Sarda Energy Stock: ₹2,000 Cr EBITDA ka Target! Energy aur Mining mein Badi Planning!

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AuthorKavya Nair|Published at:
Sarda Energy Stock: ₹2,000 Cr EBITDA ka Target! Energy aur Mining mein Badi Planning!
Overview

Sarda Energy & Minerals ke liye ekdum jabardast news hai, bhai! FY26 tak **₹2,000 Crore** ka EBITDA hit karne ka target set kiya hai. Yeh sab energy aur mining sectors mein massive expansion se hoga. Socho, FY20 mein EBITDA sirf **₹350 Crore** tha, aur FY25 tak yeh **₹1,250 Crore** tak pahunch gaya hai, primarily SKS Power ke acquisition ke baad. Big jump!

Toh ye bada target ek dual strategy par based hai - energy business ko badhana aur mining capacity ko strong karna. SKS Power ka successful integration aur mining assets ka development isko support karega.

Energy segment ki baat karein toh FY26 mein target EBITDA ₹2,000 Crore mein se lagbhag ₹1,333 Crore yahin se aane ki ummeed hai. Abhi-abhi Raigad mein 24.9 MW ka hydropower project start kiya hai, jahan 40 saal ke liye ₹7.42 per unit ka Power Purchase Agreement (PPA) mil gaya hai, matlab long-term income secure hai. Plus, ek 50 MW ka solar power project bhi June tak ready ho jayega. Aur sabse bada deal? 600 MW ka SKS Power Generation thermal plant, jise ₹1,950 Crore mein acquire kiya hai. Isse unki energy vertical ki capacity bahut badh gayi hai, aur unke captive mines se coal supply bhi secure ho jayegi.

Mining mein bhi company ne bada plan banaya hai. Current 1.80 million tonnes per annum (MTPA) coal production capacity ko badha kar 5.51 MTPA tak le jaane ka goal hai. Isse unhe apne energy business ke liye fuel aur earnings mein stability milegi. Gare Palma IV/7 mine ki production capacity 1.68 MT se 1.80 MTPA ho gayi hai, jiska final approval Feb 11, 2026 ko mila. Abhi Gare Palma IV/5, Bartunga, aur Senduri jaise projects ke liye approvals chal rahe hain. Shahpur West coal mine (MP) FY27 se pehle start hone ki ummeed hai, jismein lagbhag 10 million tonnes coal reserves hain. Bro, Feb 10, 2026 tak company ka market cap ₹17,698 Crore tha aur Feb 5, 2026 ko P/E ratio 17.3 tha. Over the last year, stock bhi 16.20% badha hai.

Abhi toh sab acha lag raha hai, but thoda caution bhi zaroori hai, yaar. Ye ₹2,000 Crore EBITDA ka target achieve karna ekdum mushkil ho sakta hai agar sab projects time par nahi bane. Mines ke approvals mein der ho gayi ya Shahpur West mine start hone mein late hua, toh production numbers par farak padega. SKS Power ko integrate karna bhi easy nahi hoga; Q3 FY26 mein turbine maintenance ki wajah se consolidated net profit 3.55% gir gaya tha. Aur ₹1,950 Crore ka acquisition cost bhi ek bada financial commitment hai. Agar P/E ratio 17.3 ko competitors se compare karein toh kuch jagah yeh higher side par hai. Plus, debt-funded expansion aur commodity prices ka upar-neeche hona bhi risk hai. Mining business mein logistics, infrastructure, aur environmental clearances bhi critical hain. Historical performance dekho toh FY23-24 mein profit after tax ₹531 Crore tha, jo FY22-23 ke ₹603 Crore se kam tha, selling prices kam hone ke karan.

Overall, Sarda Energy & Minerals India ke energy aur mining sectors mein aane wale growth ka fayda uthane ke liye smartly position kar rahi hai. Thermal, hydro, solar power sab mein diversify karna aur mining capacity badhana unhe future ke liye ready kar raha hai. Analysts abhi bhi projects ke execution aur approvals ko closely watch kar rahe hain, kyuki wahi FY26 targets ka future decide karega. Indian mining sector 2026 mein policy support aur demand growth se boost hone ki ummeed hai, jo SEML ke liye ek acha sign hai.

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