ALFA Finder| Margins | Merchant prices firmed to ₹5.10/unit; coal costs rising but resilient via domestic shift. |
|---|---|
| Order book | Received first external battery order worth ₹440 Crore. |
| Demand visibility | Strong; Q1 power demand grew 8.5% YoY with peak at 271 GW. |
| Management confidence | High; cited record capacity additions and successfully raised ₹10,150 Cr capital. |
Growth
PAT at ₹533 Cr declined YoY due to higher depreciation and interest costs from new asset commissioning.
Outlook
Guided 3 GW capacity addition and ₹20,000 Cr capex for FY27. Targets net leverage below 5x by 2030.
Risks
Weak hydrology impacting hydro portfolio (down 26% YoY) and short-term PLF drops due to planned shutdowns.
Last quarter's promises, checked
Delivered
- Guided ~3 GW capacity addition for FY27 → delivered 1.1 GW in Q1 (= BEAT)
- Guided ₹20,000 Cr capex for FY27 → delivered ₹20,000 Cr plan maintained (= BEAT)
- Guided peak demand of 270 GW for Summer 2026 → delivered 271 GW peak (= BEAT)
Partly delivered
- Guided net leverage path to 5-5.5x → delivered gross debt of ₹74,000 Cr with 5x target maintained (= PARTIAL)
Missed
- Guided hydro season to add to bottom line → delivered 26% YoY hydro generation drop (= MISS)
Investor Presentation filed with BSE, 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.