External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

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<ul><li>Capacity Ramp-Up: Installed capacity grew by 872 MW, up 8%/24% YoY/QoQ to 14.5 GW in Q1FY27, led by organic RE capacity additions, including hybrid projects.</li><li>On a YTD basis (till 8th July, 2026), capacity addition reached 1,081 MW comprising 442 MW solar, 381 MW hybrid, 150 MW hydro (Tidong, commissioned ahead of the Oct'26 schedule to capture the ongoing hydrology season) and 108 MW wind and covering 36% of the FY27 guidance of 3 GW, already exceeding ~87% of the total organic capacity added in entire FY26.</li><li>Total locked-in capacity now stands at 32.4 GW (14.5 GW operational, 13.6 GW under construction and 4.3 GW under pipeline), providing clear visibility to the target of 30 GW by 2030.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Capacity Ramp-Up: Installed capacity grew by 872 MW, up 8%/24% YoY/QoQ to 14.5 GW in Q1FY27, led by organic RE capacity additions, including hybrid projects.On a YTD basis (till 8th July, 2026), capacity addition reached 1,081 MW comprising 442 MW solar, 381 MW hybrid, 150 MW hydro (Tidong, commissioned ahead of the Oct'26 schedule to capture the ongoing hydrology season) and 108 MW wind and covering 36% of the FY27 guidance of 3 GW, already exceeding ~87% of the total organic capacity added in entire FY26.Total locked-in capacity now stands at 32.4 GW (14.5 GW operational, 13.6 GW under construction and 4.3 GW under pipeline), providing clear visibility to the target of 30 GW by 2030.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

JSW Energy Ltd - Decent Q1; On Track to Meet Its Capacity Targets

<ul><li>Capacity Ramp-Up: Installed capacity grew by 118 MW, up 24%/1% YoY/QoQ to 13.5 GW in Q4FY26, led by organic RE capacity additions, including hybrid projects.</li><li>In FY26, 2.6 GW of capacity was added, comprising 1.3 GW of organic additions (240 MW Wind, 305 MW Solar, 451 MW Hybrid, 240 MW Hydro) and 1.3 GW inorganic (O2 Power RE assets).</li><li>Total locked-in capacity now stands at 32.1 GW (13.5 GW operational, 14 GW under construction and 4.6 GW under pipeline), providing clear visibility to the target of 30 GW by 2030. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Capacity Ramp-Up: Installed capacity grew by 118 MW, up 24%/1% YoY/QoQ to 13.5 GW in Q4FY26, led by organic RE capacity additions, including hybrid projects.In FY26, 2.6 GW of capacity was added, comprising 1.3 GW of organic additions (240 MW Wind, 305 MW Solar, 451 MW Hybrid, 240 MW Hydro) and 1.3 GW inorganic (O2 Power RE assets).Total locked-in capacity now stands at 32.1 GW (13.5 GW operational, 14 GW under construction and 4.6 GW under pipeline), providing clear visibility to the target of 30 GW by 2030. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

JSW Energy Ltd - 30 GW Roadmap on Track; Execution and Leverage Key Monitorable

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Thematic (Sector/Industry)

<ul>
<li>India commissioned only 1.4 GWh, or 2.8%, of its original 50 GWh ACC PLI ambition by October 2025.</li>
<li>Agratas is pursuing licensed NMC cell manufacturing and proprietary LFP development in parallel, while AESC holds a 12% stake and supplies technology.</li>
<li>The differentiator is no longer announced capacity. It is technology absorption, yield ramp-up, domestic value addition and chemistry-level IP ownership.</li>
</ul>


India commissioned only 1.4 GWh, or 2.8%, of its original 50 GWh ACC PLI ambition by October 2025.
Agratas is pursuing licensed NMC cell manufacturing and proprietary LFP development in parallel, while AESC holds a 12% stake and supplies technology.
The differentiator is no longer announced capacity. It is technology absorption, yield ramp-up, domestic value addition and chemistry-level IP ownership.


Why India Need China for Battery Technology?

<ul><li>Capacity Ramp-Up: Installed capacity grew by 125 MW, up 64%/1% YoY/QoQ to 13.3 GW in Q3FY26, led by organic RE capacity additions, including hybrid projects.</li><li>The company added 5.2 GW over the past 12 months, comprising 3.1 GW RE and 2.1 GW thermal.</li><li>This includes inorganic capacity additions of 1.5 GW in renewables and 1.8 GW in thermal. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Capacity Ramp-Up: Installed capacity grew by 125 MW, up 64%/1% YoY/QoQ to 13.3 GW in Q3FY26, led by organic RE capacity additions, including hybrid projects.The company added 5.2 GW over the past 12 months, comprising 3.1 GW RE and 2.1 GW thermal.This includes inorganic capacity additions of 1.5 GW in renewables and 1.8 GW in thermal. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

JSW Energy Ltd - Steady Q3; Long-Term Visibility Strong

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<ul>
 <li>JSW Energy is aggressively expanding its power generation capacity with a target of 30 GW by 2030, focusing heavily on renewable energy sources, which positions it well to capitalize on India's energy transition.</li>
 <li>The company's financials are stretched due to significant capital expenditures for growth projects, with a high Net Debt to EBITDA ratio, posing a considerable financial risk.</li>
 <li>While the company's strategic pivot to renewables and ventures into energy storage and green hydrogen are forward-looking, successful and timely execution of its massive project pipeline remains a critical uncertainty.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  JSW Energy is aggressively expanding its power generation capacity with a target of 30 GW by 2030, focusing heavily on renewable energy sources, which positions it well to capitalize on India's energy transition.
  The company's financials are stretched due to significant capital expenditures for growth projects, with a high Net Debt to EBITDA ratio, posing a considerable financial risk.
  While the company's strategic pivot to renewables and ventures into energy storage and green hydrogen are forward-looking, successful and timely execution of its massive project pipeline remains a critical uncertainty.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: JSW Energy Ltd (JSW IN) - Dec 2025

India

JSW Energy Limited is an Indian power company primarily engaged in power generation, transmission, and trading. The company operates a diversified portfolio of thermal, hydro, wind, and solar power assets, and is expanding into new energy frontiers like green hydrogen and battery energy storage systems. JSW Energy was founded in 1994 and is headquartered in Mumbai, Maharashtra, India.

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JSW Energy (JSW IN)

JSW Energy Ltd - Decent Q1; On Track to Meet Its Capacity Targets

Installed capacity grew by 872 MW, up 8%/24% YoY/QoQ to 14.5 GW in Q1FY27, led by organic RE capacity additions, including hybrid projects.

Axis Direct

JSW Energy Ltd - 30 GW Roadmap on Track; Execution and Leverage Key Monitorable

Capacity Ramp-Up: Installed capacity grew by 118 MW, up 24%/1% YoY/QoQ to 13.5 GW in Q4FY26, led by organic RE capacity additions, including hybrid...

Axis Direct

Why India Need China for Battery Technology?

China’s technology controls exposed the difference between announcing a gigafactory and mastering cell chemistry. Tata’s response: licensed NMC...

Nimish Maheshwari

JSW Energy Ltd - Steady Q3; Long-Term Visibility Strong

Capacity Ramp-Up: Installed capacity grew by 125 MW, up 64%/1% YoY/QoQ to 13.3 GW in Q3FY26, led by organic RE capacity additions, including hybrid...

Axis Direct

Primer: JSW Energy Ltd (JSW IN) - Dec 2025

JSW Energy is aggressively expanding its power generation capacity with a target of 30 GW by 2030, focusing heavily on renewable energy sources,...

αSK Primers

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