| Revenue growth | 57% YoY for FY26; 39% YoY for Q4 FY26. |
|---|---|
| Margins | EBITDA margin improved to 56% in FY26 from 48% in FY25. |
| Demand visibility | Strong; backed by long-term PPAs for 84% of generation. |
| Management confidence | High; citing robust growth momentum since 'Strategy 1.0'. |
Growth
FY26 Revenue rose 57% to ₹19,878 Cr; EBITDA surged 81% to ₹11,041 Cr; PAT increased 39% to ₹2,762 Cr.
Outlook
Targeting 30 GW generation and 40 GWh storage by 2030; ~20% CAGR installed capacity growth projected.
Risks
Higher finance costs (+156% YoY) and increased net debt to ₹65,834 Cr due to aggressive expansion.
Earnings Call filed with BSE, NSE: JSWENERGY. Summary written with AI assistance from the document.
JSW Energy Ltd: key numbers
- Share price
- ₹506.55
- Market cap
- ₹92,875 Cr
- Revenue (annual)
- ₹18,901 Cr
- Net profit (annual)
- ₹2,239 Cr
- P/E (TTM)
- 47.2×Sector 25.1×
- Promoter holding
- 66.53%-2.88% QoQ
- FII holding
- 11.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from JSW Energy Ltd
All →JSW Energy Business Update
JSW Energy's subsidiary has contracted Toshiba JSW for 1,600 MW of steam turbine generators. This Phase II order completes equipment procurement for the 3,200 MW Salboni Thermal Project.
- thermal generation equipment
- 1600.0 MW
JSW Energy Employee Stock Options
JSW Energy Employees Welfare Trust sold 26,419 equity shares off-market to employees exercising options under the company's ESOP Plan, 2021. This completes the share transfer process.
JSW Energy Legal & Regulatory
The APTEL set aside a CERC order, allowing JSW Hydro Energy's IDC claim regarding tariff determination for 2014-24. The matter is remanded to CERC for data verification.
JSW Energy Promoter Selling: ₹0.24 Cr
JSW Energy Employees Welfare Trust sold 4,519 equity shares via open market transactions worth ₹0.24 Crore. This disclosure aligns with PIT regulations.
- Value
- ₹0.24 Cr
JSW Energy Credit Rating
JSW Energy Limited has received assigned and affirmed credit ratings from India Ratings and Research for its non-convertible debentures, bank loans, and commercial paper.
JSW Energy Employee Stock Options
JSW Energy Employees Welfare Trust and ESOP Trust sold/transferred a total of 61,653 equity shares to employees exercising ESOPs, totaling ₹0.47 Crore in aggregate consideration.
- Value
- ₹0.47 Cr