JSW Energy’s Secured Thermal Capacity Reaches 10.7 GW post Signing of a Second 1,600 MW Thermal PPA with West Bengal Discom at the rate of 5.8, which looks very attractive given its domestic coal linkage.
After signing this 1600MW PPA there lockin capacity increased to 32.1GW. generally management has always delivered what they had committed (±1-2 months).
Surely a giant in making in electricity generation space. Approx there capacity will be 2.5x from here by 2030 and expecting fy2027 to be around 18gw.
Morgan stanley maintained overweight and give tgt of 693.
