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Investor Presentation

Adani Power Investor Presentation: Key Takeaways

Adani Power reports strong Q1 FY27 results with 33% YoY revenue growth and 22% EBITDA growth, driven by expanded operating capacity of 18.33 GW and improved plant availability.

Highlights
Revenue growth33% YoY growth in Q1 FY27.
MarginsEBITDA margin at 43% in Q1 FY27.
Order book13,320 MW new PPAs tied up for upcoming projects.
Demand visibilityStrong; 95% capacity tied in long-term PPAs.
Management confidenceHigh; citing status as India's largest private thermal IPP.

Growth

Revenue reached ₹19,322 Cr (+33% YoY). PAT grew 47% YoY to ₹4,867 Cr. EBITDA margin remained strong at 43%.

Outlook

Targeting 45 GW capacity by FY32 through brownfield and greenfield expansions. ₹202k Cr capex planned over next 7 years.

Risks

Fuel cost increased 19% YoY. Potential merchant market price volatility and reliance on regulatory approvals for cost recovery.

Last quarter's promises, checked

Delivered

  • Guided 25,000 Cr capex for FY27 → Progressing at 'excellent pace' with 25,000 Cr target maintained (= BEAT)
  • Guided Korba Phase-II 1,320 MW commissioning in FY27 → On track for Dec 2026 (= BEAT)
  • Guided Net Debt-to-EBITDA below 3x → Delivered slightly higher than 2x (= BEAT)

Partly delivered

  • Guided 1,600 MW Mahan Phase-II for FY27 → Revised to Q1 FY28 (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: ADANIPOWER. Summary written with AI assistance from the document.

Read the document ↗

Adani Power Ltd: key numbers

Share price
₹202.75
Market cap
₹3,90,997 Cr
Revenue (annual)
₹54,241 Cr
Net profit (annual)
₹12,834 Cr
P/E (TTM)
27.4×Sector 25.1×
Promoter holding
74.96%+0.00% QoQ
FII holding
11.76%Current quarter

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

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