ALFA Finder| Revenue growth | Flat YoY |
|---|---|
| Margins | EBITDA margin improved to 57% from 56% YoY |
| Order book | 200 MW/400 MWh battery assembly order received |
| Demand visibility | Strong; All-India demand rose 8.5% YoY |
| Management confidence | High; citing momentum in balance sheet and strategic growth |
Growth
Revenue flat at ₹5,437 Cr; EBITDA up 2%; Cash PAT fell 7% YoY to ₹1,464 Cr.
Outlook
Targeting 3 GW capacity addition in FY27; ₹20,000 Cr capex guidance; locked-in 32.4 GW capacity and 29.6 GWh storage.
Risks
Hydro plants impacted by weak hydrology; Mahanadi evacuation issues (Force Majeure); rising inflation and fuel prices.
Last quarter's promises, checked
Delivered
- Targeted 30 GW capacity by 2030 → Locked-in 32.4 GW (= BEAT)
- Targeted 40 GWh storage by 2030 → Locked-in 29.6 GWh (= BEAT/ON-TRACK)
- Commission Tidong Hydro by June 2026 → Commissioned June 2026 (= BEAT)
Partly delivered
- Guided Net Debt/EBITDA 5x-5.5x → Delivered 4.95x (= BEAT/PARTIAL ON DEBT REDUCTION)
Missed
- Guided 3 GW capacity addition in FY27 → 150 MW added in Q1 (= MISS/LAGGING)
Investor Presentation filed with NSE, NSE: JSWENERGY. Summary written with AI assistance from the document.
JSW Energy Ltd: key numbers
- Share price
- ₹514.55
- Market cap
- ₹94,342 Cr
- Revenue (annual)
- ₹18,901 Cr
- Net profit (annual)
- ₹2,239 Cr
- P/E (TTM)
- 40.7×Sector 21.5×
- 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 637 shares on NSE in November 2026. Sales total about Rs.0.03 Crore, leaving 450,726 shares held.
- Value
- ₹0.03 Cr
JSW Energy Debt & Borrowing: ₹20.13 Cr
JSW Energy paid Rs.20.13 Crore interest on its Rs.250 Crore NCDs on the due date. No delay or non-payment was reported.
- Value
- ₹20.13 Cr
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
- ₹0.50 Cr
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.