Analysts expect new engraved entity to go out as a leading beneficiary of prompting India Electricity and distribution delivery (T & D) investment cycle.
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Here’s what the brokerage says:
Jefferies: Buy | Target Price: Rs 3,700 | Upward Potential: 29.8%
The energy of Siemens in the listing should be the largest listed Pure-Play Power Power Player player at $ 10 billion capacity to market and GE for $ 6.8.6 billion.
Jefferies believes that the company should see 40% Cagar CAGR on FY24-27E, driven by a strong T & D pipeline and operate healthy potential of Rs 3,000 / Bare.
Antique Broking: Purchase | Target price: Rs 3,179 | Upward Potential: 11.5%
India India India India provides integrated products, solutions, and services to the entire amount of energy, which focuses on oil and gas production, the company provides customers to reach out to decarbonization and net-zero targets.
The strong Siemens Energy on top of the Ten Indian State factories and have exclusive rights to South Asia (Bhutan, Nepal, Sri Lanka, and Maldives). The company is well-placed to capitalize on industry spending and spending T & D, with a capex of Rs 9.2 trillion planned by FY32.
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Motilal Oswal: Purchase | Price Target: Rs 3,000 | Potential Potential: 5.3%
Motilal Oswal expects the company to benefit from a strong addressable T & D business market. Based on financial details available for FY24, the Brokerage Firm has reached Pro-Forma for Energy Business.
They expect income / patulis to PAT CAGR to 25% / 31% of FY25-27, with EBITDA margin expanding 21.4% of FY27. Margins have begun to grow up 5mfy25.
HDFC Securities: Buy | Price Target: Rs 3,000 | Potential Potential: 5.3%
Semiens Energy India (sel) a key player in decarbonization, offers a variety of solutions including electricity, grid automation, green hydrogen. With exclusive rights for many countries in South Asia, selves have used new business lines in electrolyzers, hydrogen gas turbines, and battery storage.
The company has a strong view of income with strong cash flow and an expected 30% pat Cagr. The optimistic view of the flamage firm is based on growing market presence and new technology.
(Matan -re: Recommendations, suggestions, views and opinions given to experts themselves. This does not represent views of economic times)
