Tata Power Q4 Results: Profit Gira Par Renewables Ne Bachaya! Kya Hai Next Move?

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AuthorRiya Kapoor|Published at:
Tata Power Q4 Results: Profit Gira Par Renewables Ne Bachaya! Kya Hai Next Move?
Overview

Arre yaar, Tata Power ka Q4 ka result aa gaya hai, aur numbers thode mixed hain. Company ka revenue **8%** saal dar saal kam hokar **₹16,000 Crore** ho gaya hai, aur profit bhi **4%** gir gaya hai, lagbhag **₹1,000 Crore** par. Iska main reason Mundra plant band tha, par chinta mat karo, EBITDA **5%** badh gaya hai, **₹3,660 Crore** par, thanks to unke solar aur distribution business ke mast performance se.

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Toh kya tha poora scene?

Dekho, Mundra plant ki wajah se revenue aur profit toh thoda neeche aaye hain, lekin company ka EBITDA, matlab operating profit, 5% upar gaya hai, jo ki ₹3,660 Crore ho gaya hai. Ye sab isliye hua kyuki unka solar module manufacturing, Odisha discoms aur rooftop solar volume (jisme 0.67 GWp add hua) sab achha perform kar rahe hain.

Stock ka kya chal raha hai?

Tata Power ka stock abhi ₹418.40 ke aas paas chal raha hai, market cap lagbhag ₹1.34 Trillion hai aur P/E ratio 35.33 ke aas paas hai. Ye valuation NTPC (jiska P/E 16-25 hai) se zyada hai, lekin Adani Green Energy se kam. Pichhle quarter mein bhi net profit 25.1% gira tha, toh dikh raha hai ki revenue badhane ke baad bhi profit mein convert karna thoda challenging ho raha hai.

Future Plans Kya Hain?

Company future ke liye bada soch rahi hai. Next FY27 aur FY28 mein 2.5 GW renewable energy capacity add karne ka plan hai. Woh nuclear power mein bhi enter kar rahe hain, do Small Modular Reactor (SMR) projects par kaam chal raha hai. Solar wafer aur ingot capacity bhi badha rahe hain. Ye sab isliye kyunki India mein bijli ki demand badhne wali hai aur non-fossil fuel par focus zyada ho raha hai.

Par Risks Kya Hain?

Sab kuch itna smooth nahi hai. Bade projects mein delays ho rahe hain, jaise transmission lines aur land approvals mein. Company par debt bhi kafi hai, Debt to EBITDA ratio 5.06 times hai, toh thoda financial flexibility kam hai. Mundra plant toh April 2026 se chalne laga hai, par pehle ki issues se uncertainty bani hui hai. FY27 mein ₹25,000 Crore ka capital expenditure plan hai, jo kafi bada hai.

Analysts Kya Kehte Hain?

Analysts ki rai alag-alag hai. ICICI Securities aur Bernstein jaise log 'Buy' keh rahe hain aur target price ₹485 diya hai. Lekin Jefferies aur MarketsMOJO 'Sell' rating de rahe hain. Morgan Stanley ne 'Hold' par downgrade kar diya hai. Overall consensus 'Moderate Buy' hai, lekin sabke price targets mein kafi fark hai, matlab future ko lekar sabki alag soch hai.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.