Inox Green Energy (INOXGREEN) | News Based Sentiment Analysis

• On September 3rd, 2025, Inox Green Energy Services announced significant gains in its Operations and Maintenance (O&M) portfolio, securing agreements for 189.1 MWp of solar projects across Maharashtra, Gujarat, and Madhya Pradesh. This expansion increased their total solar O&M portfolio to 1.8 GW and overall renewable O&M to 5.3 GW, demonstrating continued growth in a key service area.
• Following the O&M contract wins on September 3rd, 2025, Inox Green’s share price reacted positively, opening at ₹152.74, up from ₹151.63 the previous day. By 10:22 AM on the same day, the stock reached a high of ₹154.20, a 1.62% increase, with a market capitalization of ₹5,639.21 crore. The share price closed at ₹153.42 on September 5th, 2025, showing a +1.25% change for the day.
• Analysts at Nuvama maintained a 'Buy' recommendation for Inox Wind on September 8th, 2025, with a target price of Rs 190, citing the Inox Group’s recent restructuring and rights issue to deleverage its balance sheet. They highlighted Inox Green’s entry into the solar operations & maintenance segment as a positive development.
• Nuvama analysts are bullish, anticipating Inox Green's O&M portfolio to triple from 5 GW currently to 17 GW by FY27, significantly exceeding market expectations for revenue acceleration. This projection suggests substantial growth potential for the company's O&M business.
• Despite the recent positive movement, the stock price has fallen by 21.74% over the past year as of September 3rd, 2025, with a 52-week high of 224.65 (September 13, 2024) and a 52-week low of 104 (April 9, 2025), indicating some volatility.

The Investment Story: September proved to be a strong month for Inox Green Energy, marked by significant O&M contract wins and positive analyst sentiment, reinforcing its strategic focus on renewable energy operations and maintenance. The company is actively expanding its service offerings and positioning itself for long-term growth in the renewable sector.

What It Means for Investors: These developments suggest a positive outlook for Inox Green, with potential for continued revenue growth and improved profitability. The analyst upgrade and bullish projections for the O&M portfolio strengthen the investment case, while the expansion of the O&M portfolio solidifies its market position. However, investors should be mindful of the stock's recent volatility.

Looking Ahead: Investors should watch for updates on the NCLT approval for the asset transfer to Resco Global (mentioned in previous reports) and the outcomes of the 13th Annual General Meeting on September 26th, 2025. Continued monitoring of contract wins and financial performance will also be crucial.

The Bottom Line: Inox Green Energy remains a compelling investment opportunity in the renewable energy sector. The company’s recent achievements, coupled with its strategic initiatives and positive analyst coverage, suggest continued growth potential, but investors should remain aware of the risks associated with market volatility.