| 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
- ₹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