Waaree Energies Ka Power Play: Clean Energy Mein ₹25,000 Cr Ka Expansion, Results Bhi Top Notch!

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AuthorRiya Kapoor|Published at:
Waaree Energies Ka Power Play: Clean Energy Mein ₹25,000 Cr Ka Expansion, Results Bhi Top Notch!
Overview

Waaree Energies ne apne business ko clean energy ke har sector mein faila diya hai, jismein woh next 2-3 saal mein **₹25,000 Crore** ka zabardast Capex karne wale hain. Aur bhai, Q3 FY26 ke results toh ekdum dhamaakedaar rahe, Net Profit **118%** badh kar **₹1,107 Crore** ho gaya hai.

Aage ki planning ekdum solid!

Company ne plain bol diya hai ki woh ab sirf solar modules tak seemit nahi rahenge. Inka plan hai ingots, wafers, solar cells, BESS (Battery Energy Storage Systems), electrolyzers, aur transformers sab kuch khud banayenge. Iss bade expansion ke liye ₹25,000 Crore ka mota budget rakha gaya hai agle 2-3 saalon mein. Sirf BESS capacity ke liye hi alag se ₹10,000 Crore side mein rakhe gaye hain. Yeh sab isliye kyunki duniya bhar mein solar modules mein competition bohot badh gaya hai.

Financials ne udaa diye sabke hosh!

Aur haan, Q3 FY26 ke numbers toh dekhne laayak hain! Sales revenue 118.8% udi hai, pahunch gayi ₹7,565 Crore tak. Aur consolidated net profit toh 118.4% tezi se badha hai, jo ab ₹1,106.8 Crore hai. Is performance ke dam par company FY26 ke EBITDA target ko aasani se paar kar sakti hai. Analysts bhi khush hain, Nuvama Institutional Equities ne toh 'Buy' rating dekar target price ₹3,867 rakha hai, matlab 46% tak ka upside dikha rahe hain. Company ka focus healthy balance sheet maintain karne aur 30% se upar ROE target karne par hai.

US ka Panga aur Execution ka Tension

Par bhai, har kahaani mein twist hota hai. US Customs ne solar products par tariff evasion ke allegations mein jaanch shuru kar di hai. Iske liye Waaree ne ₹300 Crore ka provision (yaani future liability ke liye paise alag rakhna) manage kar liya hai aur woh US authorities ko poora support kar rahe hain. Company keh rahi hai ki unki US investment plans par koi asar nahi padega, Texas facility ka expansion bhi chal raha hai. Tariff ko manage karne ke liye woh apni global supply chain ko bhi adjust kar rahe hain, jaise ki US export orders ke liye India ke bahar se solar cells source karna.

Iske alawa, analysts ko yeh bhi chinta hai ki management ke paas itne saare naye businesses ko handle karne ke liye time aur expertise hai ya nahi. Lekin company ne kuch strategic acquisitions bhi ki hain, jaise Associated Power Structures mein 55% stake ₹1,225 Crore mein aur Kotsons ko lagbhag ₹192 Crore mein. Ek nayi subsidiary Decarbon X Projects Private Limited bhi banayi hai IPP operations ke liye.

Waaree abhi India ki sabse badi solar module manufacturer aur exporter hai, aur yeh sab ho raha hai India ke renewable energy sector ke rapid growth ke beech, jahan competition bhi badh raha hai.

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