Merchant tariff volatility
Merchant power tariffs could decline if demand softens or coal prices rise, impacting the 20% open capacity.
medium · analyst_questionAdani 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 importe...
bullish
high
Financial stats pending filing verification
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Bangladesh payment delays
Bangladesh has 4-5 months of arrears for all power suppliers; any worsening could impact Godda plant cash flows.
medium · analyst_questionExecution risk in capacity expansion
Doubling capacity to 30 GW by 2030 involves significant project execution and regulatory approvals, with potential delays.
medium · data_observation