| Margins | C&I margins >₹0.50/unit; transmission EBITDA expected to triple. |
|---|---|
| Order book | 2.46 crore smart meters; transmission pipeline of ₹72,000cr under construction. |
| Demand visibility | Strong pipeline of ₹1.5 trillion in upcoming transmission tenders. |
| Management confidence | High; citing improved credit ratings (AAA) and operational efficiency. |
Growth
EBITDA grew to ~₹8,726cr. Smart meter installations surpassed targets, reaching 83 lakh units in FY26.
Outlook
FY27 capex guided at ₹22,000cr; FY28 at ₹23,000cr. Targeting 3x transmission EBITDA growth in 3-4 years.
Risks
Regulatory approvals for new tariffs and Right of Way (ROW) challenges in transmission projects.
Earnings Call filed with NSE, NSE: ADANIENSOL. Summary written with AI assistance from the document.
Adani Energy Solutions Ltd: key numbers
- Share price
- ₹1,338.50
- Market cap
- ₹1,63,692 Cr
- Revenue (annual)
- ₹27,588 Cr
- Net profit (annual)
- ₹2,283 Cr
- P/E (TTM)
- 56.1×Sector 25.1×
- 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.
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- Execution
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