Central Electricity Authority ne railways, hospitals aur data centres ke liye **100%** power redundancy compulsory kar di hai. Ab inhe **2** independent sources se bijli leni hogi, jisse inka kharcha (CAPEX) badhna tay hai.
Central Electricity Authority (CEA) ne ek naya aur sakht directive jaari kiya hai. Ab railways, hospitals, oil refineries, steel plants aur data centres jaise important sectors ko 100% power redundancy maintain karni hogi. Iska matlab ye hai ki ab sirf ek source par kaam nahi chalega, balki 2 bilkul alag independent supply lines honi chahiye taaki agar ek fail ho, toh dusri turant backup mein rahe.
Industrial companies par CAPEX ka pressure
Ye mandate companies ke liye thoda mehenga padne wala hai. Jo companies abhi tak purane systems par chal rahi thi, unhe ab naye substations, transformers aur switchgear mein bhari-bharkam invest karna padega. Steel aur refinery jaise sectors, jahan bina rukawat power supply chahiye hoti hai, unke CAPEX budget par seedha asar padega.
Infra suppliers ke liye 'Achche Din'?
Jahan ek taraf industrial players ka kharcha badhega, wahin electrical infra banane wali companies ke liye order book bharne ka mauka hai. High-voltage transformers aur advanced control systems banane wali firms ki demand badh sakti hai. Saath hi, CEA ka 1150 kV UHVAC systems ki taraf badhne ka plan sector mein long-term growth trigger kar sakta hai.
Investors ke liye kya hai?
Ab agle kuch quarters mein companies apne financial updates aur annual reports mein batayengi ki is rule ko follow karne mein unka kitna paisa kharch ho raha hai. Investors ko steel, refinery aur data centre companies ke project cost revisions par nazar rakhni chahiye, kyunki ye inke profit margins ko impact kar sakta hai.