JSW Energy Limited — PPTs, 31-07-2025: Investor Presentation

Here is the summary of the attached file:

**1. Financial Highlights:**

Revenue surged 78% YoY to ₹5,411 Cr. EBITDA climbed 93% to ₹3,057 Cr (56% margin). PAT up 42% to ₹743 Cr. Balance sheet healthy: Net Debt/Equity 2.1x, with ₹6,113 Cr cash & 58-day receivables.

**2. Strategic Initiatives & Growth Drivers:**

Installed capacity now 12.8 GW, aiming for 30 GW by 2030. Kutehr hydro unit synchronized; 1.05 GW in new PPAs signed. Green Hydrogen trials active. Energy storage capacity locked in at 29.4 GWh.

**3. Business Developments:**

Acquired O2 Power (1.3 GW operating) bolstering renewables. Mahanadi (1.8 GW thermal) debt settlement approved, contributing robustly. Utkal Unit-2 ramping up; Vijayanagar's capacity now long-term tied for stable earnings.

**4. Market Position & Competitive Advantage:**

Strong ESG profile with MSCI 'A' rating. High revenue visibility: 84% thermal capacity and all under-construction projects are long-term PPA-backed. Efficient operations shown by strong safety & receivables.

**5. Investor Implications:**

Solid financial performance, aggressive capacity growth, and strategic acquisitions suggest positive growth potential. Long-term PPAs de-risk revenue, positioning the company favorably in the energy transition.