Adani Power Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Adani Power reported financial results for Q3 FY26 with revenue at INR 12,717 Cr and EBITDA at INR 4,636 Cr, marginally lower year-on-year due to weak power demand and reduced merchant prices. Profit after tax was INR 2,488 Cr. The company's installed capacity is 18.15 GW, with over 90% tied up in long-term PPAs, ensuring stable earnings. Expansion projects, including a 3,200 MW Assam project and Korba Phase II commissioning next year, are progressing. Management is confident in funding a 24 GW expansion, primarily from internal accruals, and sees strong long-term power demand, emphasizing contracted capacity to mitigate market volatility.