Ind-Ra对2024财年(2023年4月1日至2024年3月31日)太阳能项目前景的评级为“稳定”,对风能项目前景的评级为“消极”。
该公司表示,太阳能项目债务覆盖充分,流动性得到改善,有望继续保持稳定,而组件价格下降有利于在建项目。然而,该公司补充到,由于2024财年上半年的年度产能增长放缓,及时完成项目至关重要。
Ind-Ra表示,印度在2024财年上半年安装了5 GW的太阳能和1.6 GW的风能,而2023财年上半年的太阳能和风能装机容量分别为6.8 GW和1.3 GW。2023财年太阳能和风能的新增装机容量分别达到12.8 GW和2.3 GW。
Ind-Ra表示,风力发电项目继续受到发电量变化的影响,预计2024财年的风力发电量将与上一年持平。根据Ind-Ra的说法,取消反向拍卖可能会使开发商能够以更优的风险收益进行竞标,从而支持中期的产能增加。
作者:UMA GUPTA
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