Announced Mon, 27 Jul · 15:05 IST
Q1 FY27 earnings call: 20 GW milestone, long-term AESL tie-up
Order Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF
ADANIGREEN · price
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AI summary
AGEL Q1 FY27: Hit 20 GW operational milestone. Energy sales up 30% YoY to 13.7 billion units. Revenue up 29% to INR4,280 cr; EBITDA up 33% to INR4,122 cr at 94% margin. FY27 CapEx guidance INR42,000 cr; run-rate EBITDA INR17,000 cr, targeting INR21,000 cr by FY27 end. Strategy shift: long-term 25-year PPAs with AESL to de-risk merchant exposure. Battery target 10+ GW-hr this year, 50 GW-hr by FY30.
Likely market impact
Strong execution with 30% revenue growth and 94% EBITDA margin. Predictable returns via AESL tie-up reduce merchant risk. Battery ramp-up is key growth driver.