Short Term Sentiment Bullish; Hefty valuations raise concern

• The company has a strong focus on transitioning to green energy, with a target of achieving 30 GW of generation capacity by FY 2030, with renewables constituting 70% of the portfolio.
  
  
• Recent strategic acquisitions, such as the Tidong Power Generation(Rs. 1,728 Crore from Statkraft) and the boiler manufacturing unit of GE Power India, and a significant pipeline of new projects.
  
  
• Revenue and profit grew by 78% and 42% respectively in Q1 FY26.
  
  
• JSW Energy is on an expansion spree (added 1.9 GW of new capacity, bringing its total installed base to 12.8 GW, a 70% YoY increase).
  
  
• The company aims to have a 30 GW generation capacity by FY 2030 and a 40 GWh energy storage capacity.
  
  
• Has a Debt-to-equity ratio of 1.83 (net debt has also increased due to capital expenditures and acquisitions). However, management is focused on maintaining a strong credit rating.