Achanak profit kaise badha? Demand flat hone ke baad bhi!
Ab sawal ye hai ki jab desh mein bijli ki demand flat thi aur prices bhi kam hue, toh IEX ne itna tagda profit kaise nikala? Iske peeche ka secret hai volumes ka badhna, jisse company ne sab manage kar liya!
Volumes ki Race aur Sasti Bijli ka Kamaal
Dekho, electricity trade volumes 12% badh kar 34.1 billion units ho gaye. Ye isliye hua kyunki coal, solar jaise sources se supply achhi mili, aur fuel prices bhi kam the. Jaise imported coal prices 10% gire.
Isse fayda ye hua ki DAM (Day Ahead Market) mein price 13.2% gir kar ₹3.22 aur RTM (Real-Time Market) price 11.6% gir kar ₹3.26 ho gaya. Matlab consumers ko sasti bijli mili, aur IEX ne zyadah trade volumes se yeh gap fill kar diya.
Gas aur Carbon Market se Bhi Extra Income!
Sirf bijli hi nahi, IEX ka gas business (IGX) bhi mast chal raha hai. Gas volumes 8% badh kar 17.5 Million MMBtu ho gaye aur IGX ka profit bhi 6% badh kar ₹8.8 Crore ho gaya. Aur suno, carbon market (ICX) mein bhi I-RECs ki demand dikh rahi hai. Iss quarter mein hi 51 lakh certificates issue kiye gaye, jo pichhle poore saal se bhi zyada hain!
Stock Ka Kya Scene Hai?
IEX power trading mein lagbhag monopoly chala raha hai, 95% se zyada market share ke saath. Stock abhi around ₹1450 chal raha hai, market cap ₹55,000 Crore ke aas paas hai, aur P/E ratio 65x hai. Yeh sab dikhata hai ki investors ko company ke future par full bharosa hai aur woh isko ek strong stock mante hain.