Adani Energy Solutions Ltd (BOM:539254)

Q2 2026 Adani Energy Solutions Ltd Earnings Call Transcript

Oct 28, 2025 / 10:59 AM GMT

Release Date Price: ₹921 (-2.64%)

Transcript

Key Points

Positve

Adani Energy Solutions Ltd (BOM:539254) successfully commissioned three transmission projects in the first half of F 2026, enhancing their operational capacity.
The company has a robust transmission order pipeline valued at approximately 60,000 crores, indicating strong future growth potential.
Smart metering installations have gained momentum, with 73 lakh meters installed, and a target to reach 11 crore meters by the end of the year.
The company's financial performance showed a 16% increase in total income and a 13% rise in consolidated EBITDA, reflecting stable operations and growth in smart business contributions.
Adani Energy Solutions Ltd (BOM:539254) continues to reduce its cost of capital and increase debt maturity, with recent buybacks of USD bonds and a focus on deleveraging.

Negative

The company faced challenges with right of way and availability of skilled manpower, impacting project timelines.
There was a slowdown in smart meter installation rates in the last quarter, attributed to prolonged monsoon conditions.
The company's leverage remains relatively high at 4.4 times, although it is expected to decrease by the end of the year.
Energy sales growth in Mumbai was modest at 2% due to prolonged monsoon, affecting overall consumption.
The company is awaiting regulatory approvals for new distribution licenses in Navi Mumbai and other areas, which could delay expansion plans.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADAI.NS - Adani Energy Solutions Ltd
Q2 2026 Adani Energy Solutions Ltd Earnings Call
Oct 28, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Q2 and 1 HF 526 on its conference call hosted by Adani Energy Solutions Limited.

From the AESL side we have the following on the call as main speakers Mr. Kandal Patel, CEO of ASL, Mr. Kunjal Mehta, CFO AESL, Mr. Kapal Sharma, business head transmission, Mr. Pushpazala, business head smart metering, Mr. Baskar Sarka, Business head cooling Solutions. Mr. Anupam Mishra, head group corporate finance. Mr. Vigil Jain, head IR ASL, as a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by

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