Jefferies升级了JSW " 能源买进 " ,称EBITDA尽管利润下降,但增长和扩张强劲。 Jefferies upgrades JSW Energy to Buy, citing strong EBITDA growth and expansion, despite a profit drop.

Jefferies在JSW Energy上保持了买入评级,引述了EBITDA的强劲增长、能力扩张和稳健的资产负债表,其目标价格意味着近30%的上扬。 Jefferies maintains a Buy rating on JSW Energy, citing strong EBITDA growth, capacity expansion, and a robust balance sheet, with a target price implying nearly 30% upside. 尽管由于利息和折旧提高,YoY的利润在Q2 FY26中下降了17%,但是在可再生能源的增加和收购的推动下,EBITDA将67%的YoY增加到3,180卢比。 Despite a 17% YoY profit drop in Q2 FY26 due to higher interest and depreciation, EBITDA surged 67% YoY to Rs 3,180 crore, driven by renewable additions and acquisitions. 该公司拥有13.2个GW业务能力和到2030年30个GW的计划,被视为印度电力部门的一项顶级长期任务,分析人员强调其战略增长和改善基本面。 The company, with 13.2 GW operational capacity and plans for 30 GW by 2030, is seen as a top long-term play in India’s power sector, with analysts highlighting its strategic growth and improving fundamentals.