Bhaiyo, Adani Green Energy ne FY26 mein apni growth ka ek naya chapter likha hai.
Khavda jaisi jagah par record 5.1 GW naye greenfield projects add kiye hain, jiske baad unki total operational capacity 35% badh kar 19.3 GW ho gayi hai. Is sabka asar dikh raha hai revenue mein, jo 22% badh kar ₹11,602 Crore ho gaya hai, aur energy sales bhi 34% badh gaye hain. Unka EBITDA margin 91% par hai, jo kaafi zabardast hai, aur cash profit bhi 11% badha hai.
Par yahan ek bada twist hai - iss growth ke peeche company ka net debt ₹91,252 Crore tak pahunch gaya hai! Aur valuation ki baat karein toh, JSW Energy (around 40x P/E) aur Tata Power (around 55x P/E) ke muqable AGEL ka P/E ratio 130x se 150x ke beech hai, jo kaafi high hai.
Analysts 'Strong Buy' rating de rahe hain aur price targets ₹1,181 se ₹1,396 tak de rahe hain, lekin badhte debt aur high valuation ko manage karna ek bada challenge ho sakta hai. Company ka goal hai 2030 tak 50 GW tak pahunchna.
Toh growth toh hai, par debt aur valuation ko dhyan mein rakhna padega.
