Om…Pls correct me if my understanding is not inline with this thread and ongoing PSU,Power rally.
To me hydrogen enthusiasm has been priced already …since it is simply an end product of wind & solar power generation.
During weekend while travelling, i overheard youngsters discussing NHPC at a very remote village in south-west of gujarat…I was wondering how to look at such situation where renwable investment has became nextdoor enthuasiasm…many people have moved to equity from savings partially if not fully.
if hydrogen(power,energy,hydrogenation) is the new kid in the town for its possible incremental usage in power. why i say possible usage in power ? because i think energy usage like steel, chemicals through hydrogenation is already known.
Hence with hydrogen theme as a ride, only large companies/MSU might have steam left in them for going an extra quarter or two or year at maximum.We may have smaller companies who are into engineering,piping,equipment etc…but they are an engineering companies following an order book investment cycles.
I see multiple smallcase has shown ~76% CAGR past 3 year on renwable/Green theme.
My query is - what can one study/focus inorder to identify sustainable growth in revenue for a company engaged in renwable energy.
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