Q4 2026 SJVN Ltd Earnings Call Transcript
Key Points
- SJVN Ltd (BOM:533206) achieved a significant increase in total power generation, reaching 13,302 million units in FY25-'26, a 25% increase from the previous year.
- The company successfully commissioned the first unit of the 1,320-megawatt Buxar Thermal Power Plant, marking its entry into the thermal power sector.
- SJVN Ltd expanded its renewable energy portfolio by commissioning a 1,000-megawatt solar power project in Bikaner, Rajasthan, and another solar project in Dhubri, Assam.
- The company reported a 22% year-on-year increase in revenue from operations, driven by tariff adjustments and increased power generation.
- SJVN Ltd received the prestigious SCOPE Eminence Award in HR management, highlighting its commitment to progressive employee-centric practices.
- SJVN Ltd reported losses at the consolidated level, primarily due to lower plant availability factors and tariffs for new power plants.
- The Buxar Thermal Power Plant operated at a lower plant load factor (PLF) of around 60%, impacting profitability.
- The company faced curtailment issues in its solar power projects, particularly in Bikaner, due to grid connectivity challenges.
- There was a significant increase in expenses, partly due to the commissioning of Unit-1 of the Buxar plant, which has not yet reached full capacity.
- SJVN Ltd's ambitious capacity expansion targets are under review, with potential delays in achieving the previously set goals of 25,000 megawatts by 2030 and 50,000 megawatts by 2040.
Ladies and gentlemen, good day, and welcome to SJVN Limited Q4 FY26 earnings conference call hosted by Elara Securities. (Operator Instructions)
I now hand the conference over to Mr. Rupesh Sankhe from Elara Securities. Thank you, and over to you, sir.
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Good afternoon, everyone. On behalf of Elara Securities, we welcome you all for the Q4 FY26 conference call of SJVN. I take this opportunity to welcome the management of SJVN, represented by Mr. Bhupender Gupta, Chairman and Managing Director; Mr. Parthajit De, Director of Finance.
So we will begin the call with a brief overview by the management followed by Q&A session. I will now hand over the call to Mr. Bhupender Gupta, sir, for opening remarks. Over to you, sir.
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Thank you so much. Good afternoon to
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