POWERINDIABSEHitachi Energy India LtdLowNeutral
Announced Wed, 13 May · 19:22 IST

Please refer the enclosed file.

Qip At PremiumFund Raising View source PDF

POWERINDIA · price

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Price reaction · full curve 14 horizons · vs prior close
+2.5%1-day move
₹31720.00
prior close
₹32100.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.8-2.0-1.9-1.1+2.5+3.8+4.2+12.5+15.1+12.7+15.9+9.5+2.4
Up moveDown movePending
AI summary

Hitachi Energy India filed its Q4 FY2026 monitoring agency report (Crisil Ratings) for the Rs. 2,520.82 crore QIP completed in March 2025. Net proceeds of Rs. 2,476.29 crore are earmarked for capex (Rs. 1,513.28 crore), working capital (Rs. 350 crore), and general corporate purposes (Rs. 613.01 crore). As of March 31, 2026, Rs. 469.66 crore (19%) has been deployed — Rs. 359.11 crore in Q4 alone — primarily toward capacity enhancement, equipment, and civil works. Rs. 2,006.63 crore remains unutilised, parked in short-term deposits and fixed deposits with HDFC, SBI, Sumitomo Mitsui, HSBC, and Standard Chartered. There is a delay in the capex schedule due to adverse weather and revised project scope, though no material deviation was declared. A minor Rs. 0.15 crore inadvertent transfer was corrected within the same quarter.

Likely market impact

The QIP proceeds deployment is proceeding largely on track with no material deviations. The capex schedule delay is minor and explained by weather and scope revisions — not a concern for long-term investors. The large unutilised balance (Rs. 2,006 crore) earning ~5.2–6.25% returns suggests measured deployment rather than urgency.