ADANIGREEN / Q4-FY25 / claim-ledger

Audit the questions that mattered.

Adani Green Energy · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY25 · 2025-04-01Back to quarter ↗

Questions audited

9

Answered directly

61%

Numeric claims

0

Consistency

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Question ledger

What was answered, and how?

Love Sharma · JP Morgan

direct

Year-end cash balance in RG1 and RG2 bonds.

cash balance in RG1 is about INR 600 crore... RG2, also, that number is in the range of about INR 700 crore.

Love Sharma · JP Morgan

direct

Distributable amount from RG1 and RG2 cash balances.

The portion out of this which is distributable is to the tune of about INR 400 crore... Each to 400 each in both.

Love Sharma · JP Morgan

partial

Any thoughts on bond buyback for RG1 and RG2?

we would not look at buyback in these kind of structures... As of now, nothing decided.

Michael Stansfield · UBS Asset Management

direct

Total CapEx for FY2026 and funding for 50 GW target.

CapEx of about INR 31,000 crore in FY2026... fully funded from debt as well as equity... entire equity funding for up to FY2030 for 50 GW is fully funded.

Michael Stansfield · UBS Asset Management

direct

Confirmation of INR 31,000 crore CapEx and debt tie-up.

Yes.

Eric · Nomura

partial

Company's view on pumped storage hydro and battery storage economics.

We are looking at it very closely... first plant of Chitravathi... 500 MW... commissioned by September 2027... gigawatt capacities in PSP.

Eric · Nomura

partial

IRR for pumped storage and battery storage projects.

IRRs are better than what you get in a normal plain vanilla solar or wind project by close to a couple of percentage points above 10.

Love Sharma · JP Morgan

evasive

Status of DOJ and SEC cases against the company.

this is against the individuals and not the company... we do not have anything further on that to add.

Love Sharma · JP Morgan

evasive

Has the DOJ case progressed to hearing stage?

We are not aware if there is any further development within that case.