Transmission evacuation constraints at Khavda
Curtailment due to transmission lag is impacting <5% of EBITDA; management expects resolution in weeks/months.
ADANIGREEN / Q1-FY26 / risks
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Adani Green Energy · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Merchant price volatility
Solar merchant prices fell to ₹2.2/unit in Q1 from ~₹3 in Q4 due to early monsoon and oversupply; wind prices also seasonal.
Monsoon-related operational disruptions
Extended monsoon last year impacted generation; management claims better preparedness but monsoon fury remains uncertain.
ISTS waiver taper impact on tariffs
25% reduction in ISTS waiver from July 2025 may affect merchant pricing; management sees limited near-term impact.