JSW Energy Ltd

The key equity barometers ended with significant gains on Monday, mirroring global markets after US-Iran signed peace deal. Easing geopolitical tensions, a steep decline in crude oil prices, and a stronger rupee boosted investor sentiment and supported risk appetite across global equities. Investors will continue to monitor monsoon progress, foreign institutional investor (FII) flows, and the inflation outlook for further market cues. The Nifty settled above 23,850 mark Realty, consumer durables and auto shares advanced while pharma and media shares declined. As per provisional closing data, the barometer index, the S&P BSE Sensex soared 736.38 points or 0.97% to 76,264.33. The Nifty 50 index surged 231 points or 0.98% to 23,853.90. The broader market outperformed the frontline indices. The BSE 150 MidCap Index gained 1.47% and the BSE 250 SmallCap Index added 1.38%. The market breadth was strong. On the BSE, 3,089 shares rose and 1,322 shares fell. A total of 216 shares were unchanged. The NSE's India VIX, a gauge of the market's expectation of volatility over the near term, declined 2.48% to 14.35. In the foreign exchange market, the rupee edged higher against the dollar. The partially convertible rupee was hovering at 94.7300 compared with its previous close of 95.1800 during the previous trading session. In the commodities market, Brent crude for August 2026 settlement fell $4.55 or 5.21% to $82.78 a barrel. Economy : India's wholesale price inflation (WPI) rose to 9.68% in May, compared with 8.30% in the previous month, according to government data released under the new WPI series. Food inflation stood at 4.49% in May, up from 3.11% in the previous month, while fuel and power inflation surged to 30.33% from 24.89%. Manufactured products inflation rose to 7.48%, compared with 6.68% earlier, while primary articles inflation increased to 4.99% from 3.78% in the previous month. Producers price index or PPI inflation for manufactured goods was flat in May. This marks the first release of PPI data by the government, which will publish both input and output PPI figures on a trial basis. Meanwhile, India's merchandise exports climbed 18% in May, led by outbound shipments of engineering goods, petroleum products and electronics goods. Merchandise exports were estimated at $45.20 billion last month, up from $38.30 billion a year earlier, according to provisional data released by the ministry of commerce and industry on Monday. Imports climbed 20.6% to $73.41 billion from $60.86 billion. The trade deficit widened to $28.21 billion from $22.56 billion in May last year. Services exports rose to $36.76 billion in May from $32.46 billion a year earlier, while services imports rose to $19.06 billion from $16.70 billion. The overall trade deficit, including services, widened to $10.51 billion in May from $6.79 billion a year ago. Buzzing Index: The Nifty Realty index rallied 3.96% to 800.05. The index climbed 7.63% in the two consecutive trading session. Phoenix Mills (up 5.83%), Prestige Estates Projects (up 5.77%), DLF (up 4.83%), Godrej Properties (up 4.61%) and Aditya Birla Real Estate (up 3.62%), Oberoi Realty (up 3.12%), Sobha (up 3.08%), Lodha Developers (up 2.31%), Brigade Enterprises (up 1.38%) and Anant Raj (up 0.53%) advanced. Stocks in Spotlight: Shares of Vedanta group's four demerged companies commenced trading on the stock exchanges on Monday, marking the completion of the conglomerate's long-awaited restructuring exercise. Among the newly listed entities, Vedanta Aluminium Metal ended at Rs 495.90 on the NSE and Rs 500.65 on the BSE. Vedanta Power closed at Rs 41.90 on the NSE and Rs 42.50 on the BSE, while Vedanta Oil & Gas closed at Rs 36.10 and Rs 37.05, respectively. Vedanta Iron & Steel ended at Rs 21.06 on the NSE and Rs 21.05 on the BSE. The residual Vedanta closed at down 2.47% at Rs 302 on the NSE. JSW Energy rose 0.81% after the company said that it has signed a definitive agreement with Kolahai Infotech and SFI Parcel Services to acquire 100% equity shares of Maruti Clean Coal & Power (MCCPL).The transaction values MCCPL at an enterprise value of approximately Rs 1,410 crore, subject to customary closing adjustments as per the definitive agreements. Ashoka Buildcon jumped 6.69% after the company secured a public-private partnership (PPP) project from Chhattisgarh State Industrial Development Corporation (CSIDC) for the development of a Gems & Jewellery Park in Raipur. As per the agreement, Ashoka Buildcon will pay a premium of Rs 112.40 crore along with an annual lease rent equivalent to 2% of the premium amount, subject to a 10% escalation every fourth year. SEPC surged 7.07% after the company announced that it had secured a major order worth Rs 673.32 crore from Steel Authority of India (SAIL)'s IISCO Steel Plant (ISP), Burnpur, for its 4.08 MTPA crude steel expansion project. Ceinsys Tech jumped 0.71% after the company and its wholly owned US subsidiary, Technology Associates Inc., received purchase orders worth Rs 30.06 crore ($3.16 million) from T Second Inc., USA. The orders include the supply of NVME drives; AI-powered building and road extraction, encroachment and asset monitoring solutions processed on the BRYCK AI platform, and enterprise geospatial imagery repository and AI feature extraction services. Bharat Forge jumped 3.90% after its wholly owned defence subsidiary, Kalyani Strategic Systems (KSSL), unveiled the MArG series of 155mm mounted artillery guns at Eurosatory 2026 in Paris. Global Markets: US Dow Jones futures were up 445 points, indicating a positive start for Wall Street later today. European market advanced while Asian market ended higher on Monday after President Donald Trump announced that an agreement had been reached to end the war between the U.S. and Iran. Trump said late Sunday on social media that the deal with Iran was 'now complete.' Pakistan Prime Minister Shehbaz Sharif said an official signing ceremony would take place on Friday in Switzerland. Trump also said he authorized the reopening of the key Strait of Hormuz passageway, sending oil prices tumbling on Sunday. U.S. crude fell nearly 5%. Trump's announcement came after an exchange of fire between Israel and the Tehran-backed Hezbollah in Lebanon raised uncertainty over whether the deal would get across the finish line on Sunday. Investors are watching for economic data on housing and retail sales this week. They will also closely monitor the Federal Reserve policy meeting, which Fed funds futures indicate has a more than 98% chance of ending with rates unchanged, according to CME's FedWatch tool. Last week, stocks rose on Friday as SpaceX's opening pop bolstered sentiment, with investors hoping for the arrival of a potential peace deal between the U.S. and Iran. The S&P 500 closed up 0.5% at 7,431.46, while the Nasdaq Composite added 0.31% to finish at 25,888.84. The Dow Jones Industrial Average advanced 353.51 points, or 0.7%, to settle at 51,202.26. Elon Musk's rocket maker debuted on the Nasdaq at $150 per share, trading under the symbol SPCX. That's above its $135 IPO price. The stock soared more than 20% shortly after it opened and closed up 19% at around $161.Powered by Capital Market - Live

The transaction is subject to receipt of the necessary regulatory and customary approvals under the definitive agreements. 'Upon consummation of the transaction, MCCPL will become a wholly-owned subsidiary of the company,' JSW Energy said in a statement. MCCPL owns and operates a 300 MW thermal power plant at Korba, Chhattisgarh. The plant has a long term power purchase agreement (PPA) of 195 MW (net) with Rajasthan discoms, routed through PTC India, with a residual PPA life of nearly 14 years. In addition, the plant provides 5% power at variable cost to the Chhattisgarh discom, while the balance 64 MW capacity is sold in the merchant market. Coal is secured through a long-term fuel supply agreement with SECL, and linkage under the SHAKTI scheme. The transaction values MCCPL at an Enterprise Value of approximately Rs 1,410 crore, subject to customary closing adjustments as per the definitive agreements. The acquired asset's estimated FY26 EBITDA stood at Rs 279 crore. This operating asset is EBITDA and PAT-accretive, while also reducing the company's net leverage and strengthening overall balance sheet resilience. Beyond the immediate financial benefits, the asset offers potential upside through optimisation of logistics and O&M costs. Its proximity to JSW Energy's Mahanadi thermal plant further unlocks operational synergies, strengthening the Company's regional thermal footprint. JSW Energy currently operates an installed thermal capacity of 5,658 MW, with a further 3,200 MW under construction at its Salboni Thermal Power Plant and a pipeline of 1,800 MW for brownfield expansion at Mahanadi. This operating asset acquisition further strengthens the company's installed thermal portfolio. Post closure, the company's total installed and locked-in thermal capacity will reach 5,958 MW and 10,958 MW respectively. JSW Energy is a private sector power producer in India and part of JSW group. It has established its presence across the value chains of power sector with diversified assets in power generation and transmission. The company had reported a 38.36% jump in consolidated net profit to Rs 573.53 crore in Q4 FY26, compared with Rs 414.51 crore in Q4 FY25. However, revenue from operations jumped 41.04% YoY to Rs 4,498.58 crore for the quarter ended 31 March 2026. Powered by Capital Market - Live

The transaction is subject to receipt of the necessary regulatory and customary approvals under the definitive agreements. 'Upon consummation of the transaction, MCCPL will become a wholly-owned subsidiary of the company,' JSW Energy said in a statement. MCCPL owns and operates a 300 MW thermal power plant at Korba, Chhattisgarh. The plant has a long term power purchase agreement (PPA) of 195 MW (net) with Rajasthan discoms, routed through PTC India, with a residual PPA life of nearly 14 years. In addition, the plant provides 5% power at variable cost to the Chhattisgarh discom, while the balance 64 MW capacity is sold in the merchant market. Coal is secured through a long-term fuel supply agreement with SECL, and linkage under the SHAKTI scheme. The transaction values MCCPL at an Enterprise Value of approximately Rs 1,410 crore, subject to customary closing adjustments as per the definitive agreements. The acquired asset's estimated FY26 EBITDA stood at Rs 279 crore. This operating asset is EBITDA and PAT-accretive, while also reducing the company's net leverage and strengthening overall balance sheet resilience. Beyond the immediate financial benefits, the asset offers potential upside through optimisation of logistics and O&M costs. Its proximity to JSW Energy's Mahanadi thermal plant further unlocks operational synergies, strengthening the Company's regional thermal footprint. JSW Energy currently operates an installed thermal capacity of 5,658 MW, with a further 3,200 MW under construction at its Salboni Thermal Power Plant and a pipeline of 1,800 MW for brownfield expansion at Mahanadi. This operating asset acquisition further strengthens the Company's installed thermal portfolio. Post closure, the Company's total installed and locked-in thermal capacity will reach 5,958 MW and 10,958 MW respectively. Sharad Mahendra, joint managing director and CEO, of JSW Energy, said: This acquisition reflects our disciplined 'Build vs. Buy' approach, where we pursue calibrated value accretive inorganic opportunities. MCCPL has an operating asset that is earnings accretive from day one, strengthening both our thermal portfolio and our cash flows. As we fortify our thermal generation capacity, we remain proud to play our part in powering India's growth and supporting the nation's energy security. This transaction is another step in building a balanced, resilient portfolio that delivers sustainable returns while meeting the country's rising energy needs. JSW Energy is a private sector power producer in India and part of JSW group. It has established its presence across the value chains of power sector with diversified assets in power generation and transmission. The company had reported a 38.36% jump in consolidated net profit to Rs 573.53 crore in Q4 FY26, compared with Rs 414.51 crore in Q4 FY25. However, revenue from operations jumped 41.04% YoY to Rs 4,498.58 crore for the quarter ended 31 March 2026. The scrip had advanced 1.37% to end at Rs 559.60 on the BSE on Friday. Powered by Capital Market - Live

JSW Energy has signed a definitive agreement with Kolahai Infotech and SFI Parcel Services to acquire 100% equity shares of Maruti Clean Coal and Power (MCCPL) which owns and operates a 300 MW thermal power project in the State of Chhattisgarh. Upon consummation of the transaction, MCCPL will become a wholly-owned subsidiary of the Company.

JSW Energy Ltd is down for a fifth straight session today. The stock is quoting at Rs 549.65, down 1.96% on the day as on 13:19 IST on the NSE. The benchmark NIFTY is up around 0.16% on the day, quoting at 23252.15. The Sensex is at 74103.12, up 0.16%.JSW Energy Ltd has added around 6.12% in last one month.Meanwhile, Nifty Energy index of which JSW Energy Ltd is a constituent, has eased around 2.31% in last one month and is currently quoting at 38949.3, down 0.82% on the day. The volume in the stock stood at 17.95 lakh shares today, compared to the daily average of 43.03 lakh shares in last one month. The benchmark June futures contract for the stock is quoting at Rs 553.15, down 1.72% on the day. JSW Energy Ltd jumped 6.36% in last one year as compared to a 6.57% slide in NIFTY and a 7.54% spurt in the Nifty Energy index.The PE of the stock is 117.29 based on TTM earnings ending March 26.Powered by Capital Market - Live

JSW Energy announced that Moody's Ratings has affirmed the rating of 'Ba1/Stable' for the Senior Secured Notes (USD Bonds) of JSW Hydro Energy, a step-down subsidiary of the Company.

The company currently operates an installed wind energy capacity of 3.9 GW. It also has 6.5 GW of locked-in hybrid capacity, where wind is a key component, along with 2.4 GW of locked-in standalone wind projects, making it one of the country's largest wind power developers. To support its renewable energy expansion plans, JSW Energy has commissioned the Halol facility, while another wind blade manufacturing plant at Chitradurga, Karnataka, is in the advanced stages of commissioning. The Halol facility has an annual production capacity of up to 450 wind blades, equivalent to supporting around 600 MW of wind power projects. The plant will manufacture 82-metre blades designed for 4 MW wind turbine generators. According to the company, the in-house manufacturing capability will help de-risk its supply chain, support the Ministry of New and Renewable Energy's (MNRE) domestic content requirements, and optimise capital expenditure by lowering logistics and input costs. The move is also expected to improve project returns by enhancing internal rates of return (IRR) and reducing exposure to fluctuations in wind blade prices, the company said. JSW Energy has a total locked-in generation capacity of 32.1 GW, comprising 13.7 GW operational and 13.8 GW under construction across thermal, hydro, and renewables, with a pipeline of 4.6 GW. The company also has 29.6 GWh of locked-in energy storage capacity, comprising pumped hydro storage of 26.4 GWh and battery energy storage systems of 3.2 GWh. The company aims to reach 30 GW of generation capacity and 40 GWh of energy storage capacity by 2030, and to achieve carbon neutrality by 2050. Sharad Mahendra, Joint Managing Director and CEO of JSW Energy The commissioning of our Halol wind blade manufacturing plant is a defining milestone in our journey towards building a resilient and self-reliant renewable energy platform. By bringing critical manufacturing capabilities in-house, we are not only securing our supply chain against volatility but also enhancing the cost competitiveness and returns of our wind portfolio. This reinforces our commitment to delivering sustainable, long-term value for all our stakeholders as we accelerate towards our renewable growth ambitions. JSW Energy is a private sector power producer in India and part of JSW group. It has established its presence across the value chains of power sector with diversified assets in power generation and transmission. JSW Energy reported a 38.36% jump in consolidated net profit to Rs 573.53 crore in Q4 FY26, compared with Rs 414.51 crore in Q4 FY25. However, revenue from operations jumped 41.04% YoY to Rs 4,498.58 crore for the quarter ended 31 March 2026. Powered by Capital Market - Live

JSW Energy Ltd is up for a fifth straight session in a row. The stock is quoting at Rs 534.85, up 0.32% on the day as on 12:44 IST on the NSE. The benchmark NIFTY is down around 0.06% on the day, quoting at 23602.8. The Sensex is at 75145.21, down 0.07%. JSW Energy Ltd has dropped around 2.16% in last one month. Meanwhile, Nifty Energy index of which JSW Energy Ltd is a constituent, has dropped around 1.7% in last one month and is currently quoting at 39569.1, up 1.11% on the day. The volume in the stock stood at 11.53 lakh shares today, compared to the daily average of 44.47 lakh shares in last one month. The benchmark May futures contract for the stock is quoting at Rs 535.75, up 0.33% on the day. JSW Energy Ltd is up 5.95% in last one year as compared to a 4.88% drop in NIFTY and a 12.23% drop in the Nifty Energy index.The PE of the stock is 106.82 based on TTM earnings ending March 26.Powered by Capital Market - Live

JSW Energy has divested 2,50,00,000 equity shares (face value Re 1 each) of JSW Steel via a bulk deal on the National Stock Exchange of India, on 18 May 2026, as part of a strategic liquidity release, realising gross proceeds of Rs 3,150 crore. The monetisation of a part of the shareholding in JSW Steel not only releases capital for pursuing Company's growth Strategy but also improves Return on Capital Employed for the Company reinforcing the Company's commitment to disciplined capital allocation and long-term value creation for shareholders. Post-transaction, the Company's balance holding is 4,50,38,350 equity shares of JSW Steel.

JSW Energy has successfully commissioned ~250 MW of renewable energy capacity (130 MW of Wind, 69.4 MW of Solar and 50 MW of Tidong Hydro Plant) since April'26. With this, the total installed capacity stands at 13.7 GW. Post‑acquisition in January'26, Tidong Unit‑I has been commissioned in a record turnaround time, underscoring the Company's strong execution capabilities and ability to seamlessly integrate acquired assets. This positions us well to capitalise on the ongoing hydro season. Further, the balance two units of Tidong Hydro Plant are expected to be commissioned by June'26. The share of renewables in the overall capacity stands at 59% constituting wind capacities & solar capacities (including hybrid component) at 3,924 MW and 2,440 MW respectively, and hydro capacity at 1,681 MW.