ADANIENSOL

Adani Energy Solutions is one of India’s fastest-growing power infrastructure companies, focused on: Power transmission Smart metering Distribution business Renewable energy connectivity The stock remains a high-growth but high-volatility play in the Indian power sector. Business Performance The company delivered strong FY26 results: Revenue grew nearly 16% YoY EBITDA reached a record high PAT growth remained strong due to transmission and smart meter expansion Order book and execution pipeline continue to improve AESL has also: Commissioned Mumbai’s advanced HVDC transmission project Crossed installation of 1 crore smart meters Expanded transmission infrastructure aggressively Positive Factors Strong Power Infrastructure Theme India’s rising electricity demand, renewable energy expansion, EV adoption, and data center growth are creating long-term opportunities for transmission companies. Massive Order Pipeline The company’s transmission and smart metering order book remains extremely strong, providing long-term revenue visibility. Smart Meter Opportunity AESL is becoming a major player in India’s smart meter rollout program, which could become a long-term recurring revenue business. Institutional Interest Recent block deals showed continued institutional participation in the stock.