$JSWENERGY JSW Energy + Druk Green Power Corporation have signed a Shareholders’ Agreement for the 920 MW Punatsangchhu-III Hydroelectric Project in Bhutan. Fundamental Snapshot FY26 • Revenue/Total Income: ₹19,878 Cr • EBITDA: ₹11,041 Cr (+81% YoY) • PAT: ₹2,239 Cr (+15% YoY) • Net Debt: ₹65,834 Cr • Net Debt/Equity: 2.14x • Net Debt/EBITDA: 5.96x Latest Q1 FY27 • Revenue: ₹5,437 Cr • PAT: ₹532 Cr, down 36% YoY • Net debt improved to ₹61,322 Cr as of June 2026 Key Ratios P/E (TTM): ~111.7x Debt/Equity: 0.53x ROCE: ~4.8% ROE: ~3.7% Interest Coverage: ~1.9x ⚠️ Key Risks 🔴 High valuation: TTM P/E is elevated, leaving less room for earnings disappointment. 🔴 Leverage: Net Debt/EBITDA at ~6x remains a key watchpoint. 🔴 Execution risk: Large renewable/hydro expansion requires significant capital and timely project execution. 🔴 Hydrology risk: Hydro generation can fluctuate with water availability; Q1 FY27 already saw weaker renewable generation due to hydrology. 🔴 Profit volatility: Q1 FY27 PAT declined 36% YoY despite broadly stable revenue.

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