ADANIPOWER / Q1-FY26 / claim-ledger

Audit the questions that mattered.

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

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PositiveQ1-FY26 · 2025-08-01Back to quarter ↗

Questions audited

Answered directly

63%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Abhinav · ICICI Securities

evasive

What does the 18 GW expansion plan entail?

We are currently in the evaluation phase, exploring various opportunities for expansion. Once the plan is ramped up and aligned with our strategic goal, we will share all the updates with concrete numbers in due course of time.

Abhinav · ICICI Securities

partial

What is the PLF and EBITDA for acquired assets?

First, the technical part. Lanco, we have very large challenge except a small issue related to ash disposal... Coastal one unit we have already done complete overhauling... Vidarbha... machines are already properly overhauled and they are good to give a normal availability.

Abhinav · ICICI Securities

direct

What was merchant realization in Q1 and outlook?

Our merchant realization for the first quarter was INR 6.51 per kW as against last year same quarter it was INR 7.60.

Aniket Mittal · SBI Mutual Fund

partial

Does cooling on SGD change CapEx outlook?

After this notification has come, obviously the power stations which are under planning and execution where we have not started the execution of SGD, there is no requirement of SGD now. Therefore, we will drop the SGD expenditure from those power plants...

Aniket Mittal · SBI Mutual Fund

direct

Do upcoming tenders require in-state plants?

Bihar, the tender is the project is to be established in Bihar itself. In case of Rajasthan also... MP is also... In case of Uttarakhand, the location is not specified, so project can be anywhere in India.

Aniket Mittal · SBI Mutual Fund

direct

What was Godda PLF this quarter?

It was during the quarter the PLF for, you know, the Godda was 73% posted.

Jainam Jain · ICICI Securities

evasive

What is revenue and EBITDA guidance for FY26?

We have not provided any specific guidance for revenue or EBITDA... you can expect similar EBITDA margins as we have recorded in the last year.

Jainam Jain · ICICI Securities

partial

Status of alternate coal compensation from Haryana?

The discussion is still ongoing. For the time being, Haryana is making payment of 50% of the difference of deals which we are raising... Discussions are going on, and we expect that the issue should get resolved soon.

Jainam Jain · ICICI Securities

evasive

Total regulatory receivables and proportion under dispute?

There is hardly anything pending now which is, let us say, substantial... There is no substantial claim now pending.

Nirav Shah · GeeCee Holdings

direct

Amount of perpetual securities repaid and distributions?

Nearby that INR 2,579 crore we paid address in principal. Apart from that, we also paid INR 1,146 crore as a distribution. Now we have only INR 478 crore pending that we paid in July.

Nirav Shah · GeeCee Holdings

direct

Target commissioning date for Deroli mine?

The production should start by September or October somewhere. We are on time as per the plan which we gave earlier.

Nidhi Shah · ICICI Securities Ltd

direct

Tariff of recently signed PPA with UPPCL?

Signed the PPA with UPPCL where the capacity charge is INR 3.73 and the total tariff is INR 5.39.