Whalesbook
Power Sector Mein Toofani Tezi! ⚡
Bhai log, India ka power sector abhi kamaal dikha raha hai. Company ke results acche aa rahe hain, new investments ho rahe hain, aur government bhi support kar rahi hai. Sabse important baat yeh hai ki companies ab zyada efficient ho gayi hain aur energy ki demand bhi badh rahi hai.
Kahan Kahan Lagi Tez Lagatar?
- Hitachi Energy India ₹35,495 ke all-time high par pahunch gaya, matlab 6% ka jump!
- Siemens Energy India 9% bhad kar ₹3,455 par aa gaya, lagbhag 52-week high ke paas.
- GE Vernova T&D India bhi 9% upar chadh kar ₹4,800 par pahunch gaya.
Ye sab isliye ho raha hai kyunki companies kamaal kar rahi hain. GE Vernova T&D India ko record orders mile hain, unhone ₹1,000 crore se zyada ka investment kiya hai. Unka Q4FY26 order inflow 188% badh kar ₹8,610 crore ho gaya tha, especially renewable energy aur high-voltage transmission projects ki wajah se.
Siemens Energy India ka order backlog bhi 22.2% badh kar ₹18,433 crore ho gaya hai. Log electricity, decarbonization aur energy security solutions maang rahe hain.
Investors bhi excited hain! Siemens Energy India mein 6 guna zyada trading hui hai, lagbhag 2.37 million shares change hue hain.
Reforms Ka Impact Aur Future Kya Hai?
Experts keh rahe hain ki technical aur commercial losses kam hone se sector strong ho raha hai. Supply cost aur revenue ka gap bhi kam hua hai. Distribution companies (DISCOMs) ab FY25 mein profitable ho gayi hain aur unke dues bhi kaafi kam ho gaye hain.
SBI Capital Markets ko lagta hai ki yeh sab thermal, nuclear aur renewable energy sectors ke liye bahut achha hai. Motilal Oswal Financial Services (MOFSL) ne toh Siemens Energy ko 'BUY' rating di hai aur target price ₹3,700 rakha hai. Unka kehna hai ki renewables, data centers aur private sector mein badhti investment se fayda hoga.
MOFSL ka andaaza hai ki 2032 tak transmission aur distribution (T&D) sector mein ₹9 trillion ka capex hoga. Transformer banane wali companies bhi FY28 tak accha profit kama sakti hain.
Distribution Mein Abhi Bhi Challenges Hain
Par haan, distribution mein thodi dikkat toh hai, jahan abhi aur improvement ki zaroorat hai. DISCOMs abhi profitable hain, par unki long-term health regulatory oversight aur efficiency par depend karti hai.
Bade projects ko execute karne mein risk hota hai, jaise project management ki issues ya cost badh jana. Global economy ya policy mein change bhi investment ko affect kar sakta hai.
Aage Kya?
Sector mein growth jari rehne ki umeed hai. Transmission infrastructure mein kaafi investment hone wala hai aur distribution mein bhi sudhar ho raha hai. Analysts ko lagta hai ki badi companies ka earnings growth bana rahega, kyunki energy ki demand hai aur government bhi renewable energy par focus kar rahi hai. Sabki nazar ab grid ko upgrade karne aur sabhi players ki financial health par rahegi.