ALFA Finder| Revenue growth | 39% YoY growth in Q4 FY26. |
|---|---|
| Margins | Commanding 20% premium over merchant exchange prices through strategic contracts. |
| Order book | 14 GW under-construction, fully tied up with long-term PPAs. |
| Demand visibility | Strong; peak demand expected at 270 GW; long-term 5-6% CAGR. |
| Management confidence | High; citing robust project pipeline and locked-in capacity of 32.1 GW. |
Growth
Q4 FY26 revenue rose 39% YoY to ₹4,851 crore; EBITDA grew 72% to ₹2,602 crore; PAT up 38% to ₹574 crore.
Outlook
FY27 guidance: 3 GW capacity addition, ₹20,000 crore capex. Targeting 30 GW generation and 40 GWh storage by FY30.
Risks
Grid curtailment caused ₹50cr annual revenue loss; potential impact from new DSM regulations estimated at 1.5-2% of RE revenues.
Earnings Call filed with BSE, NSE: JSWENERGY. Summary written with AI assistance from the document.
JSW Energy Ltd: key numbers
- Share price
- ₹522.15
- Market cap
- ₹95,735 Cr
- Revenue (annual)
- ₹18,901 Cr
- Net profit (annual)
- ₹2,239 Cr
- P/E (TTM)
- 41.3×Sector 21.7×
- Promoter holding
- 66.53%+0.00% QoQ
- FII holding
- 10.91%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 Employee Stock Options
JSW Energy's employee welfare trust sold shares to employees exercising ESOP options between 2 and 5 November 2026. Disposals total about Rs 0.50 Crore.
- Value
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JSW Energy Credit Rating
JSW Energy disclosed that India Ratings assigned IND AA-/Stable to bank loan facilities of three step-down subsidiaries on 6 November 2026. The action is a credit rating assignment for subsidiary debt facilities.
JSW Energy Production Started
JSW Energy added 1,784 MW of generation capacity since April 2026, taking installed capacity to 15,237 MW. Renewables now make up about 61% of its operational portfolio.
- generation capacity added since April 2026
- 1784.0 MW
JSW Energy Annual General Meeting
JSW Energy's members passed the ordinary resolution appointing Sanjay Sagar as Non-Executive, Non-Independent Director via postal ballot. Votes in favour were 99.94% of votes polled.
JSW Energy Employee Stock Options
JSW Energy's employee welfare trust transferred 10,044 shares to employees after ESOP option exercises. The off-market transfer was valued at about Rs 0.01 Crore.
- Value
- ₹0.01 Cr
JSW Energy Management Change
JSW Energy appointed Chandrasekaran Prabhakaran as Executive Director (Whole-time Director) on 28 October 2026. He brings over 26 years of corporate finance and governance experience.