volume **12.7%** badh kar **39.7 BU** tak pahunch gaya hai, lekin kuch segments mein girawat ne chinta badha di hai.
Power Sector mein tezi ya dikkat?
Indian Energy Exchange (IEX) ke latest data ke mutabik, Q2 FY27 mein unka total electricity trading volume 39.7 BU raha, jo pichle saal ke mukable 12.7% zyada hai. H1 FY27 ka figure dekhein toh yeh growth 14.2% yani 77.2 BU tak pahunch chuki hai.
Kahan se aaya growth?
IEX ke Term-Ahead Market (TAM) mein toh mano toofan aa gaya hai! Yeh segment 101.5% YoY jump ke saath 5,477 MU ho gaya hai. Real-Time Market (RTM) ne bhi 10.5% ki steady growth dikhate hue 16,490 MU touch kiya hai. September mein power demand itni high thi ki Day-Ahead Market (DAM) ke prices 105% badh kar ₹7.3/unit tak pahunch gaye.
Investors ke liye alert!
Sab kuch green nahi hai, doston. Renewable Energy Certificate (REC) segment mein 65.5% ki bhari girawat dikhi hai, aur Green Market ka volume bhi 5.8% shrink hua hai. Yeh batata hai ki green energy trading mein interest thoda kam ho raha hai.
Aage kya?
IEX ab power sector ka bellwether ban chuka hai. Agar market clearing prices aise hi high rahe, toh company ke liye revenue ke chances toh hain, lekin REC segment ki ye girawat ek warning sign hai. Shareholders ko agle mahine ke data par nazar rakhni hogi ki kya yeh temporary dip hai ya koi structural problem.