| 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
- ₹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
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- Value
- ₹0.24 Cr
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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