Adani Green Energy (ADANIGREEN) Investor presentation summary

India power and infrastructure opportunity

• Installed power capacity forecast at ~1,121 GW by FY36; peak demand projected at 459 GW in FY36 vs 245 GW in FY26.

• India’s FY36 renewable capacity outlook is 764 GW, with 174 GW of storage planned: 80 GW BESS and 94 GW pumped storage.

• Electricity consumption, data centers, EVs, urbanization and industrialization are identified as drivers of power demand and investment.

Portfolio scale and growth roadmap

• Operational renewable capacity was 20.1 GW as of June 30, 2026, across 12 states; the mix was 71% solar, 16% wind and 13% hybrid.

• Resources are tied up for 55+ GW, including 20 GW at Khavda, 10+ GW of Rajasthan sites and 5+ GW of pumped-storage potential across six states.

• The 2030 roadmap targets 50 GW of renewable capacity, 5 GW of pumped storage and 50 GWh of BESS capacity.

• Khavda had 10.3 GW operational, with a 30 GW milestone targeted by 2029.

Execution and operating performance

• Q1 FY27 generation was 14 Bn units, up 30% YoY; power-supply revenue was $452 Mn, up 17%, and EBITDA was $435 Mn, up 20%.

• Q1 FY27 power-supply EBITDA margin was 93.7%, compared with 92.8% in Q1 FY26; FY26 generation reached 38 Bn units, up 34% YoY.

• Energy Network Operations Center monitoring spans 12 states; digital-twin deployment is presented as enabling earlier fault detection and CUF gains above 0.2%.

• Khavda’s contiguous site, phased evacuation planning and centralized monitoring are positioned to support project scale and execution speed.