Adani Energy Solutions Ltd. Share Price

Adani Energy Solutions Q2 income surges 51%

The company has reported a 43.47% fall its net profit at Rs 57.29 crore for the quarter ended September 30, 2026, as compared to Rs 101.35 crore for the same quarter in the previous year. However, total income increased by 12.12% to Rs 1,088.60 crore for Q2FY27 as compared to Rs 970.91 crore for the corresponding quarter of the previous year. On a consolidated basis, the company has reported over two-fold jump in its net profit at Rs 1,322.85 crore for Q2FY27, as compared to Rs 533.97 crore for the same quarter in the previous year. Total income increased by 51.31% to Rs 10,239.33 crore for Q2FY27 as compared to Rs 6,767.15 crore for the corresponding quarter of the previous year. Outlook: - Revenue climbed 52% YoY to ₹3,599 crore, expanding on new project allocations and commissioning. - The company has fast-tracked execution, setting up an active count of 14.82 million smart meters by the end of September 2026, with pipeline orders representing a staggering ₹29,519 crore revenue opportunity. - Adani Electricity Mumbai Limited recorded an 11% increase in electricity sales, moving to 2,930 million units (MUs).

Disclosure : I do not hold any position in the mentioned stock. This is only for educational purpose.

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Adani Energy Solutions: Q2 FY27 Financial Review & Strategi

Adani Energy Solutions delivered substantial top-line and bottom-line growth for the quarter ended September 2026, though core operating margins experienced notable contraction. The company's profitability was significantly bolstered by a one-time tax write-back, a critical factor for investors to contextualize when evaluating normalized earnings performance. Q2 FY27 Financial Highlights Net Profitability: Consolidated net profit surged to ₹1,323 crore, representing a nearly 2.5-fold increase compared to ₹534 crore in the corresponding period last year. This expansion was heavily supported by a one-time ₹1,581 crore tax write-back. Revenue Generation: Revenue from operations reached ₹10,075.5 crore, up 52.8% year-on-year (YoY) from ₹6,596 crore, reflecting strong underlying business momentum. Operating Profit (EBITDA): EBITDA grew 35.5% YoY to ₹3,101.5 crore, up from ₹2,289 crore. Margin Compression: Despite absolute EBITDA growth, the EBITDA margin contracted by 400 basis points to 30.7%, down from 34.7% in Q2 of the previous fiscal year. H1 FY27 Context & Sequential Performance The September quarter builds upon a robust start to the financial year, establishing a consistent trend of high revenue growth paired with margin pressure. Q1 FY27 Performance: In the June quarter, the company reported a net profit of ₹1,149 crore on revenues of ₹9,711 crore (a 42.4% YoY top-line increase). Consistent Margin Trends: The margin pressure witnessed in Q2 is a continuation of Q1 dynamics, where EBITDA margins stood at 31% (down from 33.9% YoY). Regulatory Adjustments: Q1 earnings were also supported by regulatory deferral income of ₹29 crore, which contrasted with an expense of ₹504 crore in the prior-year period.

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Adani Energy Solutions : Q2 PAT More Than Doubles YoY

DHARMESH BHATT (Research Analyst) SEBI Registration No. INH000009685 Adani Energy Solutions Limited (AESL) reported strong financial and operational momentum for the second quarter and half year ended September 30, 2026 (Q2 FY27). Driven by solid performance across transmission, distribution, smart metering, and its energy solutions platform, the company achieved record financial growth. ---Key Financial Highlights --- *Q2 FY27)Profit After Tax (PAT): Surged 145% YoY to ₹1,364 crore compared to ₹557 crore in Q2 FY26. *EBITDA: Rose 67% YoY to an all- time quarter high of ₹3,548 crore. H1 FY27 EBITDA reached a record ₹6,726 crore (+62% YoY). * Total Income : Grew 51% YoY to a record ₹10,239 crore, supported by higher operational performance, ongoing smart meter deployment, and increased capex execution. * Operational Revenue: Stood at ₹7,167 crore, up 51% YoY. --- Key Growth Drivers & Operational Highlights --- *Expanding Transmission & Project Pipeline:Won two new transmission projects in Q2 FY27: Vizag Power Transmission Ltd. and Satara Power Transmission Ltd.. Aggregate under-construction transmission pipeline stands at ~₹87,000 crore (15 projects). Maintained average transmission system availability at 99.8%, earning ₹61 crore in incentive income during H1 FY27. Near-term transmission tendering pipeline remains robust at ₹1.4 lakh crore. *Purchase Agreement (PPA) with MSEDCL for 2,500 MW round-the-clock (RTC) power. Energy Solutions Platform segment contributed ₹810 crore in EBITDA during Q2 FY27. * Smart Metering Expansion:Scaled cumulative smart meter installations to 14.8 million. Active order book stands at 24.6 million meters with a total revenue potential of ₹29,519 crore. Disclosure /Disclaimer Link: *****

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ADANI ENERGY SOLUTIONS: ACQUIRES 100% STAKE

ADANI ENERGY SOLUTIONS: ACQUIRES 100% STAKE IN SATARA POWER TRANSMISSION

• Adani Energy Solutions Limited (AESL) has entered into a Share Purchase Agreement with PFC Consulting Limited (PFCCL) on October 6, 2026, to acquire 100% equity shares of Satara Power Transmission Limited (SPTL). • The acquisition is part of AESL’s strategy to create shareholder value through both organic and inorganic growth opportunities. • SPTL is planned to facilitate an additional 765 kV inter-regional transmission corridor between the Southern Region (SR) and Western Region (WR) grids. • The project will also enable additional renewable energy power evacuation from Karnataka, supporting the integration of renewable capacity into the grid. Impact: Positive — The acquisition strengthens AESL’s transmission portfolio and expands its capabilities in inter-regional power transmission and renewable energy evacuation.

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buy on dips strategy to follow for long term investment

SEBI Registered Research Analyst – Fundamental & Technical View Adani Energy Solutions Ltd. (AESL) is one of India’s leading private-sector power transmission and distribution companies, with additional exposure to smart metering and newer energy-solution businesses. The company is positioned to benefit from the ongoing expansion of India’s power-transmission infrastructure, renewable-energy integration and smart-metering requirements. As of 6 October 2026, the stock was trading around ₹1,350–₹1,360, compared with its 52-week high of ₹1,789 and 52-week low of approximately ₹805. Business Standard Fundamental Analysis AESL delivered a very strong Q1 FY27 performance. Total income increased 40% YoY to ₹9,852 crore, while operational revenue rose 54% to ₹7,117 crore. EBITDA increased 58% YoY to ₹3,178 crore and operational EBITDA increased 70% to ₹2,779 crore. Most importantly, consolidated PAT increased 130% YoY to ₹1,237 crore. Adani The transmission business remains the company's core strength. Transmission operating revenue grew 36% YoY, while transmission EBITDA increased 38%. The company’s transmission network reached approximately 27,949 circuit kilometres with availability of 99.6%. Adani Another important growth area is smart metering. AESL had installed approximately 13.44 million meters cumulatively by the end of Q1 FY27. Its smart-meter order book stood at around 24.6 million meters, representing a potential revenue opportunity of approximately ₹29,519 crore. The company has also announced the acquisition of IntelliSmart, which is expected to take its overall smart-metering portfolio above 47 million meters. Adani The transmission opportunity also remains significant. AESL reported a transmission project pipeline under construction of approximately ₹71,779 crore, while the near-term transmission tendering opportunity was estimated at around ₹1.1 lakh crore. Adani

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From Airport Passenger to Airport Consumer ✈️🛍️

you book a flight, open an app, choose your duty-free products before travelling, pay online, and simply collect them at the airport. That is the direction airport businesses are moving in from being only transportation hubs to becoming consumer and retail ecosystems. Air India has launched an integrated online duty-free experience in partnership with Adani Airports. Travellers using select Adani-operated airports can browse, pre-order and pay for duty-free products through Air India’s digital ecosystem. The interesting part for investors is not simply the shopping feature. It is the non-aeronautical revenue opportunity. Airports can monetise passengers beyond flight tickets through duty-free, food & beverages, lounges, advertising, retail and other services. Adani Enterprises says its airport business is actively expanding these consumer-facing revenue streams, with duty-free and digital channels forming part of that strategy. ADANI ENTERPRISES

Why it matters: Adani Enterprises is the listed company with exposure to Adani’s airport business. Its airport portfolio currently covers eight airports, while the group continues developing retail, duty-free and other non-aeronautical businesses. This does not mean the Air India partnership will directly translate into a specific stock-price outcome. Investors should separately study the company’s financials, valuation, airport economics, debt, execution and regulatory risks. 20-Word Learning Takeaway: Airports can generate revenue beyond tickets by monetising passenger spending through retail, duty-free, food, lounges and digital services.

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