They have a big and diversified renewable energy portfolio and they are backed very well financially. They want to help India on their net zero journey by backward integration, transformative technologies and new offerings in the power sector ecosystem. India has shown a lot of commitments to achieve 0 emissions by 2070 and because of this recently energy security has became a key part of India’s focus. They are at the top of energy transition and plan to reach the capacity of 20 GW along with 40GWH storage by 2030. They have a big presence in Indias power sectors through assets in power generation and transmission, energy storage and energy products & services. They have new energy solutions of energy storage, green hydrogen, green ammonia and its derivatives. To de risk their supply chain issues they are looking for opportunities in equipment manufacturing. Their current portfolio of 13.2 GW consists of 7.2 of installed capacity, 2.6 GW of under construction and 3.4 GW of in the pipeline capacity. They have 3.4 GWH energy stored and they are working on 3800 tonnes per annum of green hydrogen. They are also going into the RTA and FDRE sectors to further diversify there solutions while having strong performance. Because of the extreme climates in India they are pushing towards more sustainable energy. Sustainability is the key value driver for their business so they have also increased their sustainable offerings. Their business model is based on diversifying and increasing their efficient energy portfolio. In addition to solar panels and wind generation projects they are processing complex bids of stuff like hybrid and FDRE. They are also investing into energy storage solutions like hydro pumped storage and battery energy storage. Lastly they have also been getting into the electrons to molecules business. They are also constructing a 3800 tonnes per annum plant for green hydrogen which is going to be the biggest commercial plant in India. They are also looking to improve the share of sustainable energy in their portfolio. They are also looking to diversify their fuel mix. Beside all the renewable energy generation projects they are also looking to improve their position in the energy storage business. They have a a lot of under-construction and pipeline of renewable projects, energy storage and energy products solutions. They are among the leading energy providers. They are in a strong position to capitalise on the trend of renewable energy and they are looking to further capitalise on this by transitioning into more sustainable energy. For their goal of 20 GW they are looking to mainly add renewable energy. Out of their 13.2 GW portfolio 9.3 are renewables. Some opportunities for Indias energy market is green hydrogen and India wants to. Became one of the leading providers in emerging markets. Energy storage is another big opportunity and JSW want to became one of the leading energy storage solution providers. They are reaching their target of 10 GW in 2025 and of the 7.2 GW that they produced in fy 24 52 percent of that was renewable with the other 48 percent coming from thermal energy. For renewable they have 3 things which are hydro, wind and solar. They achieved their highest EBITDA in fy 24 of 5837 cr. Their net generation increased by 27 percent and their total renewable energy generated increased by 54 percent. They are no longer going to stay just a generation company but also going to offer complete energy solutions and go into the storage business with battery energy storage and hydro pumped storage. Their total installed capacity is 7.2 GW and their total installed capacity from the last 2 years grew by 2.7GW which is a 26 percent CAGR. 2.6 GW worth of projects is underway and is supposed to be finished by 2025 which will then mean that they reached their target. To de risk the supply chain they are also making solar PV panels and wind turbines. Some tailwinds for their company are healthy underlying power demand, a strong pipeline of under-development capacity and a robust capital structure on the balance sheet. Because of conflicts in Europe and in the mid western area there is a growing need for energy security and JSW energy is trying to help India in this goal. Power demand In India has increased by 7.4 percent on YoY basis for fy 24. Overall power generation increased by 7.1 percent but renewable energy generation increased by 11 percent. As Indias economy grows so does income per capita and that basically guarantees that power demand is going to grow because there would be more electronics used and urbanisation and government led initiatives. Thermal power will continue to be one of the most used types in India. Although dependancy on fossil fuels is lowering, fossil fuel energy is essential for the mid phrase of transition. Indias based load demand has became 200 GW and if you take a sustainable demand of 6 to 7 percent they will need 12 to 14 GW incremental every year. Above this because of how all the companies are looking to decarbonise sustainable and renewable energy demands would be about 40 to 50 GW a year. This would pose a big challenge as in fy 24 the total amount of sustainable and renewable energy generated was 18.5 GW. Another problem is that solar and wind energy are not available 24/7 so until the storage systems became efficient thermal energy will need to continue filling in the gaps. In total they are planning to diversify into many segments such as electrons to molecules, energy solutions, battery energy storage systems and many more which will help them reach their target of  20 GW along with 40GWH storage by 2030. If all these goes well they are planning on growing by a CAGR of 22 percent. They did a QIP and raised 5000 cr to help them meet their ambitions. Some notable signing were the signed with the SECI of India for the largest battery energy storage system project and they signed with a global OEM to manufacture wind turbines. They have been awarded 6.5 tonnes of green hydrogen capacity by the SECI. They plan to spend 115000 crores to reach their goal and spend 15000 alone in fy 25. Global energy consumption had ok growth which was driven by the US and Asian countries witnessing more demand while European countries witnessing less demand. Energy markets are still unstable due to the geopolitical tensions going on in Russia and Ukraine and Middle East. Climate change also plays a big role in their industry with it being one of the main factors more people want to change into clean energy to help the environment.  China, India and North America are expected to be the places that are going to carry energy demands into new highs. Renewable energy generation is expected to increase to 45 to 50 percent by 2030 and 65 to 85 percent by 2050. Global demand for fossil fuels such as oil, coal and natural demand are expected to continue rising till and peak before 2030 but their share in energy is expected to decline. Energy demand is expanding everywhere and particularly in developed countries it is expected to grow the most. India is one of the fastest growing countries for green energy and renewable energy with a lot of projects coming up especially considering green hydrogen. The company has 3 main business segments which are power generation which is their primary business segment, Power transmission and power trading. Overview. JSW energy is a company that provides energy across the world but mainly in India. They have a goal to reach the capacity of 20GW along with 40GWH of storage by 2030. They are also going to expand into green hydrogen. They work in 3 main segments which his power generation, transmission and trading. Lastly they are looking at expanding their renewable portfolio. Personal thoughts. I think energy is going to be a big thing in the future because of multiple reasons but a few being tech is going to play a big part and high tech stuff require a lot of energy. Another thing I like is that they are planning on expanding their renewable portfolio which means in my opinion they are focusing on the right stuff as renewable and clean energy is going to play a big role in the energy sector.