ADANIPOWERNSEAdani Power Limited· PowerMediumNeutral
Announced Wed, 29 Apr · 22:01 IST

Adani Power Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

ADANIPOWER · price

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

Price reaction · full curve 14 horizons · vs prior close
+4.7%1-day move
₹217.80
prior close
₹216.90
base price
After-mkt
timing
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+0.6+2.3+2.8+1.1+4.7+5.6+5.2+5.7+3.4-3.1+0.7+6.9+3.0
Up moveDown movePending
AI summary

Adani Power reported Q4 FY26 PAT of ₹4,271 crore, up 64% YoY, driven by operational efficiency and newly acquired assets. Full year FY26 revenue stood at ₹57,865 crore (down 2% YoY) while PAT grew 2% to ₹12,971 crore. The company maintained robust EBITDA margins of 40% despite lower merchant rates and subdued demand due to prolonged monsoons. Q4 EBITDA rose 9% to ₹5,573 crore as fuel costs declined and new PPAs contributed. The company expanded capacity to 18,150 MW across 13 assets, with 95%+ now contracted under long-term PPAs. New PPAs of 1,600 MW from Maharashtra DISCOM and 600 MW from Tamil Nadu DISCOM were secured during the quarter. The company also issued ₹7,500 crore in AA-rated NCDs for expansion funding.

Likely market impact

Positive for shareholders - strong Q4 earnings recovery with 64% PAT growth, improving contracted revenue visibility, and expanding profit margins. The company's locked-in growth pipeline of 23.7 GW capacity and high PPA tie-up ratio provides earnings visibility.