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印度的私募股权可再生能源投资
Hemi H Gandhi1,2,3, Bram Hoex1, Brett Jason Hallam1
1School of Photovoltaic and Renewable Energy Engineering, University of New South Wales, Sydney, NSW, 2052, Australia.
私募股权投资者对于印度的可再生能源目标至关重要,尽管存在行业风险. 他们有信心管理风险回报动态,在印度日益增长的能源市场中实现高回报.
科学领域:
- 能源经济学 能源经济学
- 金融 金融 金融 金融 金融
- 可持续发展 可持续发展 可持续发展
背景情况:
- 印度面临能源消耗和二氧化碳排放的显著增长.
- 为了到2030年实现印度的500吉瓦可再生能源目标,需要大量资金 (约合4000亿美元).
- 由于复杂的部门风险,扩大私募股权 (PE) 投资至关重要.
研究的目的:
- 调查印度可再生能源领域PE投资者的动机,看法,策略和投资行为.
- 确定这些投资者使用的关键投资标准和价值创造策略.
- 探索电力部门价值链中创造价值的新兴机会.
主要方法:
- 通过对40名高管级行业从业人员的采访进行初级研究.
- 对印度可再生能源市场现有的文献进行全面分析.
- 检查投资部署模式和风险管理方法.
主要成果:
- 全球宏观力量和特定行业的吸引力吸引了各种PE投资者.
- 资本主要部署在现有开发者平台,控制开发者平台和基础设施投资信托基金 (InvITs) 中.
- 与其他基础设施资产相比,投资者仍然乐观地看待实现高于风险的调整回报.
结论:
- 投资者的信心是由风险管理能力,印度市场规模和政府承诺所驱动的.
- 学习的经验可以为全球可再生能源投资战略和政策制定提供信息.
- 尽管存在风险,但PE投资者认为印度可再生能源行业具有巨大的回报潜力.
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