Whalesbook
Company ne yeh ₹132 Crore ka investment Oyster Green Hybrid One Private Limited mein kiya hai. Yeh ₹23.41 crore extra dekar unhone company mein 4.60% stake aur badha liya hai. Iss paiso se ab 282 MW ka solar-wind hybrid power project banega, jo company ki energy needs ko pura karega. Isse saal mein lagbhag 6.5 lakh metric tonnes CO2 emissions kam honge, aur company apne 2050 tak net-zero wale target ko achieve karne mein aur bhi strong ho jayegi.
Aur bhai, yeh sirf Jindal Stainless ka move nahi hai. India ki steel industry mein bhi yeh trend chal raha hai. Tata Steel aur SAIL bhi aise hi green energy projects mein paisa laga rahe hain. Government bhi 'Green Steel Taxonomy' jaise schemes se green steel ko promote kar rahi hai. Jindal Stainless ka share price bhi aaj achha perform kar raha tha, ₹717.80 par close hua, jo ki 1.84% upar tha.
Jab yeh Oyster Green project operational hoga, toh saal mein around 700 million units bijli generate hogi. Valuation ki baat karein toh, company ka P/E ratio 18.5 se 20.25 ke aas paas hai, aur market cap ₹581 billion se ₹591 billion tak hai. Analysts is stock ko 'Strong Buy' bol rahe hain, jiska average target ₹879.33 ka hai, matlab current price se 20% ka potential upside dikh raha hai. JM Financial aur ICICI Securities ne bhi 'BUY' rating di hai.
Haan, thoda risk toh hai hi. Projects mein der ho sakti hai, aur new technologies jaise green hydrogen ka future abhi uncertain hai. Lekin company ki sustainability performance kaafi zabardast hai. Dow Jones Sustainability Index mein score 78 hai, jo global steel companies mein top 5% mein aata hai. Golden Peacock Award bhi mila hai sustainability ke liye. GHG emissions bhi 14% reduce hue hain year-on-year. Yeh sab investors ke liye bahut important hai.