Whalesbook
ED ne Anil Ambani Group (RAAG) ke ₹3,034 Crore ke aur naye assets pakad liye hain. Is latest action ke baad, group ke khilaaf chal rahe money laundering aur bank fraud investigation mein total pakde gaye assets ki value ₹19,344 Crore ho gayi hai. Aur ismein Reliance Infrastructure Ltd. (R-Infra) se jude shares bhi shamil hain, jiske karan R-Infra ka share price gira hai.
Pehle bhi, January mein, R-Infra ke holdings jaise BSES Yamuna Power Ltd, BSES Rajdhani Power Ltd, aur Mumbai Metro One Private Ltd mein ₹1,885 Crore ke assets pakde gaye the. Yeh sab milakar dekha jaaye toh regulators ki taraf se alleged laundered funds recover karne ki koshish jari hai.
Ab baat karte hain Reliance Infrastructure ki. Company ka market cap April mein sirf $0.35 Billion yaani ₹3,396 Crore tha. Iska P/E ratio bhi bahut low tha, lagbhag 0.30 se 1.07, jabki industry ka average 17.9 hai. Matlab, investors ka bharosa kam hai. Share price bhi around ₹83.11 chal raha tha. Aur bhi bura yeh hai ki company ka book value negative ₹-307.1 dikhaya ja raha hai. Ab jab company ke 7.71 Crore shares, jo ki total outstanding shares ka 1.9% hai, attach kar liye gaye hain, toh stock par seedha asar padega hi.
Dusri taraf, Reliance Communications (RCOM) ki situation aur bhi kharab hai. April tak, iska market cap sirf ₹277 Crore tha aur share price ₹0.01 chal raha tha. FY25-26 ke Q3 results mein isne ₹2,767 Crore ka net loss report kiya tha.
Market mein toh infrastructure sector mein kaafi growth dikh rahi hai, govt bhi ₹23-24 Lakh Crore tak invest karne wali hai. Telecom sector bhi badh raha hai. Lekin R-Infra jaise companies jahan regulatory problem hain, unhe iska fayda nahi milne wala. Yeh ED probe investors ka confidence aur kam kar deta hai, aur aise companies ko sector growth se fayda uthana mushkil ho jata hai.
Reliance Infrastructure ke liye future mein ₹3,927 Crore tak ke debt ka risk hai. ED ki yeh actions 2017-2019 ke alleged fraudulent money diversion se judi hain. Low P/E ratio aur negative book value yeh dikha rahe hain ki company mein fundamental problems hain. Lagatar assets attach hone se company ki value aur investor confidence dono ghat rahe hain.
ED ki badhti hui actions Reliance Infrastructure ke liye mushkil khadi kar rahi hain. RAAG group ke total seized assets ₹20,000 Crore ke kareeb pahunch rahe hain, jo companies ki financial stability par asar daal sakta hai. Yeh sab legal cases aur asset seizures R-Infra ki valuation aur uske future infrastructure projects ko continue affect karte rahenge.