FinAspiration
FinAspiration

@FinAspiration

23 Tweets May 20, 2024
🌟 Green Hydrogen Value Chain Stocks in India🇮🇳
🌟 Every Intelligent Investors Must know A list of 11 Stocks✨
👉 A Thread🧵👇.......
#stockmarket #Stockmarket #stocks #investment #GreenHydrogen
👉Hitachi energy ltd
Hitachi Energy provides the electrical systems and grid connections needed for green hydrogen production facilities.
👉Key ratios
⚡Market Cap : ₹ 48,224 Cr.
⚡Current Price : ₹ 11,378
⚡Stock P/E : 478
⚡ROCE : 12.9 %
⚡ROE : 8.03 %
⚡Debt to equity : 0.28
⚡Sales growth 3Years : 11.4 %
⚡Profit Var 3Yrs : -21.5 %
👉Adani enterprises ltd
They've partnered with TotalEnergies to create the world's largest green hydrogen ecosystem, investing over $50 billion over the next decade
👉Key ratios
⚡Market Cap : ₹ 3,48,812 Cr.
⚡Current Price : ₹ 3,060
⚡Stock P/E : 94.2
⚡ROCE : 10.2 %
⚡ROE : 10.3 %
⚡Debt to equity : 1.67
⚡Sales growth 3Years : 34.6 %
⚡Profit Var 3Yrs : 51.0 %
👉Cummins india ltd
They've partnered with Tata to build a factory in India specifically for H2-ICE engines [3]. These engines are designed to run on hydrogen instead of diesel, offering a zero-emission alternative for heavy-duty vehicles like trucks
👉Key metrics
⚡Market Cap : ₹ 1,07,355 Cr.
⚡Current Price : ₹ 3,873
⚡Stock P/E : 75.7
⚡ROCE : 26.8 %
⚡ROE : 21.6 %
⚡Debt to equity : 0.05
⚡Sales growth 3Years : 14.5 %
⚡Profit Var 3Yrs : 21.0 %
👉Waaree renewables ltd
They were awarded a 1 MW green hydrogen project in Maharashtra to be built within a year . This project serves as a pilot showcasing their capabilities in this new domain.
👉Key metrics
⚡Market Cap : ₹ 21,752 Cr.
⚡Current Price : ₹ 2,088
⚡Stock P/E : 147
⚡ROCE : 103 %
⚡ROE : 93.3 %
⚡Debt to equity : 0.18
⚡Sales growth 3Years : 307 %
⚡Profit Var 3Yrs : 303 %
👉L&T
L&T took a big step towards domestic manufacturing by commissioning India's first indigenously built green hydrogen electrolyser in March 2024
👉Key ratios
⚡Market Cap : ₹ 4,76,213 Cr.
⚡Current Price : ₹ 3,464
⚡Stock P/E : 36.6
⚡ROCE : 13.4 %
⚡ROE : 14.8 %
⚡Debt to equity : 1.35
⚡Sales growth 3Years : 17.6 %
⚡Profit Var 3Yrs : -2.20 %
👉Va tech wabag ltd
Green hydrogen production relies on electrolysis, which requires very clean water. Va Tech Wabag has expertise in water treatment technology, positioning them to be a supplier of this essential component
👉Key metrics
⚡Market Cap : ₹ 6,097 Cr.
⚡Current Price : ₹ 980
⚡Stock P/E : 20.1
⚡ROCE : 19.5 %
⚡ROE : 3.11 %
⚡Debt to equity : 0.17
⚡Sales growth 3Years : 5.00 %
⚡Profit Var 3Yrs : -16.8 %
👉ION Exchange india ltd
Ion exchange typically deals with water treatment technologies, and green hydrogen production involves electrolysis, not necessarily requiring the same expertise.
👉Key ratios
⚡Market Cap : ₹ 7,693 Cr.
⚡Current Price : ₹ 524
⚡Stock P/E : 37.7
⚡ROCE : 33.8 %
⚡ROE : 26.2 %
⚡Debt to equity : 0.11
⚡Sales growth 3Years : 10.4 %
⚡Profit Var 3Yrs : 27.7 %
👉Oil India ltd
Built a pilot 100 kW green hydrogen plant at their Jorhat oilfield in Assam [3]. This is India's first-of-its-kind project and aims to blend green hydrogen with natural gas using existing infrastructure.
👉Key ratios
⚡Market Cap : ₹ 70,107 Cr.
⚡Current Price : ₹ 646
⚡Stock P/E : 10.1
⚡ROCE : 25.4 %
⚡ROE : 25.2 %
⚡Debt to equity : 0.56
⚡Sales growth 3Years : 24.7 %
⚡Profit Var 3Yrs : 21.4 %
👉Gail india ltd
GAIL is commissioning India's first-ever green hydrogen project at its Vijaipur complex in Madhya Pradesh. This 10 MW electrolyser project will produce around 4.3 metric tons of green hydrogen daily with a high purity of 99.999%
👉Key ratios
⚡Market Cap : ₹ 1,37,255 Cr.
⚡Current Price : ₹ 209
⚡Stock P/E : 13.9
⚡ROCE : 14.6 %
⚡ROE : 14.0 %
⚡Debt to equity : 0.28
⚡Sales growth 3Years : 32.4 %
⚡Profit Var 3Yrs : 17.3 %
👉Tata steel ltd.
conducted the world's first large-scale injection of hydrogen gas (40%) into a blast furnace at their Jamshedpur Works in April 2023
👉Key ratios
⚡Market Cap : ₹ 2,09,598 Cr.
⚡Current Price : ₹ 168
⚡Stock P/E : 108
⚡ROCE : 12.6 %
⚡ROE : 7.28 %
⚡Debt to equity : 1.01
⚡Sales growth 3Years : 20.3 %
⚡Profit Var 3Yrs : 146 %
👉Thermax ltd
Electrolyzers are key components in the production of green hydrogen. Thermax is actively seeking partnerships to manufacture and supply these critical devices
👉Key ratios
⚡Market Cap : ₹ 59,382 Cr.
⚡Current Price : ₹ 4,984
⚡Stock P/E : 101
⚡ROCE : 16.9 %
⚡ROE : 14.1 %
⚡Debt to equity : 0.29
⚡Sales growth 3Years : 24.8 %
⚡Profit Var 3Yrs : 33.8 %

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