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Earnings Call

JSW Energy Earnings Call: Key Takeaways

JSW Energy reported record Q4 performance with EBITDA growing 72% YoY to ₹2,602 Cr and PAT up 38% to ₹574 Cr, driven by significant capacity additions in thermal and renewable segments.

Highlights
Revenue growth39% YoY growth in Q4; 57% YoY growth in FY26.
MarginsEBITDA margins expanded to 56% in FY26 from 48% in FY25.
Order book14,048 MW under construction/PPA signed; 4,561 MW pipeline.
Demand visibilityHigh; 84% generation tied to long-term PPAs.

Growth

FY26 EBITDA reached record ₹11,041 Cr (+81% YoY); Q4 revenue grew 39% YoY to ₹4,851 Cr.

Outlook

Targeting 30 GW capacity by 2030 (currently 13.5 GW); 40 GWh energy storage target by 2030.

Risks

Potential execution delays in 14.1 GW under-construction pipeline and fluctuations in short-term PPA power sales volumes.

Source

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

Read 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.

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thermal generation equipment
1600.0 MW
20:15 IST BSE
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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.

14:30 IST NSE
Legal & Regulatory

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.

19:58 IST BSE
Promoter Selling

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
17:22 IST NSE
Credit Rating

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.

20:02 IST BSE
Employee Stock Options

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