Inox Wind Share Price: Nuvama retains ‘BUY’ on energy infra stock after Q4 results; cites impending corporate actions to unlock new growth levers – Check target – Markets

Inox Wind Share Price: Nuvama retains ‘BUY’ on energy infra stock after Q4 results; cites impending corporate actions to unlock new growth levers - Check target - Markets


Inox Wind Share Price Target 2026: Brokerage firm Nuvama has largely maintained a constructive stance on renewable energy-focused Inox Wind’s stock following its Q4 FY26 results, citing that impending corporate actions will unlock the company’s new growth levers.

Nuvama has retained Buy call on the energy infra stock with a target price of Rs 123.

“We trim FY27E/28E execution to 1.4GW/1.75GW (from 1.6GW/2GW) amid on-ground challenges. Despite EPS cut of 33%/34% in FY27E/28E, our revised assumptions imply a TP of INR123 (INR155 earlier) on 20x FY28E EPS plus DCF for O&M, as impending corporate actions could unlock new growth levers,” the brokerage said in a note.

Inox Wind on Friday posted around 45 per cent decline in consolidated net profit at Rs 105.68 crore during the March quarter, impacted by higher expenses.

It had reported a net profit of Rs 190.34 crore in the year-ago period, the company said in an exchange filing.

During January-March, the company’s total income from operations also fell to Rs 1,305.50 crore from Rs 1,310.65 crore a year earlier.

Expenses stood at Rs 1,161.59 crore against Rs 1,103.01 crore in the last quarter of FY25.

In an investor presentation, the company said its order book of 3.1 GW as of March 31, 2026, providing a large revenue visibility for more than 24 months.

“On-ground execution challenges, geopolitical tensions led to delay in ECS supplies and logistical support challenges, and also some customers holding back on payments due to the macro environment, resulted in the working capital cycle remaining high,” Inox Wind said.

Inox Wind in February posted over 14 per cent rise in consolidated net profit to Rs 126.65 crore in the December quarter, supported by a growth in revenues.

It had reported a profit of Rs 110.98 crore in the October-December period of the preceding 2023-24 financial year, the company said in an exchange filing.

The company’s total income rose to Rs 1,238.42 crore Rs 994.73 crore during the same quarter a year ago.

INOXGFL Group Executive Director Devansh Jain said, “At INOXGFL Group, all our renewable companies are primed for massive growth in the years ahead. We aim Inox Wind continues to deliver strong performance and execution, while the large-scale O&M portfolio expansion of Inox Green further adds to consolidated profitability.”

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions.)



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