Q3 2025 Adani Energy Solutions Ltd Earnings Call Transcript
Key Points
- Adani Energy Solutions Ltd (BOM:539254) reported a significant increase in revenue, with a 15% rise, and total income growing by 24% to INR6,000 crore.
- The company achieved a substantial growth in PAT, reaching INR625 crore in Q3, marking an 80% increase year-on-year.
- The CapEx deployment for transmission projects in Q3 was INR3,000 crore, three times higher than the same period last year.
- Adani Energy Solutions Ltd (BOM:539254) has a strong CapEx pipeline for transmission projects, increasing from INR17,000 crore to INR55,000 crore.
- The company has successfully deployed 18 lakh smart meters and aims to reach 40 lakh by year-end, with a target of 70 lakh for the next year.
- The company faced a large negative movement in the default regulatory line item in the P&L, amounting to INR468 crore, due to regulatory surplus.
- There was a decline in operating EBITDA for the distribution business, attributed to the carve-out of the Dahanu power plant.
- The growth in power distribution sales was only 3%, indicating a slowdown compared to previous years.
- The Mumbai HVDC project is pending approval for mangrove cutting, which could delay its commissioning.
- The company has a significant amount of debt, with a net debt of around INR30,000 crore, and a leverage ratio of 3.1 to 3.3 times EBITDA.
Ladies and gentlemen, good day and welcome to the Adani Energy Solutions Limited Q3 FY25 investor update call.
(Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr Kandarp Patel, Chief Executive Officer of Adani Energy Solutions Limited. Thank you and over to you, sir.
Hi. Good morning all investor friends and analysts. And also, wish you a very happy new year.
We have released this Q3 results through stock exchange and also updated our website. So I'm sure all of you must have had a chance to look at it.
You also noticed that AESL continued the growth momentum, even in Q3, in all parameters, be it on the financial, operating, or the deployment or implementation parameter. So we reported a strong number in terms of revenue, EBITDA, PAT, and also CapEx deployment at our various projects.
During this quarter, AESL is one of the largest project in our operating history
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