| Revenue growth | FY26 income ₹19,878 Cr vs FY25 ₹12,639 Cr. |
|---|---|
| Margins | EBITDA margin improved to 56% in FY26 from 48% in FY25. |
| Order book | 32.1 GW locked-in capacity; 96% under long-term PPA. |
| Demand visibility | Strong; peak demand expected to grow at 6.5% CAGR through FY36. |
| Management confidence | High, accelerating capacity expansion targets from 20GW to 30GW. |
Growth
FY26 Total Income rose 57% YoY to ₹19,878 Cr; EBITDA grew 81% to ₹11,041 Cr with 56% margin.
Outlook
Planned cumulative capex of ~₹130,000 Cr through FY30. Targeting carbon neutrality by 2050.
Risks
Rising peak power deficits and execution risks for large-scale under-construction projects (14,048 MW).
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