| Revenue growth | 54% YoY in Q1FY27. |
|---|---|
| Margins | EBITDA expanded 58% YoY; PAT growth of 130% YoY. |
| Order book | Transmission UC orderbook ₹71,779 Cr; Smart Metering 24.6 Mn meters. |
| Demand visibility | Near-term transmission tendering opportunity at ~₹1.1 lakh crore. |
Growth
PAT surged 130% YoY to ₹1,237 Cr; Transmission revenue grew 36%, and Distribution (AEML) revenue rose 5%.
Outlook
Capex of ₹3,498 Cr in Q1FY27; targeting 60% renewable power procurement by FY2027 and 100% smart meter coverage.
Risks
Distribution loss at AEML increased to 5.16% due to extreme heatwave conditions and higher network loading.
Last quarter's promises, checked
Delivered
- Guided 70 lakh smart meters → delivered 83 lakh (= BEAT)
- Guided Mumbai HVDC commissioning in FY26 → delivered 100% complete (= BEAT)
- Guided distribution loss reduction → delivered 4.2% in FY26 (= BEAT)
Partly delivered
- Guided FY27 capex ~₹22,000 Cr → delivered ₹3,498 Cr in Q1 (= PARTIAL)
Missed
- Guided AEML distribution loss trend → delivered 5.16% in Q1FY27 (= MISS)
Investor Presentation 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.
More from Adani Energy Solutions Ltd
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- Value
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Adani Energy Solutions Merger & Restructuring Worth ₹0.4 Cr
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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
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- Execution
- 25 years
- RTC power supply capacity
- 2500.0 MW
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