Evacuation delays at Khavda
Grid availability for new projects is impacted by transmission infrastructure delays, though management expects 10 GW evacuation capacity by year-end.
ADANIGREEN / Q2-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
Margin compression from infirm power conversion
As infirm power (currently sold at merchant rates) gets converted to PPAs, blended realizations may decline, impacting EBITDA margins.
Competition in BESS tenders
Management acknowledged aggressive bidding in BESS tenders, which may pressure returns; they chose not to participate in recent tenders.
Monsoon impact on solar PLF
Prolonged monsoon in Q2 FY26 reduced solar PLF, though management expects normalization in H2.