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Adani Green’s 54% rally this year tempts TotalEnergies to book profits

Adani Green’s 54% rally this year tempts TotalEnergies to book profits
Stock Market4 min read
  • France-based TotalEnergies could be considering booking profits and recouping some of its investment in Adani Green.
  • TotalEnergies had acquired a 20% stake in Adani Green last year for $2 billion, which is now worth $10 billion.
  • The company’s CEO mentioned in an interview that TotalEnergies remains committed to Adani Green, and that he believes the company’s balance sheet is “safe”, despite concerns of surging debt.
Adani Green’s shares have rallied over 54% in 2022 so far, and that has tempted one of its major stakeholders, the France-based TotalEnergies, to book profits.

At an analyst call, TotalEnergies’ CEO Patrick Pouyanne announced that the rally in Adani Green is a “source of potential cash”, implying that the energy giant could reduce its stake and book profits while the stock is still up.


Pouyanne explained that TotalEnergies was committed to Adani Green and had no immediate plan to cut its holding in the company. However, if TotalEnergies decided to book some profits, the sale would be small and only to recoup some of its investments.

It is worth noting that TotalEnergies picked up a 20% stake in Adani Green for $2 billion in 2021. That stake is now worth $10 billion – a handsome 5x surge in a little over a year.

Adani Green’s shares have seen a strong bull run in 2022, and yet, it is only the sixth best performer out of the seven Adani Group companies (excluding the newly acquired Ambuja Cements and ACC).

Company

Current price

YTD performance

Adani Power

₹370

265.5%

Adani Wilmar

₹743

176.8%

Adani Transmission

₹3,593

107.5%

Adani Enterprises

₹3,547

106.6%

Adani Total Gas

₹3,557

104%

Adani Green

₹2,092

54.7%

Adani Ports

₹823

11.7%


Source: NSE, as on September 29, 2022

Adani Green’s 54% returns this year are after the stock fell 30% from its peak in April – and despite the growing concerns about the Adani Group being “over-leveraged”, Pouyanne said the balance sheet of Adani Green is “safe”.

Analysts at Ventura echoed similar sentiments, saying that the debt mix of the company has improved. “AGEL has improved its debt mix with the share of short-term debt in FY22 only at 17% v/s 83% earlier. Further, the total interest cost of the company has reduced from 11.1% in FY19 to 8.8% in FY22,” the brokerage firm said in its latest report.

$ADANIGREEN.NSE News - TotalEnergies said it could sell a small part of its 20% stake in Adani Green Energy Ltd. to cash in on the jump in the valuation of the Indian renewable energy producer. The French energy giant company bought 20% of Adani Green in 2021 for $2 billion, building on previous deals with Indian billionaire Gautam Adani. That stake was worth about $10 billion at the end of August, according to TotalEnergies. Adani Green’s shares are up 54% this year, compared to a 1.8% decline in the benchmark S&P BSE Sensex Index in India. Still, Adani Green is down 15% so far this month amid concerns that it’s taking on too much debt as it expands and their other companies are also pledging the shares. The company’s balance sheet and fundamentals are strong per Balance Sheet available on MoneyControl!. FIS Conclusion on this news - We do not think this news will have any negative impact on the Adani Green stock and we remain positive on Adani groups stocks!!

— (@Financialindependence) September 29, 2022]]>

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