Oriana Power Limited — Investor Meet, 02-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Oriana Power delivered strong H1 FY26 consolidated results: revenue grew 2.17x to ~Rs. 781 Cr, and PAT surged 2.5x to ~Rs. 121.63 Cr, with credit rating upgraded to A-. The company is strategically evolving into an integrated RE player across generation, storage, and consumption. Key growth drivers include BESS (target revised to 20 GWh by 2030 with robust pipeline) and Green Hydrogen/Ammonia (60 KTPA awarded, ~Rs. 313 Cr annual revenue from 2028 at 23-24% IRR). Asset recycling and project development for institutional funds enhance profitability. Management aims for over ₹2,000 Cr revenue this fiscal, with mainboard migration planned by August 2026.