₹22,000 Crore Ka Power Plan!
So, AESL ne FY27 ke liye apna capital expenditure 47% tak badha kar ₹22,000 crore pe pahuncha diya hai. Is bade plan mein sabse zyada, matlab ₹15,500 crore, yeh log transmission projects mein daalenge. Distribution ke liye ₹2,350 crore aur smart meters ke liye ₹3,900 crore alag rakhe gaye hain. Aur rukko, FY28 ke liye toh aur bhi bada plan hai, around ₹25,000 crore kharch karne ka soch rahe hain, jisme se ₹20,000 crore sirf transmission mein jayega.
Smart Meters Ka Speed Badha
Pichhle saal 82 lakh smart meters lagane ke baad, is saal company ka target hai 1 crore smart meters install karne ka! Isse energy management better hoga aur users ko bhi naye tech ke benefits milenge.
Crucial Projects Done!
Company ne recent quarter mein Mumbai High-Voltage Direct Current (HVDC) project finish kiya hai, jiski wajah se woh India ki pehli private company ban gayi hai jisne do aise HVDC projects complete kiye hain. Iske alawa, North Karanpura Transmission project aur Khavda-linked assets jaise 5 aur transmission projects bhi saal mein finish kiye hain.
Market Kya Keh Raha Hai?
Power Grid Corporation of India jaise competitors ke comparison mein AESL ka P/E ratio around 65.85 hai, jo PGCIL ke 15.30 se kaafi zyada hai. Iska matlab hai ki market ko AESL ke future growth se bahut umeed hai. India ka power sector Government initiatives ki wajah se grow kar raha hai.
Thoda Risk Bhi Hai, Bro!
Itna bada kharcha matlab debt bhi badhega. Agar interest rates badhein toh company ke liye thoda tension ho sakta hai. Smart meter rollout mein bhi execution ki challenges aa sakti hain. Adani Group ke naam ke karan bhi investors thoda watch out karte hain, haalanki yeh seedha AESL se juda nahi hai.
