Adani Green Energy’s Consolidated Profit Up by 60% in June Quarter

Ahmedabad, July 28, 2025 – Adani Green Energy Ltd (NSE: ADANIGREEN) reportd a 31% YoY rise in Q1FY26 revenue and a record EBITDA margin of 92.8%. The company said that its growth was driven by strong execution, improved plant availability, and expanded capacity across solar, wind, and hybrid segments. The company’s consolidated net profit increased, y-o-y, by 60% to Rs 713 crore.

Total installed capacity rose 45% YoY to 15,816 MW, while energy sales increased 42%. AI-enabled operations supported 99.3% solar availability. Timely collections kept receivables low, while merchant power sales contributed to revenue diversification. ESG benchmarks and zero-waste practices further supported operational quality.

As of market close on July 28, 2025, Adani Green Energy ended at ₹1,009.00, up 3.39% from the previous close of ₹975.90. The stock touched an intraday high of ₹1,013.60, with a VWAP of ₹999.81 and total turnover of ₹405.09 crore.

Financial Highlights (Consolidated YoY)

NTPC Green Energy reported a 31% YoY rise in revenue from power supply at ₹3,312 crore in Q1FY26, with EBITDA from power supply also up 31% at ₹3,108 crore. EBITDA margin improved to 92.8%, highlighting operational efficiency. Cash profit rose 25% to ₹1,744 crore.

Operational Performance

NTPC Green Energy’s total installed capacity rose 45% YoY to 15,816 MW in Q1FY26, driven by sharp additions across solar, wind, and hybrid segments. Solar capacity reached 10,479 MW, up 42%, while wind and hybrid grew 42% and 141%, respectively. Energy sales rose 42% YoY to 10,479 million units. The company added 4.9 GW of greenfield capacity, including major installations at Khavda and Rajasthan. CUF levels stood at 28.0% for solar, 42.3% for wind, and 43.9% for hybrid. Solar availability remained strong at 99.3%, supported by AI-driven operations at ENOC, Ahmedabad.

ESG Milestones

• Ranked 1st globally in ESG by FTSE Russell and ISS ESG in the Renewable Energy sector.
• Avoided 7.6 million tons of CO₂ emissions in Q1FY26, equivalent to removing 1.66 million cars from the road.
• Achieved zero waste to landfill and single-use plastic-free operations across all plants.

Receivables

As of June 30, 2025, AGEL reported just 2 days of receivables due, reflecting timely collections. Total due amounted to ₹85 crore against a total outstanding of ₹1,091 crore, mostly within the 60-day bucket.

Merchant Power Focus

A rising share of merchant power contributed to revenue diversification. Adani Green sold 31% of its FY26 PPA commitment in just Q1, signaling robust output and efficient monetization.

Strategic Outlook

The earnings beat, margin strength, and expansion in merchant power sales highlight Adani Green’s improving execution and diversified revenue base. With Khavda scaling and strong ESG positioning, the company appears set to maintain growth while reinforcing its leadership in utility-scale renewables.

About the Company

Adani Green Energy Ltd develops, owns, and operates utility-scale solar and wind projects across 12 Indian states. With 14,242.9 MW of operational capacity and 25-year PPAs, it supplies clean energy to government entities, ensuring scale, stability, and high plant availability at 99.6%.

REF:https://nsearchives.nseindia.com/corporate/ADANIGREEN_28072025145035_Outcome_of_BM_28072025_Presentation.pdf

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