ADANIGREENNSEAdani Green Energy LimitedMediumNeutral
Announced Tue, 6 May · 18:34 IST

Adani Green Energy Limited has informed the Exchange regarding 'Equity Investor Presentation'.

Analyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

ADANIGREEN · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Adani Green Energy Limited (AGEL) has filed its May 2025 Equity Investor Presentation with the exchanges. Key highlights: operational capacity of 14.2 GW (grown from 2.5 GW in FY20, a 37% 5-year CAGR), FY25 power supply revenue of ₹9,495 Cr and EBITDA of ₹8,818 Cr at an industry-leading 92% margin. The company reiterated its target to reach 50 GW operational capacity by FY30, with the Khavda mega-project targeting 30 GW by 2029 (currently 4.1 GW operational) and 5 GW+ hydro pumped storage by 2030. Growth is fully funded through a USD 3.4 bn revolving construction facility, promoter equity infusion of ~USD 0.8 bn, and ring-fenced SPV-level project finance. Net debt to run-rate EBITDA stood at 5.1x (improved from 6.66x in FY21), with ~86% of run-rate EBITDA rated AA- or above domestically.

Likely market impact

Reinforces AGEL's growth visibility and disciplined capital management story for investors; reiteration of the 50 GW by 2030 target and improving leverage metrics (5.1x Net Debt/EBITDA) should support investor confidence, though execution risk at Khavda and continued high leverage remain watchpoints.