Whalesbook
Toh bhai, yeh koi chota-mota plan nahi hai. ONGC ismein lagbhag $18 se $20 billion ka paisa laga rahi hai. Asal mein, yeh company ka sabse bada exploration program banne wala hai, jismein woh gehre samandar mein oil aur gas dhoondhegi. Iska main motive hai India ki energy needs ko pura karna aur domestic oil aur gas production ko badhana. Yeh sab India ke 'Samudra Manthan Mission' ko support karne ke liye ho raha hai, jiska goal hai desh ki energy security ko mazboot karna.
Aur yeh log kitne serious hain, iska andaaza is baat se lagao ki inko sirf 80 din ke andar-andar drilling rigs ko mobilize karna hai. Matlab, ekdum fast track par hai yeh mission! Wahi, yeh log duniya ke bade energy players jaise BP, ExxonMobil, Shell, aur TotalEnergies ke saath milkar kaam karne wale hain, taaki unki expertise ka fayda utha sakein. Kyunki global market mein bhi deepwater exploration ka trend zor pakad raha hai.
Ab brokers aur analysts kya keh rahe hain? Zyadatar log positive hain. Kaafi analysts ne 'Buy' rating di hui hai. Target prices generally ₹290 se ₹333 ke aas-paas hain, aur ek brokerage ne toh ₹405 tak ka target de diya hai! Windfall tax wali tensions ab kam ho gayi hain, is naye Act ke baad thoda stability dikh raha hai.
Par haan, itna bada investment hai toh challenges bhi honge. Deepwater exploration bahut mehnga aur risky hota hai. Samandar ke andar geological issues aur logistics manage karna mushkil ho sakta hai, jisse cost badh sakti hai. Aur woh 80 din ka deadline bhi thoda tight hai, jo contractors par pressure daal sakta hai. Company ka sales growth 9.06% aur profit growth bhi saal-dar-saal kam raha hai, toh is bade kharche ko manage karna ek challenge hoga. Phir bhi, analysts ka view generally positive hai aur ONGC India ki energy independence ke liye ek important role play karne wali hai.