Daily BriefsUtilities Sector

Daily Brief Utilities: Adani Energy Solutions, Adani Green Energy and more

In today’s briefing:

  • Adani Energy Solutions Ltd. Q4 FY25 Update: Robust Growth Driven by T&D Expansion
  • Lucror Analytics – Morning Views Asia


Adani Energy Solutions Ltd. Q4 FY25 Update: Robust Growth Driven by T&D Expansion

By Sudarshan Bhandari

  • Adani Energy Solutions (ADANIT IN)’s Q4 FY25 PAT jumped 87% YoY to INR 714 crore, driven by strong transmission execution and distribution growth.
  • The company’s record order book of INR 59,936 crore and aggressive smart metering ramp-up signal sustained growth ahead.
  • AESL is strengthening its position across transmission, distribution, and metering, reinforcing its multi-year growth visibility.

Lucror Analytics – Morning Views Asia

By Tanvi Arora

  • In today’s Morning Views publication we comment on developments of the following high yield issuers: Adani Green Energy, Meituan
  • US equity rose for the sixth consecutive day, the best streak since March 2022, as it continued to look past weak consumer confidence and labour data as well as no signs of an easing in the tariff situation .
  • The S&P 500 was up by 0.6%, and the Nasdaq by 0.5%. US Treasury yields shrank 3-5 bps across the curve. The biggest move was probably a 6.7% correction in steel prices (HRC), following a YTD spike.

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