Q4 2025 JSW Energy Ltd Earnings Call Transcript
Key Points
- JSW Energy Ltd (BOM:533148) recorded the highest annual wind capacity addition by any renewable energy company in India, reaching a total capacity of 12.2 gigawatts.
- The company reported its highest ever annual EBITDA of INR6,115 crore and a profit after tax of INR1,951 crore.
- JSW Energy Ltd (BOM:533148) successfully acquired significant assets, including the 3.6 gigawatt KSK Mahanadi Power plant and the 4.7 gigawatt O2 Power platform.
- The company has a robust project pipeline with 11.3 gigawatts of generation projects under construction, all fully tied up under long-term power purchase agreements.
- JSW Energy Ltd (BOM:533148) launched Strategy 3.0, aiming to achieve 30 gigawatts of generation capacity and 40 gigawatt hours of energy storage by 2030, with a planned investment of INR130,000 crore in capital expenditure between FY26 to FY30.
- The company's net debt increased to INR44,000 crore, with a net debt to pro forma EBITDA ratio of about 5 times.
- Weighted average cost of debt rose to 9.05%, reflecting an increase in borrowing costs.
- There were challenges related to wind speed, impacting the performance of acquired wind assets.
- The company faces potential risks related to project execution timelines, particularly in securing land and transmission connectivity for renewable projects.
- JSW Energy Ltd (BOM:533148) has put its solar manufacturing plans on hold due to changes in market conditions and supply chain dynamics.
Portions of this transcript marked (technicaldifficulty) indicate audio problems. The missing text will be supplied if a replay becomes available.
Ladies and gentlemen, good day, and welcome to the JSW Energy Limited 4Q FY25 post results earnings conference call hosted by B&K Security. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Rajesh Majumdar from B&K Securities. Thank you, and over to you, sir.
Hi. Good evening, everyone, and once again, welcome to all of you. We are proud to hold the conference call of JSW Energy Limited Q4 FY25 and full year FY25 earnings today.
We have today the management team represented by Mr. Sharad Mahendra, Joint Managing Director and CEO; Mr. Pritesh Vinay, Director, Finance and CFO; and Mr. Bikash Chowdhury, Head Investor Relations and Strategic Finance.
So without much ado, I shall now request Sharad sir to start with his opening comments.
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