JSW Energy Ltd

Profit before tax and deferred tax adjustable in future tariff stood at Rs 1,015.41 crore in Q1 FY26, registering the growth of 45.43% compared with Rs 698.22 crore in Q1 FY25. EBITDA surged 93% to Rs 3,057 crore in Q1 FY26, compared with Rs 1,581 crore in Q1 FY25, driven by organic capacity additions and contribution from Mahanadi and 02 Power. EBITDA margin increased to 56% in Q1 FY26 as against 52% in Q1 FY25. Net generation rose 71% YoY in Q1 FY26 to 13.5 BUs, driven by organic renewable energy (RE) capacity additions, contribution from 02 Power and Mahanadi plant, and higher generation at the Vijayanagar post long-term tie-u p. Total installed capacity at the end of Q1 FY26 stood at 12,768 MW, up 70% YoY - adding 1,893 MW during Q1 FY26. Sharad Mahendra, joint managing director and CEO of JSW Energy: 'This quarter marks an inflection point for JSW Energy as our disciplined investment strategy and sustained capex have driven robust earnings growth and a significant improvement in quality of earnings, driven by a higher share of tied-up capacity. We are actively evaluating PPA tie up for our open capacity to further strengthen the cash flow visibility. We continue to exercise strong financial discipline, maintaining leverage within comfortable levels. This resilience is reaffirmed by ICRA's AA-/ Stable rating for JSW Neo underscoring the strength in our balance sheet. Looking ahead, we aim to build on this momentum with a cumulative capex of around Rs 1,30,000 crore reaching 30 GW generation capacity and 40 GWh of energy storage capacity by FY 2030. JSW Energy is one of the leading private sector power producers 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.Powered by Capital Market - Live

Net profit of JSW Energy rose 42.43% to Rs 743.12 crore in the quarter ended June 2025 as against Rs 521.76 crore during the previous quarter ended June 2024. Sales rose 78.62% to Rs 5143.37 crore in the quarter ended June 2025 as against Rs 2879.46 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales5143.372879.46 79 OPM %54.2249.24 - PBDT1754.001073.67 63 PBT1015.41698.22 45 NP743.12521.76 42 Powered by Capital Market - Live

JSW Energy will hold a meeting of the Board of Directors of the Company on 31 July 2025.Powered by Capital Market - Live

As per the terms of the agreement, JSW Neo would supply 230 MW ISTS connected firm and dispatchable renewable energy (FDRE) to SECI. The agreement has been signed for tenure of 25 years at a tariff of Rs 4.98 per Kilowatt-hour (kWh). With this, the company's total under-construction capacity stands at 12.9 GW, and its total locked-in generation capacity now stands at 30.2 GW. Sharad Mahendra, joint managing director and CEO of JSW Energy, said: We are proud to announce the signing of our first power purchase agreement for a load following firm and dispatchable renewable energy project. JSW Energy is one of the leading private sector power producers 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's consolidated net profit jumped 16.1% to Rs 408.05 crore on 15.7% increase in revenue from operations to Rs 3,189.39 crore in Q4 FY25 over Q4 FY24. The scrip fell 1.99% to currently trade at Rs 521.55 on the BSE. Powered by Capital Market - Live

The agreement is for a grid-connected 100 MW solar project integrated with a 100 MWh Battery Energy Storage System (BESS). The project will be developed on a designated site and connected to the 220/400 kV KPTCL Firozabad substation in Kalaburagi district. The PPA has been signed for a tenure of 25 years at a tariff of Rs 4.31 per kWh. With this development, the company's total locked-in energy storage capacity now stands at 29.4 GWh, comprising 3.0 GWh of BESS and 26.4 GWh of pumped hydro storage. JSW Energy is well-positioned to achieve its target of 40 GWh of energy storage by 2030. JSW Energy is one of the leading private sector power producers 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's consolidated net profit jumped 16.1% to Rs 408.05 crore on 15.7% increase in revenue from operations to Rs 3,189.39 crore in Q4 FY25 over Q4 FY24. The scrip shed 0.48% to Rs 531.15 on the BSE. Powered by Capital Market - Live

JSW Renew Energy Forty Five, a step-down subsidiary of JSW Energy, has signed Power Purchase Agreement with Bangalore Electricity Supply Company (BESCOM) for a grid connected 100MW Solar Project with 100MWh Battery Energy Storage System (BESS). The aforesaid project will be developed on a designated site and connected to the 220/400 kV KPTCL Firozabad substation in Kalaburagi district. The Power Purchase Agreement (PPA) has been signed for a tenure of 25 years at a tariff of ₹4.31 per kWh. Subsequent to this the Company's total locked-in energy storage capacity stands at 29.4 GWh, including 3.0 GWh of BESS and 26.4 GWh of Pumped Hydro Storage. The Company is well positioned to achieve its target of 40 GWh of energy storage by 2030. Powered by Capital Market - Live

JSW Energy Ltd rose for a third straight session today. The stock is quoting at Rs 525.25, up 2.01% on the day as on 12:49 IST on the NSE. The benchmark NIFTY is down around 0.33% on the day, quoting at 25392.65. The Sensex is at 83345.69, down 0.23%. JSW Energy Ltd has slipped around 1.91% in last one month. Meanwhile, Nifty Energy index of which JSW Energy Ltd is a constituent, has slipped around 0.47% in last one month and is currently quoting at 36517.5, down 0.18% on the day. The volume in the stock stood at 28.9 lakh shares today, compared to the daily average of 35.82 lakh shares in last one month. The benchmark July futures contract for the stock is quoting at Rs 525.35, up 1.47% on the day. JSW Energy Ltd is down 26.33% in last one year as compared to a 4.43% jump in NIFTY and a 14.74% jump in the Nifty Energy index.The PE of the stock is 77.29 based on TTM earnings ending March 25.Powered by Capital Market - Live

With this the cumulative capacity addition during Q1 FY26 stands at 1.9 GW, constituting both organic and inorganic capacities. Share of renewables in the overall capacity increases to 56% constituting of wind capacity at 3,554 MW, solar capacity at 2,157 MW and hydro capacity at 1,391 MW. This capacity addition is timely in nature and will enable the company to benefit from the peak renewable generation season during the year and will contribute meaningfully to overall renewable output. JSW Energy has total locked-in generation capacity of 29.9 GW comprising of 12.8 GW operational, 12.5 GW under-construction across thermal, wind, solar and hydro and pipeline of 4.6 GW. JSW Energy is one of the leading private sector power producers 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's consolidated net profit jumped 16.1% to Rs 408.05 crore on 15.7% increase in revenue from operations to Rs 3,189.39 crore in Q4 FY25 over Q4 FY24. The scrip advanced 0.68% to currently trade at Rs 515.50 on the BSE. Powered by Capital Market - Live

JSW Energy announced the successful commissioning of 261 MW of renewable energy (RE) capacity with solar capacity of 189 MW and wind capacity of 72 MW, taking the installed capacity to 12,760 MW. With this the cumulative capacity addition during Q1 FY26 stands at 1.9 GW constituting both organic and inorganic capacities. Share of renewables in the overall capacity increases to 56% constituting of wind capacity at 3,554 MW, solar capacity at 2,157 MW and hydro capacity at 1,391 MW. This capacity addition is timely in nature and will enable the Company to benefit from the peak renewable generation season during the year and will contribute meaningfully to overall renewable output. JSW Energy has total locked-in generation capacity of 29.9 GW comprising of 12.8 GW operational, 12.5 GW under-construction across thermal, wind, solar and hydro and pipeline of 4.6 GW. The company also has 29.3 GWh of locked-in energy storage capacity through hydro pumped storage projects of 26.4 GWh and battery energy storage system of 2.9 GWh. The Company aims to reach 30 GW generation capacity and 40 GWh of energy storage capacity by FY 2030. JSW Energy has set an ambitious target of achieving Carbon Neutrality by 2050. Powered by Capital Market - Live

These projects will be developed on a build, own and operate model in the state of Rajasthan. The BESPA is signed for a duration of 12 years, with a tariff of Rs 2,24,000 per MW per month, and is supported by viability gap funding. The company's total locked-in energy storage capacity stands at 29.3 GWh, including 2.9 GWh of BESS and 26.4 GWh of Pumped Hydro Storage. With this, the Company is well-positioned to achieve its target of 40 GWh of energy storage by 2030, it added. JSW Energy is one of the leading private sector power producers 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's consolidated net profit jumped 16.1% to Rs 408.05 crore on 15.7% increase in revenue from operations to Rs 3,189.39 crore in Q4 FY25 over Q4 FY24. The scrip shed 0.55% to Rs 524.20 on the BSE. Powered by Capital Market - Live