PFC Share: Bade game ka sign! REC ko kharidkar banayi company, ab Infra funding mein hogi dhamal!

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AuthorKavya Nair|Published at:
PFC Share: Bade game ka sign! REC ko kharidkar banayi company, ab Infra funding mein hogi dhamal!
Overview

Arre bhaiyo aur behno, ek badi khabar suno! Power Finance Corporation (PFC) ne REC Limited mein controlling **52.63%** stake pakad liya hai! Iske saath hi REC ab PFC ki subsidiary ban gayi hai. Ye sab Union Budget **2026-27** mein jo kaha tha na, ki PSU NBFCs ko credit dene ki capacity aur tech adoption badhana hai, ushi ko pura karne ke liye ho raha hai. PFC ke board ne **6 February 2026** ko is deal par final stamp lagaya hai, aur aage chal kar ek merger ka bhi scene hai, jisse operations mein synergy aur infrastructure funding ke liye paisa badhega.

Toh bhai, yeh jo PFC ne REC ko khareeda hai na, yeh India ke public sector NBFCs ko ek saath laane ka bada plan hai. Yeh deal Cabinet Committee on Economic Affairs ki 'in-principle' approval ke baad final hui hai. Isse REC, PFC ke operational umbrella mein aa gayi hai. Jaise budget mein kaha tha, credit aur tech ko improve karne ke liye yeh move zaroori tha. Is move ke baad, market reaction bhi accha raha, PFC ke shares thode upar gaye aur REC ne bhi gains kiye. Investors ko isse kaafi umeed hai.

Ab socho, yeh dono milkar infrastructure financing mein ek zabardast player banenge. PFC ka market cap ab lagbhag ₹40,000 Crore hai, aur P/E ratio 8x ke aas-paas hai. REC ki value around ₹35,000 Crore hai, aur uska P/E ratio 9x hai. Jab yeh combine honge toh lending process smooth hoga, overlapping kaam kam honge, aur bade projects ko fund karne ki capacity badhegi. Analysts bhi isko positive dekh rahe hain, unko lagta hai ki synergy se value unlock hogi, aur kuch ne toh PFC ke liye ratings bhi upgrade kiye hain.

Yeh consolidation Indian NBFC sector ke liye bhi acha hai, jahan economies of scale aur financial resilience matter karti hai. NBFCs infrastructure funding mein bahut important role play karti hain. Long term mein toh inka merger ka bhi plan hai, jisme PFC 'Government Company' bani rahegi. Experts ka kehna hai ki isse credit rating improve ho sakti hai aur borrowing costs kam ho sakte hain, jisase lending aur bhi boost hogi.

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