Q2 FY27 earnings call flags growth, storage expansion and Khavda delay

Order Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Evaded Key QuestionInvestor Communications View source PDF Explain this filing

ADANIGREEN · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+5.5%Reaction day

₹1185.10

prior close

₹1215.90

announcement price

In-mkt

timing

Nifty 100market+0.7%+4.7% vs market

Power Generation peers, median of 28sector+0.2%+5.2% vs sector

On the reaction day the stock moved 4.7 pts more than Nifty 100 and 5.2 pts more than its Power Generation peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.3

10m

-0.1

15m

+0.1

30m

+0.5

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+5.5+0.7+4.7+0.2+5.2

Next day

+8.8+1.0+7.8+3.1+5.6

+7.4pendingpending+4.6+2.8

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15d

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UpDownMarket · Nifty 100Sector · Power Generation peers, median of 28Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Operating capacity reached 20.8 GW. H1 FY27 power revenue rose 36% year on year to INR 8,299 crore and power EBITDA rose 41% to INR 7,957 crore, a 93% margin. Storage reached 6.6 GWh, with management targeting over 10 GWh this year and 3.5 GWh already tied up. Khavda transmission for 4.5 to 5 GW commissioning slipped to next quarter, raising curtailment risk despite faster battery deployment. Capex remains INR 2.4 lakh crore through FY30.

Likely market impact

Strong growth and a 92% Q2 power margin support sentiment, but transmission delays, curtailment and 5.6 times leverage may cap upside.