ALFA Finder| 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
- ₹1,436.50
- Market cap
- ₹1,75,677 Cr
- Revenue (annual)
- ₹27,588 Cr
- Net profit (annual)
- ₹2,283 Cr
- P/E (TTM)
- 47.4×Sector 21.7×
- 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 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
Adani Energy Solutions Other Announcement
Adani Energy Solutions Limited submitted the certificate from its Registrar and Share Transfer Agent, MUFG Intime India Private Limited, under Regulation 74(5) for the September 2026 quarter.