Ellenbarrie Industrial Gases ne BHEL ke saath ek bada deal sign kiya hai. Company **₹481 Crore** ka cryogenic Air Separation Unit banayegi, jiska kaam fiscal year **2029** tak poora hoga.
Order ka bada impact
Ellenbarrie Industrial Gases ne Bharat Heavy Electricals (BHEL) ke saath ₹481 Crore ka contract lock kiya hai. Is deal mein company 1,200 tons-per-day ki capacity wala ek bada cryogenic Air Separation Unit setup karegi. Ye unit BHEL ke Coal-to-Ammonium Nitrate project ka dil hone wala hai.
Kya hai plan?
Ye project 'Turnkey Build-and-Transfer' model par chalega. Iska matlab saaf hai—designing se lekar construction aur final testing tak, sab kuch Ellenbarrie handle karegi. Ek baar kaam finish ho gaya aur standards meet ho gaye, toh ye facility BHEL ko hand-over kar di jayegi. Company long-term ownership ya operations mein nahi rehne wali hai.
Investors ke liye kya hai catch?
Execution ka kaam 8 quarters mein spread hoga, yani 2029 tak ye project chalega. Ye normal gas selling business se hatkar hai, toh revenue model mein bada badlav dikh raha hai. Lekin dhyan rakhein, aise construction-heavy projects mein raw material price aur supply chain issues ka risk hamesha rehta hai, jo margins par asar daal sakta hai.
Stock ka haal
Filhal company ka market cap ₹5,061 Crore ke aas-paas hai. Stock ka price ₹359.10 par band hua, jisme pichle session mein 2.62% ki girawat dikhi thi. Pichle ek saal mein ye share ₹175.05 se lekar ₹500.85 tak ghooma hai. Ab dekhna ye hai ki kya ye naya order volatility ko kam kar payega ya nahi. Agle quarterly results mein project ke progress milestones par nazar rakhna zaroori hoga.