PPA signing pendency for 2.6 GW
Of the ~40 GW of awarded projects industry-wide pending PPA signing, JSW has 2.6 GW (including 900 MW solar) pending. Management declined to provide timeline for conversion.
JSWENERGY / Q2-FY26 / risks
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JSW Energy · Material risks, their source context, and severity in the latest available quarter.
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BESS cost and tariff opacity
Analyst pressed for BESS capital cost benchmarks (landed cost per MWh) and comparison with solar tariffs. Management declined to provide specific numbers, citing competitive sensitivity and project-specific variables.
H2 execution ramp-up required
H1 capacity additions were limited compared to plans. Management acknowledged extended monsoon slowed execution in H1 and expects higher additions in H2 to meet FY26 targets.
Renewable generation decline
Maitra wind portfolio EBITDA slightly declined YoY despite higher wind speeds due to old 850 kW machines limiting incremental benefit. Solar performance impacted by extended monsoon and lower radiation.