SJVN Ltd (NSE:SJVN)

Q2 2026 SJVN Ltd Earnings Call Transcript

Nov 10, 2025 / 10:59 AM GMT

Release Date Price: ₹84.23 (-0.73%)

Transcript

Key Points

Positve

SJVN Ltd (BOM:533206) successfully synchronized Unit 1 of the 1,320 MW Buxar Thermal Power project with the National Grid and is set to declare its commercial operation date soon.
The company achieved a significant milestone with the inauguration of a 200 MW solar power project in Gujarat, expected to generate 505 million units in its first year.
SJVN Ltd (BOM:533206) has increased its total installed capacity to 3,146.52 MW, with plans to add another 320 MW soon, bringing the total to approximately 3,500 MW.
The company has signed a Power Purchase Agreement (PPA) with Uttar Pradesh Power Corporation Limited for multiple projects, ensuring a stable revenue stream.
SJVN Ltd (BOM:533206) received the prestigious Scoop Eminence Award in HR Management, highlighting its commitment to progressive employee-centric practices.

Negative

Revenue for the quarter did not increase proportionally with the increase in generation capacity, partly due to plant availability issues caused by floods.
There was a significant increase in depreciation and finance costs due to new projects coming online, impacting overall profitability.
The company faces challenges with grid connectivity and transmission line issues, delaying the commissioning of new solar projects.
SJVN Ltd (BOM:533206) has a substantial amount of capacity yet to be tied to PPAs, which could affect future revenue if not resolved.
The company is experiencing delays in the construction of hydroelectric projects in Arunachal Pradesh due to land acquisition and environmental clearance issues.

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

SJVN.NS - SJVN Ltd
Q2 2026 SJVN Ltd Earnings Call
Nov 10, 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 the Q2 F 526 earnings conference call of SJVM Limited, hosted by Elara Securities India Private Limited. 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 pressing, then 0 on your touchstone phone.

Please note that this conference has been recorded. I now hand the conference over to Mr. Rupesh Sanke.

Thank you and over to you, sir.

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Unidentified_2 [2]
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