Whalesbook
Imagine karo, group is saal ₹2 lakh crore ke naye assets add karne ki planning mein hai, aur yeh sab apne internal logon se hi karne ka goal hai! Yeh growth itni tezi se ho rahi hai ki jo kaam normally saalon lagta hai, woh ek saal mein complete karne ki baat hai.
Par yaar, ek bada sawaal khada ho raha hai: kya sirf andar ke talent par depend karke itni badi growth achieve ho paayegi? Jab competitors jaise Reliance Industries aur Tata Group active tarike se bahar se talented logon ko recruit karte hain, alag-alag leadership programs (jaise CAP, TAS, TMTC) chalate hain, unhein naye ideas aur specialized skills milte rehte hain. India ka logistics sector ₹450 billion tak pahunchna hai by 2026-27, aur infrastructure market bhi $205.96 billion ka hone wala hai 2026 mein. Yeh dono bahut competitive areas hain jahan har type ki expertise chahiye.
Adani Enterprises ne Q4 FY26 mein ₹221 crore ka net loss report kiya tha, although revenue 20.3% badha tha. Yeh loss Navi Mumbai International Airport aur copper plant jaise naye projects ke heavy expenses ki wajah se tha. Stock valuations bhi kaafi stretched hain - Adani Enterprises ka P/E around 26.82-32.28 aur Adani Ports & SEZ ka 28.64-30.45 chal raha hai, jisse investors ko future growth ki kaafi umeed hai. Ab yeh strategy us umeed ko pura karne mein help karegi ya nahi, yeh dekhna hoga.
Aur haan, sabse critical baat ye hai ki group ne pehle Hindenburg Research ke allegations aur SEBI investigations se bhi deal kiya hai, jahan governance par sawaal uthe the. Haalanki market value toh recover ho gaya hai Supreme Court ke ruling ke baad bhi, par purani baatein yaad reh sakti hain. Adani Enterprises ka debt-to-equity ratio bhi 162.60 hai, matlab efficiency aur smooth execution bahut zaroori hai. Agar specialized skills jaise green energy ya advanced logistics mein internal talent ki kami reh gayi, toh mushkil ho sakti hai. Aur Gautam Adani ka 'dinon se ghanton' mein decision-making ka target shayad poora na ho paaye agar team fully prepared na ho.
Overall, Adani Group ka yeh talent strategy ek bada gamble hai. Ab sabki nazar yeh dekhne par rahegi ki woh apne current staff ko kitni jaldi train kar paate hain, skill gaps kaise fill karte hain, aur is bade transition mein corporate governance ko kaise maintain rakhte hain. Investors ke liye yeh ek crucial monitoring point hoga.