Whalesbook
Adani Power ka Order Aur Diamond Power Ki Chinta
Arre bhai, Diamond Power Infrastructure ko Adani Power se ek bada deal mila hai! Unhone ₹43.26 Crore ka order secure kiya hai Raipur Phase-II Thermal Power Project ke liye power aur control cables supply karne ka. Is project ki execution July 2026 tak poori karni hai. Ye khabar aate hi Diamond Power ke shares mein thoda 2.83% ka jump dekha gaya tha, jo ₹128.43 tak pahunch gaye. Adani Power khud bhi apna Raipur Phase-II project expand kar raha hai, do 800 MW units add karke.
Sector Boom Ke Beech Valuation Ka Scare
Mazedar baat yeh hai ki India ka wires and cables market ekdum zabardast growth dikha raha hai. Estimated ₹92,000 Crore se yeh ₹1.43 lakh Crore tak pahunchega FY28-29 tak. Lekin, is bade market mein Diamond Power Infrastructure ki position thodi alag hai. Market leader Polycab India ka market cap ₹1 lakh Crore se zyada hai aur P/E ratio 40-45x ke aas-paas hai. KEI Industries bhi ₹40,000 Crore market cap aur 45x P/E ke saath accha performer hai. Jabki Diamond Power Infrastructure ka P/E ratio dekho toh 63.5x se 66.1x hai, jo competitors se kaafi zyada hai. Aur toh aur, company ka book value negative hai, jo ki ek badi red flag hai!
'Strong Sell' Downgrade Aur Past Issues
Is valuation aur fundamental issues ke karan, MarketsMojo ne January 13, 2026 ko company ko seedha 'Strong Sell' rating de di thi. Technicals bhi abhi bearish trend dikha rahe hain. Company ka pehle ka Corporate Insolvency Resolution Process (CIRP) history aur uske baad ke legal maamle bhi investors ko pareshan kar rahe hain. Corporate governance ke bhi kuch concerns hain.
Sector Growth Ke Fayde Aur DPIL Ki Hurdles
Toh bhai, sector mein toh demand hai aur growth bhi achhi hai, par Diamond Power Infrastructure ke andar hi itni problems hain ki yeh order milne ke baad bhi investors ko bahut soch-samajh kar decide karna hoga. Competition mein Polycab aur KEI jaise companies zyada solid financials ke saath aage badh rahi hain.