Capex Announcement
Updates daily₹20-30 Cr capex unlock steady earnings Sobhagya's 0.2 MTPA coal mine project adds ₹60-70 Cr annual revenue by FY2028-29, contributing 10-15% growth. Incremental EBITDA reaches ₹15-25 Cr at full capacity with 30-35% mining margins. Vertical integration reduces coal procurement costs, maintaining EBITDA margins at ~30-35%. ROCE of 18-22% justifies 4-5 year payback. Key risks: March 2026 environmental hearing, forest clearance delays, capex overruns. Staged ramp-up (50% capacity FY27-28, full by FY28-29) supports EPS accretion post-FY2028-29. Project is strategically sound if regulatory clearances materialize timely.
₹20-30 Cr capex unlock steady earnings Sobhagya's 0.2 MTPA coal mine project adds ₹60-70 Cr annual revenue by FY2028-29, contributing 10-15% growth. Incremental EBITDA reaches ₹15-25 Cr at full capacity with 30-35% mining margins. Vertical integration reduces coal procurement costs, maintaining EBITDA margins at ~30-35%. ROCE of 18-22% justifies 4-5 year payback. Key risks: March 2026 environmental hearing, forest clearance delays, capex overruns. Staged ramp-up (50% capacity FY27-28, full by FY28-29) supports EPS accretion post-FY2028-29. Project is strategically sound if regulatory clearances materialize timely.
₹20-30 Cr capex unlock steady earnings Sobhagya's 0.2 MTPA coal mine project adds ₹60-70 Cr annual revenue by FY2028-29, contributing 10-15% growth. Incremental EBITDA reaches ₹15-25 Cr at full capacity with 30-35% mining margins. Vertical integration reduces coal procurement costs, maintaining EBITDA margins at ~30-35%. ROCE of 18-22% justifies 4-5 year payback. Key risks: March 2026 environmental hearing, forest clearance delays, capex overruns. Staged ramp-up (50% capacity FY27-28, full by FY28-29) supports EPS accretion post-FY2028-29. Project is strategically sound if regulatory clearances materialize timely.
₹20-30 Cr capex unlock steady earnings Sobhagya's 0.2 MTPA coal mine project adds ₹60-70 Cr annual revenue by FY2028-29, contributing 10-15% growth. Incremental EBITDA reaches ₹15-25 Cr at full capacity with 30-35% mining margins. Vertical integration reduces coal procurement costs, maintaining EBITDA margins at ~30-35%. ROCE of 18-22% justifies 4-5 year payback. Key risks: March 2026 environmental hearing, forest clearance delays, capex overruns. Staged ramp-up (50% capacity FY27-28, full by FY28-29) supports EPS accretion post-FY2028-29. Project is strategically sound if regulatory clearances materialize timely.
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