Prabhudas Lilladher ne Petronet LNG par apna bharosa jataya hai aur target price ko ₹297 se badhakar ₹302 kar diya hai. Kochi terminal ke visit aur biogas joint venture ki news ke baad ye upgrade aaya hai.
Target mein badhotri aur wajah
Prabhudas Lilladher ne Petronet LNG par apna 'Accumulate' rating maintain rakha hai aur target price ko ₹302 tak stretch kar diya hai. Ye call Kochi terminal ke recent site visit ke baad li gayi hai, jahan infrastructure projects ka status check kiya gaya.
Kya chal raha hai Dahej aur Kochi mein?
Dahej terminal par 3rd jetty ka kaam jooron par hai, jo LNG ke saath ethane aur propane handle karega. Filhal ye project 71% complete hai, jo pehle 81% target se thoda peeche chal raha hai. Monsoon aur technical dikkaton ki wajah se commissioning ab Fiscal Year 2028 mein expect ki ja rahi hai. Wahi, Kochi terminal par focus ab LNG bunkering jaisi high-value services par hai.
Nayi entry: Biogas ka naya khel
Petronet LNG ab renewable sector mein bhi kadam rakh rahi hai. Company ne Gruner Renewable Energy ke saath 50:50 ka joint venture kiya hai, jisme 10 plants lagaye jayenge. Inka target 180 tonnes per day compressed biogas produce karna hai. Is pure project par ₹12 Billion ka kharcha hone ka anuman hai, lekin funding ka final structure abhi clear hona baki hai.
Investors ke liye monitor karne wali baatein
Brokerage ka valuation Fiscal Year 2028 ki earnings ke basis par hai. Shareholders ko Dahej jetty, polypropylene plant, aur biogas JV ki timeline par gehri nazar rakhni hogi. Project execution ki speed aur cost management hi is stock ko long-term mein direction degi.