Adani Green Energy (ADANIGREEN) Investor presentation summary

Portfolio overview and growth strategy

• Operates a diversified infrastructure and utility portfolio with significant stakes in renewables, ports, logistics, and materials sectors.

• Achieved a 22% CAGR in EBITDA and 28% CAGR in fund flow from operations over recent years.

• Maintains a national footprint with a user base of 350 million and robust capital management practices.

• Investment model emphasizes development, operations, and performance, supported by strategic capital allocation and risk management.

• Focuses on digital transformation, leadership development, and diversified funding sources for long-term growth.

Renewable energy business model and expansion

• Secured over 250,000 acres of resource-rich sites and completed resource assessment for 50+ GW potential.

• Utilizes AI-driven operations and digital twins for predictive maintenance and high EBITDA margins.

• Accesses international markets with diversified funding and elongated debt maturities up to 20 years.

• Holds a $3.4 billion revolving construction facility to ensure fully funded growth.

• Achieved IG ratings and strong ESG credentials, positioning for industry-leading, de-risked growth.

Operational performance and capacity growth

• Renewable energy operational capacity increased by 35% YoY to 19.3 GW in FY26, with 5.1 GW added.

• Sale of energy rose 34% YoY to 37,567 million units, driven by robust capacity additions.

• Operationalized 1,376 MWh of BESS in Khavda, one of the world's largest single-location deployments.

• Solar, wind, and hybrid portfolios achieved high plant availability and capacity utilization factors (CUF).

• Consistently delivered generation above PPA commitments, with actuals exceeding requirements by 6–14%.