Capex hike se investors khush!
Dekho, Power Grid Corporation ne February 2, 2026 ko apne investors ko ek achhi khabar di. Unhone FY26 ke liye apna capital expenditure plan ₹28,000 crore se badha kar ₹32,000 crore kar diya hai. Management ka kehna hai ki unka execution kaafi strong chal raha hai aur woh is saal ke capex aur capitalization targets ko bhi cross karne wale hain. Ye sunte hi stock mein 7% ki tezi aa gayi.
Sarkari plans aur Power Grid ka role
Ye badha hua capex bilkul sahi time par aaya hai. India mein infrastructure par sarkaar record tod kharch kar rahi hai, Budget 2025-26 mein ₹11.21 lakh crore ka allocation hua hai, jo GDP ka 3.1% hai. Is sab mein Power Grid ka transmission sector bahut important hai, specially jab renewable energy (solar, wind) ko grid mein integrate karna ho. India ka target hai renewable energy capacity badhane ka, aur uske liye strong transmission infrastructure chahiye. Power Grid ka ye focus EV adoption aur data centers ke liye bhi zaroori hai.
Company ki haalat aur future
February 2026 ki shuruaat mein, Power Grid Corporation ki market cap lagbhag ₹2.42 lakh crore thi. Price-to-Earnings (P/E) ratio bhi 15.7 ya 15.92 ke aas-paas tha. Haalanki Q2 FY26 mein profit thoda kam hua tha, lekin Q3 FY26 mein company ne 8% ka profit increase dikhaya hai, jo ₹4,185 crore raha. Income bhi 7% badh kar ₹12,599 crore ho gayi thi. Ye badhti hui capex dikhati hai ki company future earnings ke liye ready hai.
Long-term vision
Stock ne pehle bhi kaafi upar-neeche dekha hai, par ab naye plans se confidence wapas aa raha hai. Sirf FY26 hi nahi, Power Grid ka plan hai ki 2032 tak ₹3 lakh crore se zyada ka capex kare, mainly transmission business mein. Isse India ka power infrastructure aur mazboot hoga aur energy transition mein madad milegi.