Whalesbook
Inox Clean Energy ka US mein bada kadam!
Yeh deal asal mein $750 Million ka hai, jisme Inox Clean Energy ne Boviet Solar ki US manufacturing facilities khareed li hain. Yeh sab North Carolina ke Greenville mein hoga, aur capacity hai 6 gigawatt ki. INOXGFL Group ke Devansh Jain ne kaha ki yeh "Make in America, For America" ke liye hai, kyunki US mein AI aur data centers ke liye energy ki demand bahut badh rahi hai.
US ke Special Rules aur Demand ka Fayda
Is deal ka ek bada reason US government ke support policies hain. Jo products yahan banenge, un par Section 45X ke tahat Inflation Reduction Act (IRA) mein incentives milenge. Group CFO Akhil Jindal ne bataya ki yeh ek "ready, scalable platform" hai high-margin market mein, aur US mein cell ki kami aur Section 45X ke fayde dikh rahe hain.
Tezi se expansion aur bade targets
Inox Clean Energy ne pichhle 9 mahine mein 9 companies acquire ki hain. Inka target hai FY2028 tak 11 GW solar manufacturing capacity aur 10 GW operating IPP capacity banana. January 2026 mein company ne $350 Million raise kiye the, $5.5 billion valuation par. AI development se energy demand itni badh rahi hai ki US data centers ki electricity use 2028 tak triple ho sakti hai!
Competitors aur Kuch Chintaayein
Market mein First Solar, JinkoSolar jaise bade players hain. Parent INOXGFL Group ka market cap lagbhag ₹40,183 crore hai. Lekin ek concern yeh hai ki Inox Green Energy Services Ltd. ka P/E ratio bahut zyada hai, competitors se bhi zyada. Return on Equity (ROE) aur Return on Capital Employed (ROCE) bhi kam hain. Mazedaar baat yeh hai ki 67 analysts ne Inox Green Energy ko "Strong Sell" kaha hai. Dusra point yeh hai ki Section 45X incentives 2032 tak khatam ho sakte hain, toh future revenue ka kya hoga? Itni tezi se 9 acquisitions manage karna bhi ek challenge hai.