View ValuationAdani Energy Solutions 将来の成長Future 基準チェック /46Adani Energy Solutions利益と収益がそれぞれ年間20.6%と19.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.7% 29.7%なると予測されています。主要情報20.6%収益成長率29.72%EPS成長率Electric Utilities 収益成長14.5%収益成長率19.2%将来の株主資本利益率11.70%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報Price Target Changed • Apr 27Price target increased by 8.0% to ₹1,220Up from ₹1,129, the current price target is an average from 8 analysts. New target price is 15% below last closing price of ₹1,437. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹25.76 for next year compared to ₹19.00 last year.Price Target Changed • Apr 28Price target decreased by 7.1% to ₹1,314Down from ₹1,415, the current price target is an average from 4 analysts. New target price is 42% above last closing price of ₹925. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₹29.37 for next year compared to ₹9.05 last year.Price Target Changed • Nov 20Price target decreased by 9.6% to ₹1,487Down from ₹1,645, the current price target is an average from 4 analysts. New target price is 71% above last closing price of ₹872. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹16.16 for next year compared to ₹10.20 last year.Price Target Changed • Sep 20Price target increased by 29% to ₹1,808Up from ₹1,400, the current price target is an average from 2 analysts. New target price is 80% above last closing price of ₹1,007. The company is forecast to post earnings per share of ₹18.90 for next year compared to ₹10.20 last year.Price Target Changed • Nov 16Price target increased to ₹2,966Up from ₹221, the current price target is an average from 2 analysts. New target price is 9.3% below last closing price of ₹3,270. Stock is up 76% over the past year. The company is forecast to post earnings per share of ₹13.20 for next year compared to ₹8.90 last year.Price Target Changed • Apr 27Price target increased to ₹1,010Up from ₹221, the current price target is provided by 1 analyst. New target price is 63% below last closing price of ₹2,714. Stock is up 157% over the past year. The company is forecast to post earnings per share of ₹10.10 for next year compared to ₹9.02 last year.すべての更新を表示Recent updatesお知らせ • May 27IntelliSmart Infrastructure Reportedly Enters Final Leg Of Sale Process With Adani Energy Solutions, GMR Smart Electricity Distribution, Genus Power Infrastructures And Partners Group In ShortlistIndia's leading smart meter platform IntelliSmart Infrastructure (IntelliSmart Infrastructure Private Limited) has entered the final leg of its sale process, with an Adani Group entity in the four-bidder shortlist for the next round of negotiations, multiple people aware of the development told ET. The proposed transaction is expected to value IntelliSmart at an equity valuation of around $400 million (INR 37,000 million). Adani Energy Solutions Limited (NSEI:ADANIENSOL), GMR Smart Electricity Distribution (Gmr Smart Electricity Distribution Private Limited), GIC-backed Genus Power Infrastructures Limited (BSE:530343) and Swiss fund Partners Group Holding AG (SWX:PGHN) have advanced to the second round of discussions, with binding bids expected by mid-June. The shortlisted bidders have commenced due diligence, sources said. IntelliSmart, jointly owned by National Investment and Infrastructure Fund Limited (NIIF) and financially stressed Energy Efficiency Services Limited (EESL), had attracted nearly 10 initial bids and 4-5 potential buyers were likely to be shortlisted for detailed due diligence, ET reported last month. Emails sent to Adani, GMR, Genus Power, Partners Group and NIIF did not elicit any response till press time. NIIF holds a 51% stake in IntelliSmart, while EESL owns the remaining 49%.Price Target Changed • Apr 27Price target increased by 8.0% to ₹1,220Up from ₹1,129, the current price target is an average from 8 analysts. New target price is 15% below last closing price of ₹1,437. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹25.76 for next year compared to ₹19.00 last year.お知らせ • Apr 24Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2026Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2026, at 12:30 Indian Standard Time.Reported Earnings • Apr 24Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹19.00 (up from ₹9.05 in FY 2025). Revenue: ₹283.3b (up 19% from FY 2025). Net income: ₹22.8b (up 115% from FY 2025). Profit margin: 8.1% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.5%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹1,158, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 22x in the Electric Utilities industry in India. Total returns to shareholders of 12% over the past three years.お知らせ • Apr 03Big Global Investors, Local Cos Reportedly Eye IntelliSmart as Smart Meter Push Gains Pace in IndiaMore than half a dozen potential suitors including global investors Brookfield Corporation (TSX:BN), Macquarie Group Limited (ASX:MQG), KKR & Co. Inc. (NYSE:KKR), and Actis LLP are in early-stage talks to acquire IntelliSmart Infrastructure Private Limited, said people familiar with the matter, reflecting strong investor interest in India's growing market for smart meters. Homegrown smart meter manufacturers such as Adani Energy Solutions Limited (NSEI:ADANIENSOL), I Squared Capital-owned Polaris Smart Metering Private Limited, GIC-backed Genus Power Infrastructures Limited (BSE:530343), and Apraava Energy Private Limited are also evaluating the opportunity, the people said. IntelliSmart is owned 51% by India's sovereign wealth fund National Investment and Infrastructure Fund Limited (NIIF) and 49% by debt-laden Energy Energy Efficiency Services Limited (EESL). Promoters of IntelliSmart are seeking an enterprise valuation of about $700 million (INR 65,200 million), the people said. Deloitte is managing the sale process, with the interested parties expected to submit non-binding bids within a few weeks. A spokesperson for Macquarie declined to comment. NIIF, EESL, KKR, Brookfield, Actis, Adani Energy, Apraava, Polaris, and Genus didn't respond to queries. However, a large debt pile is believed to have prompted the sale of IntelliSmart.お知らせ • Apr 02Adani Energy Solutions Limited to Report Q4, 2026 Results on Apr 23, 2026Adani Energy Solutions Limited announced that they will report Q4, 2026 results on Apr 23, 2026Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,017, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the Electric Utilities industry in India. Total loss to shareholders of 14% over the past three years.お知らせ • Jan 23Adani Energy Solutions Limited Announces Change of Chief Digital Officer, Effective January 22, 2026Adani Energy Solutions Limited appointed Venkata Rama Srinivas Gutta as Chief Digital Officer on 22nd January, 2026. Dr. Srinivas Gutta is an eminent Digital Innovation leader with nearly three decades of global experience across strategy, venture creation, and digital proposition development. Dr. Srinivas Gutta's impactful tenure at Philips included pioneering breakthroughs in video surveillance, biometrics, and ambient lighting—most notably the award-winning AmbiLight TV—and leading strategic transformation initiatives for over 60,000 employees. Renowned for his passion and customer-centric leadership, Dr. Gutta excels in building high-performing teams, leveraging emerging technologies, and delivering innovative solutions that exceed expectations. Academically, he holds a Ph.D. and M.S. in Computer Science from George Mason University, USA, with specialisation in Machine Learning and Computer Vision, and a B.E. from NIE Mysore. His prolific output includes over 50 publications, more than 150 US patents, and numerous prestigious awards, reflecting his unwavering commitment to digital transformation and innovation excellence. Dr. Arivarasu Selvaraj ceased as Chief Digital Officer due to Organisational restructuring on 22nd January, 2026.Reported Earnings • Jan 23Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹4.60 (down from ₹4.85 in 3Q 2025). Revenue: ₹67.3b (up 15% from 3Q 2025). Net income: ₹5.52b (down 1.7% from 3Q 2025). Profit margin: 8.2% (down from 9.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 49%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.お知らせ • Jan 05Adani Energy Solutions Limited to Report Q3, 2026 Results on Jan 22, 2026Adani Energy Solutions Limited announced that they will report Q3, 2026 results on Jan 22, 2026Reported Earnings • Oct 28Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹4.44 (down from ₹6.09 in 2Q 2025). Revenue: ₹67.7b (up 9.4% from 2Q 2025). Net income: ₹5.34b (down 21% from 2Q 2025). Profit margin: 7.9% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.お知らせ • Oct 18Adani Energy Solutions Limited to Report Q2, 2026 Results on Oct 27, 2025Adani Energy Solutions Limited announced that they will report Q2, 2026 results on Oct 27, 2025Buy Or Sell Opportunity • Sep 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹826. The fair value is estimated to be ₹1,043, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹4.27 (up from ₹13.11 loss in 1Q 2025). Revenue: ₹68.2b (up 112% from 1Q 2025). Net income: ₹5.12b (up ₹19.7b from 1Q 2025). Profit margin: 7.5% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 49%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.お知らせ • Jul 18Adani Energy Solutions Limited to Report Q1, 2026 Results on Jul 24, 2025Adani Energy Solutions Limited announced that they will report Q1, 2026 results on Jul 24, 2025Board Change • Jul 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hemant Nerurkar was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jul 02Adani Energy Solutions Limited Announces Resignation of Amiya Chandra as Non-Executive & Independent Director, Effective July 02, 2025Adani Energy Solutions Limited announced that Dr. Amiya Chandra (DIN: 10827510) Non-Executive & Independent Director of the Company has tendered his resignation from the directorship of the Company vide letter dated July 02, 2025 with immediate effect due to personal exigencies that require immediate and sustained attention.お知らせ • Jun 26Adani Energy Solutions Limited Approves Board AppointmentsAdani Energy Solutions Limited at its AGM held on June 25, 2025, approved the appointment of Mr. Hemant Nerurkar as an Independent Director of the Company for the first term of three Years., Mrs. Chandra Iyengar as an Independent Director of the Company for the first term of 3 Years, Dr. Amiya Chandra as an Independent Director of the Company for the first term of 3 Years and Mr. Kandarp Patel as whole-time Director of the Company.Price Target Changed • Apr 28Price target decreased by 7.1% to ₹1,314Down from ₹1,415, the current price target is an average from 4 analysts. New target price is 42% above last closing price of ₹925. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₹29.37 for next year compared to ₹9.05 last year.Reported Earnings • Apr 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹9.05 (down from ₹10.20 in FY 2024). Revenue: ₹244.5b (up 47% from FY 2024). Net income: ₹10.6b (down 6.8% from FY 2024). Profit margin: 4.3% (down from 6.8% in FY 2024). Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.お知らせ • Apr 24Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2025Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2025, at 12:30 Indian Standard Time.お知らせ • Mar 25Adani Energy Solutions Limited Announces Chief Digital Officer ChangesAdani Energy Solutions Limited announced changes in senior management personnel (SMP). Dr. Arivarasu Selvaraj has been Appointed as Chief Digital Officer, effective 24 March, 2025. Dr. Selvaraj has been with Adani Group for over 3 years. In his last role, he was the Chief Digital Officer for Adani Total Gas Limited (ATGL). He has over 27 years of experience globally. Prior to joining Adani Group he has worked with Columbus, Recconix, Wipro, Microland, Datapro etc. He has done his B.E. (Computer Science & Engineering) from Kuvempu University and Advanced Management Program from IIM, Bangalore. He has done his Doctorate Program in Artificial Intelligence from ISB, Hyderabad and is also a certified executive coach. The company announced cessation of Mr. Kamal Ajitsaria as Chief Digital Officer due to organizational restructuring, effective 24 March, 2025.お知らせ • Mar 22Adani Energy Solutions Limited (NSEI:ADANIENSOL) acquired PFC Consulting Limited from Power Finance Corporation Limited (NSEI:PFC) for approximately INR 190 million.Adani Energy Solutions Limited (NSEI:ADANIENSOL) acquired PFC Consulting Limited from Power Finance Corporation Limited (NSEI:PFC) for approximately INR 190 million on March 20, 2025. A cash consideration of INR 186.51 million will be paid by Adani Energy Solutions Limited. As part of consideration, INR 186.51 million is paid towards common equity of PFC Consulting Limited. Adani Energy Solutions Limited (NSEI:ADANIENSOL) completed the acquisition of PFC Consulting Limited from Power Finance Corporation Limited (NSEI:PFC) for approximately INR 190 million on March 20, 2025.Reported Earnings • Jan 24Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹4.85 (up from ₹2.92 in 3Q 2024). Revenue: ₹58.3b (up 28% from 3Q 2024). Net income: ₹5.62b (up 73% from 3Q 2024). Profit margin: 9.6% (up from 7.1% in 3Q 2024). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.New Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).Price Target Changed • Nov 20Price target decreased by 9.6% to ₹1,487Down from ₹1,645, the current price target is an average from 4 analysts. New target price is 71% above last closing price of ₹872. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹16.16 for next year compared to ₹10.20 last year.Reported Earnings • Oct 23Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: ₹6.09 (up from ₹2.47 in 2Q 2024). Revenue: ₹63.6b (up 73% from 2Q 2024). Net income: ₹6.75b (up 145% from 2Q 2024). Profit margin: 11% (up from 7.5% in 2Q 2024). Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 19% per year.お知らせ • Oct 15Adani Energy Solutions Limited (NSEI:ADANIENSOL) acquired Jamnagar Transmission Limited from PFC Consulting Limited.Adani Energy Solutions Limited (NSEI:ADANIENSOL) entered into share purchase agreement to acquire Jamnagar Transmission Limited from PFC Consulting Limited on October 14, 2024. A cash consideration will be paid by Adani Energy Solutions Limited. Adani Energy Solutions Limited (NSEI:ADANIENSOL) completed the acquisition of Jamnagar Transmission Limited from PFC Consulting Limited on October 15, 2024.Price Target Changed • Sep 20Price target increased by 29% to ₹1,808Up from ₹1,400, the current price target is an average from 2 analysts. New target price is 80% above last closing price of ₹1,007. The company is forecast to post earnings per share of ₹18.90 for next year compared to ₹10.20 last year.お知らせ • Aug 05Adani Energy Solutions Limited has completed a Follow-on Equity Offering in the amount of INR 83.731 billion.Adani Energy Solutions Limited has completed a Follow-on Equity Offering in the amount of INR 83.731 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 85,789,959 Price\Range: INR 976 Transaction Features: Regulation S; Rule 144A; Subsequent Direct ListingNew Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).Reported Earnings • Jul 26First quarter 2025 earnings released: ₹7.39 loss per share (vs ₹1.57 profit in 1Q 2024)First quarter 2025 results: ₹7.39 loss per share (down from ₹1.57 profit in 1Q 2024). Revenue: ₹54.9b (up 50% from 1Q 2024). Net loss: ₹8.24b (down ₹9.99b from profit in 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change).お知らせ • May 30+ 3 more updatesAdani Energy Solutions Limited to Report Q3, 2025 Results on Jan 23, 2025Adani Energy Solutions Limited announced that they will report Q3, 2025 results on Jan 23, 2025お知らせ • May 23Adani Energy Solutions Limited announced a financing transactionAdani Energy Solutions Limited announced a private placement to issue common shares on May 22, 2024. The transaction will include participation from a qualified institutions placement, preferential issue, or any other method or combination of methods as may be permitted under applicable laws The transaction is subject to general shareholders which to be held on May 27, 2024 and to such regulatory/statutory approvals as may be required and the approval of shareholders of the Company.Reported Earnings • May 01Full year 2024 earnings released: EPS: ₹10.20 (vs ₹11.10 in FY 2023)Full year 2024 results: EPS: ₹10.20 (down from ₹11.10 in FY 2023). Revenue: ₹172.2b (up 30% from FY 2023). Net income: ₹11.4b (down 8.0% from FY 2023). Profit margin: 6.6% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 7.9% p.a. on average during the next 2 years, while revenues in the Electric Utilities industry in India are expected to grow by 8.5%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 23Adani Energy Solutions Limited to Report Q4, 2024 Results on Apr 30, 2024Adani Energy Solutions Limited announced that they will report Q4, 2024 results on Apr 30, 2024Reported Earnings • Jan 30Third quarter 2024 earnings released: EPS: ₹2.92 (vs ₹4.26 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.92 (down from ₹4.26 in 3Q 2023). Revenue: ₹48.2b (up 36% from 3Q 2023). Net income: ₹3.25b (down 32% from 3Q 2023). Profit margin: 6.7% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.4% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Share price has been highly volatile over the past 3 months (8.9% average weekly change).Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹868, the stock trades at a trailing P/E ratio of 74.5x. Average forward P/E is 18x in the Electric Utilities industry in India. Total returns to shareholders of 129% over the past three years.Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: ₹2.47 (vs ₹1.85 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.47 (up from ₹1.85 in 2Q 2023). Revenue: ₹37.7b (up 16% from 2Q 2023). Net income: ₹2.76b (up 34% from 2Q 2023). Profit margin: 7.3% (up from 6.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 27Adani Energy Solutions Limited to Report Q2, 2024 Results on Nov 06, 2023Adani Energy Solutions Limited announced that they will report Q2, 2024 results on Nov 06, 2023お知らせ • Aug 19+ 1 more updateAdani Energy Solutions Clarifies its Not Engaged in Any Discussion with Abu Dhabi National Energy Company for their Investment in the CompanyAdani Energy Solutions Limited (NSEI:ADANITRANS) referred to the article published on the Economic times on August 18, 2023 with the title ‘Three Adani group stocks jump up to 12% as Abu Dhabi investor shows interest’. In this regard, Adani Energy Solutions clarified that the company is not engaged in any discussion with Abu Dhabi National Energy Company PJSC (ADX:TAQA), for their investment in the company.お知らせ • Aug 18Adani Energy Solutions Limited (NSEI:ADANITRANS) entered into definitive documents to acquire KPS1 Transmission Limited from Megha Engineering & Infrastructures Limited.Adani Energy Solutions Limited (NSEI:ADANITRANS) entered into definitive documents to acquire KPS1 Transmission Limited from Megha Engineering & Infrastructures Limited on August 17, 2023. The transaction is expected to close within 15 days.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: ₹1.57 (vs ₹1.50 in 1Q 2023)First quarter 2024 results: EPS: ₹1.57. Revenue: ₹37.7b (up 20% from 1Q 2023). Net income: ₹1.75b (down 5.9% from 1Q 2023). Profit margin: 4.6% (down from 5.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 4.0% growth forecast for the Electric Utilities industry in India.お知らせ • Jul 25Adani Transmission Limited to Report Q1, 2024 Results on Jul 31, 2023Adani Transmission Limited announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • Jun 26Adani Transmission Limited, Annual General Meeting, Jul 19, 2023Adani Transmission Limited, Annual General Meeting, Jul 19, 2023, at 11:00 Indian Standard Time.Reported Earnings • May 31Full year 2023 earnings released: EPS: ₹11.10 (vs ₹8.90 in FY 2022)Full year 2023 results: EPS: ₹11.10 (up from ₹8.90 in FY 2022). Revenue: ₹132.9b (up 18% from FY 2022). Net income: ₹12.6b (up 28% from FY 2022). Profit margin: 9.5% (in line with FY 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 24Adani Transmission Limited to Report Q4, 2023 Results on May 29, 2023Adani Transmission Limited announced that they will report Q4, 2023 results on May 29, 2023お知らせ • May 13Adani Reportedly in Talks for $2 Billion - $2.5 Billion Stake Sales in 3 Group CosAdani Group is in discussions with potential investors to raise $2 billion - $2.5 billion via share sales in Adani Enterprises Limited (BSE:512599), Adani Transmission Limited (NSEI:ADANITRANS) and Adani Green Energy Limited (NSEI:ADANIGREEN), said people aware of the matter. This will be the first bid by the group to raise funds after having scrapped the $2.5-billion Adani Enterprises follow-on public offer (FPO) in February in the wake of the Hindenburg Research report. The fundraise will be a primary equity infusion that will be used for debt payment and long-term capital expenditure, said the people cited above.Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: ₹4.26 (vs ₹1.85 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.26 (up from ₹1.85 in 3Q 2022). Revenue: ₹37.2b (up 28% from 3Q 2022). Net income: ₹4.75b (up 78% from 3Q 2022). Profit margin: 13% (up from 9.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Feb 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 62%. The fair value is estimated to be ₹1,631, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.7% in 2 years. Earnings is forecast to grow by 138% in the next 2 years.お知らせ • Jan 19Adani Transmission Limited (NSEI:ADANITRANS) completed the acquisition of WRSR Power Transmission Limited from REC Power Development and Consultancy Limited.Adani Transmission Limited (NSEI:ADANITRANS) bid to acquire WRSR Power Transmission Limited from REC Power Development and Consultancy Limited on December 30, 2022. The Board of Directors of the REC Limited approved the sale. The acquisition is expected to complete during the financial year 2022-23. Adani Transmission Limited (NSEI:ADANITRANS) completed the acquisition of WRSR Power Transmission Limited from REC Power Development and Consultancy Limited on January 17, 2023.Price Target Changed • Nov 16Price target increased to ₹2,966Up from ₹221, the current price target is an average from 2 analysts. New target price is 9.3% below last closing price of ₹3,270. Stock is up 76% over the past year. The company is forecast to post earnings per share of ₹13.20 for next year compared to ₹8.90 last year.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Additional Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: ₹1.85 (vs ₹1.90 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.85 (down from ₹1.90 in 2Q 2022). Revenue: ₹32.5b (up 28% from 2Q 2022). Net income: ₹2.06b (down 24% from 2Q 2022). Profit margin: 6.3% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electric Utilities industry in India.Reported Earnings • Jul 07Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹8.90 (down from ₹9.02 in FY 2021). Revenue: ₹112.6b (up 13% from FY 2021). Net income: ₹9.78b (down 1.4% from FY 2021). Profit margin: 8.7% (down from 10.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 122% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 21+ 1 more updateAdani Transmission Limited to Report Fiscal Year 2023 Results on May 03, 2023Adani Transmission Limited announced that they will report fiscal year 2023 results on May 03, 2023Reported Earnings • May 08Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹8.90. Revenue: ₹112.6b (up 13% from FY 2021). Net income: ₹12.0b (up 21% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 10% growth forecast for the industry in India.Price Target Changed • Apr 27Price target increased to ₹1,010Up from ₹221, the current price target is provided by 1 analyst. New target price is 63% below last closing price of ₹2,714. Stock is up 157% over the past year. The company is forecast to post earnings per share of ₹10.10 for next year compared to ₹9.02 last year.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Additional Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹1.85 (down from ₹3.08 in 3Q 2021). Revenue: ₹30.9b (up 19% from 3Q 2021). Net income: ₹2.67b (down 33% from 3Q 2021). Profit margin: 8.7% (down from 15% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 112% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Additional Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Second quarter 2022 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: ₹26.8b (up 24% from 2Q 2021). Net income: ₹2.73b (up 32% from 2Q 2021). Profit margin: 10% (in line with 2Q 2021).Board Change • Sep 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. MD, CEO & Executive Director Anil Sardana was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Recent Insider Transactions • Aug 20Insider recently sold ₹9.8m worth of stockOn the 17th of August, Anil Gupta sold around 10k shares on-market at roughly ₹983 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,123, the stock trades at a forward P/E ratio of 103x. Average forward P/E is 16x in the Electric Utilities industry in India. Total returns to shareholders of 563% over the past three years.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS ₹3.50 (vs ₹1.29 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: ₹28.3b (up 16% from 1Q 2021). Net income: ₹4.35b (up 14% from 1Q 2021). Profit margin: 15% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 24Full year 2021 earnings released: EPS ₹9.02 (vs ₹3.26 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹99.3b (down 13% from FY 2020). Net income: ₹9.92b (up 177% from FY 2020). Profit margin: 10.0% (up from 3.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 106% per year, which means it is well ahead of earnings.Major Estimate Revision • May 13Consensus EPS estimates fall to ₹10.10The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₹123.5b to ₹120.1b. EPS estimate also fell from ₹11.30 to ₹10.10. Net income forecast to shrink 9.3% next year vs 13% growth forecast for Electric Utilities industry in India . Consensus price target up from ₹221 to ₹245. Share price rose 6.4% to ₹1,204 over the past week.Reported Earnings • May 10Full year 2021 earnings released: EPS ₹9.02 (vs ₹3.26 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹99.3b (down 13% from FY 2020). Net income: ₹12.2b (up 241% from FY 2020). Profit margin: 12% (up from 3.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 94% per year, which means it is well ahead of earnings.Executive Departure • Feb 09Chief Financial Officer has left the companyOn the 2nd of February, Kaushal Shah's tenure as Chief Financial Officer ended after 5.3 years in the role. We don't have any record of a personal shareholding under Kaushal's name. Kaushal is the only executive to leave the company over the last 12 months.Reported Earnings • Feb 05Third quarter 2021 earnings released: EPS ₹3.08The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ₹27.3b (down 1.6% from 3Q 2020). Net income: ₹4.78b (up 135% from 3Q 2020). Profit margin: 18% (up from 7.3% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 61%. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the Electric Utilities industry in India.お知らせ • Jan 29Adani Transmission Limited to Report Q3, 2021 Results on Feb 04, 2021Adani Transmission Limited announced that they will report Q3, 2021 results on Feb 04, 2021Is New 90 Day High Low • Jan 20New 90-day high: ₹456The company is up 56% from its price of ₹293 on 22 October 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is up 28% over the same period.Is New 90 Day High Low • Jan 04New 90-day high: ₹441The company is up 70% from its price of ₹260 on 06 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is up 26% over the same period.Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 21%. Earnings per share (EPS) also missed analyst estimates by 61%. Over the next year, revenue is forecast to grow 10%, compared to a 7.4% growth forecast for the Electric Utilities industry in India.Is New 90 Day High Low • Nov 05New 90-day high: ₹299The company is up 20% from its price of ₹250 on 07 August 2020. The Indian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹341 per share.お知らせ • Oct 28Adani Transmission Limited to Report Q2, 2021 Results on Nov 05, 2020Adani Transmission Limited announced that they will report Q2, 2021 results on Nov 05, 2020業績と収益の成長予測BSE:539254 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029460,17142,636-15,541160,23013/31/2028435,66337,022-77,931112,91763/31/2027354,81330,840-85,43476,27053/31/2026275,88022,825-34,351109,967N/A12/31/2025265,19322,459N/AN/AN/A9/30/2025256,20022,554-29,58693,321N/A6/30/2025252,07823,964N/AN/AN/A3/31/2025237,67110,600-6,82986,952N/A12/31/2024220,9947,743N/AN/AN/A9/30/2024208,3185,374-2,92863,460N/A6/30/2024171,818-3,519N/AN/AN/A3/31/2024166,07411,3736,08160,376N/A12/31/2023152,58211,455N/AN/AN/A9/30/2023142,47112,9537,70457,889N/A6/30/2023128,09410,777N/AN/AN/A3/31/2023132,92712,365-9,25237,770N/A12/31/2022129,0988,702N/AN/AN/A9/30/2022122,6986,625-10,47334,239N/A6/30/2022115,5987,289N/AN/AN/A3/31/2022112,5759,783-94240,966N/A12/31/2021110,0949,818N/AN/AN/A9/30/2021106,94711,100-1,78142,321N/A6/30/2021103,09510,442N/AN/AN/A3/31/202199,2639,924-1,68037,843N/A12/31/2020103,8676,966N/AN/AN/A9/30/2020105,6725,0505,11832,744N/A6/30/2020110,0445,287N/AN/AN/A3/31/2020114,1603,58526,74554,372N/A12/31/2019107,7464,885N/AN/AN/A9/30/2019107,4554,328N/AN/AN/A6/30/201995,4282,976N/AN/AN/A3/31/201973,0552,535N/A25,914N/A12/31/201856,5145,545N/AN/AN/A9/30/201846,02412,072N/AN/AN/A6/30/201839,56711,787N/AN/AN/A3/31/201839,44510,934N/A21,983N/A12/31/201739,73210,876N/AN/AN/A9/30/201729,2013,450N/AN/AN/A6/30/201728,5683,778N/AN/AN/A3/31/201728,7574,164N/A21,888N/A12/31/201626,8214,114N/AN/AN/A9/30/201624,7933,869N/AN/AN/A6/30/201623,6094,496N/AN/AN/A3/31/201621,9703,679N/A15,435N/A12/31/201516,8282,495N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 539254の予測収益成長率 (年間20.6% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 539254の収益 ( 20.6% ) はIndian市場 ( 16.1% ) よりも速いペースで成長すると予測されています。高成長収益: 539254の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 539254の収益 ( 19.2% ) Indian市場 ( 10.7% ) よりも速いペースで成長すると予測されています。高い収益成長: 539254の収益 ( 19.2% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 539254の 自己資本利益率 は、3年後には低くなると予測されています ( 11.7 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 16:38終値2026/05/27 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Adani Energy Solutions Limited 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Manish SomaiyaCantor Fitzgerald & Co.Vikash JainCLSAKameswari V. S. ChavaliFirstCall Research7 その他のアナリストを表示
Price Target Changed • Apr 27Price target increased by 8.0% to ₹1,220Up from ₹1,129, the current price target is an average from 8 analysts. New target price is 15% below last closing price of ₹1,437. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹25.76 for next year compared to ₹19.00 last year.
Price Target Changed • Apr 28Price target decreased by 7.1% to ₹1,314Down from ₹1,415, the current price target is an average from 4 analysts. New target price is 42% above last closing price of ₹925. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₹29.37 for next year compared to ₹9.05 last year.
Price Target Changed • Nov 20Price target decreased by 9.6% to ₹1,487Down from ₹1,645, the current price target is an average from 4 analysts. New target price is 71% above last closing price of ₹872. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹16.16 for next year compared to ₹10.20 last year.
Price Target Changed • Sep 20Price target increased by 29% to ₹1,808Up from ₹1,400, the current price target is an average from 2 analysts. New target price is 80% above last closing price of ₹1,007. The company is forecast to post earnings per share of ₹18.90 for next year compared to ₹10.20 last year.
Price Target Changed • Nov 16Price target increased to ₹2,966Up from ₹221, the current price target is an average from 2 analysts. New target price is 9.3% below last closing price of ₹3,270. Stock is up 76% over the past year. The company is forecast to post earnings per share of ₹13.20 for next year compared to ₹8.90 last year.
Price Target Changed • Apr 27Price target increased to ₹1,010Up from ₹221, the current price target is provided by 1 analyst. New target price is 63% below last closing price of ₹2,714. Stock is up 157% over the past year. The company is forecast to post earnings per share of ₹10.10 for next year compared to ₹9.02 last year.
お知らせ • May 27IntelliSmart Infrastructure Reportedly Enters Final Leg Of Sale Process With Adani Energy Solutions, GMR Smart Electricity Distribution, Genus Power Infrastructures And Partners Group In ShortlistIndia's leading smart meter platform IntelliSmart Infrastructure (IntelliSmart Infrastructure Private Limited) has entered the final leg of its sale process, with an Adani Group entity in the four-bidder shortlist for the next round of negotiations, multiple people aware of the development told ET. The proposed transaction is expected to value IntelliSmart at an equity valuation of around $400 million (INR 37,000 million). Adani Energy Solutions Limited (NSEI:ADANIENSOL), GMR Smart Electricity Distribution (Gmr Smart Electricity Distribution Private Limited), GIC-backed Genus Power Infrastructures Limited (BSE:530343) and Swiss fund Partners Group Holding AG (SWX:PGHN) have advanced to the second round of discussions, with binding bids expected by mid-June. The shortlisted bidders have commenced due diligence, sources said. IntelliSmart, jointly owned by National Investment and Infrastructure Fund Limited (NIIF) and financially stressed Energy Efficiency Services Limited (EESL), had attracted nearly 10 initial bids and 4-5 potential buyers were likely to be shortlisted for detailed due diligence, ET reported last month. Emails sent to Adani, GMR, Genus Power, Partners Group and NIIF did not elicit any response till press time. NIIF holds a 51% stake in IntelliSmart, while EESL owns the remaining 49%.
Price Target Changed • Apr 27Price target increased by 8.0% to ₹1,220Up from ₹1,129, the current price target is an average from 8 analysts. New target price is 15% below last closing price of ₹1,437. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹25.76 for next year compared to ₹19.00 last year.
お知らせ • Apr 24Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2026Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2026, at 12:30 Indian Standard Time.
Reported Earnings • Apr 24Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹19.00 (up from ₹9.05 in FY 2025). Revenue: ₹283.3b (up 19% from FY 2025). Net income: ₹22.8b (up 115% from FY 2025). Profit margin: 8.1% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.5%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹1,158, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 22x in the Electric Utilities industry in India. Total returns to shareholders of 12% over the past three years.
お知らせ • Apr 03Big Global Investors, Local Cos Reportedly Eye IntelliSmart as Smart Meter Push Gains Pace in IndiaMore than half a dozen potential suitors including global investors Brookfield Corporation (TSX:BN), Macquarie Group Limited (ASX:MQG), KKR & Co. Inc. (NYSE:KKR), and Actis LLP are in early-stage talks to acquire IntelliSmart Infrastructure Private Limited, said people familiar with the matter, reflecting strong investor interest in India's growing market for smart meters. Homegrown smart meter manufacturers such as Adani Energy Solutions Limited (NSEI:ADANIENSOL), I Squared Capital-owned Polaris Smart Metering Private Limited, GIC-backed Genus Power Infrastructures Limited (BSE:530343), and Apraava Energy Private Limited are also evaluating the opportunity, the people said. IntelliSmart is owned 51% by India's sovereign wealth fund National Investment and Infrastructure Fund Limited (NIIF) and 49% by debt-laden Energy Energy Efficiency Services Limited (EESL). Promoters of IntelliSmart are seeking an enterprise valuation of about $700 million (INR 65,200 million), the people said. Deloitte is managing the sale process, with the interested parties expected to submit non-binding bids within a few weeks. A spokesperson for Macquarie declined to comment. NIIF, EESL, KKR, Brookfield, Actis, Adani Energy, Apraava, Polaris, and Genus didn't respond to queries. However, a large debt pile is believed to have prompted the sale of IntelliSmart.
お知らせ • Apr 02Adani Energy Solutions Limited to Report Q4, 2026 Results on Apr 23, 2026Adani Energy Solutions Limited announced that they will report Q4, 2026 results on Apr 23, 2026
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹1,017, the stock trades at a forward P/E ratio of 37x. Average forward P/E is 22x in the Electric Utilities industry in India. Total loss to shareholders of 14% over the past three years.
お知らせ • Jan 23Adani Energy Solutions Limited Announces Change of Chief Digital Officer, Effective January 22, 2026Adani Energy Solutions Limited appointed Venkata Rama Srinivas Gutta as Chief Digital Officer on 22nd January, 2026. Dr. Srinivas Gutta is an eminent Digital Innovation leader with nearly three decades of global experience across strategy, venture creation, and digital proposition development. Dr. Srinivas Gutta's impactful tenure at Philips included pioneering breakthroughs in video surveillance, biometrics, and ambient lighting—most notably the award-winning AmbiLight TV—and leading strategic transformation initiatives for over 60,000 employees. Renowned for his passion and customer-centric leadership, Dr. Gutta excels in building high-performing teams, leveraging emerging technologies, and delivering innovative solutions that exceed expectations. Academically, he holds a Ph.D. and M.S. in Computer Science from George Mason University, USA, with specialisation in Machine Learning and Computer Vision, and a B.E. from NIE Mysore. His prolific output includes over 50 publications, more than 150 US patents, and numerous prestigious awards, reflecting his unwavering commitment to digital transformation and innovation excellence. Dr. Arivarasu Selvaraj ceased as Chief Digital Officer due to Organisational restructuring on 22nd January, 2026.
Reported Earnings • Jan 23Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹4.60 (down from ₹4.85 in 3Q 2025). Revenue: ₹67.3b (up 15% from 3Q 2025). Net income: ₹5.52b (down 1.7% from 3Q 2025). Profit margin: 8.2% (down from 9.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 13%. Earnings per share (EPS) also missed analyst estimates by 49%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
お知らせ • Jan 05Adani Energy Solutions Limited to Report Q3, 2026 Results on Jan 22, 2026Adani Energy Solutions Limited announced that they will report Q3, 2026 results on Jan 22, 2026
Reported Earnings • Oct 28Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹4.44 (down from ₹6.09 in 2Q 2025). Revenue: ₹67.7b (up 9.4% from 2Q 2025). Net income: ₹5.34b (down 21% from 2Q 2025). Profit margin: 7.9% (down from 11% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 11%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 35% per year, which means it is significantly lagging earnings.
お知らせ • Oct 18Adani Energy Solutions Limited to Report Q2, 2026 Results on Oct 27, 2025Adani Energy Solutions Limited announced that they will report Q2, 2026 results on Oct 27, 2025
Buy Or Sell Opportunity • Sep 17Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹826. The fair value is estimated to be ₹1,043, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 39% in the next 2 years.
Reported Earnings • Jul 25First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹4.27 (up from ₹13.11 loss in 1Q 2025). Revenue: ₹68.2b (up 112% from 1Q 2025). Net income: ₹5.12b (up ₹19.7b from 1Q 2025). Profit margin: 7.5% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 49%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 36% per year, which means it is significantly lagging earnings.
お知らせ • Jul 18Adani Energy Solutions Limited to Report Q1, 2026 Results on Jul 24, 2025Adani Energy Solutions Limited announced that they will report Q1, 2026 results on Jul 24, 2025
Board Change • Jul 08Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Hemant Nerurkar was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 02Adani Energy Solutions Limited Announces Resignation of Amiya Chandra as Non-Executive & Independent Director, Effective July 02, 2025Adani Energy Solutions Limited announced that Dr. Amiya Chandra (DIN: 10827510) Non-Executive & Independent Director of the Company has tendered his resignation from the directorship of the Company vide letter dated July 02, 2025 with immediate effect due to personal exigencies that require immediate and sustained attention.
お知らせ • Jun 26Adani Energy Solutions Limited Approves Board AppointmentsAdani Energy Solutions Limited at its AGM held on June 25, 2025, approved the appointment of Mr. Hemant Nerurkar as an Independent Director of the Company for the first term of three Years., Mrs. Chandra Iyengar as an Independent Director of the Company for the first term of 3 Years, Dr. Amiya Chandra as an Independent Director of the Company for the first term of 3 Years and Mr. Kandarp Patel as whole-time Director of the Company.
Price Target Changed • Apr 28Price target decreased by 7.1% to ₹1,314Down from ₹1,415, the current price target is an average from 4 analysts. New target price is 42% above last closing price of ₹925. Stock is down 13% over the past year. The company is forecast to post earnings per share of ₹29.37 for next year compared to ₹9.05 last year.
Reported Earnings • Apr 25Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹9.05 (down from ₹10.20 in FY 2024). Revenue: ₹244.5b (up 47% from FY 2024). Net income: ₹10.6b (down 6.8% from FY 2024). Profit margin: 4.3% (down from 6.8% in FY 2024). Revenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has fallen by 31% per year, which means it is performing significantly worse than earnings.
お知らせ • Apr 24Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2025Adani Energy Solutions Limited, Annual General Meeting, Jun 25, 2025, at 12:30 Indian Standard Time.
お知らせ • Mar 25Adani Energy Solutions Limited Announces Chief Digital Officer ChangesAdani Energy Solutions Limited announced changes in senior management personnel (SMP). Dr. Arivarasu Selvaraj has been Appointed as Chief Digital Officer, effective 24 March, 2025. Dr. Selvaraj has been with Adani Group for over 3 years. In his last role, he was the Chief Digital Officer for Adani Total Gas Limited (ATGL). He has over 27 years of experience globally. Prior to joining Adani Group he has worked with Columbus, Recconix, Wipro, Microland, Datapro etc. He has done his B.E. (Computer Science & Engineering) from Kuvempu University and Advanced Management Program from IIM, Bangalore. He has done his Doctorate Program in Artificial Intelligence from ISB, Hyderabad and is also a certified executive coach. The company announced cessation of Mr. Kamal Ajitsaria as Chief Digital Officer due to organizational restructuring, effective 24 March, 2025.
お知らせ • Mar 22Adani Energy Solutions Limited (NSEI:ADANIENSOL) acquired PFC Consulting Limited from Power Finance Corporation Limited (NSEI:PFC) for approximately INR 190 million.Adani Energy Solutions Limited (NSEI:ADANIENSOL) acquired PFC Consulting Limited from Power Finance Corporation Limited (NSEI:PFC) for approximately INR 190 million on March 20, 2025. A cash consideration of INR 186.51 million will be paid by Adani Energy Solutions Limited. As part of consideration, INR 186.51 million is paid towards common equity of PFC Consulting Limited. Adani Energy Solutions Limited (NSEI:ADANIENSOL) completed the acquisition of PFC Consulting Limited from Power Finance Corporation Limited (NSEI:PFC) for approximately INR 190 million on March 20, 2025.
Reported Earnings • Jan 24Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹4.85 (up from ₹2.92 in 3Q 2024). Revenue: ₹58.3b (up 28% from 3Q 2024). Net income: ₹5.62b (up 73% from 3Q 2024). Profit margin: 9.6% (up from 7.1% in 3Q 2024). Revenue exceeded analyst estimates by 10%. Earnings per share (EPS) missed analyst estimates by 1.2%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings.
Board Change • Dec 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
New Risk • Nov 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.6% net profit margin). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).
Price Target Changed • Nov 20Price target decreased by 9.6% to ₹1,487Down from ₹1,645, the current price target is an average from 4 analysts. New target price is 71% above last closing price of ₹872. Stock is up 20% over the past year. The company is forecast to post earnings per share of ₹16.16 for next year compared to ₹10.20 last year.
Reported Earnings • Oct 23Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2025 results: EPS: ₹6.09 (up from ₹2.47 in 2Q 2024). Revenue: ₹63.6b (up 73% from 2Q 2024). Net income: ₹6.75b (up 145% from 2Q 2024). Profit margin: 11% (up from 7.5% in 2Q 2024). Revenue exceeded analyst estimates by 25%. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 19% per year.
お知らせ • Oct 15Adani Energy Solutions Limited (NSEI:ADANIENSOL) acquired Jamnagar Transmission Limited from PFC Consulting Limited.Adani Energy Solutions Limited (NSEI:ADANIENSOL) entered into share purchase agreement to acquire Jamnagar Transmission Limited from PFC Consulting Limited on October 14, 2024. A cash consideration will be paid by Adani Energy Solutions Limited. Adani Energy Solutions Limited (NSEI:ADANIENSOL) completed the acquisition of Jamnagar Transmission Limited from PFC Consulting Limited on October 15, 2024.
Price Target Changed • Sep 20Price target increased by 29% to ₹1,808Up from ₹1,400, the current price target is an average from 2 analysts. New target price is 80% above last closing price of ₹1,007. The company is forecast to post earnings per share of ₹18.90 for next year compared to ₹10.20 last year.
お知らせ • Aug 05Adani Energy Solutions Limited has completed a Follow-on Equity Offering in the amount of INR 83.731 billion.Adani Energy Solutions Limited has completed a Follow-on Equity Offering in the amount of INR 83.731 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 85,789,959 Price\Range: INR 976 Transaction Features: Regulation S; Rule 144A; Subsequent Direct Listing
New Risk • Aug 04New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
Reported Earnings • Jul 26First quarter 2025 earnings released: ₹7.39 loss per share (vs ₹1.57 profit in 1Q 2024)First quarter 2025 results: ₹7.39 loss per share (down from ₹1.57 profit in 1Q 2024). Revenue: ₹54.9b (up 50% from 1Q 2024). Net loss: ₹8.24b (down ₹9.99b from profit in 1Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
New Risk • Jun 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (8.6% average weekly change).
お知らせ • May 30+ 3 more updatesAdani Energy Solutions Limited to Report Q3, 2025 Results on Jan 23, 2025Adani Energy Solutions Limited announced that they will report Q3, 2025 results on Jan 23, 2025
お知らせ • May 23Adani Energy Solutions Limited announced a financing transactionAdani Energy Solutions Limited announced a private placement to issue common shares on May 22, 2024. The transaction will include participation from a qualified institutions placement, preferential issue, or any other method or combination of methods as may be permitted under applicable laws The transaction is subject to general shareholders which to be held on May 27, 2024 and to such regulatory/statutory approvals as may be required and the approval of shareholders of the Company.
Reported Earnings • May 01Full year 2024 earnings released: EPS: ₹10.20 (vs ₹11.10 in FY 2023)Full year 2024 results: EPS: ₹10.20 (down from ₹11.10 in FY 2023). Revenue: ₹172.2b (up 30% from FY 2023). Net income: ₹11.4b (down 8.0% from FY 2023). Profit margin: 6.6% (down from 9.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 7.9% p.a. on average during the next 2 years, while revenues in the Electric Utilities industry in India are expected to grow by 8.5%. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 23Adani Energy Solutions Limited to Report Q4, 2024 Results on Apr 30, 2024Adani Energy Solutions Limited announced that they will report Q4, 2024 results on Apr 30, 2024
Reported Earnings • Jan 30Third quarter 2024 earnings released: EPS: ₹2.92 (vs ₹4.26 in 3Q 2023)Third quarter 2024 results: EPS: ₹2.92 (down from ₹4.26 in 3Q 2023). Revenue: ₹48.2b (up 36% from 3Q 2023). Net income: ₹3.25b (down 32% from 3Q 2023). Profit margin: 6.7% (down from 13% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 8.4% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.1x net interest cover). Share price has been highly volatile over the past 3 months (8.9% average weekly change).
Valuation Update With 7 Day Price Move • Nov 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹868, the stock trades at a trailing P/E ratio of 74.5x. Average forward P/E is 18x in the Electric Utilities industry in India. Total returns to shareholders of 129% over the past three years.
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: ₹2.47 (vs ₹1.85 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.47 (up from ₹1.85 in 2Q 2023). Revenue: ₹37.7b (up 16% from 2Q 2023). Net income: ₹2.76b (up 34% from 2Q 2023). Profit margin: 7.3% (up from 6.3% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 27Adani Energy Solutions Limited to Report Q2, 2024 Results on Nov 06, 2023Adani Energy Solutions Limited announced that they will report Q2, 2024 results on Nov 06, 2023
お知らせ • Aug 19+ 1 more updateAdani Energy Solutions Clarifies its Not Engaged in Any Discussion with Abu Dhabi National Energy Company for their Investment in the CompanyAdani Energy Solutions Limited (NSEI:ADANITRANS) referred to the article published on the Economic times on August 18, 2023 with the title ‘Three Adani group stocks jump up to 12% as Abu Dhabi investor shows interest’. In this regard, Adani Energy Solutions clarified that the company is not engaged in any discussion with Abu Dhabi National Energy Company PJSC (ADX:TAQA), for their investment in the company.
お知らせ • Aug 18Adani Energy Solutions Limited (NSEI:ADANITRANS) entered into definitive documents to acquire KPS1 Transmission Limited from Megha Engineering & Infrastructures Limited.Adani Energy Solutions Limited (NSEI:ADANITRANS) entered into definitive documents to acquire KPS1 Transmission Limited from Megha Engineering & Infrastructures Limited on August 17, 2023. The transaction is expected to close within 15 days.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: ₹1.57 (vs ₹1.50 in 1Q 2023)First quarter 2024 results: EPS: ₹1.57. Revenue: ₹37.7b (up 20% from 1Q 2023). Net income: ₹1.75b (down 5.9% from 1Q 2023). Profit margin: 4.6% (down from 5.9% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 2 years compared to a 4.0% growth forecast for the Electric Utilities industry in India.
お知らせ • Jul 25Adani Transmission Limited to Report Q1, 2024 Results on Jul 31, 2023Adani Transmission Limited announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • Jun 26Adani Transmission Limited, Annual General Meeting, Jul 19, 2023Adani Transmission Limited, Annual General Meeting, Jul 19, 2023, at 11:00 Indian Standard Time.
Reported Earnings • May 31Full year 2023 earnings released: EPS: ₹11.10 (vs ₹8.90 in FY 2022)Full year 2023 results: EPS: ₹11.10 (up from ₹8.90 in FY 2022). Revenue: ₹132.9b (up 18% from FY 2022). Net income: ₹12.6b (up 28% from FY 2022). Profit margin: 9.5% (in line with FY 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 24Adani Transmission Limited to Report Q4, 2023 Results on May 29, 2023Adani Transmission Limited announced that they will report Q4, 2023 results on May 29, 2023
お知らせ • May 13Adani Reportedly in Talks for $2 Billion - $2.5 Billion Stake Sales in 3 Group CosAdani Group is in discussions with potential investors to raise $2 billion - $2.5 billion via share sales in Adani Enterprises Limited (BSE:512599), Adani Transmission Limited (NSEI:ADANITRANS) and Adani Green Energy Limited (NSEI:ADANIGREEN), said people aware of the matter. This will be the first bid by the group to raise funds after having scrapped the $2.5-billion Adani Enterprises follow-on public offer (FPO) in February in the wake of the Hindenburg Research report. The fundraise will be a primary equity infusion that will be used for debt payment and long-term capital expenditure, said the people cited above.
Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: ₹4.26 (vs ₹1.85 in 3Q 2022)Third quarter 2023 results: EPS: ₹4.26 (up from ₹1.85 in 3Q 2022). Revenue: ₹37.2b (up 28% from 3Q 2022). Net income: ₹4.75b (up 78% from 3Q 2022). Profit margin: 13% (up from 9.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Feb 06Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 62%. The fair value is estimated to be ₹1,631, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 8.7% in 2 years. Earnings is forecast to grow by 138% in the next 2 years.
お知らせ • Jan 19Adani Transmission Limited (NSEI:ADANITRANS) completed the acquisition of WRSR Power Transmission Limited from REC Power Development and Consultancy Limited.Adani Transmission Limited (NSEI:ADANITRANS) bid to acquire WRSR Power Transmission Limited from REC Power Development and Consultancy Limited on December 30, 2022. The Board of Directors of the REC Limited approved the sale. The acquisition is expected to complete during the financial year 2022-23. Adani Transmission Limited (NSEI:ADANITRANS) completed the acquisition of WRSR Power Transmission Limited from REC Power Development and Consultancy Limited on January 17, 2023.
Price Target Changed • Nov 16Price target increased to ₹2,966Up from ₹221, the current price target is an average from 2 analysts. New target price is 9.3% below last closing price of ₹3,270. Stock is up 76% over the past year. The company is forecast to post earnings per share of ₹13.20 for next year compared to ₹8.90 last year.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Additional Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Second quarter 2023 earnings released: EPS: ₹1.85 (vs ₹1.90 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.85 (down from ₹1.90 in 2Q 2022). Revenue: ₹32.5b (up 28% from 2Q 2022). Net income: ₹2.06b (down 24% from 2Q 2022). Profit margin: 6.3% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Electric Utilities industry in India.
Reported Earnings • Jul 07Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹8.90 (down from ₹9.02 in FY 2021). Revenue: ₹112.6b (up 13% from FY 2021). Net income: ₹9.78b (down 1.4% from FY 2021). Profit margin: 8.7% (down from 10.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has increased by 122% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 21+ 1 more updateAdani Transmission Limited to Report Fiscal Year 2023 Results on May 03, 2023Adani Transmission Limited announced that they will report fiscal year 2023 results on May 03, 2023
Reported Earnings • May 08Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹8.90. Revenue: ₹112.6b (up 13% from FY 2021). Net income: ₹12.0b (up 21% from FY 2021). Profit margin: 11% (in line with FY 2021). Revenue missed analyst estimates by 6.3%. Earnings per share (EPS) also missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 13%, compared to a 10% growth forecast for the industry in India.
Price Target Changed • Apr 27Price target increased to ₹1,010Up from ₹221, the current price target is provided by 1 analyst. New target price is 63% below last closing price of ₹2,714. Stock is up 157% over the past year. The company is forecast to post earnings per share of ₹10.10 for next year compared to ₹9.02 last year.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Additional Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: ₹1.85 (down from ₹3.08 in 3Q 2021). Revenue: ₹30.9b (up 19% from 3Q 2021). Net income: ₹2.67b (down 33% from 3Q 2021). Profit margin: 8.7% (down from 15% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 112% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Additional Non-Executive Independent Director Lisa MacCallum was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Second quarter 2022 earnings releasedThe company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: ₹26.8b (up 24% from 2Q 2021). Net income: ₹2.73b (up 32% from 2Q 2021). Profit margin: 10% (in line with 2Q 2021).
Board Change • Sep 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. MD, CEO & Executive Director Anil Sardana was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Recent Insider Transactions • Aug 20Insider recently sold ₹9.8m worth of stockOn the 17th of August, Anil Gupta sold around 10k shares on-market at roughly ₹983 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹1,123, the stock trades at a forward P/E ratio of 103x. Average forward P/E is 16x in the Electric Utilities industry in India. Total returns to shareholders of 563% over the past three years.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS ₹3.50 (vs ₹1.29 in 1Q 2021)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: ₹28.3b (up 16% from 1Q 2021). Net income: ₹4.35b (up 14% from 1Q 2021). Profit margin: 15% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 24Full year 2021 earnings released: EPS ₹9.02 (vs ₹3.26 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹99.3b (down 13% from FY 2020). Net income: ₹9.92b (up 177% from FY 2020). Profit margin: 10.0% (up from 3.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 106% per year, which means it is well ahead of earnings.
Major Estimate Revision • May 13Consensus EPS estimates fall to ₹10.10The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from ₹123.5b to ₹120.1b. EPS estimate also fell from ₹11.30 to ₹10.10. Net income forecast to shrink 9.3% next year vs 13% growth forecast for Electric Utilities industry in India . Consensus price target up from ₹221 to ₹245. Share price rose 6.4% to ₹1,204 over the past week.
Reported Earnings • May 10Full year 2021 earnings released: EPS ₹9.02 (vs ₹3.26 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: ₹99.3b (down 13% from FY 2020). Net income: ₹12.2b (up 241% from FY 2020). Profit margin: 12% (up from 3.1% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 94% per year, which means it is well ahead of earnings.
Executive Departure • Feb 09Chief Financial Officer has left the companyOn the 2nd of February, Kaushal Shah's tenure as Chief Financial Officer ended after 5.3 years in the role. We don't have any record of a personal shareholding under Kaushal's name. Kaushal is the only executive to leave the company over the last 12 months.
Reported Earnings • Feb 05Third quarter 2021 earnings released: EPS ₹3.08The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: ₹27.3b (down 1.6% from 3Q 2020). Net income: ₹4.78b (up 135% from 3Q 2020). Profit margin: 18% (up from 7.3% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 37% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.3%. Earnings per share (EPS) missed analyst estimates by 61%. Over the next year, revenue is forecast to grow 13%, compared to a 11% growth forecast for the Electric Utilities industry in India.
お知らせ • Jan 29Adani Transmission Limited to Report Q3, 2021 Results on Feb 04, 2021Adani Transmission Limited announced that they will report Q3, 2021 results on Feb 04, 2021
Is New 90 Day High Low • Jan 20New 90-day high: ₹456The company is up 56% from its price of ₹293 on 22 October 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is up 28% over the same period.
Is New 90 Day High Low • Jan 04New 90-day high: ₹441The company is up 70% from its price of ₹260 on 06 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is up 26% over the same period.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue and earnings miss expectationsRevenue missed analyst estimates by 21%. Earnings per share (EPS) also missed analyst estimates by 61%. Over the next year, revenue is forecast to grow 10%, compared to a 7.4% growth forecast for the Electric Utilities industry in India.
Is New 90 Day High Low • Nov 05New 90-day high: ₹299The company is up 20% from its price of ₹250 on 07 August 2020. The Indian market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electric Utilities industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is ₹341 per share.
お知らせ • Oct 28Adani Transmission Limited to Report Q2, 2021 Results on Nov 05, 2020Adani Transmission Limited announced that they will report Q2, 2021 results on Nov 05, 2020