Macquarie ne Adani Green ko diya ‘Outperform’ rating, kya hai maajra?
Aajkal market mein ek bada news chal raha hai. Macquarie Equity Research ne Adani Green Energy Ltd. ko “Outperform” rating di hai. Unka kehna hai ki company ka target price Rs 1,200 tak ja sakta hai, aur agar sab kuch perfect raha toh Rs 2,600 tak bhi!
Teji se growth karegi Adani Green?
Macquarie ka kehna hai ki Adani Green mein growth ki bohot potential hai. Company ka cash flow bhi strong hai aur debt bhi manage kar rahi hai. Isliye yeh ek achcha investment option ho sakta hai. Adani Green ka plan hai apna capacity 12GW se badhakar 50GW karne ka 2030 tak. India ka bhi target hai renewable energy capacity triple karna 500GW tak 2030 tak. Toh Adani Green ismein bada role play kar sakti hai.
Base case mein kya hai khabar?
Macquarie ne apne base case mein thoda conservative target rakha hai 30GW ka. Unka kehna hai ki technology improvement se aur Khavda super-site ki wajah se utilization rates improve honge. Isse Adani Green ka Ebitda agle 5 saal mein 25% CAGR se grow kar sakta hai.
Cash flow bhi hoga strong?
Brokerage ka estimate hai ki Adani Green $1.8 billion ka annual operating cash flow generate karegi.
Bull case mein toh kamaal hi ho jayega!
Agar sab kuch plan ke hisaab se chala toh Adani Green apna 50GW ka target achieve kar sakti hai. Is case mein revenue aur Ebitda 40% CAGR se grow kar sakta hai aur share price Rs 2,600 tak pahunch sakta hai.
Risks bhi hain kuch?
High leverage, funding aur refinancing challenges, regulatory risks, aur infrastructure development mein delays jaise kuch risks bhi hain. In risks ki wajah se company ke growth plans mein problem aa sakti hai.
Target price kaise decide hua?
Macquarie ka Rs 1,200 ka target price 17.5x financial year 2027E EV/Ebitda valuation par based hai.
Kya hai aage ka scene?
Agar capacity ramp-up jaldi hota hai aur growth targets achieve hote hain, toh yeh company ke liye positive news hoga. Khaaskar agar 50GW capacity 2030 tak achieve ho jata hai toh share price aur bhi upar ja sakta hai. Overall, Adani Green ke future ke liye positive outlook hai, lekin risks par bhi dhyan dena zaroori hai.
