Adani Power reports strong earnings, plans to expand capacity to 30.7 GW by FY30, faces working capital risk from Bangladesh receivables buildup. Valuations reasonable compared to peers.
What is covered in the Full Insight:
Introduction and FY25 Earnings Overview
Expansion Plans and Capacity Targets
Risk Analysis: Bangladesh Receivables and Merchant Tariff Volatility
Capex and Financial Projections for FY26–FY27
Adani Power's Position in Industry and Market Comparisons
Boomeranged on Mon, 12 May 2025 12:05
Adani Power today announced a 1,500 MW supply deal with UPPCL from a $2B ultra-supercritical plant in UP, targeted for FY30. It will raise its installed capacity by 9% once commissioned by 2030. earlier a part of upcoming assets (under execution/planned) and part of the overall plan to reach 30GW by 2030. Shares rose over 7% as the ₹5.383/kWh tariff aligns with recent thermal bids.
SUMMARY
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