Adani Green Energy Ltd (BOM:541450)

Q1 2026 Adani Green Energy Ltd Earnings Call with Equity investors and analysts Transcript

Jul 29, 2025 / 10:59 AM GMT

Release Date Price: ₹1015.1 (+1.05%)

Transcript

Key Points

Positve

Adani Green Energy Ltd (BOM:541450) achieved a 45% year-on-year increase in operational capacity, reaching 15.8 gigawatts.
The company reported a 42% year-on-year growth in energy sales, reaching 10.5 billion units.
Revenue from power supply increased by 31% year-on-year to INR 3,312 crore, with an EBITDA margin of 92.8%.
Adani Green Energy Ltd received recognition for operational excellence, including the CII Performance Excellence Awards 2025.
The company is committed to environmental and social causes, earning top ESG scores from FTSE Russell and recognition from Reuters Global Energy Transition Awards 2025.

Negative

There are challenges related to transmission capacity, causing some delays in commissioning new capacities.
Merchant prices for solar energy have decreased, impacting revenue growth despite increased energy sales.
The company faces volatility in merchant prices, which affects financial predictability.
There are concerns about potential transmission challenges affecting future capacity additions.
The onset of early monsoons has impacted solar capacity utilization factors, leading to lower than expected performance.

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

ADNA.NS - Adani Green Energy Ltd
Q1 2026 Adani Green Energy Ltd Earnings Call with Equity investors and analysts
Jul 29, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Hi, good afternoon, everyone. Welcome to Q1 FY26 earnings call of Adani Green Energy Limited, hosted by Macquarie.

Without any further delay, I will hand over the mic to Mr. Vira Rawal, head of investor relations, to start the proceedings. We're over to you.

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Unidentified_2 [2]
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Thank you, Baiju. Very good afternoon to everyone.

Thank you for joining us for the earnings call of QNF 526 today.

We have with us Mr. Ashish Khana. He's the CEO. We have Mr. Sara Shah, CFO. We also have Mr. Raj

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