Waaree Energies Stock: Double Dhamaka! Bade Projects & Orders se Share **4.26%** Tezi Maar Gaya

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AuthorAnanya Iyer|Published at:
Waaree Energies Stock: Double Dhamaka! Bade Projects & Orders se Share **4.26%** Tezi Maar Gaya
Overview

Arre yaar, Waaree Energies ke liye aaj bada din tha! Unki subsidiary ko Gujarat mein **300 MW** ka wind power project mila hai, jisme **25 saal** ka PPA hai. Aur toh aur, **500 MW** ka solar module supply ka order bhi mil gaya. Is double dhamake se company ka share **4.26%** bhag gaya!

Chalo, Awards Ka Detail Dekhte Hain!

Toh hua yeh hai ki Waaree Energies ki ek subsidiary, Waaree Forever Energies Private Ltd., ko SECI (Solar Energy Corporation of India) ne ek Letter of Award diya hai. Yeh 300 MW ka wind power project Gujarat mein lagega, aur sabse achhi baat yeh hai ki iska Power Purchase Agreement (PPA) 25 saal tak ka hai. Matlab ek dum secure revenue stream!
Iske alawa, company ne 500 MW ka solar module supply contract bhi jeeta hai ek bade domestic solar power developer se. Yeh deal FY27 ke liye hai aur yeh ek one-time contract hai. Toh company projects develop bhi kar rahi hai aur solar components bhi supply kar rahi hai, yaani dono taraf se earning ka plan hai.

Market Reaction & Financial Firepower!

Ab jab aise bade orders milte hain toh market react toh karta hi hai! Iss news ke chalte Waaree Energies ka stock 4.26% uchhal gaya aur Tuesday, February 24, 2026 ko ₹3,040.00 par band hua. Trading volume bhi achha tha, around 2.29 million shares ka.
Company ke financial results bhi bahut zabardast aaye hain. Q3 FY26 mein revenue 119% saal dar saal badh kar ₹7,565 Crore ho gaya aur net profit toh 115% jump kar ke ₹1,062 Crore tak pahunch gaya. EBITDA margins bhi 25.5% ke acche level par hain. Aur company ke paas ₹60,000 Crore se zyada ka order book hai, jo future ki revenue ki guarantee deta hai.

Sector Boom Aur Company Ka Strategy

Asal mein, poora India ka renewable energy sector hi ekdum chal raha hai. Target 500 GW by 2030 ka hai aur government bhi domestic manufacturing ko badhava de rahi hai. Waaree Energies ne ek smart strategy chuni hai, jahan woh projects develop kar rahe hain aur sath hi solar modules bhi bana rahe hain. Yeh diversification unki strategy ka best part hai. Valuation ke hisaab se dekha jaye toh unka P/E ratio 25-29x ke aas paas hai aur debt zero hai, jo ki bahut hi positive hai compared to some other players in the sector.

Caution Wala Part Bhi Sun Lo!

Haan, par har kahani mein thoda twist toh hota hi hai. Yeh jo 500 MW ka solar module order mila hai, woh 'one-time' hai. Matlab usse revenue mein thoda irregularity aa sakti hai, jo ki 25 saal wale PPA jaisa stable nahi hai. Kuch analysts ko company ka valuation bhi thoda mehenga lag raha hai. Aur haan, company par kuch regulatory issues bhi chal rahe hain, jaise US CBP investigation aur Income Tax probes, toh thoda dhyan rakhna padega.

Analysts Kya Keh Rahe Hain?

Fir bhi, overall analysts bohot optimistic hain. 11 analysts mein se aksar 'Buy' rating aa rahi hai. Average 12-month price target around ₹3,422.73 hai, matlab current levels se 17.4% tak ka potential upside dikh raha hai. Kuch toh ₹4,400 tak ka target bhi de rahe hain! Nomura jaisi firms bhi 'Buy' rating aur ₹3,750 ka target de rahi hain. Toh overall, Waaree Energies ek promising company lag rahi hai, bas risks ko nazarandaaz mat karna.

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