ALFA Finder| 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
- ₹1,436.50
- 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.