| 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
- ₹1,287.90
- Market cap
- ₹1,57,504 Cr
- Revenue (annual)
- ₹27,588 Cr
- Net profit (annual)
- ₹2,283 Cr
- P/E (TTM)
- 54.0×Sector 24.3×
- Promoter holding
- 73.39%+0.66% QoQ
- FII holding
- 10.31%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Adani Energy Solutions Ltd
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- Value
- ₹0.05 Cr
Adani Energy Solutions Merger & Restructuring Worth ₹0.4 Cr
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- Value
- ₹0.40 Cr
Adani Energy Solutions Legal & Regulatory
Adani Energy Solutions received a SEBI Settlement Order regarding a past application. The company paid a ₹0.10 Crore settlement amount, with no material financial impact.
- Value
- ₹0.10 Cr
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Adani Energy Solutions received its first ESG rating from Niche Ninety Nine Capability and Certifications (OPC) Private Limited, achieving a score of 75/100.
Adani Energy Solutions Bags New Order from Maharashtra State Electricity Distribution Company Limited
Adani Energy Solutions' subsidiary PTSL signed a 25-year Power Purchase Agreement with MSEDCL for the supply of 2,500 MW of Round-the-Clock power.
- From
- Maharashtra State Electricity Distribution Company Limited (MSEDCL)
- Execution
- 25 years
- RTC power supply capacity
- 2500.0 MW
Adani Energy Solutions Capital Structure Change
GQG Partners and its PACs sold a 1.63% stake in Adani Energy Solutions Limited. The disposal was executed through multiple open market transactions.