Tata Power ka dhamakedar deal! Vayona Energy se milega **702 MW** wind power!

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AuthorAarav Shah|Published at:
Tata Power ka dhamakedar deal! Vayona Energy se milega **702 MW** wind power!
Overview

Arre bhaiyo aur behno, Tata Power ki taraf se ek mast khabar aa rahi hai! Unki renewable energy arm, TPREL, ne Vayona Energy ke saath ek bada deal kiya hai jisme **195** wind turbines milenge. Isse **702 MW** ki nayi renewable capacity add hogi, jo Karnataka, Maharashtra aur Tamil Nadu mein lagayi jayegi.

Toh is deal se TPREL ke liye 702 MW ki capacity judegi. Ye 195 turbines, SG 3.6-145 model wale, Karnataka, Maharashtra aur Tamil Nadu mein lagayenge. Ab TPREL ke paas pehle se 5.6 GW ki capacity hai aur FY26 end tak 7.3 GW tak pahunchna hai. Long term mein toh 33 GW ka target hai 2030 tak. Jo turbines aa rahe hain na, SG 3.6-145, woh kaafi efficient hain aur zyada energy produce karte hain. Tata Power ka share abhi ₹378.00 ke aas-paas chal raha hai.

Market Ka Scene

Vayona Energy, jo Murguppa Group ki hai, is deal se kaafi strong position mein aa gayi hai. India mein renewable energy sector ekdum josh mein hai, target hai 2030 tak 500 GW non-fossil fuel capacity ka. Abhi tak India mein lagbhag 251 GW renewable capacity install ho chuki hai. Dusri companies bhi isi race mein hain, jaise Siemens Gamesa. TPREL ne haal hi mein kaam chalne mein thodi delays dekhi hain, heavy rains ki wajah se H1 FY26 mein bas 205 MW hi add kar paaye. Isliye FY26 ka target bhi 2.5 GW se kam karke 1.5 GW kar diya hai. Lekin Q2 FY26 mein inka profit 70% badha hai. Tata Power ka P/E ratio 31.83 hai, jo sector average 35.94 se thoda kam hai, matlab thoda cheap lag raha hai comparitively. Market cap ₹1.21 trillion ke aas-paas hai.

⚠️ Par Chinta Ki Baat Kya Hai?

Par ruk jao! Har chamakti cheez sona nahi hoti. Kuch chinta bhi hai. Tata Power pe debt kaafi hai, debt-to-equity ratio 156.2% tak pahunch gaya hai (February 20, 2026 tak). Agar interest rates badhe toh mushkil ho sakti hai. Kuch analysts ne toh MarketsMojo pe 'Strong Sell' rating bhi de di hai, bol rahe hain ki financial performance utni achi nahi hai. Aur haan, TPREL ko site access mein dikkatein aa rahi hain, isliye targets kam karne pade. Competition mein dekho toh Adani Green Energy (AGEL) ke EBITDA margins 79.2% hain, jabki TPREL ke bas 19.8% hain. Iska matlab Tata Power ka business model thoda complex hai. Jo P/E ratio 31.8x hai, woh sector average 28.08 se zyada hai, matlab stock thoda expensive lag raha hai is comparison mein.

Aage Kya Ho Sakta Hai?

Lekin overall picture dekhein toh analysts 'Outperform' rating de rahe hain aur target ₹408.86 diya hai. Earnings 20.1% aur revenue 10.2% per annum grow hone ki ummeed hai. TPREL apne 33 GW ke long-term target ko achieve karne ke liye committed hai, aur government bhi renewable energy ko support kar rahi hai. Toh future toh bright lag raha hai, bas execution pe dhyan dena hoga.

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