JM Final将Adani Green提升为「Buy」, JM Financial upgrades Adani Green to 'Buy' with ₹1,289 target, citing strong growth and 50 GW by 2030.

JM Finance将“Buy”评为Adani Green Energy, 设定12个月指标为每股1,289英镑, 比目前水平提高18%, JM Financial has assigned a 'Buy' rating to Adani Green Energy, setting a 12-month target of ₹1,289 per share, up 18% from current levels, citing its leading position in India’s renewable sector and a path to 50 GW of capacity by 2030. 该公司强调古吉拉特的Khavda、古吉拉特、30个GW可再生公园 — — 被认为是世界上最大的 — — 是一个关键的增长驱动力,得到25万英亩土地银行的支持、强有力的执行以及集体协同效应。 The firm highlights the Khavda, Gujarat, 30 GW renewable park—projected as the world’s largest—as a key growth driver, supported by a 250,000-acre land bank, strong execution, and group synergies. 长期电力购买协议覆盖了81%的能力,确保了稳定的现金流量。 Long-term power purchase agreements cover 81% of capacity, ensuring stable cash flows. 预计金融增长在收入方面将达到29%的CAGR,在EBITDA中将达到32%,在FY28中将达到41%的利润,EBITDA的利润率将达到83%。 Financials are expected to grow at 29% CAGR in revenue, 32% in EBITDA, and 41% in profit through FY28, with EBITDA margins reaching 83%. 尽管风险包括区域集中和监管方面的挑战,但股票贸易额为14x FY28 ELBITDA,尽管风险包括区域集中和监管方面的挑战。 The stock trades at 14x FY28 EBITDA, though risks include regional concentration and regulatory challenges.