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View Promises →Adani Power Limited — Q2 FY25
Adani Power delivered a strong Q1 FY25 with 29% revenue growth to INR 14,717 crore and 57% EBITDA growth to INR 6,290 crore, driven by higher PLF (78% vs 60% YoY), lower imported coal costs, and strong merchant realizations.
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Adani Power delivered a strong Q1 FY25 with 29% revenue growth to INR 14,717 crore and 57% EBITDA growth to INR 6,290 crore, driven by higher PLF (78% vs 60% YoY), lower imported coal costs, and strong merchant realizations. EBITDA margin expanded ~770 bps to 42.7%. PAT stood at INR 3,912 crore, down YoY due to absence of large prior-period regulatory income. Management highlighted robust power demand, a 30 GW capacity target by 2030 (from 15 GW), and progress on inorganic acquisitions (Lanco, Coastal). Guidance includes 80% PPA tie-up for new capacity and 20% merchant exposure. Key risk: merchant tariff volatility could impact near-term profitability if demand softens.
आदानी पावर ने पहली तिमाही में शानदार प्रदर्शन किया। कमाई 29% बढ़कर 14,717 करोड़ रुपये हो गई। मुनाफा (EBITDA) 57% बढ़कर 6,290 करोड़ रुपये रहा। इसकी वजह बिजली उत्पादन में बढ़ोतरी (78% बनाम 60%), सस्ता कोयला और बाजार में अच्छी बिक्री रही। मुनाफे की दर 42.7% हो गई। शुद्ध मुनाफा 3,912 करोड़ रुपये रहा, जो पिछले साल से कम है क्योंकि तब एक बार का बड़ा रेगुलेटरी मुनाफा मिला था। कंपनी का लक्ष्य 2030 तक 30 गीगावॉट बिजली बनाने की क्षमता हासिल करना है (अभी 15 गीगावॉट है)। नई क्षमता का 80% बिजली खरीद समझौते (PPA) से और 20% खुले बाजार में बेचने की योजना है। जोखिम: अगर बिजली की मांग कम हुई तो बाजार मूल्य में गिरावट से मुनाफा प्रभावित हो सकता है।
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Merchant tariff volatility
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PLF (Plant Load Factor)
78%
+18pp YoY
Improved from 60% in Q1 FY24 due to higher demand and full Godda capacity.
Sales Volume
24 BU
+37% YoY
Increased from 17.5 BU in Q1 FY24, driven by higher PLF and Godda commissioning.
Merchant Contribution per Unit
INR 4.66/kWh
+INR 0.85/kWh YoY
Improved from INR 3.71/kWh due to lower coal costs and stable merchant tariffs.
Target Capacity by 2030
30.67 GW
+15.67 GW vs current
Includes organic expansion, acquisitions, and brownfield projects.
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Guidance and risk preview
Plans to double capacity from ~15 GW to 30.67 GW through organic expansion (Mahan Phase II, Raipur, Raigarh, Mirzapur) and acquisitions (Lanco, Coa...
Merchant power tariffs could decline if demand softens or coal prices rise, impacting the 20% open capacity.
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