IndiGrid ka Future Plan: Rs 16 DPU ka Target!
IndiGrid Infrastructure Trust, India ka sabse bada power sector infrastructure investment trust hai. Unka target hai ki FY26 tak har unit par Rs 16 ka distribution ho. Managing Director Harsh Shah ne bataya ki yeh renewable energy sector mein badhti demand ki wajah se possible hoga. Distribution per unit ka matlab hai, har investor ko apne investment ke hisse mein kitna income milega.
BESS aur Solar se Milega Boost
Harsh Shah ne NDTV Profit ke saath baat karte hue kaha ki BESS (Battery Energy Storage Systems) aur solar sector ki growth se DPU mein aur izafa hoga. Unhone yeh bhi kaha ki unhone forecast ko Rs 16 per unit tak badha diya hai. Unka kehna hai ki ek InvIT ya yield platform ke liye yeh ek significant jump hai. Pichle paanch saal mein, yeh Rs 12.75 se badhkar Rs 16 ho gaya hai. Shah ne ise India ki ek significant DPU growth story bataya.
Rs 2,100 Crore mein Transmission aur Solar Assets Acquire Karenge
IndiGrid ne pichle saal Rs 15.35 ka distribution kiya tha, aur ab isse bhi zyada ka target hai. Iske peeche ek multi-faceted strategy hai. Shah ne bataya ki growth teen cheezon par depend karta hai. Pehla, assets jo unhone acquire kiye hain. Pichle do saalon mein unhone Rs 6,000-7,000 crore se zyada ke projects acquire kiye hain.
Dusra, financing. Jaise jaise interest rate kam hoga, Net Distributable Cash Flows mein izafa hoga. Teesra, operating efficiency. Bade assets ko manage karne se cost base kam hoga.
Rs 4,000 Crore ka Capital Expenditure
IndiGrid ka ongoing projects ke liye Rs 4,000 crore ka capital expenditure hai. Unke paas Rs 10,000 crore aur invest karne ki capacity hai, agar bids successful rahein. Shah ne kaha ki woh organic tareeke se bhi projects develop karte hain, jaise transmission ya battery storage. Aur woh transmission, battery storage aur solar assets ko acquire bhi karte hain.
Battery Storage Market mein Entry
IndiGrid Infrastructure Trust battery storage market mein bhi enter kar raha hai. Unhone Delhi mein India ka pehla standalone regulated tariff BESS project commission kiya hai. Shah ne kaha ki woh BESS opportunity aur India ki requirement ko lekar bahut positive hain. Unka anuman hai ki aane wale saalon mein national need 50 gigawatt-hours se zyada hogi. Woh agle 12 months mein 900 MWh battery aur commission karne ki planning kar rahe hain.
NAV Par Focus Karen Investors
Shah ne investors ko book value aur Net Asset Value ke beech ka difference bhi samjhaya. Unhone investors ko NAV par focus karne ki salah di. Unka kehna hai ki NAV future cash flows ka NPV (Net Present Value) hai, aur wohi business ko dekhne ka sahi tareeka hai.
