JSW Energy Limited — Investor Meet, 18-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

JSW Energy posted robust Q4 FY26 results: Revenue surged 39% YoY to ₹4,851 Cr, EBITDA climbed 72% YoY to ₹2,602 Cr, with annual EBITDA hitting a record ₹11,041 Cr. PAT increased 38% YoY to ₹574 Cr. The company added 2.6 GW in FY26, expanding operational capacity to 13.45 GW. Aims for 3 GW additions in FY27 with ₹20,000 Cr capex, focused on renewables. KSK Mahanadi delivered ₹3,300+ Cr EBITDA in FY26 due to efficiency gains. Total locked-in capacity is 32.1 GW, targeting 30 GW by 2030. Management is confident on accelerating earnings and disciplined growth, managing balance sheet and supply chain costs effectively.