Transmission delays impacting project timelines
Delays in grid connectivity by CTU/PGCIL have shifted some projects to the right. Management is coordinating closely but this remains a key risk for future capacity additions.
ADANIGREEN / Q3-FY25 / 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
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ALMM compliance and solar cell import restrictions
Upcoming ALMM norms and restrictions on solar cell imports may increase costs by $0.02-$0.03 per watt initially. Management has secured supply agreements but cost impact is uncertain.
Refinancing risk for $1 billion construction facility
Analyst questioned backup plans if domestic bank refinancing fails. Management cited advanced discussions and multiple options, but any delay could impact liquidity.
DISCOM reluctance to sign new PPAs
DISCOMs are hesitant to sign PPAs due to existing backlog. Management expects RPO obligations to drive demand, but near-term PPA signing may remain slow.