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Adani Power Q2 FY27 Earnings Presentation (23 October 2026): Adani Power Limited's 36-slide results deck for the quarter and half-year ended 30 September 2026, filed with BSE/NSE. It covers operating and financial snapshots, the Adani portfolio context, the 18,330 MW operating fleet and 23,720 MW locked-in pipeline, revenue and EBITDA bridges, debt profile and credit ratings, capacity expansion progress, ESG and governance, the investment case, and historical P&L and balance sheet annexures. Amounts are in ₹ crore (INR Cr) as written in the deck.

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Adani Power
Adani Power Q2 FY27
Earnings presentation
Investor presentation
India investor presentation

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คำอธิบาย

หัวข้อหลัก

Adani Power Q2 FY27 Earnings Presentation (23 October 2026): Adani Power Limited's 36-slide results deck for the quarter and half-year ended 30 September 2026, filed with BSE/NSE. It covers operating and financial snapshots, the Adani portfolio context, the 18,330 MW operating fleet and 23,720 MW locked-in pipeline, revenue and EBITDA bridges, debt profile and credit ratings, capacity expansion progress, ESG and governance, the investment case, and historical P&L and balance sheet annexures. Amounts are in ₹ crore (INR Cr) as written in the deck.

ประโยชน์หลัก

  • •Real Indian listed-company earnings deck filed with BSE/NSE, showing how a large thermal power producer reports a quarter
  • •Clear split between continuing and one-time (prior period) income, with continuing revenue ₹17,528 Cr (+28.5% YoY) and continuing EBITDA ₹6,321 Cr (+18.5%) for Q2 FY27
  • •Two waterfall bridges (revenue and EBITDA) that decompose growth into volume, rate, fuel and other drivers
  • •Dense but readable financial tables: quarterly P&L, consolidated debt profile, historical P&L and balance sheet FY22 to H1 FY27
  • •Growth story slides: 45 GW target capacity by FY 2031-32, Bhutan hydro partnership, nuclear subsidiary targeting 10 GW by 2035
  • •Downloadable as the original PDF plus an editable PPTX converted from the PDF

กลุ่มเป้าหมาย

  • •Equity analysts and investors covering Indian power and utilities
  • •Investor relations teams at Indian listed companies preparing quarterly results decks
  • •Finance students studying Indian corporate reporting (crore units, Indian fiscal year)
  • •Energy sector researchers tracking India's base-load and thermal PPA pipeline
  • •Presentation designers looking for a navy-and-white corporate earnings deck reference

กรณีการใช้งาน

  • •Benchmarking quarterly results presentation structure for an Indian listed company
  • •Studying revenue and EBITDA bridge (waterfall) chart layouts
  • •Reference for presenting debt profile, leverage ratios and credit rating history
  • •Researching Adani Power's capacity expansion, PPA tie-ups and FY27 financial performance
  • •Starting point for an earnings deck using the editable PPTX conversion

ข้อเสนอมูลค่าเฉพาะ

  • •Full 36-page page-by-page breakdown with exact figures taken from the deck's text layer
  • •Shows Indian reporting conventions: ₹ crore figures, FY27 = April 2026 to March 2027, H1 vs Q2 comparisons
  • •Combines group-level (Adani portfolio) context with company-level operating and financial detail
  • •Separates continuing from one-time income consistently across snapshot, table and bridge slides

หน้าสไลด์ (36)

มุมมองรายละเอียดของแต่ละหน้าสไลด์ รวมถึงlayout เนื้อหาหลักและองค์ประกอบภาพ

หน้า 1
Title slide

Cover: Adani Power Limited – Earnings Presentation Q2 FY27

เนื้อหา

Title slide reading 'Adani Power Limited – Earnings Presentation – Q2 FY27 | 23rd October 2026', with the Adani 'Growth With Goodness' tagline.

โครงสร้าง Layout

Full-bleed illustrated artwork (people, power lines, port, wind turbines, factories) with the logo top-left and title block right-aligned in the upper half above a gradient rule.

องค์ประกอบภาพหลัก

  • •Colourful illustrated mural of Indian infrastructure and people
  • •Adani gradient logo (blue to magenta)
  • •Thin multicolour gradient underline
  • •Right-aligned title and date
หน้า 2
KPI dashboard / data visualization

APL: Operating Snapshot – Q2 and H1 FY 2026-27

เนื้อหา

O&M availability rose to 89% in Q2 FY27 (87% Q2 FY26) and 93% in H1; PLF 70% vs 63% (H1 74% vs 65%); dispatch 26.4 BU vs 23.7 BU (+11.4%), H1 55.1 BU vs 48.2 BU (+14.3%); contracted PPA share of sales rose to 88% in Q2 (87% in H1), cutting merchant exposure.

โครงสร้าง Layout

Grey 'Operating Highlights' band over a 2x2 grid of dotted-border chart panels, each with a one-line commentary beneath; navy takeaway banner at the bottom.

องค์ประกอบภาพหลัก

  • •Four column charts (light blue prior period, navy current period)
  • •Stacked 100% bar for PPA vs merchant mix
  • •Bracketed YoY growth callouts
  • •Navy bottom banner: strong operational performance supporting grid stability
หน้า 3
Financial highlights / data visualization

APL: Financial Snapshot – Q2 and H1 FY 2026-27

เนื้อหา

Continuing revenue ₹17,528 Cr in Q2 FY27 vs ₹13,639 Cr (+28.5%), H1 ₹35,464 Cr (+27.5%); continuing EBITDA ₹6,321 Cr vs ₹5,333 Cr (+18.5%), H1 ₹13,304 Cr (+20.1%); PAT ₹7,019 Cr vs ₹2,906 Cr, H1 ₹11,886 Cr vs ₹6,212 Cr. Growth driven by 11.4% higher dispatch, PPA tariff Rs 6.4/unit (+12.7%) and merchant realisation Rs 7.2/unit (+33.1%).

โครงสร้าง Layout

Left column of three stacked bar-chart panels (revenue, EBITDA, PAT); right column of three explanatory text blocks aligned to each chart; navy takeaway banner.

องค์ประกอบภาพหลัก

  • •Three four-bar column charts
  • •YoY percentage bracket callouts
  • •Aligned narrative text per metric
  • •Banner: consistent value creation through highly profitable and liquid operations
หน้า 4
Legal disclaimer

Disclaimer

เนื้อหา

Standard forward-looking statements disclaimer covering Adani Power Limited and its subsidiaries, associates and JVs ('Adani Thermal Power Group'), stating the deck is not an offer of securities, including in the United States.

โครงสร้าง Layout

Single full-width justified text block under the slide title.

องค์ประกอบภาพหลัก

  • •Dense justified paragraph text
  • •Adani Power logo top-right
  • •Home/menu navigation icons with page number
หน้า 5
Agenda

Contents

เนื้อหา

Seven sections: About Adani Portfolio; About Adani Power Limited (APL); APL Quarterly Performance Highlights; Debt Profile; Progress in Capacity Expansion Projects; ESG Practice at APL; APL: Investment Case.

โครงสร้าง Layout

Right-half numbered list separated by dotted rules, with a large navy 'Contents' heading; left half left white.

องค์ประกอบภาพหลัก

  • •Numbered agenda rows
  • •Dotted divider lines
  • •Generous whitespace
หน้า 6
Section divider

Section 1: About Adani Portfolio

เนื้อหา

Section divider introducing the Adani group portfolio overview.

โครงสร้าง Layout

Large light-grey section number '1' right-aligned above a bold grey section title on a white background.

องค์ประกอบภาพหลัก

  • •Oversized pale section numeral
  • •Bold grey title
  • •Minimal white layout
หน้า 7
Organisation chart / company structure

Adani Portfolio: A World Class Infrastructure & Utility Portfolio

เนื้อหา

Group structure chart: flagship incubator AEL (71.97%), energy & utility (AGEL 62.43%, APL 74.96%, AESL 73.39%, ATGL 37.40%), transport & logistics (APSEZ 66.03%, airports, roads), materials (Ambuja Cements 67.29%, ACC 50.05%, Orient 72.66%), and other holdings such as NDTV (69.02%); promoter holdings as of 30 September 2026.

โครงสร้าง Layout

Organisation chart arranged in four vertical category columns with blue gradient company boxes and equity percentages; APL box highlighted with a green border; dense footnotes and a navy banner.

องค์ประกอบภาพหลัก

  • •Gradient blue company tiles
  • •Highlighted APL tile
  • •Category header bars
  • •Shareholding percentages in brackets
  • •Banner: multi-decade story of high growth centered around infrastructure & utility core
หน้า 8
Data visualization / geographic map

Adani Portfolio: Best-in class growth with national footprint

เนื้อหา

Group EBITDA grew from ₹24,870 Cr in FY19 to ₹94,834 Cr in FY26 (EBITDA CAGR 21%), with cash after tax (FFO) reaching ₹67,995 Cr (72% of EBITDA; FFO CAGR 27%); an India map plots sites of AEL, APSEZ, AGEL, ATGL, AESL, APL and Ambuja; core infra platform serves a 375 Mn userbase.

โครงสร้าง Layout

Two halves: left stacked area chart (tax paid, finance cost paid, FFO) with CAGR labels; right India dot map with company legend and a blue gradient '375 Mn userbase' tile.

องค์ประกอบภาพหลัก

  • •Stacked area chart with rotated CAGR annotations
  • •Colour-coded dot map of India
  • •People icon stat tile
  • •Navy section header bars
หน้า 9
Business model framework

Adani Portfolio: Repeatable, robust & proven transformative model of investment

เนื้อหา

Group operating model from development (Adani Infra, Cemindia Projects, PSP Projects) to operations (AIMSL) to consumers, with flagship examples (Mundra port, Mundra–Mohindergarh HVDC line, Khavda renewable cluster, ENOC), capital management principles, and long-term debt mix shifting from March 2016 (55%/31%/14%) to a diversified Mar'26 mix across PSU banks, private banks, USD bonds, DII, global banks, NBFCs and capex LC.

โครงสร้าง Layout

Matrix table with rows (activity, performance, capital management, enabler) and columns (development, operations, consumers); photo strip in the performance row; two donut charts for debt mix.

องค์ประกอบภาพหลัก

  • •Row/column framework grid
  • •Infrastructure photographs
  • •Two donut charts comparing debt sources
  • •Chevron arrows between stages
หน้า 10
Section divider

Section 2: About Adani Power Limited (APL)

เนื้อหา

Section divider introducing the company overview.

โครงสร้าง Layout

Large pale section number '2' with bold grey section title on white.

องค์ประกอบภาพหลัก

  • •Oversized section numeral
  • •Grey title text
หน้า 11
Company overview / KPI dashboard

Adani Power Limited ('APL'): India's Largest Private Base Load Power Company

เนื้อหา

India map of 18 GW operating plants (e.g. Mundra 4,620 MW, Tiroda 3,300 MW) plus 24 GW locked-in and 3 GW proposed for a 45 GW target; asset metrics (18,330 MW, 13 assets; 23,720 MW locked-in across 13 projects by FY32; 95%+ PPAs tied up; 14,640 MW new PPAs); H1 FY27 revenue ₹39,273 Cr (+36%), EBITDA ₹17,112 Cr (+41%), continuing EBITDA ₹13,304 Cr (+20%), PAT ₹11,886 Cr (+91%), net debt ₹45,846 Cr, net debt to continuing EBITDA 1.91x, RoCE 22.1%, RoE 27.0% (TTM).

โครงสร้าง Layout

Left: India map with plant callouts on both sides and a legend formula (operating + locked-in + proposed = target); right: two columns of shadowed KPI cards for asset details and H1 FY27 vs FY26 metrics.

องค์ประกอบภาพหลัก

  • •Orange and light-blue state map with plant dots
  • •Plant name and MW callouts
  • •KPI cards with green/red YoY arrows
  • •Equation-style capacity legend
หน้า 12
Portfolio composition / comparison

APL: High Quality Present Portfolio Mix: Poised to Meet India's Base Load Demand

เนื้อหา

Operating capacity 18,330 MW (14 assets; 59% organic, 95% under PPA) plus locked-in 23,720 MW (13 projects; 100% organic, 94% ultra-supercritical, 62% PPA tied so far) equals target 42,050 MW across 18 assets (57% ultra-supercritical); ongoing thermal PPA bids exceed 16 GW.

โครงสร้าง Layout

Three equal panels joined by '+' and '=' symbols, each with a header stat block and horizontal 100% stacked bars for asset type, technology and PPA tie-ups.

องค์ประกอบภาพหลัก

  • •Equation layout across three panels
  • •Horizontal stacked percentage bars
  • •Navy highlighted target panel
  • •Bottom takeaway banner
หน้า 13
Market opportunity / data table

Coal is Critical for India's Base load power needs: Strong growth potential as India Catches Up

เนื้อหา

State table of population, per-capita GDP and power use (India average 1,460 kWh); Vision 2047 energy demand 6,400 BU, peak 708 GW, installed 2,100 GW; 97 GW additional coal capacity needed by FY35, of which APL's 23.7 GW pipeline is about 30%; capacity mix 559 GW (Sept '26) to 997 GW (FY32E); state discoms awarded 22,220 MW of thermal PPAs, 15,265 MW to APL; 16,660 MW of bids ongoing.

โครงสร้าง Layout

Three columns: left state data table with check-mark bullets; centre stat boxes and two pie charts; right PPA award stats and a state-by-state award table.

องค์ประกอบภาพหลัก

  • •Navy-header data tables
  • •Two capacity-mix pie charts
  • •Large stat callouts (30 GW, 22.2 GW, 15.3 GW)
  • •Check-mark bullet list
หน้า 14
Section divider

Section 3: APL Quarterly Performance Highlights

เนื้อหา

Section divider introducing the quarterly results section.

โครงสร้าง Layout

Large pale section number '3' with bold grey title on white.

องค์ประกอบภาพหลัก

  • •Oversized section numeral
  • •Grey title text
หน้า 15
Business update / highlights list

APL: Business Updates for Q2 FY27

เนื้อหา

Operations: Letter of Award from Uttarakhand Power Corporation for a 25-year 1,320 MW PSA (1,234 MW net); APL named successful resolution applicant for GVK Energy (330 MW Alaknanda hydro plant); amalgamation of 10 wholly owned subsidiaries; shareholders' agreement with Druk Green Power for the 770 MW Chamkharchhu hydro project in Bhutan (49:51); CARE Ratings and India Ratings upgrades to AA+/Stable. ESG: water use 2.28 m³/MWh inland (35% below the 3.50 limit), S&P Global CSA score 71/100, NSE Sustainability ESG score 66.

โครงสร้าง Layout

Two stacked sections, each with a navy label block on the left and a light-grey panel of bold topic labels with arrow-led descriptions on the right.

องค์ประกอบภาพหลัก

  • •Navy section label blocks
  • •Triangle arrow bullets
  • •Bold inline figures
  • •Grey content panels
หน้า 16
Strategy / growth roadmap

APL: Target 2035 and beyond…

เนื้อหา

Base-load capacity expansion to 45 GW by FY 2031-32 via 23.7 GW of thermal projects (estimated capex ₹2 trillion) plus 3 GW more; 5 GW hydro collaboration in Bhutan with DGPC (570 MW Wangchhu, 770 MW Chamkharchhu-I); Adani Atomic Energy Ltd. set up to target 10 GW of nuclear capacity by 2035, with sites identified.

โครงสร้าง Layout

Three stacked grey cards with blue headings and arrow bullets on the left; matching column of line-art illustrations (thermal plant, hydro dam, nuclear plant) on the right.

องค์ประกอบภาพหลัก

  • •Blue line-art infrastructure illustrations
  • •Shadowed content cards
  • •Triangle arrow bullets
หน้า 17
Financial statement table

APL: Resilience of business model reflected in stable revenues and robust profitability

เนื้อหา

Quarterly P&L table: sales volume 26,385 MU (+11.5%); continuing operating revenue ₹17,014 Cr; total continuing revenue ₹17,528 Cr; one-time prior period income ₹2,422 Cr; reported revenue ₹19,951 Cr (+39.44%); fuel cost ₹10,229 Cr; continuing EBITDA ₹6,321 Cr; reported EBITDA ₹8,743 Cr; finance cost ₹760 Cr; PBT ₹6,792 Cr; PAT ₹7,019 Cr (+141.51%), with H1 and FY26 columns. Notes: PPA dispatch 23.2 BU vs 18 BU, merchant 3.2 BU vs 5.6 BU.

โครงสร้าง Layout

Full-width financial table with grey-shaded % change columns and a vertical rule before FY26; three square bullets of commentary below.

องค์ประกอบภาพหลัก

  • •Dense multi-period P&L table
  • •Shaded variance columns
  • •Bold subtotal rows and italic one-time rows
  • •Commentary bullets
หน้า 18
Historical trend / data visualization

APL: Consistent improvement in EBITDA delivering free cashflow for growth

เนื้อหา

Reported total revenues from ₹27,842 Cr (FY20) to ₹57,865 Cr (FY26) and ₹39,273 Cr in H1 FY27; reported PAT from -₹2,275 Cr (FY20) to ₹12,971 Cr (FY26) and ₹11,886 Cr in H1 FY27; reported EBITDA stacked into continuing and one-time (continuing EBITDA FY22–FY26 CAGR 24%); senior term debt/equity falling from 5.32x (Mar-20) to 0.62x (Sep-26).

โครงสร้าง Layout

2x2 grid of column charts separated by dotted lines, with the H1 FY27 / Sep-26 bar in each chart enclosed in a dashed highlight box.

องค์ประกอบภาพหลัก

  • •Four bar charts
  • •Stacked continuing vs one-time EBITDA bars
  • •Dashed boxes highlighting latest period
  • •CAGR callout box
หน้า 19
Waterfall / bridge chart

APL: Revenue Bridge Q2 FY27 & H1 FY27

เนื้อหา

Q2 bridge: reported ₹14,308 Cr less one-time ₹669 Cr gives continuing ₹13,639 Cr; +₹1,507 Cr volume, +₹2,400 Cr rate, -₹19 Cr other income to ₹17,528 Cr continuing, +₹2,422 Cr one-time to ₹19,951 Cr reported. H1 bridge: ₹28,881 Cr to ₹27,807 Cr continuing, +₹3,822 Cr volume, +₹3,934 Cr rate, -₹98 Cr, to ₹35,464 Cr and ₹39,273 Cr reported.

โครงสร้าง Layout

Two horizontal waterfall charts stacked vertically, separated by a dotted line, with a navy takeaway banner at the bottom.

องค์ประกอบภาพหลัก

  • •Navy total bars
  • •Green increase and red decrease floating bars
  • •Data labels above each step
  • •Banner on competitively-positioned PPAs
หน้า 20
Waterfall / bridge chart

APL: EBITDA Bridge Q2 FY27 & H1 FY27

เนื้อหา

Q2 bridge: continuing EBITDA ₹5,333 Cr plus ₹1,507 Cr volume and ₹2,400 Cr rate, less ₹19 Cr other income, ₹659 Cr fuel volume and ₹2,355 Cr fuel price, plus ₹112 Cr lower opex, to ₹6,321 Cr continuing and ₹8,743 Cr reported after ₹2,422 Cr one-time. H1: ₹11,076 Cr to ₹13,304 Cr continuing (fuel volume -₹2,210 Cr, fuel price -₹3,024 Cr, opex -₹197 Cr) and ₹17,112 Cr reported.

โครงสร้าง Layout

Two stacked 12-step waterfall charts with category labels beneath, navy banner at bottom.

องค์ประกอบภาพหลัก

  • •Green/red step bars
  • •Navy start and end totals
  • •Multi-line category labels
  • •Banner: EBITDA growth through higher volumes and improved contribution margin
หน้า 21
Section divider

Section 4: Debt Profile

เนื้อหา

Section divider introducing debt and capital structure.

โครงสร้าง Layout

Large pale section number '4' with bold grey title on white.

องค์ประกอบภาพหลัก

  • •Oversized section numeral
  • •Grey title text
หน้า 22
Financial table

APL: Consolidated Debt Profile

เนื้อหา

As of 30 September 2026: senior secured loans ₹48,889 Cr, working capital loans ₹12,703 Cr, total gross debt ₹61,860 Cr, cash ₹16,014 Cr, net debt ₹45,846 Cr (₹2.50 Cr/MW), net fixed assets ₹1,14,070 Cr (2.49x net debt), TTM continuing EBITDA ₹24,029 Cr and net debt/continuing EBITDA 1.91x (2.12x at March 2026), compared with March 2024–2026.

โครงสร้าง Layout

Full-width four-period table with bold subtotal rows; key ratio rows enclosed in a dashed box; navy banner beneath.

องค์ประกอบภาพหลัก

  • •Dotted row separators
  • •Dashed highlight box for leverage ratios
  • •Indian-style number grouping (1,14,070)
  • •Banner on exceptional credit parameters
หน้า 23
Credit profile / combo chart

Capital Structure: Strong Financials Power Self-Funded Growth with Low Leverage & High Cashflows

เนื้อหา

Rating track record: 9 notches of upgrades in 7 years, coverage expanded to four agencies; by August 2026 CareEdge and India Ratings at AA+/Stable, CRISIL and ICRA at AA/Stable. Net debt to continuing EBITDA fell from 9.75x (FY19, net debt ₹45,957 Cr, EBITDA ₹4,715 Cr) to 1.91x (Sep'26 TTM, net debt ₹45,846 Cr, EBITDA ₹24,029 Cr).

โครงสร้าง Layout

Top-left gradient '7 years / 9 notches' tile beside a rating table with agency logos; bottom-left combo chart; right column of key rating highlights and three before/after stat card pairs.

องค์ประกอบภาพหลัก

  • •Rating agency logos (CareEdge, India Ratings, CRISIL, ICRA)
  • •Clustered bars with overlaid leverage line
  • •Before/after stat cards with chevrons
  • •Gradient highlight tile
หน้า 24
Section divider

Section 5: Progress in Capacity Expansion Projects

เนื้อหา

Section divider introducing project execution updates.

โครงสร้าง Layout

Large pale section number '5' with bold grey title on white.

องค์ประกอบภาพหลัก

  • •Oversized section numeral
  • •Grey title text
หน้า 25
Project tracker / status matrix

Locked-in Growth: Secured Project Portfolio of Developed Sites & Critical Equipment Availability

เนื้อหา

Strategic advantages: 60% brownfield, 63% near-pithead, 100% land available, 100% BTG ordered (22.4 GW of BTG sets). Project status table for 12 projects (e.g. Korba Ph-II 1,320 MW, Mahan Ph-II 1,600 MW, Raipur Ph-II & III 3,200 MW, Pirpainti 2,400 MW, Chapar 3,200 MW) totalling 23,720 MW with 100% land and equipment, 87% environmental clearance and 14,460 MW of PPAs signed.

โครงสร้าง Layout

Left: four stat cards above three derisked-execution text panels; right: project status matrix with green check marks, 'In progress' and 'Bids ongoing' cells and a totals row.

องค์ประกอบภาพหลัก

  • •Green check-mark status grid
  • •Navy triangle row markers
  • •Percentage stat cards
  • •Totals row
หน้า 26
Growth pipeline / waterfall chart

Locked-in Growth: Growing set of opportunities for private sector participation

เนื้อหา

Capacity tie-up waterfall from 18,330 MW installed through PPAs won from May '20 to Oct '26 (Uttarakhand 1,320 MW) and 9,080 MW in progress to a 42,050 MW target; expansion timeline adding 1,320 MW (FY27) to 5,600 MW (FY32); upcoming PPA bids of 16,660 MW (Uttar Pradesh 4,000, Gujarat 4,000, West Bengal 3,860, Rajasthan 3,200, Andhra Pradesh 1,600); states have awarded 20.6 GW since FY 2024-25, of which APL won 13.9 GW.

โครงสร้าง Layout

Left: two waterfall charts (tie-ups and expansion timeline); right: upcoming bids table and a 'Promising Demand Outlook' bullet card.

องค์ประกอบภาพหลัก

  • •Two blue waterfall charts
  • •State bid table with status tags
  • •Shadowed outlook card
หน้า 27
Photo gallery

Project Gallery: Showcasing Execution Excellence Across Large & Complex Projects

เนื้อหา

Construction photos from Mahan Phase-II (2x800 MW), Raipur Phase-II (2x800 MW), Raigarh Phase-II (2x800 MW) and Korba Phase-II (2x660 MW), showing boilers, main power house, control rooms, chimney work and feed water heater insulation.

โครงสร้าง Layout

Four columns, each with a navy project header and three captioned photographs stacked vertically.

องค์ประกอบภาพหลัก

  • •Twelve site photographs
  • •Navy column headers
  • •Light-blue caption bars
หน้า 28
Section divider

Section 6: ESG Practice at APL

เนื้อหา

Section divider introducing ESG.

โครงสร้าง Layout

Large pale section number '6' with bold grey title on white.

องค์ประกอบภาพหลัก

  • •Oversized section numeral
  • •Grey title text
หน้า 29
ESG summary table

APL: ESG Highlights

เนื้อหา

Material topics and targets: GHG intensity reduction to 0.84 tCO2e/MWh by FY27 (0.86 in FY26), single-use-plastic-free certification for all 13 operating locations, zero health and safety injuries; water intensity 2.28 m³/MWh inland and 2.18 all plants, zero liquid discharge, 1.82 million CSR beneficiaries; ratings: S&P Global CSA 71/100, NSE 66, Sustainalytics 31.7, FTSE Russell 4.3/5, CareEdge ESG 80/100, CDP B.

โครงสร้าง Layout

Four-column table (material topic, target, key initiatives, UN SDGs) with green icons, a dense bullet column and a grid of UN SDG tiles; green 'Updated' tag top-right.

องค์ประกอบภาพหลัก

  • •Green ESG icons
  • •UN SDG colour tiles grid
  • •Large target numerals
  • •Navy column headers
หน้า 30
Team / governance

APL: Board of Directors and Management Overview

เนื้อหา

Committee table (5 statutory, 6 non-statutory committees; 100% of statutory committees chaired by independent directors), governance pathway (ID tenure, management ownership, third-party RPT review, ID training), and board profiles: independent directors Sangeeta Singh, Manmohan Srivastava, Shailesh Haribhakti, Narendra Nath Misra; non-independent Gautam Adani (Chairman), Rajesh Adani, Anil Sardana (MD), Shersingh Khyalia (Whole-time Director and CEO).

โครงสร้าง Layout

Left: committee check-mark table with percentage stats and a governance card; right: two rows of four circular black-and-white portraits with names and expertise.

องค์ประกอบภาพหลัก

  • •Circular portrait photos
  • •Green check-box committee matrix
  • •Committee chair badges
  • •Navy 'Board of Directors' header
หน้า 31
Section divider

Section 7: APL: Investment Case

เนื้อหา

Section divider introducing the investment case.

โครงสร้าง Layout

Large pale section number '7' with bold grey title on white.

องค์ประกอบภาพหลัก

  • •Oversized section numeral
  • •Grey title text
หน้า 32
Investment thesis / summary

APL: Key Investment Highlights

เนื้อหา

Six pillars: coal critical for base load; efficient diversified portfolio (18.33 GW across 9 states, 7.5 GW stressed assets turned around); operational excellence (90%+ availability, 40% EBITDA margin); locked-in growth (100% land and BTG for 23.7 GW, 60% brownfield); massive addressable market (97 GW needed by 2035, two-part tariffs); robust capital structure funded largely by internal accruals. Conclusion: market leader in base-load power with industry-leading return on capital.

โครงสร้าง Layout

Six navy label blocks on the left paired with bullet panels; right column with a summary statement card and a 'locked-in growth + market + derisked PPA' equation card.

องค์ประกอบภาพหลัก

  • •Navy pillar labels
  • •Bold keyword bullets
  • •Equation-style summary with arrows
หน้า 33
Closing slide

Thank You

เนื้อหา

Closing slide.

โครงสร้าง Layout

White slide with bold navy 'Thank You' right-aligned in the lower half.

องค์ประกอบภาพหลัก

  • •Navy display type
  • •White space
หน้า 34
Section divider

Annexures: Operational and Financial Performance

เนื้อหา

Divider introducing the historical financial annexures.

โครงสร้าง Layout

White slide with grey 'Annexures' title and subtitle right-aligned in the lower half.

องค์ประกอบภาพหลัก

  • •Grey title and subtitle
  • •Minimal layout
หน้า 35
Financial statement table / appendix

APL: Historical Financials | Profit and Loss Account

เนื้อหา

FY22–FY26 and H1 FY27 operating metrics (effective capacity 12,450 to 18,150 MW, PLF 74% in H1 FY27, PPA realisation ₹6.06/kWh, merchant ₹7.12/kWh) and P&L (total income ₹31,686 Cr to ₹57,865 Cr, EBITDA ₹23,431 Cr in FY26, PAT ₹12,971 Cr in FY26; H1 FY27 EBITDA ₹17,112 Cr, margin 44%, PAT ₹11,886 Cr, EPS ₹6.08) with FY22–26 CAGRs; Q2 FY27 insights: revenue from operations ₹19,439 Cr, EBITDA ₹8,743 Cr, PAT ₹7,019 Cr.

โครงสร้าง Layout

Wide multi-year table on the left with blue sub-section labels and red negative CAGRs; right sidebar of large 'Q2 FY27 Insights' figures.

องค์ประกอบภาพหลัก

  • •Multi-year P&L table
  • •Green and red CAGR figures
  • •Insight sidebar with large numerals
หน้า 36
Financial statement table / appendix

APL: Historical Financials | Balance Sheet

เนื้อหา

Balance sheet March 2022 to 30 September 2026: gross fixed assets incl. CWIP ₹1,52,705 Cr (CWIP ₹45,539 Cr), total assets ₹1,65,640 Cr, cash ₹16,014 Cr, total equity ₹78,377 Cr, long-term borrowings ₹49,158 Cr, short-term ₹12,703 Cr; RoA 18.7%, RoCE 22.1%, RoE 27.0% (Sep '26 TTM).

โครงสร้าง Layout

Wide six-period balance sheet table on the left; right sidebar of key insight figures for fixed assets, cash and return ratios.

องค์ประกอบภาพหลัก

  • •Balance sheet table with Indian number grouping
  • •Return ratio rows
  • •Insight sidebar

คำถามที่พบบ่อย

คำถามทั่วไปเกี่ยวกับสไลด์นี้และเนื้อหาการนำเสนอพื้นฐาน

What is the Adani Power Q2 FY27 Earnings Presentation?

It is Adani Power Limited's 36-slide results presentation dated 23 October 2026, covering the quarter and half-year ended 30 September 2026. It was filed with BSE/NSE alongside the company's results and includes operating and financial snapshots, revenue and EBITDA bridges, the debt profile, capacity expansion progress, ESG, governance and historical financials.

What were Adani Power's headline Q2 FY27 numbers?

Continuing revenue was ₹17,528 crore (+28.5% YoY) and continuing EBITDA ₹6,321 crore (+18.5%). Including ₹2,422 crore of one-time prior period income, reported revenue was ₹19,951 crore and reported EBITDA ₹8,743 crore. Profit after tax was ₹7,019 crore versus ₹2,906 crore a year earlier.

What period does Q2 FY27 cover for an Indian company?

Indian companies follow an April–March fiscal year, so FY27 runs from April 2026 to March 2027. Q2 FY27 is July to September 2026, and H1 FY27 is April to September 2026.

What does 'continuing' versus 'reported' mean in this deck?

Adani Power separates one-time or prior period income (such as realisation of past dues from customers) from its ongoing business. 'Continuing' revenue and EBITDA exclude those one-time items; 'reported' figures include them. The revenue and EBITDA bridges on slides 19–20 show both.

What does 'Cr' or 'crore' mean in the figures?

A crore is an Indian unit equal to 10 million. ₹17,528 Cr therefore means ₹175.28 billion. The deck also uses Indian digit grouping, so 1,14,070 is 114,070 crore.

Can I download this presentation as PowerPoint?

Yes. The page offers the original PDF and an editable PPTX that was converted from the PDF. The PPTX is a machine conversion rather than the company's original source file, so fonts, charts and alignment may need some cleanup before reuse.

Which slides are most useful as design references?

The 2x2 KPI chart grid (slide 2), the waterfall bridges (slides 19–20), the capacity equation panels (slide 12), the project status matrix with check marks (slide 25) and the dense financial tables (slides 17, 22, 35, 36) are good references for an earnings deck.

What growth plans does Adani Power outline?

The deck targets 45 GW of base-load capacity by FY 2031-32 through 23.7 GW of thermal projects with estimated capex of ₹2 trillion plus 3 GW more, a 5 GW hydro collaboration in Bhutan with Druk Green Power, and a nuclear subsidiary (Adani Atomic Energy Ltd.) targeting 10 GW by 2035.

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