⚡️India’s Power Sector is heating up, and is set for a massive upcycle
🔎Are you looking for stable, long term exposure to this once in a lifetime opportunity?
👉Then, have a look at these Large Cap titans leading the charge – Tata Power and JSW Energy
#StockMarket #investing
🔎Are you looking for stable, long term exposure to this once in a lifetime opportunity?
👉Then, have a look at these Large Cap titans leading the charge – Tata Power and JSW Energy
#StockMarket #investing
🔷The global economy is undergoing the single largest CAPEX in history to transform itself from outdated, polluting “Thermal” power to clean “Renewable” energy
🔷India is no different, we have committed to 500 GW of Renewable Energy by 2030 at COP26 Summit
🔷Our Govt. has also pledged to make India a “Net Zero” emission country by 2070
#investing #RenewableEnergy
🔷India is no different, we have committed to 500 GW of Renewable Energy by 2030 at COP26 Summit
🔷Our Govt. has also pledged to make India a “Net Zero” emission country by 2070
#investing #RenewableEnergy
⚡️Triggers of Growth of the Power Sector
🔸Currently, India stands 4th globally in Renewable Energy Installed Capacity (190 GW)
🔸Indian Govt. has allowed 100% FDI under the automatic route for Renewable Energy Generation and Distribution projects
🔸Our country has also aimed to produce 5 Mn Tonnes of Green Hydrogen by 2030. This will support 125 GW of Renewable Energy capacity
#StockMarket
🔸Currently, India stands 4th globally in Renewable Energy Installed Capacity (190 GW)
🔸Indian Govt. has allowed 100% FDI under the automatic route for Renewable Energy Generation and Distribution projects
🔸Our country has also aimed to produce 5 Mn Tonnes of Green Hydrogen by 2030. This will support 125 GW of Renewable Energy capacity
#StockMarket
Here’s a snapshot of these 2 businesses
☀️Tata Power
✅Mkt cap ~ ₹1,37,527 Cr
✅CMP ~ ₹430/-
✅P/E ~ 40x
✅Debt/Equity ~ 1.74x
✅1Y Return ~ 119%
☀️Tata Power
✅Mkt cap ~ ₹1,37,527 Cr
✅CMP ~ ₹430/-
✅P/E ~ 40x
✅Debt/Equity ~ 1.74x
✅1Y Return ~ 119%
⚡️JSW Energy
✅Mkt cap ~ ₹1,05,224 Cr
✅CMP ~ ₹602
✅P/E ~ 64x
✅Debt/Equity ~ 1.40x
✅1Y Return ~ 142%
✅Mkt cap ~ ₹1,05,224 Cr
✅CMP ~ ₹602
✅P/E ~ 64x
✅Debt/Equity ~ 1.40x
✅1Y Return ~ 142%
Now, let's see their business models!
☀️Tata Power
🔶Tata Power is primarily involved in generation, transmission, and distribution of electricity
🔶It is one of the most vertically integrated power companies in India with following businesses:
🔹Thermal Power Generation from Coal
🔹Renewable Energy Generation
🔹Transmission & Distribution
#TataGroup #TataPower
☀️Tata Power
🔶Tata Power is primarily involved in generation, transmission, and distribution of electricity
🔶It is one of the most vertically integrated power companies in India with following businesses:
🔹Thermal Power Generation from Coal
🔹Renewable Energy Generation
🔹Transmission & Distribution
#TataGroup #TataPower
🔶Co. will also benefit from the EV revolution as they are market leaders in “Public” charging segment with ~55% share, and “Home” charger installations with a ~85% share
🔶They have more than 14 GW electricity generation assets across India
🔶Mostly spread across:
🔹Gujarat
🔹Maharashtra
🔹Uttar Pradesh
🔹Jharkhand
🔶They have more than 14 GW electricity generation assets across India
🔶Mostly spread across:
🔹Gujarat
🔹Maharashtra
🔹Uttar Pradesh
🔹Jharkhand
⚡️JSW Energy
🔷It is the holding company for the JSW Group's Power business
🔷They are primarily engaged in the business of generation of power from assets located at
🔸Karnataka
🔸Maharashtra
🔸Nandyal & Salboni
🔷It is the holding company for the JSW Group's Power business
🔷They are primarily engaged in the business of generation of power from assets located at
🔸Karnataka
🔸Maharashtra
🔸Nandyal & Salboni
🔷Co. has presence across value chain of Power sector, such as
🔸Power Generation
🔸Energy Storage
🔸Energy Storage & Services (not much into Distribution)
🔷They are also well placed to achieve 10 GW of generation capacity ahead of stated timeline of 2025
🔸Power Generation
🔸Energy Storage
🔸Energy Storage & Services (not much into Distribution)
🔷They are also well placed to achieve 10 GW of generation capacity ahead of stated timeline of 2025
👉Key Points
☀️Tata Power
🔶Co. has a total capacity of 14.45 GW, which includes
🔹Thermal ~ 8.86 GW
🔹Solar ~ 3.02 GW
🔹Hydro ~ 0.88 GW
🔹Wind ~ 0.84 GW
🔹Waste Heat Recovery ~ 0.44 GW
🔹Hybrid ~ 0.41 GW
🔶The Co. also has more than 4,900 public EV charging points across 442 cities/towns
☀️Tata Power
🔶Co. has a total capacity of 14.45 GW, which includes
🔹Thermal ~ 8.86 GW
🔹Solar ~ 3.02 GW
🔹Hydro ~ 0.88 GW
🔹Wind ~ 0.84 GW
🔹Waste Heat Recovery ~ 0.44 GW
🔹Hybrid ~ 0.41 GW
🔶The Co. also has more than 4,900 public EV charging points across 442 cities/towns
⚡️JSW Energy
🔷Co. has a total installed capacity of 9.7 GW, which includes:
🔸Thermal ~ 3.9 GW
🔸Wind ~ 3.6 GW
🔸Hydro ~ 1.6 GW
🔸Solar ~ 0.7 GW
🔷Moreover, Co. has long-term PPAs for 81% of its total capacity, while the balance is being sold on short-term/ merchant basis
🔷Co. has a total installed capacity of 9.7 GW, which includes:
🔸Thermal ~ 3.9 GW
🔸Wind ~ 3.6 GW
🔸Hydro ~ 1.6 GW
🔸Solar ~ 0.7 GW
🔷Moreover, Co. has long-term PPAs for 81% of its total capacity, while the balance is being sold on short-term/ merchant basis
👉Noteworthy Points
☀️Tata Power
🔶Excellent leadership under MD CEO Dr Praveen Sinha who is transforming the Co. from an old power utility into a new age sustainable, technology oriented, customer centric Green Energy solutions Co.
🔶The Co. has an ambitious target of 500 GW by 2030 which implies ~45 GW capacity addition per year
🔶Co. aims to become Net Zero by 2045, and expects to cross 10,000 MW of Renewable projects in the next quarter
🔶Their EV Charging segment has a target of more than 10,000 Public and more than 2,00,000 Home chargers by FY28
☀️Tata Power
🔶Excellent leadership under MD CEO Dr Praveen Sinha who is transforming the Co. from an old power utility into a new age sustainable, technology oriented, customer centric Green Energy solutions Co.
🔶The Co. has an ambitious target of 500 GW by 2030 which implies ~45 GW capacity addition per year
🔶Co. aims to become Net Zero by 2045, and expects to cross 10,000 MW of Renewable projects in the next quarter
🔶Their EV Charging segment has a target of more than 10,000 Public and more than 2,00,000 Home chargers by FY28
🔶Being part of the Tata Group, the Co. is in a position to take advantage of the circular economy for Electric Vehicles where
🚗Tata Motors will manufacture EVs
🔋Tata Chemicals will be part of EV Battery value chain
⚡️Tata Power will build EV Charging Infrastructure
👩💻Tata Elxsi will make Software for EVs
#StockMarket #investing
🚗Tata Motors will manufacture EVs
🔋Tata Chemicals will be part of EV Battery value chain
⚡️Tata Power will build EV Charging Infrastructure
👩💻Tata Elxsi will make Software for EVs
#StockMarket #investing
⚡️JSW Energy
🔷On April 12th 2024, Reliance Power transferred its 45 MW Wind Power Project located at Maharashtra to JSW Energy for an amount of ₹132.39 Cr
🔷They have recently successfully raised ₹5,000 crores through a QIP from marquee investors to accelerate growth plans
🔷All targets including 20 GW capacity addition by 2030, investment of $12 Billion, and EBITDA / PAT targets are on track to be completed ahead of time
🔷On April 12th 2024, Reliance Power transferred its 45 MW Wind Power Project located at Maharashtra to JSW Energy for an amount of ₹132.39 Cr
🔷They have recently successfully raised ₹5,000 crores through a QIP from marquee investors to accelerate growth plans
🔷All targets including 20 GW capacity addition by 2030, investment of $12 Billion, and EBITDA / PAT targets are on track to be completed ahead of time
🔷They are also getting future ready with new Energy Solutions including
🔸Energy Storage (BESS & PSP)
🔸Green Hydrogen
🔸Ammonia and its derivatives
🔸Energy Storage (BESS & PSP)
🔸Green Hydrogen
🔸Ammonia and its derivatives
👉Financials
☀️Tata Power
🔶Revenue
🔹FY22 ~ ₹42,816 Cr
🔹FY23 ~ ₹55,109 Cr
🔹FY23 ~ ₹58,056 Cr
🔶PAT
🔹FY22 ~ ₹2,156 Cr
🔹FY23 ~ ₹3,810 Cr
🔹FY23 ~ ₹4,173 Cr
☀️Tata Power
🔶Revenue
🔹FY22 ~ ₹42,816 Cr
🔹FY23 ~ ₹55,109 Cr
🔹FY23 ~ ₹58,056 Cr
🔶PAT
🔹FY22 ~ ₹2,156 Cr
🔹FY23 ~ ₹3,810 Cr
🔹FY23 ~ ₹4,173 Cr
JSW Energy
🔶Revenue
🔹FY22 ~ ₹8,167 Cr
🔹FY23 ~ ₹10,332 Cr
🔹TTM ~ ₹11,400 Cr
🔶PAT
🔹FY22 ~ ₹1,743 Cr
🔹FY23 ~ ₹1,480 Cr
🔹TTM ~ ₹2,179 Cr
🔶Revenue
🔹FY22 ~ ₹8,167 Cr
🔹FY23 ~ ₹10,332 Cr
🔹TTM ~ ₹11,400 Cr
🔶PAT
🔹FY22 ~ ₹1,743 Cr
🔹FY23 ~ ₹1,480 Cr
🔹TTM ~ ₹2,179 Cr
👉Conclusion
All in all, both companies are doing good, and investing in them could be opportunity ahead
Which one is your favourite? Tell me below!
And, if you liked the thread, then
✅Like & Repost this
✅Comment below
✅Follow @MrTalkStock
All in all, both companies are doing good, and investing in them could be opportunity ahead
Which one is your favourite? Tell me below!
And, if you liked the thread, then
✅Like & Repost this
✅Comment below
✅Follow @MrTalkStock
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