AESL wins Rs 8,500 Crore transmission project in Andhra Pradesh

Order Above 5pct RevenueBusiness Updates View source PDF Explain this filing

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On the reaction day the stock moved 0.9 pts more than Nifty 100 and 0.3 pts more than its Power peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

AESL won a about Rs 8,500 crore inter-state transmission project in Andhra Pradesh via government competitive bidding. The Vizag-area project will support green hydrogen and ammonia plants, catering to 4,500 MW demand. It adds 1,582 ckm of transmission lines and 10,500 MVA capacity, with delivery in 30 months. AESL transmission orderbook now crosses Rs 80,000 crore.

Likely market impact

Major order win strengthens revenue visibility over 30 months and lifts orderbook past Rs 80,000 crore. Positive for growth outlook.