Adani Power Limited presents its investor presentation for November 2025, showcasing India’s colossal growth opportunity and the company’s pivotal role in meeting the nation’s increasing power demands. The presentation underlines Adani Power’s commitment to sustainable practices, robust expansion strategies, and operational excellence, positioning it as a leader in the Indian energy sector. Key focus areas include renewable energy integration, capacity enhancement, and strong financial performance.
India’s Growth Opportunity
India’s real GDP grew at 6.5% in FY25 and is estimated to grow at 6.8% in FY26. The country is targeting a developed economy by 2047, with a projected GDP of ~$35 Tn. Rapid urbanization and rising consumption underscore the critical need for infrastructure development. Investment in logistics sectors will drive efficiency gains and scalable road networks will facilitate lower logistics costs.
Adani Power’s Role
Adani Power has a market-leading position across the entire energy value chain. The company is focused on becoming the largest private baseload power generation company. Adani Green is set to be the largest renewable power generation company. Adani Energy Solutions aims to be the largest private utility infrastructure platform.
Electricity Sector Expansion
India’s electricity sector is undergoing a multi-decade investment opportunity with a projected installed capacity growth of 11% CAGR, reaching approximately 1,000 GW by FY32. Renewables are estimated to contribute significantly. Adani is well-positioned in renewable power generation with a total installed capacity of 23+ GW by FY25. The company anticipates a total investment opportunity of over $500 Bn by FY32 in the electricity sector.
Financial Performance and Growth
Adani Power’s revenue for H1 FY26 was ₹28,881 Cr. The EBITDA stood at ₹12,151 Cr. The company’s expansion strategy includes a locked-in capacity of 23,720 MW of which PPAs are already tied up by 90%. The company has plans to grow. Adani plans to expand its operations with more thermal PPAs from state DISCOMs.
Commitment to ESG
Adani Power is dedicated to environmental stewardship, social responsibility, and strong governance. The company is focused on reducing its GHG emission intensity to 0.84 tCO2e/MWh by FY26. Adani Power has reduced the water intensity in its plants to 2.22 m³/MWh for Q2 FY25. Several of Adani Power’s operating locations are now single-use-plastic-free certified. Also, the company achieved zero health & safety related injuries.
Source: BSE
