Waaree Energies Green Hydrogen Deal: 15 Saal Ki Long-Term Revenue Pakki! Kya Share Bhagega?

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AuthorAnanya Iyer|Published at:
Waaree Energies Green Hydrogen Deal: 15 Saal Ki Long-Term Revenue Pakki! Kya Share Bhagega?
Overview

Waaree Energies ne bhai, apne green hydrogen business mein ekdum solid move kiya hai! Unki subsidiary ne Zero Footprint Industries (ZFI) ke saath 15 saal ka 'Electrolyzer as a Service' (EAAS) deal pakda hai ek 2.5 MW alkaline electrolyzer ke liye. Aur toh aur, 50 MW aur supply karne ka bhi ek MoU sign hua hai. Ye deal long-term revenue ka rasta kholti hai.

Kya chal raha hai Waaree ke yahan?

Waaree Energies, apni subsidiary Waaree Clean Energy Solutions ke through, ekdum ready hai India ke green hydrogen economy ko boost karne ke liye. Unhone ZFI ke saath ek 15 saal ka 'Electrolyzer as a Service' (EAAS) contract sign kiya hai, jisme ek 2.5 MW ka alkaline electrolyzer system provide kiya jayega. Simple terms mein, Waaree electrolyzer provide karegi aur uske service ka charge long-term legi.

Iske saath hi, ek Memorandum of Understanding (MoU) bhi hua hai jisme 50 MW aur electrolyzers supply kiye jayenge EAAS model par hi. Yeh deal North India mein hone wale green hydrogen projects ke liye hai. Is partnership ka main aim hai green hydrogen ka use badhana aur ZFI ko grey hydrogen se green hydrogen mein shift hone mein help karna.

Yeh 2.5 MW wala project saal mein lagbhag 41 lakh Nm3 green hydrogen aur 20 lakh Nm3 green oxygen produce karega. First electrolyzer stack ki delivery Q2 FY2026-27 tak hogi aur commercial operations Q3 FY2026-27 se shuru hone ki ummeed hai.

Ye deal Waaree ke liye kyun important hai?

EAAS model se Waaree ko ek predictable aur stable long-term revenue stream milegi. Isme sirf electrolyzer manufacturing ka hi nahi, balki uske operation and maintenance (O&M) services ka bhi paisa milega. Ye deal Waaree ko apni advanced alkaline electrolyzer technology aur O&M capabilities dikhane ka ek perfect mauka degi.

Yeh move directly India ke Net Zero targets aur National Green Hydrogen Mission (NGHM) ko support karta hai. Waaree is mission mein ek major player banta dikh raha hai.

Aage kya?

Investors ko ab yeh dekhte rehna hoga ki project execution kitna smooth hota hai aur 50 MW wale MoU par kitni jaldi kaam shuru hota hai. Waaree ki capacity 300 MW ki electrolyzer manufacturing plant ke liye approved hai, toh scaling ka potential toh hai. Par haan, government policies aur sector growth par bhi nazar rakhni padegi.

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