Value Investing

Suzlon leads wind turbine manufacturing in India, while Inox Wind lags. ReNew Power and Adani Green dominate renewable energy generation, focusing on PPAs. Vestas remains the global leader with superior technology and stable financials. Suzlon’s revival and Adani Green’s expansion are key trends to watch in India’s renewable energy sector.

Value Investing

Adani Enterprises, Adani Green, Adani Ports, and Adani Power each play distinct roles in India’s infrastructure and energy sectors. Their financial and operational performance varies, with each company catering to different market needs and demonstrating unique strengths and challenges. This diverse offering positions the Adani Group prominently in India’s growth narrative.

Situation Report

78 GW is installed, 31 GW in progress, and 27 GW in bidding stage. 19 GW is on hold due to PSA delays. However, the 27 GW is also on hold due to delay in PSA. 175 GW is the target by 2022