Q1 2027 Adani Green Energy Ltd Earnings Call Transcript
Key Points
- Adani Green Energy Ltd (BOM:541450) surpassed the 20-gigawatt milestone, making it India's largest and fastest greenfield renewable capacity addition.
- The company's energy sales rose 30% year on year to 13.7 billion units, driven by a 4.3-gigawatt energy capacity addition.
- Adani Green Energy Ltd (BOM:541450) achieved a 29% increase in revenue from power supply and a 33% surge in EBITDA from power supply.
- The company commissioned 1.9 gigawatt of battery energy storage capacity during the quarter, taking total installed capacity to 3.5 gigawatt hour.
- Adani Green Energy Ltd (BOM:541450) received the Clean Power Generation Award at Reuters Energy Industry Awards 2026 in New York.
- Curtailment has an impact of 5% to 7% on EBITDA, although improvements are expected by the end of the calendar year.
- The company faces risks related to the timely commissioning of transmission lines, which could impact capacity utilization.
- There is a dependency on Adani Energy for selling power, which could pose risks if Adani Energy faces challenges in selling at the right price.
- The company has significant CapEx commitments, with INR42,000 crore planned for FY27, which could strain financial resources.
- Battery energy storage projects are relatively new in India, posing potential risks in commissioning and stabilization phases.
Good evening, everyone. We'll just wait for a minute before we start the call.
Hi, good evening, everyone. Welcome to Q1 FY27 earnings call of Adani Green Energy Limited, hosted by Macquarie. From the Management Team, we have Mr. Ashish Khanna, the CEO of Adani Green; Mr. Rajat Seksaria, CEO, Battery Storage; Mr. Saurabh Shah, CFO; and Mr. Vijil Jain, Head of Investor Relations.
Without any further delay, I will hand over the mic to Mr. Vijil Jain to start the proceedings. Over to you, sir.
Hi, thanks [Bhaiju]. Thank you, everyone for joining in the call. Good day, and warm welcome to the call. I hope you got a chance to go through the earnings material which was uploaded on the website and which was uploaded on the stock exchanges.
Just to explain the flow of the call, so we will start with an opening statement from the CEO, Mr. Ashish Khanna, followed by Q&A, and then closing remarks from the CFO, Mr. Saurabh Shah.
Without further ado, I'll just hand over
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