Whalesbook
Achanak Q4 results itne tagde kaise?
Company ka revenue 22% badh kar ₹11,602 Crore ho gaya hai is quarter mein. Energy sales bhi 34% uchhal kar 37,567 million units tak pahunch gayi. Yeh sab hua hai aggressive capacity additions aur operational efficiency ki wajah se. Sabse achhi baat yeh hai ki EBITDA bhi expectations se 5% zyada raha, kyuki operating expenses kam rahe.
Jefferies ka verdict kya hai?
Is performance ko dekh kar Jefferies ne Adani Green par apna 'buy' rating pakka rakha hai aur target price ko ₹1,260 se badha kar ₹1,435 kar diya hai. Iska matlab hai ki current levels se stock mein 16.6% tak ka upside mil sakta hai, toh yeh ek positive signal hai investors ke liye.
Capacity plans mein thoda change?
Lekin ek chiz jo thodi tension wali hai woh hai transmission constraints. Iski wajah se management ne ab naye capacity additions ka target ghata kar 4.5 gigawatts kar diya hai, pehle yeh 7-8 gigawatts ka tha. FY27 ke liye bhi guidance kam karke 5 gigawatts kar diya hai, jo pehle 6.3 gigawatts tha.
Long-term outlook abhi bhi solid?
Par long-term mein company ka vision clear hai. Woh 2030 tak 50 gigawatts capacity banane ke target par abhi bhi focus kar rahe hain. Abhi inke paas 19.3 gigawatts capacity hai, toh future mein growth ki kaafi chances hain, haalanki thode infrastructure issues chal rahe hain.