Company profile / JSWENERGY

JSW Energy earnings calls.

Other · 4 quarters tracked · source-linked performance, management guidance and promise context.

Research layer active
PositiveDelivery assessment incompleteLatest record q1-fy27

Latest revenue

₹5,207 Cr

verified financial record

Quarters tracked

4

source records in the directory

Delivery assessment

Assessment incomplete

Across 8 tracked commitments. Delivery assessment incomplete while 1 remain unresolved or evidence-limited.

Call date

2026-07-13

latest available source date

Signal trajectory

3 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
3 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY26: 2,202 · Positive source sentimentQ3 FY26Q4 FY26: 2,602 · Positive source sentiment · 2026-05-14Q4 FY26Q1 FY27: 3,130 · Positive source sentiment · 2026-07-13Q1 FY273,1302,202
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

Assessment incomplete

Across 8 tracked commitments. Delivery assessment incomplete while 1 remain unresolved or evidence-limited.

Latest source read

What changed this quarter?

Open quarter read

JSW Energy delivered a landmark Q1 FY27 with 873 MW capacity addition (among sector highest), reaching 14.6 GW total installed capacity with ~61% renewables. Revenue remained flat at ₹5,437 crore YoY while EBITDA grew marginally 2% to ₹3,130 crore, implying 57.6% margin (+190bps YoY). PAT declined to ₹533 crore due to higher depreciation (+20%) and interest costs (+16%) from rapid capitalization. The company executed a ₹10,150 crore capital raise (largest Indian power sector growth capital raise) comprising promoter infusion, JSW Steel stake sale, and QIP, providing ₹12,880 crore liquidity cushion. India power demand surged 8.5% YoY in Q1 with July at ~12%, validating the structural growth story. Management reiterated FY27 targets of 3 GW capacity addition and ₹20,000 crore capex, having already achieved 36% of capacity guidance. Key risks include execution delays in greenfield hydro projects, hydro generation volatility from hydrology, and BESS margin sustainability amid battery cell sourcing dependencies.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹5,207 Cr

Source date

2026-07-13

Across the record

Quarter history.

4 source records

History modules

Follow the numbers and themes.