Adani Energy Solutions Limited

NSEI:ADANIENSOL 株式レポート

時価総額:₹2.0t

Adani Energy Solutions 将来の成長

Future 基準チェック /26

Adani Energy Solutions利益と収益がそれぞれ年間15.6%と18.1%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13.1% 18%なると予測されています。

主要情報

15.6%

収益成長率

17.98%

EPS成長率

Electric Utilities 収益成長12.0%
収益成長率18.1%
将来の株主資本利益率13.13%
アナリストカバレッジ

Good

最終更新日24 Jul 2026

今後の成長に関する最新情報

分析記事 Jul 25

Adani Energy Solutions Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Adani Energy Solutions Limited ( NSE:ADANIENSOL ) just released its first-quarter report and things are looking...
分析記事 Jan 25

Adani Energy Solutions Limited Just Missed EPS By 49%: Here's What Analysts Think Will Happen Next

Adani Energy Solutions Limited ( NSE:ADANIENSOL ) missed earnings with its latest quarterly results, disappointing...

Recent updates

分析記事 Jul 25

Adani Energy Solutions Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Adani Energy Solutions Limited ( NSE:ADANIENSOL ) just released its first-quarter report and things are looking...
ナラティブ更新 Jul 21

ADANIENSOL: Rich Future P/E And Fundraising Plans Will Shape Cautious Outlook

The analyst fair value estimate for Adani Energy Solutions has been revised from ₹1,448.11 to ₹1,607.11, with analysts citing updated assumptions for revenue growth, profit margins, and future P/E as the key drivers of this change. What’s in the News for Adani Energy Solutions Board meeting scheduled for Jul 21, 2026 to consider and approve the unaudited financial results for the quarter ended Jun 30, 2026.
ナラティブ更新 Jul 07

ADANIENSOL: Rich Future P/E Will Drive Cautious View On Upcoming Results

Analysts have raised their price target for Adani Energy Solutions to around ₹1,448 from about ₹1,418, citing updated assumptions that include expectations of higher revenue, a different profit margin profile, and an adjusted future P/E multiple. What’s in the News for Adani Energy Solutions The board has scheduled a meeting for Jul 21, 2026 to consider and approve the unaudited financial results for the quarter ended Jun 30, 2026, according to company disclosures.
ナラティブ更新 Jun 23

ADANIENSOL: Rich Future P/E Assumptions Will Outweigh Recent Grid Project Wins

The analyst fair value estimate for Adani Energy Solutions has been revised from ₹1,072 to ₹1,133. Analysts cite updated assumptions on the discount rate, revenue growth, profit margins and future P/E as the basis for this change.
ナラティブ更新 Jun 05

ADANIENSOL: Mumbai HVDC Expansion And Smart Meter Bid Will Shape Balanced Outlook

Analysts have lifted their price target on Adani Energy Solutions from ₹1,129 to ₹1,417.88, citing updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Adani Energy Solutions is among four shortlisted bidders in the final leg of the proposed sale of smart meter platform IntelliSmart Infrastructure, with the equity value for IntelliSmart cited at about $400 million (₹37,000 million), according to ET.
分析記事 May 31

Should You Think About Buying Adani Energy Solutions Limited (NSE:ADANIENSOL) Now?

Let's talk about the popular Adani Energy Solutions Limited ( NSE:ADANIENSOL ). The company's shares received a lot of...
ナラティブ更新 May 21

ADANIENSOL: Mumbai Power Link Expansion Will Support Future Upside Potential

Analysts are keeping the price target for Adani Energy Solutions steady at ₹1,665, citing small adjustments in projected revenue growth, profit margins, and forward P/E assumptions as the key factors behind this unchanged view. What's in the News Hitachi Energy India and Adani Energy Solutions commissioned one of the world’s largest high voltage direct current city center infeed projects in Mumbai, designed to inject up to 1,000 megawatts of power and increase the city’s imported power capacity by 50% (client announcement).
ナラティブ更新 May 07

ADANIENSOL: Mumbai Power Link And Smart Meter Push Will Support Upside

Analysts have lifted their price target on Adani Energy Solutions from ₹1,199 to ₹1,665, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that together indicate a higher assessed fair value. What's in the News Hitachi Energy India and Adani Energy Solutions have commissioned a high voltage direct current city center infeed in Mumbai that can inject up to 1,000 MW of power directly into the city, increasing supply sourced from outside Mumbai by 50% and supporting the daily needs of more than 20 million people (Client Announcement).
ナラティブ更新 Apr 23

ADANIENSOL: Future Margin Assumptions Will Outrun Mumbai Grid Expansion Benefits

Analysts have lifted their price target on Adani Energy Solutions from ₹1,048 to ₹1,072, citing updated assumptions for higher revenue, stronger profit margins and a lower future P/E multiple. What's in the News Hitachi Energy India and Adani Energy Solutions commissioned a high voltage direct current city center infeed in Mumbai that can inject up to 1,000 MW of power into the city, with the Kudus Aarey HVDC link increasing power available from outside Mumbai and supporting energy needs for more than 20 million people (Client Announcements).
ナラティブ更新 Apr 08

ADANIENSOL: Smart Meter Acquisition Interest Will Support Future Upside

Analysts have raised the fair value price target for Adani Energy Solutions to ₹1,199 from ₹1,172, reflecting updated expectations for revenue growth, profit margins and future P/E assumptions. What's in the News Adani Energy Solutions is among several homegrown smart meter manufacturers evaluating an acquisition of IntelliSmart Infrastructure, alongside global investors such as Brookfield, Macquarie, KKR and Actis.
ナラティブ更新 Mar 25

ADANIENSOL: New Transmission Subsidiaries And Governance Steps Will Support Future Upside

Analysts have kept their price target for Adani Energy Solutions broadly unchanged at around ₹1,129. They report that this reflects stable assumptions on discount rate, revenue growth, profit margin and future P/E multiple in their latest models.
ナラティブ更新 Mar 10

ADANIENSOL: New Subsidiaries And Governance Steps Will Support Measured Future Expansion

Analysts have nudged their price target for Adani Energy Solutions slightly higher to ₹1,129 from ₹1,123.83, pointing to updated inputs around revenue growth assumptions, profit margins, and future P/E expectations in their models. What's in the News A board meeting is scheduled on Jan 22, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025 (company filing).
ナラティブ更新 Feb 24

ADANIENSOL: New Subsidiaries And Governance Steps Will Support Measured Future Expansion

Analysts have trimmed their price target for Adani Energy Solutions from about ₹1,161.60 to roughly ₹1,123.83, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E that now point to a slightly lower fair value estimate. What's in the News A board meeting is scheduled on Jan 22, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025 (company filing).
分析記事 Feb 15

Is Adani Energy Solutions (NSE:ADANIENSOL) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブ更新 Feb 10

ADANIENSOL: New Energy Network Subsidiaries Will Support Future Upside

Narrative Update on Adani Energy Solutions Analysts have revised their price target on Adani Energy Solutions from ₹1,290 to ₹1,172, reflecting updated views that combine higher assumed revenue growth of 24.85% with slightly lower profit margin estimates of 12.68%, a modestly reduced discount rate of 12.48% and a lower forward P/E assumption of 34.08x. What's in the News Adani Energy Solutions has called a special or extraordinary shareholders meeting via postal ballot in India, scheduled for February 24, 2026, indicating upcoming shareholder decisions on yet to be specified matters (company event disclosure).
ナラティブ更新 Jan 25

ADANIENSOL: New Energy Networks And Storage Platform Will Support Future Upside

Analysts have kept their fair value estimate for Adani Energy Solutions steady at ₹1,290, with the latest pricing work reflecting updated assumptions for slightly lower revenue growth, a softer profit margin profile, and a higher future P/E multiple. What's in the News Adani Energy Solutions incorporated A-ONE ENERGY NetworkS Limited in India to establish, commission, operate and maintain electric power transmission systems, with authorized equity share capital of 100,000 shares and paid up capital of 50,000 shares of ₹10 each, fully held by the company (SEBI filing).
分析記事 Jan 25

Adani Energy Solutions Limited Just Missed EPS By 49%: Here's What Analysts Think Will Happen Next

Adani Energy Solutions Limited ( NSE:ADANIENSOL ) missed earnings with its latest quarterly results, disappointing...
ナラティブ更新 Jan 10

ADANIENSOL: Future Margin Strength And Projects Will Support Superior Risk Reward Profile

Analysts have kept their fair value estimate for Adani Energy Solutions unchanged at ₹1,290. They cited small adjustments to revenue growth, profit margin expectations, and future P/E assumptions that offset each other in their updated model.
ナラティブ更新 Dec 26

ADANIENSOL: Future Profit Margin Expansion Will Support Stronger Risk Reward Profile

Analysts have raised their price target on Adani Energy Solutions to ₹1,290 per share, highlighting upgraded expectations for revenue growth, a significantly stronger profit margin outlook, and a lower projected future P E multiple, which together support a more favorable risk return profile. What's in the News Diamond Power Infrastructure received a letter of intent from Adani Energy Solutions to supply 7,668 km of AL 59 Zebra conductor for the Khavda transmission project, an order valued at about INR 2,760 crore including tax, to be executed by November 23, 2026 (company announcement).
ナラティブ更新 Dec 12

ADANIENSOL: Renewable Energy Contracts Will Drive Future Expansion And Re Rating Potential

Analysts have maintained their fair value estimate for Adani Energy Solutions at ₹1,161.60 per share, reflecting unchanged assumptions on discount rate, revenue growth, profit margin and future P/E as they await clearer catalysts for a rerating. What's in the News Diamond Power Infrastructure received a letter of intent from Adani Energy Solutions to supply 7,668 km of AL 59 Zebra conductor for the Khavda Project, a contract valued at about INR 2,760.6 crore including tax, with execution targeted by November 23, 2026 (company announcement) Adani Group outlined that its first large scale Battery Energy Storage Systems project, of 1,126 MW / 3,530 MWh, will initially be implemented by Adani Green Energy under the integrated utility platform, with future roles for Adani Energy Solutions and Adani Power to be detailed as and when they become disclosable events (business expansion update) Adani Energy Solutions signed an agreement to supply 60 MW of renewable energy to RSWM Ltd, helping the textile company lift the share of renewables in its energy mix from 33 percent to a targeted 70 percent in the near term (client agreement) A special shareholders meeting, conducted via postal ballot in India on December 7, 2025, has been convened to consider material modifications in previously approved material related party transactions (shareholder meeting notice) A board meeting scheduled for October 27, 2025 will review and approve the company unaudited financial results for the quarter and half year ended September 30, 2025 (regulatory filing) Valuation Changes Fair Value Estimate, unchanged at ₹1,161.60 per share, indicating no revision to the base case valuation.
分析記事 Nov 30

With Adani Energy Solutions Limited (NSE:ADANIENSOL) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 53x Adani Energy Solutions Limited ( NSE:ADANIENSOL ) may be sending very...
ナラティブ更新 Nov 28

ADANIENSOL: Renewable Projects And New Subsidiary Will Drive Future Expansion

Analysts have raised their price target for Adani Energy Solutions from ₹1,153.25 to ₹1,161.60, citing stronger expected revenue growth despite slightly lower profit margins in upcoming forecasts. What's in the News The Adani Group is developing Battery Energy Storage Systems (BESS) as part of its integrated utility platform.
ナラティブ更新 Nov 09

ADANIENSOL: New Subsidiaries Will Drive Expansion Into Power Transmission Segment

Narrative Update on Adani Energy Solutions: Analyst Price Target Revision Analysts have maintained Adani Energy Solutions’ price target at ₹1,153.25. This reflects steady confidence in the company’s outlook, citing improved revenue growth and profit margin, offset by a slightly higher discount rate and a reduction in forecasted future P/E.
分析記事 Nov 08

Is Adani Energy Solutions (NSE:ADANIENSOL) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブ更新 Oct 26

New Subsidiaries And Market Expansion Will Drive Broader Regional Reach

Analysts have increased their price target for Adani Energy Solutions from ₹1,141.25 to ₹1,153.25. They cite anticipated improvements in both revenue growth and profit margins as key drivers for the upward revision.
分析記事 Sep 30

Returns On Capital At Adani Energy Solutions (NSE:ADANIENSOL) Have Hit The Brakes

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
ナラティブ更新 Sep 20

Mumbai HVDC And Smart Metering Will Expand Market Presence

The consensus analyst price target for Adani Energy Solutions has been lowered from ₹1302 to ₹1141, primarily reflecting a significant decline in net profit margin despite improved revenue growth forecasts. What's in the News Adani Energy Solutions incorporated several wholly owned subsidiaries, including Adani Energy Solutions Step-Fourteen Limited, Step-Fif 15 Limited, and Step-Sixteen Limited, to support expansion in power transmission, distribution, and related infrastructure.
ナラティブ更新 Sep 05

Mumbai HVDC And Smart Metering Will Expand Market Presence

With both the future P/E ratio and revenue growth forecasts essentially unchanged, analysts’ fair value estimate for Adani Energy Solutions remains steady at ₹1302. What's in the News Incorporated Adani Energy Solutions Step-Fifteen Limited, a wholly owned subsidiary, for transmission, distribution, and supply of power.
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新しいナラティブ Nov 11

Transmission Expansion And Smart Meter Innovations Propel Growth For A Bright Future

Strategic growth in transmission and smart meters is set to drive future revenue and improve profit margins significantly.

業績と収益の成長予測

NSEI:ADANIENSOL - 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
3/31/2029565,59747,219-27,122N/A4
3/31/2028464,30843,379-78,945N/A7
3/31/2027420,58139,825-102,155N/A6
6/30/2026304,79829,191N/AN/AN/A
3/31/2026275,88022,825-34,351109,967N/A
12/31/2025265,19322,459N/AN/AN/A
9/30/2025256,20022,554-29,58693,321N/A
6/30/2025252,07823,964N/AN/AN/A
3/31/2025237,67110,600-3,33690,445N/A
12/31/2024220,9947,743N/AN/AN/A
9/30/2024208,3185,374-2,92863,460N/A
6/30/2024171,818-3,519N/AN/AN/A
3/31/2024166,07411,3736,08160,376N/A
12/31/2023152,58211,455N/AN/AN/A
9/30/2023142,47112,9537,70457,889N/A
6/30/2023128,09410,777N/AN/AN/A
3/31/2023132,92712,365-9,25237,770N/A
12/31/2022129,0988,702N/AN/AN/A
9/30/2022122,6986,625-10,47334,239N/A
6/30/2022115,5987,289N/AN/AN/A
3/31/2022112,5759,783-94240,966N/A
12/31/2021110,0949,818N/AN/AN/A
9/30/2021106,94711,100-1,78142,321N/A
6/30/2021103,09510,442N/AN/AN/A
3/31/202199,2639,924-1,68037,843N/A
12/31/2020103,8676,966N/AN/AN/A
9/30/2020105,6725,0505,11832,744N/A
6/30/2020110,0445,287N/AN/AN/A
3/31/2020114,1603,585N/A54,372N/A
12/31/2019107,7464,885N/AN/AN/A
9/30/2019107,4554,328N/AN/AN/A
6/30/201995,4282,976N/AN/AN/A
3/31/201973,0552,535N/A25,914N/A
12/31/201856,5145,545N/AN/AN/A
9/30/201846,02412,072N/AN/AN/A
6/30/201839,56711,787N/AN/AN/A
3/31/201839,44510,934N/A21,983N/A
12/31/201739,73210,876N/AN/AN/A
9/30/201729,2013,450N/AN/AN/A
6/30/201728,5683,778N/AN/AN/A
3/31/201728,7574,164N/A21,888N/A
12/31/201626,8214,114N/AN/AN/A
9/30/201624,7933,869N/AN/AN/A
6/30/201623,6094,496N/AN/AN/A
3/31/201621,9703,679N/A15,435N/A
12/31/201516,8282,495N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: ADANIENSOLの予測収益成長率 (年間15.6% ) は 貯蓄率 ( 6.9% ) を上回っています。

収益対市場: ADANIENSOLの収益 ( 15.6% ) Indian市場 ( 16.3% ) よりも低い成長が予測されています。

高成長収益: ADANIENSOLの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ADANIENSOLの収益 ( 18.1% ) Indian市場 ( 10.9% ) 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: ADANIENSOLの収益 ( 18.1% ) 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: ADANIENSOL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 ( 13.1 %)。


成長企業の発掘

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2026/08/03 17:46
終値2026/08/03 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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 8 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。11

アナリスト機関
Manish SomaiyaCantor Fitzgerald & Co.
Vikash JainCLSA
Kameswari V. S. ChavaliFirstCall Research