Whalesbook
Arre suno, Adani Group ke shares mein aaj toh tezi aa gayi, bro! Ye isliye hua kyunki news aa rahi hai ki US ke prosecutors founder Gautam Adani ke khilaaf criminal fraud aur bribery cases khatam karne ka soch rahe hain. Reports ke mutabik, India mein solar contracts ke liye bribery ka scheme chal raha tha. Agar ye charges drop ho gaye, toh investors ka confidence badhega aur conglomerate ke expansion plans ko bhi help milegi. Bombay Stock Exchange par Adani Enterprises jaise stocks ne gain dikhaya hai. Experts keh rahe hain ki Adani Green Energy ka 50 GW renewable capacity by 2030 ka target bhi important hai, par haan, kuch dusre regions mein civil inquiries aur regulatory scrutiny chal sakti hai. Investors abhi bhi group ke cash flow aur debt management par nazar rakhenge.
Ab chalte hain Inox Clean Energy Services Ltd. ki taraf, jo INOXGFL Group ka hissa hai. Inhone Boviet Solar Technology LLC se US mein solar manufacturing assets khareed liye hain. Deal hui hai lagbhag $750 million (matlab ₹7,175 crore) ki! Ye unka America mein manufacturing mein bada step hai aur dusra international expansion. Isse woh solar supply chains ka fayda uthayenge aur US solar market mein entry karenge, jahan Inflation Reduction Act (IRA) jaise policies domestic production ko boost kar rahi hain. Ab companies jaise First Solar aur Qcells USA bhi US mein module manufacturing badha rahi hain.
Sirf yahi nahi, IRB Infrastructure Trust bhi apne do highway assets ₹4,663 crore mein IRB InvIT Fund ko bech raha hai. RailTel Corporation of India ko New Delhi Railway Station ke liye AI surveillance system ka contract mila hai. Aur hospitality mein, Kamat Hotels (India) Dwarka, Gujarat mein ek naya luxury hotel manage karega jo December 2026 tak khulega. Metals and mining sector mein bhi momentum hai, Kotak Alternate Asset Managers ne Lloyds Metals & Energy Ltd. ko ₹750 crore diye hain.
Par haan, Adani Group ke liye kuch risks abhi bhi hain. Dusre deshon mein chal rahi inquiries aur scrutiny future financing par impact kar sakti hai, especially ESG-focused investors ke liye. Solar sector mein bhi global supply chains par depend karna thoda risky ho sakta hai. Infrastructure trusts mein badhta debt bhi ek concern hai. Aur RailTel ko debtors manage karne mein dikkat aa sakti hai.
Aage chal kar, hospitality aur metals & mining sectors India mein achha perform kar sakte hain. Renewable energy sector bhi grow karta rahega. US mein solar manufacturing badh raha hai, par supply gaps aur cost competitiveness par focus karna hoga.