Merchant price decline due to renewable addition
Management acknowledged that increasing renewable capacity could suppress merchant power prices, impacting residual open capacity.
ADANIPOWER / Q4-FY26 / risks
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Adani Power · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Geopolitical impact on project timelines
Analyst raised concern about Mahan delay; management cited geopolitical issues affecting labor and LTG availability, pushing commissioning to FY28.
Bangladesh receivable dispute
Outstanding from Bangladesh Power Development Board has reduced, but a disputed amount is under expert determination; potential escalation to international arbitration.