JSW Energy Limited — PPTs, 22-07-2026: Investor Presentation

JSW Energy's Q1 FY27 financial results show flat revenue at ₹5,437 Cr, but EBITDA grew 2% YoY to ₹3,103 Cr. Net profit (PAT) was ₹533 Cr, down from ₹836 Cr last year, while Cash PAT dipped 7% to ₹1,464 Cr. Overall net generation volume decreased 5% YoY to 12.9 BUs, mainly due to lower hydro and thermal output. However, wind and solar generation increased 11% YoY.

The company is aggressively pursuing its 'Strategy 3.0' aiming for 30 GW capacity by 2030, with 13.5 GW already under construction. A key focus is on renewable energy expansion, including 40 GWh of energy storage capacity by 2030, and the company is on track to add 3 GW of capacity in FY27.

JSW Energy achieved a record ~1.1 GW capacity addition recently, including commissioning the 150 MW Tidong Hydro Project ahead of schedule. Strategic fundraises totaling ₹10,150 Cr, including a QIP and partial stake sale in JSW Steel, have boosted liquidity. The company operationalized a wind blade manufacturing facility and secured its first large external order for a 200 MW/400 MWh battery assembly project, signaling strong backward integration and energy storage ambitions. An agreement to acquire a 300 MW thermal plant was also signed.

**Key Financial Metrics:**

* Revenue: ₹5,437 Cr (flat YoY)

* EBITDA: ₹3,103 Cr (+2% YoY)

* PAT: ₹533 Cr (-36% YoY)

* Diluted EPS: ₹2.57 (-39.5% YoY)

* Cash & Cash Equivalents: ₹12,881 Cr

Management highlights robust liquidity to fund future capex and views recent operational and balance sheet momentum as the foundation for Strategy 3.0. The company emphasizes execution certainty for its 3 GW capacity addition target this fiscal year, with thermal and storage projects also showing strong readiness.