JSW Infrastructure: ~2.4x increase in overall capacity by 2030

 

  • JSW Infrastructure: ~2.4x increase in overall capacity by 2030
  • 2030 Road Map for Growth and Value Creation: ~2.4x increase in overall capacity
  • Navkar Corporation Land Bank Owned 283 Acres
  • Privatisation Bids — Balancing sustained growth
  • Leveraging Balance Sheet for other inorganic growth opportunities
  • Value accretive acquisitions of port-related logistics infrastructure
  • JSW Infra has sufficient cash flows to fund future expansion: JSW Infra Joint MD & CEO Arun Maheshwari
  • Thermal energy consumption in India will peak by 2050, despite the push for green energy. This leaves a good two to three decades for coal demand to grow in India
  • The way India is growing and offering opportunities for growth is amazing. I think we are well positioned in this sector in the country.
  • Our internal cash generation is also quite strong. The kinds of projects we are taking on and what we envisage as our future strategy will be sufficiently covered by our internal cash flows and the money that we are raising now.
  • JSW Infra has sufficient cash flows to fund future expansion plans and that it is comfortable with a net debt of around Rs 2,000 crore
  • Everybody can create assets, and we would encourage more players to set up shop. If the economy has to go from $4 trillion to $10 trillion, we need more players in this sector.
  • There is enough (for everyone) and everyone can grow very, very robustly in this sector.

Comments

Post a Comment

Popular posts from this blog

Confidence Petroleum Forays into Hydrogen Cylinder Manufacturing

  https://youtu.be/mD2k0HOpAxo?si=8H1ue9mw316h2wYr Confidence Petroleum Forays into Hydrogen Cylinder Manufacturing Unlike conventional metal cylinders, type 4four cylinders are entirely corrosion-resistant, lighter by seventy percent, and can accommodate three times more gas.  Constructed from carbon composite with a polymer liner, they boast exceptional safety features. The move signifies Confidence Group’s commitment to spearheading the global energy transition towards a cleaner and greener future.  By prioritizing innovation and environmental stewardship, the company aims to revolutionize the hydrogen storage industry and promote sustainable energy solutions. As reported by The Hitavada, through this venture into the green hydrogen market, Confidence Group aims to position itself as a leader in providing solutions that expedite the adoption of renewable energy sources.  These cylinders will play a pivotal role in the efficient storage and transportation of green ...
Read more

RSI Indicator for finding good value stocks?

  https://youtu.be/IbWEmgJQHx4?si=D0TUacnxi_9B33qM Is a Good RSI Indicator The relative strength index is a momentum indicator that looks at the pace of recent price changes to determine whether a stock is ripe for a rally or a selloff. Traders who are looking for investment opportunities should look for RSI values  that hit 30 or fall below that level.  This allows them to look for investment options that may be undervalued where the price may increase in the future.  But it's important for investors to remain steadfast and avoid making hasty decisions, since market conditions can change at a moment's notice.
Read more

Poonawalla Fincorp: I love stocks at 52L

https://youtube.com/shorts/kEd4ftcXaV4?si=8FpeXOzf0qyTs_Mo   Poonawalla Fincorp: I love stocks at 52L AUM up 52% YoY to ₹26,972 crore PPoP at ₹432 crore in Q1FY25, up 47% YoY and 6% QoQ  Assets:  ➢ Assets Under Management (AUM) stood at ₹26,972 crore, up 52% YoY and 8% QoQ  ➢ AUM Mix consist of 35% MSME finance, followed by 28% personal and consumer finance, 17% loan against property and 14% pre-owned car.   Asset Quality:  ➢ Gross NPA at 0.67%, lower 75bps YoY and 49bps QoQ  ➢ Net NPA at 0.32%, lower 44bps YoY and 27bps QoQ  ➢ Provision Coverage Ratio stood at 52.53%   Profitability:  ➢ Operating Profit (PPOP) was ₹432 crore, up 47% YoY and 6% QoQ  ➢ Profit After Tax (PAT) was ₹292 crore, up 46% YoY  ➢ Return on Assets (RoA) stood at 4.62%  ➢ Net Interest Income (inc. fees and other income) was ₹676 crore, up 42% YoY and 5% QoQ
Read more