ALFA Finder| Revenue growth | 7% YoY growth in operational revenue for FY26. |
|---|---|
| Margins | EBITDA margin expansion driven by transmission and smart metering segments. |
| Order book | Transmission UC orderbook at ₹71,779 cr; smart metering at ₹29,519 cr. |
| Demand visibility | 103 mn smart meter untapped market opportunity identified. |
| Management confidence | Strong outlook on smart metering and transmission bidding capabilities. |
Growth
PAT surged 160% to ₹2,393 cr; smart metering capex rose 1.8x; distribution segment RAB grew 10% YoY to ₹10,521 cr.
Outlook
Targeting 60% RE share by FY27 and 100% by FY30; ₹14,232 cr capex in FY26; 24.6mn smart meter orderbook.
Risks
Higher net debt of ₹39,268 cr (vs ₹30,076 cr FY25); net debt to EBITDA at 4.5x; regulatory compliance risks.
Earnings Call filed with NSE, NSE: ADANIENSOL. Summary written with AI assistance from the document.
Adani Energy Solutions Ltd: key numbers
- Share price
- ₹1,438.50
- Market cap
- ₹1,75,922 Cr
- Revenue (annual)
- ₹27,588 Cr
- Net profit (annual)
- ₹2,283 Cr
- P/E (TTM)
- 47.4×Sector 21.5×
- Promoter holding
- 73.39%-1.32% QoQ
- FII holding
- 9.57%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Adani Energy Solutions Ltd
All →Adani Energy Solutions Acquisition
Adani Energy Solutions completed its acquisition of 100% equity in Intellismart Infrastructure from NIIF and EESL on November 12, 2026. Optionally convertible debentures held by NIIF were also redeemed.
Adani Energy Solutions Earnings Call Transcript: Key Takeaways
Adani Energy delivered robust growth driven by transmission commissioning and a mature energy solutions platform.
Adani Energy Solutions Investor Presentation: Key Takeaways
Adani Energy Solutions reported record performance for Q2 FY27, driven by strong growth in transmission and the inclusion of the energy solutions platform. The company is scaling smart metering and transmission networks.
Adani Energy Solutions Management Change
Adani Energy Solutions appointed Mr. Arvind Sharma as CISO and Mr. Rahul Bhutiani as Chief – Strategic Customer Acquisition, effective October 22, 2026.
Adani Energy Solutions Results Update
AESL reported Q2FY27 PAT of Rs 1,364 crore and EBITDA of Rs 3,548 crore, both record highs. A 2,500 MW MSEDCL RTC power contract is also highlighted.
- RTC power supply capacity (PPA with MSEDCL)
- 2500 MW
- Order book
- ₹87,000 Cr
Adani Energy Solutions Q2 FY27 Results: Net Profit ₹1,364 Cr, Up 144.8% YoY
Adani Energy Solutions Ltd reported revenue from operations of ₹10,076 Cr (+52.8% YoY) and net profit of ₹1,364 Cr (+144.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,364 Cr · +144.8% YoY