{"id":19557,"date":"2025-10-16T13:27:17","date_gmt":"2025-10-16T07:57:17","guid":{"rendered":"http:\/\/43.205.138.160\/?post_type=media-review&#038;p=19557"},"modified":"2025-10-16T13:27:17","modified_gmt":"2025-10-16T07:57:17","slug":"19557","status":"publish","type":"media-review","link":"https:\/\/signalz.pro\/media-review\/19557\/","content":{"rendered":"<p>Investment Thesis:<br \/>\n\u2022\tMandated Growth: IREDA is the primary dedicated financier for India&#8217;s 500 GW non-fossil fuel target by 2030, ensuring a sustained high-growth trajectory for its loan book.<br \/>\n\u2022\tAccelerating Business Momentum: Q2 FY26 saw loan sanctions surge 145% YoY, translating national RE ambitions directly into exceptional business execution.<br \/>\n\u2022\tSuperior Asset Quality Trajectory: Despite high growth, asset quality has seen sequential improvement with GNPA dropping to 3.97% (Q2 FY26) from a prior high.<br \/>\n\u2022\tStructural Cost Advantage: As a government PSU under MNRE, IREDA benefits from sovereign backing, which provides access to cheaper domestic and multilateral funding sources, ensuring competitive Net Interest Margins (NIMs).<br \/>\n\u2022\tEmerging Market Leadership: The company holds a first-mover advantage in financing new-age green technologies like Green Hydrogen, Battery Energy Storage Systems (BESS), and e-mobility infrastructure.<br \/>\n<a href=\"http:\/\/43.205.138.160\/wp-content\/uploads\/2025\/10\/Buy-Call-on-IREDA_16-Oct-2025.pdf\">Buy Call on IREDA_16 Oct 2025<\/a><\/p>\n","protected":false},"comment_status":"closed","ping_status":"closed","template":"","media-category":[9],"media-subscription":[],"call-tags":[838],"class_list":["post-19557","media-review","type-media-review","status-publish","hentry","media-category-stock-exchange","call-tags-ireda-investing"],"acf":[],"_links":{"self":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media-review\/19557","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media-review"}],"about":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/types\/media-review"}],"replies":[{"embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/comments?post=19557"}],"version-history":[{"count":1,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media-review\/19557\/revisions"}],"predecessor-version":[{"id":19559,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media-review\/19557\/revisions\/19559"}],"wp:attachment":[{"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media?parent=19557"}],"wp:term":[{"taxonomy":"media-category","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media-category?post=19557"},{"taxonomy":"media-subscription","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/media-subscription?post=19557"},{"taxonomy":"call-tags","embeddable":true,"href":"https:\/\/signalz.pro\/api\/wp\/v2\/call-tags?post=19557"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}