JSWENERGYBSEJSW Energy LtdMediumNeutral
Announced Mon, 11 May · 16:00 IST

Results Presentation in connection with the Audited Standalone and Consolidated Financial Results of the Company for the quarter and year ended 31st March 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

JSWENERGY · price

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Price reaction · full curve 14 horizons · vs prior close
-8.7%1-day move
₹558.00
prior close
₹539.75
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After-mkt
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AI summary

JSW Energy reported exceptional Q4 FY26 results with EBITDA up 72% YoY to ₹2,602 Cr and PAT up 38% to ₹574 Cr. Full year FY26 EBITDA reached ₹11,041 Cr (81% YoY growth) with margin expansion of 800 basis points to 56%. Net generation surged 58% to 51.3 BUs driven by 2.6 GW capacity addition taking total installed capacity to 13,454 MW. The company raised ₹3,000 Cr via preferential equity allotment to promoters and completed Tidong Hydro acquisition (150 MW). Strategic initiatives include commissioning of green hydrogen plant (3,800 MTPA) and battery assembly facility (5 GWh). Net debt stands at ₹65,834 Cr with operational ND/EBITDA at 5.2x.

Likely market impact

Strong operational execution and capacity additions drove margin expansion and profit growth. The ₹3,000 Cr equity raise and robust cash position of ₹10,013 Cr provide funding for the ambitious 30 GW by 2030 target. However, high leverage at 2.1x Net Debt/Equity warrants monitoring.