Bondada Engineering ka naya move! Data Centers mein entry, par stock kyun nahi bhaga?

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AuthorIshaan Verma|Published at:
Bondada Engineering ka naya move! Data Centers mein entry, par stock kyun nahi bhaga?
Overview

Bondada Engineering ne ek dum solid move liya hai! Ab woh log green data centers banayenge, Dubai ki company Bryan Ston Renewables FZCO ke saath MoU sign karke. Yeh India aur international markets ke liye hai, company ka bada diversification hai.

Achanak Data Centers ka scene kya hai?

Yeh jo MoU hua hai na Dubai ki Bryan Ston Renewables FZCO ke saath, yeh Bondada Engineering ka ekdum next level move hai. Company ab sirf renewable energy EPC mein hi nahi, digital infrastructure mein bhi utar rahi hai, woh bhi green data centers ke saath. India mein digital services aur cloud computing ki demand itni badh rahi hai ki company ne is mauke ko pakad liya hai.

Stock reaction aur reality check?

Is khabar ke baad, Thursday ko Bondada Engineering ka share price 3% upar gaya tha, par abhi bhi ₹336.15-₹346.80 ke aas paas trade kar raha hai, jo ki 52-week high ₹510.00 se kaafi neeche hai. Toh bhai, announcement toh achi hai, par market abhi bhi thoda cautious lag raha hai. Company ne January 2026 mein 69.51 MWp ke solar projects bhi complete kiye hain aur December 2025 mein ₹945 crore ka bada renewable contract bhi jeeta hai. Isse pata chalta hai ki company apne core business, renewable energy mein toh mast chal rahi hai.

Competition aur paison ka khel

Bondada Engineering ka P/E ratio lagbhag 19-20 ke aas paas hai aur market cap ₹3,700-₹3,900 crore ke beech mein hai. Lekin Data Center market mein entry matlab bade players se takkar. Reliance Jio, AdaniConneX, Airtel ki Nxtra toh pehle se hi bahut bade players hain, aur internationally bhi kai giants hain. Yeh data center business bahut paison wala hai, matlab heavy investment chahiye land, construction, cooling, network sab mein. Bondada ka debt-to-equity ratio abhi 0.41 ke aas paas hai jo ki theek hai, par naye venture ke liye ye ratio badh sakta hai. Company ne pichle teen saal mein revenue mein 67.54% aur net profit mein 124.95% ka jabardast CAGR dikhaya hai, jo ki ek achi baat hai.

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