Adani Green Energy Limited · NSE:ADANIGREEN
Adani Green Energy — H1 FY26 Earnings Presentation
20 slides from Adani Green Energy's earnings presentation
Slide 1: Adani Green Energy Ltd Provisional Operational Update H1 FY26
Adani Green Energy Ltd Provisional Operational Update H1 FY26 AGEL’s Solar-Wind Hybrid plants at Jaisalmer, Rajasthan AGEL’s Renewable Energy Plant in Khavda, Gujarat
Slide 2: Table of Contents
Table of Contents 1 Adani Portfolio 2 AGEL: Company Profile 3 AGEL: Operational Update – H1 FY26 Hamburger Menu Icon with solid fill 2
Slide 3: Adani Portfolio
adani Renewables O71 Adani Portfolio
Slide 4: Adani Portfolio: A World Class Infrastructure & Utility Portfolio
Adani Portfolio: A World Class Infrastructure & Utility Portfolio Flagship Infrastructure & Utility Core Portfolio Primary Industry Other Incubator Materials, Metal Energy & Utility Transport & Logistics Specialty & Mining (73.97%) (62.43%) (74.96%) (65.89%) (67.64%)3 AEL AGEL APL APSEZ Ports & Logi
Slide 5: Adani Portfolio: Best-in class growth with national footprint
Adani Portfolio: Best-in class growth with national footprint All figures in INR cr Predictable, high and rising free cash flow National footprint with deep coverage Tax paid EBITDA Finance cost paid 89,806 CAT (FFO) 66,527 (74%) EBITDA 24,870 AEL 12,784 APSEZ (51%) Adani’s Core Infra. 18,711 AGEL P
Slide 6: Adani Portfolio: Repeatable, robust & proven transformative model of investment
Adani Portfolio: Repeatable, robust & proven transformative model of investment DEVELOPMENT1 OPERATIONS CONSUMERS 2 New C.E.O. Adani Infra (India) Limited | Cemindia Projects Ltd. | PSP Projects Ltd. Operations (AIMSL) Consumer I Employees I Other Stakeholders Origination Site Development Constructi
Slide 7: Replicating Group's Simple yet Transformational Business Model
AGEL: Replicating Group's Simple yet Transformational Business Model Secure Sites & Connectivity Resource Assessment Construction Readiness Geotechnical studies ~2,50,000 acres of resource rich sites Development for renewable in strategic locations 50+ GW potential & Special studies (AIIL) ~5+ GW of
Slide 8: Adani Green Energy Limited (AGEL): Company Profile
02 Adani Green Energy Limited (AGEL): Company Profile Photo: AGEL’s Solar plant at Anjar, Gujarat
Slide 9: Leading India's Energy Transition
AGEL: Leading India’s Energy Transition India’s largest Renewable Energy Portfolio Key Metrics RE Portfolio spread across FY25 Operational FY30E 12 resource rich states (as on Sep-25) 28 Bn Units Generation 16.7 GW ► 50 GW ► ▲28% YoY 25% Solar CUF 18% 11% 5% 13% Resource 13% ₹9,495 Cr Revenue1 Mix ▲
Slide 10: Deploying renewable energy at unprecedented scale and speed
AGEL: Deploying renewable energy at unprecedent scale and speed Robust RE Capacity Growth to continue Well secured resource rich sites Renewable Energy Capacity in GW CAGR 28% 50.0 CAGR 41% 16.7 Solar, Wind & 2.5 Hybrid Development in FY20A H1 FY26A FY30E Gujarat & Rajasthan Hydro PSP Focused on del
Slide 11: Adani Green Energy Limited (AGEL): Operational Update
03 Adani Green Energy Limited (AGEL): Operational Update Photo: AGEL’s Dayapar Wind Cluster, Gujarat
Slide 12: Operational Highlights – H1 FY26
AGEL: Operational Highlights – H1 FY26 Capacity Addition • Operational capacity increased by 49% YoY to 16.7 GW, with an addition of 5.5 GW over the last one year • Greenfield capacity of 2.4 GW added in H1 FY26 vis-à-vis 0.25 GW in H1 FY25. This represents 74% of annual capacity addition in FY25 Op
Slide 13: Operational Capacity Addition & Sale of Energy – H1 FY26 YoY
AGEL: Operational Capacity Addition & Sale of Energy – H1 FY26 YoY Operational Capacity (in MW AC) ✓ 2,437 MW greenfield capacity added in H1 FY26, which Hybrid 16,680 represents 74% of capacity addition in FY25 Wind 49% 2,945 ✓ Operational Capacity increases by 49% to 16,680 MW 11,184 Solar 2,142 w
Slide 14: Growth in overall electricity generation and PPA commitment v/s actuals
AGEL: Growth in overall electricity generation and PPA commitment v/s actuals Steady growth in generation Generation in Mn units 1 27,969 21,878 5,274 19,569 19,222 347 2,213 4,344 154 778 4,733 10,791 3,603 5,498 1,365 130 20,753 20,483 4,388 17 75 14,724 11,233 5,406 9,296 4,388 FY20 FY21 FY22 FY2
Slide 15: Operational Performance Metrics
AGEL: Operational Performance Metrics − Real time monitoring of operating assets across 12 states through Energy Network Operations Center at Ahmedabad − Granular performance insights − Predictive Maintenance optimizing Mean time between failure (MTBF) − Suggests corrective actions in real time redu
Slide 16: Annexure
Annexure RG1 & RG2: Operational Update – H1 FY26
Slide 17: 930 MW RG1 Portfolio Performance
AGEL: 930 MW RG1 Portfolio Performance Consistent and predictable sale of energy backed by high plant and grid availability Generation in Mn units Plant and Grid Availability (%) CUF (%) 100% 99.8% 30% 1,908 1,913 1,900 99.5% 22.2% 1,881 1,892 1,895 95% 20% 90% 85% 10% 80% 907 75% 0% FY20 FY21 FY22
Slide 18: 570 MW RG2 Portfolio Performance
AGEL: 570 MW RG2 Portfolio Performance Consistent and predictable sale of energy backed by high plant and grid availability Generation in Mn units Plant and Grid Availability (%) CUF (%) 1,328 1,320 1,328 100% 99.3% 30% 1,313 1,299 99.7% 1,114 95% 24.4% 20% 90% 85% 612 10% 80% 75% 0% FY20 FY21 FY22
Slide 19: Disclaimer
Disclaimer Certain statements made in this presentation may not be based on historical information or facts and may be “forward-looking statements,” including those relating to general business plans and strategy of Adani Green Energy Limited (“AGEL”),the future outlook and growth prospects, and fut
Slide 20: Thank You
adani Renewables Thank You