Toh bhaiyo, Gujarat ki Goldi Solar ne announce kar diya hai ki woh $350 million tak ka IPO laane ki soch rahe hain. Yeh company solar modules banane mein kaafi badi hai, inki current capacity 14.7 GW hai. Is IPO se jo paisa aayega, usse company apni capacity aur expand karegi. Pata hai, October 2025 mein bhi inko ₹1,422 crore ka funding mila tha, jismein Havells India aur Nikhil Kamath jaise bade naam the. Ab yeh apni module manufacturing capacity ko 14 GW tak badhaayenge mid-FY 25-26 tak, aur 4 GW ki solar cell manufacturing capacity bhi FY27 tak taiyar karne ka plan hai.
India Ka Green Energy Race Aur Goldi Solar Ka Move
Yeh move India ke renewable energy sector ke liye kaafi important hai. Current time mein lagbhag 12 renewable energy companies $4 billion se zyada raise karne ka soch rahi hain. Sabki nazar Modi ji ke 500 GW non-fossil fuel power capacity ke target par hai 2030 tak, aur iske liye government bhi Production Linked Incentive (PLI) jaise schemes se support kar rahi hai.
Sector Mein Badi Competition Aur Challenges
Lekin scene thoda complicated bhi hai. Ek taraf jahaan Solar Industries India jaise players ka Price-to-Earnings (P/E) ratio 83.8 hai (Feb 2026 tak), wohi Tata Power jaise bade players ka P/E sirf 3.46 hai. Kuch recent IPOs jaise Waaree Energies aur Premier Energies ne toh market mein kamaal kar diya, share price bahut bhaga. Par kuch companies ko market correction aur corporate governance issues bhi face karne pade hain, jaise Gensol Engineering.
Saatvik Green Energy ka IPO bhi dekha gaya, jahaan ₹900 crore ke issue mein company ki valuation ₹5,900 crore se zyada thi. Matlab market mein expectations bahut high hain. Ek aur dikkat yeh hai ki Indian solar manufacturers ko Chinese components use karne ki wajah se export markets mein rejection face karna pad raha hai, jisse supply chain mein bhi pressure aa sakta hai.
Aage Kya Ho Sakta Hai?
Goldi Solar ka IPO India ke green energy push ka fayda utha sakta hai. Company ke expansion plans aur recent funding se lagta hai ki woh competitive market mein tik sakte hain. Par itni saari companies ke ek saath IPO lane se investor ka dhyan bat sakta hai aur valuations par bhi pressure aa sakta hai. Investors ko carefully analysis karna hoga ki woh is crowded race mein kaise perform karenge.