Q1 2027 JSW Energy Ltd Earnings Call Transcript
Key Points
- JSW Energy Ltd (BOM:533148) achieved a significant capacity addition of 873 megawatts in Q1 FY27, marking one of the largest single-quarter additions in its history.
- The company successfully raised INR10,150 crores in capital, the largest growth capital raise in the Indian power sector, enhancing its liquidity position.
- JSW Energy Ltd (BOM:533148) has a strong focus on renewable energy, with renewables now constituting around 61% of its total installed capacity.
- The company avoided approximately 4.5 million tonnes of CO2 emissions in Q1 FY27, reflecting its commitment to carbon neutrality.
- JSW Energy Ltd (BOM:533148) is on track to meet its FY27 target of 3 gigawatt capacity addition and INR20,000 crores of CapEx, having already achieved 36% of the capacity guidance.
- The company's net generation for Q1 FY27 declined by 5% year-on-year, primarily due to lower generation at Mahanadi and hydro plants.
- Hydro generation was down 26% year-on-year due to weak hydrology, impacting overall portfolio performance.
- Thermal generation declined by 6% year-on-year, with Mahanadi generation affected by a one-off evacuation availability issue.
- Profit after tax decreased year-on-year due to higher depreciation and interest expenses from new asset capitalization.
- The company's PLF (Plant Load Factor) for thermal plants was lower year-on-year, despite strong demand, due to planned shutdowns and other operational factors.
Yes, ma'am. Ladies and gentlemen, good day, and welcome to the JSW Energy Limited Q1 FY27 Earnings Conference Call hosted by JM Financial Institutional Securities Limited. (Operator Instructions)
I now hand the conference over to Mr. Sudhanshu Bansal from JM Financial Institutional Securities. Thank you, and over to you, sir.
Thank you, Rayo. Hello, everyone. On behalf of JM Financial, I welcome you all to the 1Q FY27 earnings call of JSW Energy.
For today's call, we have with us the leadership team of the company, led by Sharad Mahendra, sir, Joint MD and CEO; Mr. Chandrasekaran Prabhakaran, sir, CFO; and Mr. Bikash Chowdhury, Head, Investor Relations and ERM, along with the other team members.
Now I will hand over the call to Sharad sir for his opening remarks, after which we will open the floor for Q&A session.
Thank you so much, sir, for your kind presence and giving us the opportunity to host the call. Over to you, sir.
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