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Earnings Call

SJVN Earnings Call: Key Takeaways

SJVN delivered a record FY25-26 performance with 13,302 MU generation. Revenue grew 18.98% to ₹3,869.66 cr, while Standalone PAT reached ₹1,007.90 cr with an 80.30% EBITDA margin.

Highlights
Revenue growth18.98% YoY growth in FY26 Standalone revenue.
MarginsEBITDA margin robust at 80.30% for FY26.
Order bookTotal portfolio of 21,341 MW including pipeline projects.
Demand visibilityStrong, backed by long-term PPAs signed for upcoming projects.
Management confidenceHigh; record generation achieved and aggressive capacity expansion on track.

Growth

FY26 Standalone Revenue grew 19% YoY; PAT grew 3.9%. Q4 revenue surged 83% YoY.

Outlook

Targeting 6,482 MW capacity by FY27. CAPEX for FY25-26 was ₹6,335 crore.

Risks

High receivables from state DISCOMs (₹1,298 cr) and litigation risks with HP Government regarding project takeovers.

Source

Earnings Call filed with BSE, NSE: SJVN-EQ. Summary written with AI assistance from the document.

Read the document ↗

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