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Earnings Call Transcript

Adani Green Energy Earnings Call Transcript: Key Takeaways

Strong operational scaling with 20GW capacity milestone, though evacuation constraints at Khavda create near-term curtailment headwinds.

Guidance and delivery
Management target Revenue FY30
Highlights
Revenue growth45% YoY growth in power supply revenue for Q2.
MarginsIndustry-leading EBITDA margins maintained at 92%.
Demand visibilityStrong visibility from AI, data centers, and industrial electrification.
Management confidenceHigh confidence in execution despite transmission bottlenecks.

Growth

Revenue from power supply jumped 45% YoY in Q2, driven by 32% growth in energy sales.

Outlook

Targeting 4.5-5.0 GW capacity addition in FY27; ₹2.4 lakh Cr capex planned through FY30.

Risks

Transmission infrastructure delays at Khavda (Phase 3) deferred to Q4; increasing reliance on expensive battery storage to mitigate curtailment.

Source

Earnings Call Transcript filed with NSE, NSE: ADANIGREEN. Summary written with AI assistance from the document.

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Adani Green Energy Ltd: key numbers

Share price
₹1,269.00
Market cap
₹2,09,027 Cr
Revenue (annual)
₹12,928 Cr
Net profit (annual)
₹1,652 Cr
P/E (TTM)
111.5×Sector 21.0×
Promoter holding
62.43%+0.00% QoQ
FII holding
11.33%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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