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CA ATIN AGRRAWAL

22nd Sep · SEBI-Registered Analyst

ADANIENSOL

ADANIENSOL
52-Week Range High ~ ₹1,090.65, Low ~ ₹588.25. Market Cap ₹90,000–₹95,000 crore (approx). P/E Ratio Very high: 100-130× recent earnings. P/B Ratio ~ 5× book value. ROE / ROCE ROE 5-6%, ROCE 6-7%. Critical infrastructure business: Transmission is essential; increasing generation (especially renewables) requires more and better grids. AESL is well placed. Growing revenue & profit: Recent results show strong growth in both; operating leverage likely helping. Asset base growing: Fixed assets rising; expanding scale gives more bargaining power and possibly better margins. Funding activity: The company has been able to raise financing / engage in project bidding: e.g. won large transmission project ($325 million in Gujarat for hydrogen/ammonia facility). Order book is sizable.

#Budget2025#WatchOutFor#FundamentalViews#Post-ClosingCommentary#HiddenGems
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